Whats the story behind the proposal that left a trail
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What's the story behind the proposal that left a trail?
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You send a quote and then forget about it. No reminder to follow up, no record of who opened it, no idea if the client is stalling or just busy. That gap kills deals.
Prigmar closes it. The CRM logs every touchpoint so you see the full history in one place. The invoicing agent turns an accepted quote into a bill with zero re-typing. The lead agent keeps the relationship warm so a slow response doesn't mean a dead lead.
Here's how it works:
1. Send the proposal from wherever you work.
2. Prigmar's CRM records it against the contact automatically.
3. Set your follow-up cadence or let the agent handle it.
4. When the client says yes, the invoicing agent creates a bill in one step.
5. You approve or let it auto-publish and just watch.
This isn't more software to check. It's a trail you can see so nothing falls through, and you get paid faster.