Your CRM is one of the most powerful sales tools in your tech stack. Whether you use HubSpot, Salesforce, or any other platform, it's your sales team's single source of truth for managing customer information and deal stages. With over 91% of companies with 10+ employees now using a CRM, it's clear that these platforms are essential. But they become even more powerful when you connect them with other tools, like proposal software.
Every team's sales process is different. Whether yours involves multiple products, locations, or pipelines, a smooth workflow is the key to success. When you connect your CRM with the right tools, you create a system that makes your workflow better and keeps deals moving forward while giving everyone what they need to close more deals.
What is a customizable CRM?
A customizable CRM is software that lets you add or change features based on what your business needs. It gives you the freedom to adjust pipelines, improve data collection, connect other tools, and more. This helps you make every stage of your sales process better.
Why integrate proposal software with your CRM?
Sales teams love investing in software that helps them at the start of the sales process, But when it's time to close the deal, many teams don't invest enough in the right tools. While your CRM can help you prepare for the close, it's not built to create, send, and track proposals and closing documents.
These final stages are key to bringing in new business. But without the right software, there's a blind spot in your sales process. You can't see what's happening with your deals once they're sent to the prospect. No updates, no alerts when proposals are opened, nothing. This gap can put your deals at risk.
The blind spot problem
Focusing too much on the start of the sales process while ignoring the end creates a blind spot. That's where proposal software helps. It's the fastest and easiest way to see and control your deals. It lets you create perfect proposals with information from your CRM, send them to prospects, and track them from start to finish. When you connect your proposal software with your CRM, you fill the gap between deal stages and remove that blind spot.
Benefits of connecting proposal software with your CRM
Connecting proposal software with your CRM helps you send proposals faster and more accurately while getting more value from your CRM. Here are the main benefits:
1. Sync your proposals with CRM data
Once you connect your CRM to your proposal software, your contact lists will sync and update automatically. You can pull information straight from your CRM into your proposals, which means no mistakes. Your sales reps spend less time looking for deal details and more time selling.
2. Move deals forward automatically
Once you link a proposal to a deal in your CRM, the deal will move through your sales stages automatically as the proposal moves forward. This means your pipeline stays updated without manual work.
3. Get updates in real time
Beyond tracking proposal activity in your proposal software, the connection lets you see activity on your CRM timeline, including comments, proposal stages, and closed deals. Real-time updates mean you always know where your deals are.
4. Stay in your CRM
Between LinkedIn, prospect websites, outreach platforms, lead tools, and the CRM itself, reps already have too many tabs open. By connecting your proposal software with your CRM, you can create proposals right in the CRM without jumping between different pages.
5. Keep sales documents with your deals
While you can track all your sales documents in your proposal software, the CRM connection makes things easier. Once you link your proposal with a deal, you can attach any sales documents right to the deal so nothing gets lost.
How Wonit connects with your CRM?
Now that you know why you should connect your CRM with proposal software, here's how Wonit's CRM connection can change your sales process.
Create proposals from CRM data with AI
With Wonit, you can create personal proposals by connecting your HubSpot account. Once connected, you can ask Wonit's AI to create a proposal for a specific deal and the app will grab all the important information from your CRM to create a fully personal proposal in seconds.
Sync client data automatically
Wonit's CRM connection pulls client details from HubSpot automatically, removing manual data entry and reducing mistakes. Your team can focus on closing deals instead of copying information between platforms.
Create personal proposals from CRM
By bringing your CRM data into Wonit's knowledge base, the AI can create proposals that fit each specific lead. The system understands your company details, past conversations, and deal background pulled straight from your CRM to create proposals that connect with your prospects and close deals faster.
Conclusion
Your CRM is what you make of it. By connecting proposal software like Wonit with your CRM, you create a smooth workflow that removes the blind spot in your sales process. With AI-powered proposal creation that pulls straight from your CRM data, you can turn weeks of proposal work into minutes while keeping your team focused on closing deals.
Ready to transform your proposal process? Get early access to Wonit and start creating winning proposals today.