
Proposify
8.3#3 in proposal softwareiOSWebAPI
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| Fact | Proposify | Zepixo |
|---|---|---|
| Analytics and reporting | Yes | Yes |
| Built-in e-signatures | Yes | Yes |
| Client activity tracking | Yes | Yes |
| CRM integrations | Proposify integrates with popular CRM, invoicing, payment, and Zapier tools. | No |
| Free plan | No | Yes |
| Included team seats | 1 | 10 |
| Integrations | The integrations directory lists CRM, payment, invoicing, collaboration, file, forms, project-management, and other integrations, including Salesforce, HubSpot, Stripe, QuickBooks, Slack, and Zapier. | The pricing page lists a Stripe key, while the homepage says users bring their own Stripe and email providers. |
| Online payment collection | Yes | Yes |
| Purpose | Proposify lets sales teams create, send, track, and close customized, interactive proposals. | Zepixo combines proposals, CRM, Stripe checkout, and project boards in one workspace for agencies and operators. |
| Support | Email and chat support is available Monday through Thursday from 8 AM to 8 PM EST and Fridays from 8 AM to 4 PM EST. | The pricing page says Pro customers can cancel anytime and keep the period they paid for. |
Proposify suits individuals and small sales teams that need to create and track proposals, as well as growing teams seeking CRM integration. Its iOS companion app is for monitoring activity rather than creating and sending proposals.
Zepixo fits agencies and operators that need proposals, invoicing, client tracking, payments, and project boards in one web workspace. It also suits teams wanting built-in signatures and reporting without CRM integrations.