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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.

MiniCRM and Droposal integration

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.

MiniCRM customer sync

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.

Proposal hand-off into MiniCRM

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.

Project status tracking

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.

Custom field sync

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.

Sales pipeline visibility

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

"I chose Droposal because the team was genuinely friendly, listened to our needs, and responded quickly. A full CRM is still too much for us, and I prefer one tool that handles both sending proposals and tracking them."

Norbert Höflinger

Norbert Höflinger

HWD Recycling Ltd.

"I went with Droposal because I work in this space myself and constantly evaluate software that enables process automation. Based on their roadmap, this was the right fit to complement the systems we already use."

Csaba Nagy

Csaba Nagy

Graph Project Solutions

"Quality service requires quality proposals — and the Droposal team delivers exactly that. Time is one of our biggest assets; with Droposal, proposal creation got dramatically faster and the entire sales process became more transparent."

Tibor Tomasóczki

Tibor Tomasóczki

Videózzunk

"Since we started using Droposal for proposals, our acceptance rate has noticeably improved. Proposals are clearer and align better with our clients' needs — which matters a lot in the final decision."

Gábor Enoch

Gábor Enoch

Itex Ltd.

"Now we can easily track where each proposal stands, and the team collaborates much better. We all see the same picture — no misunderstandings, and everyone knows what the next step is."

Róbert Jobbágy

Róbert Jobbágy

IVE It Team Ltd.

Frequently Asked Questions

Answers to common questions about Droposal.

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