Bidsketch
Easily drop in content, fees, and designs to create persuasive proposals in minutes. Perfect for salespeople, sales teams, and anyone closing deals. Get your sales proposals signed faster with the e-signature feature by capturing client signatures online when they approve. Optionally, you can export to PDF. You'll impress clients with a custom client landing page and beautiful proposal templates. With web based proposal analytics and instant notifications, you'll know when clients open proposals or need a follow up. Bidsketch is proposal software that helps you close deals in minutes. So you can focus on your work. It's proposal management that helps you cut your proposal time in half, up-sell for more revenue, close more deals in your sales pipeline. Top businesses and sales teams have switched to Bidsketch, and thousands of people are now closing hundreds of millions of dollars, in less time than ever before.
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Powerlily
Powerlily is a solar operating system that brings design, proposals, CRM, permitting, field operations, invoicing, and fleet monitoring into one connected platform. It carries a customer from first contact through design, sale, installation, and long-term service without rebuilding the same project across separate tools. Teams can capture and qualify leads, preserve attribution, manage solar-native pipelines, and automate follow-up based on real events. Live 3D design supports roof, ground, carport, and commercial arrays with stringing, setbacks, shading, and 8,760-hour per-panel production simulation, while battery analysis connects usage, tariffs, incentives, and financing to hour-by-hour storage behavior and long-term value. Powerlily can generate editable single-line diagrams, coordinated permit-ready plan sets, branded proposals, e-signatures, invoices, and field schedules from the same project record.
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KudosCRM
KudosCRM is an AI-powered CRM designed to manage the entire customer journey in one platform—from lead capture and qualification to sales, delivery, invoicing, customer support, and growth. It combines contact management, sales pipelines, deal tracking, forecasting, quotes, e-signatures, project management, invoicing, support tickets, analytics, and workflow automation.
KudosCRM helps sales teams capture and score leads, manage opportunities, automate follow-ups, forecast revenue, and track deals from a centralized customer record. Teams can create quotes, manage approvals, collect e-signatures, convert accepted quotes into orders, and streamline invoicing and delivery.
Built-in AI features help users draft and reply to emails, rewrite and translate content, summarize customer records, extract information from documents, and add AI-powered actions to workflows. Its no-code workflow builder helps businesses automate repetitive processes and improve productivity.
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Sumac
Sumac is powerful, customizable case management software built for nonprofits. It helps you streamline client intake, track services, and manage programs with ease. Whether you're supporting families, running a shelter, or delivering health or community services, Sumac adapts to your unique workflows.
With extensions for donations, volunteers, grants, and memberships, Sumac can become a complete nonprofit CRM. Features include web-based intake forms, e-signatures, built-in email marketing, and robust reporting—all in a secure, HIPAA & PIPEDA-compliant system.
Your team can manage clients on the go using Sumac’s mobile-friendly Case Portal, and automate follow-ups with custom workflows and reminders. Plus, free live customer support is always included, so help is never far away.
Trusted by thousands of nonprofits, Sumac gives you everything you need to manage services, engage supporters, and grow your impact—all from one place.
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