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What is simplyreliable|OS?

simplyreliable|OS is an all-in-one, cloud-based operating system that enables systems integrators to run their businesses from proposal to project completion with unmatched efficiency. It supports contact management, proposals, invoicing, purchasing, inventory, scheduling, work orders, and time tracking in one integrated platform. The system integrates directly with QuickBooks Online or Desktop, eliminating duplicate data entry and streamlining accounting processes. Its zeroSETUP feature ensures product catalogs are automatically updated, while Smart Assemblies prevent errors by recommending the correct accessories for each job. Beautifully designed proposal templates make it easy to deliver professional, client-ready documents in minutes, helping teams win more business. The platform also provides flexibility with web, iOS, and Android access, enabling staff to manage operations from anywhere. Calendar syncing with Google, Outlook, and Apple ensures that sales calls, installations, and meetings are always aligned. Change order management, automated purchasing, and progress invoicing further simplify complex project workflows. The setup process is quick—businesses can be live in under five minutes—and training through the smartPRENEUR Academy provides a complete walkthrough in just about an hour. By reducing complexity, lowering operating expenses, and centralizing workflows, simplyreliable|OS empowers integrators to focus on growth and deliver exceptional client experiences.

What is Proposeful?

Proposeful stands out as an exceptional platform for sending out proposals and contracts, facilitating the tracking of client interactions and accelerating sales with the use of electronic signatures. It allows users to design visually engaging proposals that can be promptly shared with prospective clients. With this software, you can see when your proposals are viewed and how long clients spend on particular sections. Clients are able to accept proposals effortlessly with just a few clicks, which simplifies the approval process significantly. By linking Proposeful with your CRM and various other applications, you can streamline your proposal management through automation. The platform also allows for an unlimited number of users to collaborate within a single account, enabling team members to use proposal templates for efficient deal closure. You have the ability to organize and search your proposals using tags, which enhances visibility on their performance metrics. Furthermore, the analytics tool provides critical insights into client engagement with your proposals, monitoring every access point and the time spent on each section. Each template on Proposeful is fully customizable to meet your specific needs, allowing you to modify your outreach accordingly. This level of adaptability not only helps businesses maintain a polished image but also ensures they can meet diverse client preferences effectively. The platform ultimately empowers organizations to refine their proposal process and enhance overall client satisfaction.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$29.99/month/user
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Simply Reliable

Date Founded

2002

Company Location

United States

Company Website

www.simplyreliable.com/simplyreliable-os/

Company Facts

Organization Name

Proposeful

Date Founded

2016

Company Location

Brazil

Company Website

proposeful.com

Categories and Features

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Categories and Features

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

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