Land the job with a strong business proposal.
LIVE TRACKING OF PROPOSALS TO PROSPECTIVE CLIENTS
Live Status of proposals from - Draft to Completion.
- Draft — Proposals created, to be sent to clients
- In Review — Sent for review to the Manager/Supervisor
- Awaiting Acceptance — Sent to client
- Active — Client has accepted the proposal
- Awaiting Acceptance — Sent to client
- Lost — Deal not converted
TRACK CLIENT RESPONSES IN REAL TIME
Real time responses/ notifications
- View all client responses
- Check and respond to all client queries
- Client will also receive e-mail and SMS notification for your replies
- For offline messages, you will receive an E-mail notification
VISIBILITY ON THE PROPOSAL STATUS TO INTERNAL STAKEHOLDERS
Proposal status visibility to internal stakeholders
- 360 degree view for summary of different proposal status with numbers, percentages and amounts
- Enables stakeholders to take important business decisions, such as; moving more drafted proposals to active, reducing number of lost proposals, timely completion of proposal status.
Manage business proposals your way.
AN AUTOMATED PROCESS TO FOLLOW UP WITH THE CLIENTS
Auto reminders to Client
- System generated auto reminder to clients for accepting the proposal
- Flexibility to send manual reminders also
- Auto pop-ups for logged in people to send reminders
- Multiple choice selection for sending reminders in Bulk
SYNCHRONIZED PROPOSAL SUBSCRIPTIO N & SERVICE DELIV ERY
- Track service delivery while matching it with Proposal
- Complete delivery as per proposal’s services
SINGLE/NODAL POINT FOR CLIENT COMMUN ICATION
keep client communication at one place
- Helps to see the history of interaction and contact client from the same place
- Enables other team members to view Interaction and pick up the lead with all information; any time
- Share documents as well as E- mail notification of the Interaction
STANDARDIZED PROPOSALS TEMPLATES BRANDING,T & C, ETC.
- Standard templates used across the organisation
- Logos, branding and terms and conditions
- Multiple templates for convenience
- Wide range of customization options
CLOSE PROPOSALS ONLINE, WITH TWO WAY E-SIGNATURES
Proposal Closure with E-Sign
- Close proposal with two way E-sign
- Proposal/contract visibility with both parties
- Avoid delays and manual processes of signing/ scanning and sharing the proposal
- Both the parties also have the option to save the signed proposal copies as PDF
ABILITY TO CUSTOMIZE MIS, DASHBOARDS AND REPORTS
- Customized the standard reports
- Use filters and sorting to get the desired data/format
- Ability to Adjust columns/View/Print/Save as report
PROPOSAL PLATFORM INTEGRATION WITH THE BILLING SOLUTION
Active Proposal to billing
- API integration with billing solutions
- Push completed proposals to billing solution automatically
- Avoid manual error of creating bills for services provided
- Reduces effort of creating bills for the clients.
More than just business proposals. Run your entire business with MiClient.
Try MiClient for 7 days. No credit card required!.
|Personal||Business||Enterprise||Enterprise - Growth|
|Internal Stakeholders Visibility to All Proposals|
|Standardised Proposals Templates Branding, T&C|
|Ability to Customise MIS, Dashboards & Complex Reports|
|Live Tracking of Proposals to Prospective clients||--|
|Track Client Responses Real Time||--|
|Automated Client Follow Up Process||--|
|Synchrinized Proposal Subscription & Service Delivery||--|
|Nodal Point of Client Communication||--|
|Multiple User Access with Customised Rights||--|
|Close Proposals Online with Two-way Signatures||--|
|Proposal Platform Integration with Multiple Solutions||--||--|
|Proposal Templates Customisation||--||--|
|Bulk E-mails to Clients||--||--||--|
|Automatic Payment Collection - Individual Payment Gateway||--||--||--|
|AI based Chatbots for Automating Client Queries||--||--||--|
|Live Video Chat/ Meeting with Client||--||--||--|
All our plans include
Get access to a ton of features out of the box
First class support
MiClient having a good support team to support his valuable customers if they have any problem to use.
Service provided by MiClient is lightning fast you can send the proposal to the client after few clicks
MiClient giving service of E signature. Now customers can accept proposal online with MiClient
MiClient also take care about your recent deals, it has different sets of records for analysis.
The subscriber of MiClient also can work in the team because of multi-user management service of the MiClient.
Pre Defined Templates
There are many pre-defined templates ready to use, you can also customize these templates easily.
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Find the MiClient plan that works for your small business.
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