ClientManager vs Proposify
ClientManager
clientmanager.io
Proposify
proposify.comSide by side
| Figure | ClientManager | Proposify |
|---|---|---|
| Price from | $12/mo | $1.58/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| API | — | Yes |
| Plans published | 3 | 10 |
| Spec score · Proposal Software | 8.1 (#41) | 9.1 (#3) |
| Analytics and reporting | Yes | Yes |
| Audience | The product is presented for agencies, small businesses, and freelancers. | The Basic plan is for individuals and small teams, while the Team plan is for growing teams that need CRM integration. |
| Client activity tracking | Yes | Users can see when prospects view documents and track time spent in sections. |
| Built-in e-signatures | Yes | Yes |
| Free plan | No | No |
| Support | The pricing FAQ directs users to a support link inside the app for help. | 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. |
| Included team seats | 1 | 1 |
Plans
Proposify
- Basic$29 a month
- Team$49 a month
- BusinessPriced on request
- Basic$228 a year
- Team$492 a year
- EnterprisePriced on request
- Basic annual$19 a year
- Basic monthly$29 a month
- Team quarterly$49 a month
- Free trialFree
In their own words
ClientManager
ClientManager has no write-up on Specifiction yet; its figures are above.
Proposify
Proposify is a web app for sales teams to create, send, track, and close customized proposals. Its drag-and-drop editor handles text, images, video, tables, and shapes, and interactive quotes let buyers select optional fees or enter quantities. Document analytics show when recipients open a proposal and how long they spend in each section. Documents can be created without a plan limit, though monthly send allowances vary: Basic includes 10, Team 30, and Business 75. All plans allow legal e-signatures, and the service supports online payment collection, custom branding, and CRM integrations. Proposals are created and sent in the web app; an iOS companion app monitors proposal activity. A 14-day trial includes Team plan features. Basic costs $19/user/mo when billed annually, while Basic monthly costs $29/user/mo and Team quarterly costs $49/user/mo. The company states that proposals use encrypted links and 256-bit SSL security, and that it is GDPR compliant and SOC 2 Type 2 certified.