Better Proposals + CallRail Integration

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CallRail + Better Proposals Integration

Create Better Proposals proposal for new CallRail contact

As a sales representative, you know that creating a proposal is an important step in sealing the deal. But what if you could create that proposal right within CallRail? With this integration, you can!

When you create a contact in CallRail, Better Proposals will automatically create a proposal for you. This makes it easy to get started and keep your proposal organized.

Ready to try it out? Get started today!
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CallRail + Better Proposals Integration

Create Better Proposals proposal for new CallRail company

If your company uses CallRail, and you need to create proposal, there's an easy way to do it using Better Proposals. When you create a new company in CallRail, this integration will automatically create a proposal for you in Better Proposals.

You can then modify the proposal as needed, and send it to your potential clients. This saves you time and effort, since you don't have to create the proposal manually or switch between programs to create the proposal.
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Better Proposals + CallRail Integration
1.
  • Better Proposals
    Proposal is signed in Better Proposals
  • Better Proposals
    Proposal is created in Better Proposals
  • Better Proposals
    Proposal is sent in Better Proposals
  • Better Proposals
    Proposal is opened in Better Proposals
  • CallRail
    Phone call is completed in CallRail Instant
  • CallRail
    Phone call is updated in CallRail Instant
  • CallRail
    Phone call is started in CallRail Instant
  • CallRail
    Outbound call is completed in CallRail Instant
  • CallRail
    Form is captured in CallRail Instant
  • CallRail
    User is created in CallRail
  • CallRail
    SMS is sent in CallRail Instant
  • CallRail
    SMS is received in CallRail Instant
  • CallRail
    Company is created in CallRail
  • CallRail
    Session tracker is created in CallRail
  • CallRail
    Source tracker is created in CallRail
2.
  • Better Proposals
    Create proposal in Better Proposals
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