PieSync integrates Proposify with Batchbook for an automatic 2-way contacts sync. Every time you add or update a contact in Proposify, it is automatically synced with Batchbook, and vice versa - eliminating import/export!
Syncing Proposify with Batchbook is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.
Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing Proposify with Batchbook.
Proposify is a simple way to deliver winning proposals. Save over 2 hrs compared to Word, InDesign, or Google Docs. Unlimited access to a gallery of beautiful templates with pre-written copy for a variety of services. All templates are customizable to fit your business & brand voice. We're the proposal tool of choice for salespeople & entrepreneurs because we understand sales. We get the challenges of growing a business. Every feature is designed to get you one step closer to client sign-off.
Batchbook prides itself on being a straightforward and social CRM for small businesses. Email and Task automation will create better workflows for your team and build a more meaningful relationship with your customer while simultaneously saving a lot of time!
Before PieSync, syncing our data to a CRM was more of a hassle than an advantage. We needed to keep the categories we were using in Outlook. That was the base of our internal organization and no other cloud integration software was offering that possibility. Intelligent Syncing makes PieSync the most advanced sync engine out there!
I use Freshbooks for invoicing and SharpSpring for marketing. I was looking for a way to get my customer information from Freshbooks and into Sharpspring and PieSync does that perfectly. I also use PieSync to add customer details to my email marketing apps, I even sync customer contacts to my phone via iCloud. It works in all directions, so even if I am out of the office and I meet a new contact, I add them in my phone and PieSync syncs them to my other systems instantly. I’m using a variety of software apps because I want to have best-of-breed apps running my business. Luckily I can rely on PieSync’s Intelligent Syncing to update customer details across all of these systems.