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Average Ratings 1 Rating
Description
BrightPropose allows accounting firms to swiftly create professional, branded client proposals and engagement letters in a matter of minutes instead of hours, utilizing intelligent templates and an integrated pricing calculator that eliminates uncertainty and the risk of underpricing. Key features include the ability to fully customize proposals, emails, and engagement letters to align with a firm’s brand identity; rapid development of accounting service templates; precise and reliable pricing through a calculator tailored for varying services; an efficient workflow that imports client information from the firm's practice management software; and secure digital client onboarding with e-signatures, ensuring a smooth transition from proposal acceptance to the start of the project. By using BrightPropose, firms can not only impress their clients with quick proposal delivery but also enhance their profitability, save valuable time, streamline operations, and onboard clients with ease, all while ensuring consistency in branding and service delivery. This innovative solution ultimately empowers firms to focus more on client relationships and less on administrative tasks.
Description
Cosential assists commercial Architecture, Engineering and Construction (AEC), firms increase revenue, decrease costs of winning business, and end chaos using its "Growth and Relationship Management", software and services for CRM, proposal and marketing. Cosential is the industry leader in AEC. Over 1,000 AEC firms have seen their annual revenue increase by 1% or more over the past 20 years. They also saw a significant increase in productivity in key business development steps by up to 50%. See a 30-minute demo.
API Access
Has API
No
API Access
Has API
No
Integrations
AccuBuild
No
Adobe Illustrator
No
BrightManager
Yes
Kixie PowerCall & SMS
No
Mailchimp
No
Microsoft Outlook
No
Microsoft Word
No
Shark Byte Sales and Estimating CRM
No
Integrations
AccuBuild
Yes
Adobe Illustrator
Yes
BrightManager
No
Kixie PowerCall & SMS
Yes
Mailchimp
Yes
Microsoft Outlook
Yes
Microsoft Word
Yes
Shark Byte Sales and Estimating CRM
Yes
Pricing Details
$796.74 per year
Free Trial
Yes
Free Version
No
Pricing Details
Administrator Controls
Email Campaigns
Proposal Automation
Financial Analytics
Revenue Projection
Personnel (Resumes)
Survey Engine
Add Leads, Opportunities, Contacts and Companies
Full Reporting Access
Mobile CRM App
Business Card Scanner
Contact Enrichment
Log/modify Activities
Run Reports
User Dashboard
Sophisticated Workflow Engine
Full API Access
Customer Success Manager
Access to 3rd Party Integrations
Email Campaigns
Proposal Automation
Financial Analytics
Revenue Projection
Personnel (Resumes)
Survey Engine
Add Leads, Opportunities, Contacts and Companies
Full Reporting Access
Mobile CRM App
Business Card Scanner
Contact Enrichment
Log/modify Activities
Run Reports
User Dashboard
Sophisticated Workflow Engine
Full API Access
Customer Success Manager
Access to 3rd Party Integrations
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Bright
Founded
2021
Country
Ireland
Website
brightsg.com/brightpropose-accounting-proposal-software/
Vendor Details
Company Name
Cosential
Founded
1999
Country
United States
Website
www.cosential.com
Product Features
Proposal Management
Automatic Formatting
No
Calendar Management
No
Collaboration
No
Contact Management
No
Content Repository
No
Document Management
No
Electronic Signature
No
Knowledge Library
No
Pipeline Management
No
RFP Management
No
Requirements Management
No
Revision Management
No
Task Management
No
Templates
No
Version Control
No
Product Features
Construction Bid Management
Bidder Management
Yes
Building Product Database
Yes
Cost Database
Yes
File Sharing
Yes
Proposal Management
Yes
Quotes / Estimates
Yes
RFP Management
Yes
Subcontractor Management
Yes
Takeoff
Yes
Version Control
No
Construction CRM
Client Tracking
Yes
Contract Management
Yes
Forecasting
Yes
Project Management
No
Quote Management
Yes
Sales Management
Yes
Scheduling
Yes
Time Management
Yes
Construction Management
Accounting Integration
Yes
Budget Tracking/Job Costing
Yes
CRM
Yes
Change Orders
Yes
Commercial
Yes
Contract Management
Yes
Contractors
Yes
Equipment Tracking
Yes
Estimating
Yes
Incident Reporting
Yes
Mobile Access
Yes
Offline Access
Yes
RFI & Submittals
Yes
Residential
Yes
Subcontractor Management
Yes
Timesheets
Yes
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Lead Management
Activity Tracking
Yes
Campaign Management
No
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
No
Lead Scoring
Yes
Lead Segmentation
Yes
Pipeline Management
Yes
Prospecting Tools
Yes
Source Tracking
Yes
Proposal Management
Automatic Formatting
Yes
Calendar Management
No
Collaboration
Yes
Contact Management
Yes
Content Repository
Yes
Document Management
Yes
Electronic Signature
No
Knowledge Library
Yes
Pipeline Management
Yes
RFP Management
Yes
Requirements Management
Yes
Revision Management
Yes
Task Management
Yes
Templates
Yes
Version Control
No
Quoting
Automated Quoting
Yes
Catalog Management
Yes
Client Portal
Yes
Contact Management
Yes
Customer Accounts
Yes
Customizable Branding
Yes
Discount Management
Yes
Forms Creation
Yes
Pricing Management
Yes
Product Configurator
Yes
Proposal Management
Yes