Prospects
With NIZU Prospects you can manage, track, and nurture your leads effectively. Using Estimates and Proposals Templates you can streamline your workflow and improve collaboration between teams and future clients.
Features
As any other App in NIZU, Prospects is integrated with Invoices and Leads, creating a seamless flow from estimate to invoice to client — all in one platform.
Estimates
Create professional estimates that clients can review and approve online
Proposals
Send branded proposals that move prospects closer to becoming clients
Estimates Forms
Embed estimate request forms on your website to capture inbound interest
Proposals Templates
Build reusable templates to send consistent, polished proposals faster
Pipeline process
Track every proposal through a clear pipeline from draft to signed deal
Connected Apps
Invoices
How is connected: You can create and send invoices directly from the Prospects App, ensuring a seamless transition from accepted estimate to paid invoice.
appLeads
How is connected: Leads App is designed to help you manage and nurture your leads effectively, ensuring a smooth transition from prospect to client.
appNo App works alone
Here is a list of other connected apps:
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Clients
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Contracts
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Tasks
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Payments
Clients
How is connected: Prospects can be converted into Clients once an estimate is accepted, automatically creating the client record with all relevant data.
appContracts
How is connected: Contracts can be generated directly from accepted proposals, completing the sales cycle from first contact to signed agreement.
app