Open Proposals

Never lose track of opportunities

With all your proposals stored in serviceminder, it becomes easy work to track your pipeline. Easily follow up with customers on open proposals that need more work to convert to a sale. If the customer lost it, or has questions, you can easily update and resend them a copy from your PC or tablet.

The integrated Tasks feature makes it easy to create reminders with notes and actions to follow up with specific customers on their schedule.

With your pipeline always front and center, never miss an opportunity to ask your customer for their business.