MiniCRM and Droposal in perfect sync
This powerful integration transforms customer relationship management and proposal creation. It eliminates duplicate data entry, drastically reduces errors, and accelerates your customer workflows at impressive speed.
Integration benefits
Every advantage in one place for high-performing teams
Automatic customer sync
Customer data synchronizes automatically between both systems. You never have to enter the same information twice.
Direct proposal hand-off
Accepted proposals appear automatically in MiniCRM as projects, with every detail intact.
Two-way data flow
Data syncs in both directions, so every piece of information stays current in both systems.
Instant customer data sync
When you add a new customer in MiniCRM, it appears in Droposal immediately. The reverse is also true - a Droposal proposal can spin up a new customer in MiniCRM automatically. No more typing names, addresses, or phone numbers twice. The system syncs everything automatically, including custom fields.
Proposals automatically become projects
When a customer accepts a proposal, it converts into a MiniCRM project automatically. The project carries every proposal detail: products, pricing, deadlines, and the right owners are assigned automatically. You see the new project on the sales pipeline immediately and can start delivery right away.
Real-time project status tracking
Project status stays in sync across both systems. Update the project status in MiniCRM and it shows up in Droposal automatically. You always know where each project stands, and customers receive up-to-date information. Deadlines, phases, and owners sync automatically.
Custom fields and tailored workflows
The integration supports custom field sync as well. Whether it's specialized customer categories or project types - every custom field syncs automatically between the two systems. Workflows are fully customizable too. You can decide which events trigger automatic actions, such as creating a new project or updating a customer status.
Full sales pipeline visibility
The integration gives you a complete view of the sales process. You see which proposals went out, which are still in negotiation, and which have been accepted. The MiniCRM dashboard surfaces active proposal status, customer activity, and expected revenue at a glance. Every data point is current and precisely synchronized.
Miért válaszd a Droposalt?
6 ok, amiért megéri a Droposalt választanod
Villámgyors ajánlatkészítés
Percek alatt készítsen professzionális ajánlatokat a húzd-és-ejtsd szerkesztővel. Nincs szükség design tudásra.
Valós idejű követés
Tudja pontosan, mikor és mennyi ideig nézi az ügyfél az ajánlatot. Optimális időzítéssel hívja fel őket.
Hibamentes számítások
Automatikus árkalkuláció, ÁFA számítás és többdevizás támogatás. Soha többé nem lesz számítási hiba.
Digitális aláírás
Jogi érvényű e-aláírás közvetlenül az ajánlatban. Gyorsabb üzletkötés, azonnali értesítések.
Zökkenőmentes integráció
Kösse össze CRM-jével, könyvelő rendszerével. API és webhook támogatás egyedi igényekhez.
Ügyfélélmény első
Interaktív, mobilbarát ajánlatok amelyek lenyűgözik ügyfeleit. Magasabb elfogadási arány garantált.
Success Stories
Statistics and results we're proud of
What do our customers say about us?
Thousands of satisfied customers have already chosen Droposal to optimize their sales processes
Frequently Asked Questions
Answers to common questions about Droposal.
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