SW Proposal is a SAAS-based application launched in December of 2012. Its full name is Software Proposal Portal. It was created for IT companies and freelancers, providers of custom software development that strive to automate all of their business processes. The system currently provides three major modules with functionalities that include project proposal creation, CRM, and online scheduler. We were also informed that new unique modules are in the making and will be released at the end of the year.
SW Proposal Portal is useful for anyone working in the IT industry. The system offers project proposal templates with predefined steps to be completed one at a time. It includes a general section for project information, requirements, risks, portfolio, and references as well as a technical section with project details, system architecture, breakdown of work scope, and delivery schedules. Finally, it also features a financial section for budget, payment options, and terms and conditions. Once the proposal has been generated, you can download it or send it via e-mail either in MS doc or PDF format.
The module for software project proposal creation is integrated with CRM, which supports tracking and management of the negotiation process. The customer relationship management options of this tool are rather traditional: You may add/delete client cards, track and manage negotiations, events, appointments, store-related documents, and save other information about clients as well as keep and track information about all your sales activities. If you are starting new communication processes with your clients, it is helpful to use the online scheduler along with the CRM functionality.
The Software Project Proposal is a modern tool designed to assist with today’s business world that continuously seeks to reduce costs, save time, and lower effort invested while improving the level of productivity, effectiveness, and profit of an organization. Many companies today strive to automate most of their business processes and operations in an effort to increase their productivity. A software tool can be an ideal instrument for you to various benefits through one source. SW Proposal gives you an opportunity to automate your processes through a variety of features.
Test the system out and sign in today. See how it can benefit you right now.