What your team sees
| Line | Price | Cost | Margin |
|---|---|---|---|
| Welcome dinner · Praça do Comércio | €7,200 | €5,460 | 24.2% |
| Airport transfers · 6 runs | €3,600 | €2,890 | 19.7% |
| Sintra jeep day · 4 groups | €6,200 | €4,550 | 26.6% |
DMC sales pipeline and CRM softwareWin the program in the same place you will run it.
Your deals, follow-ups, proposals and price list sit right next to operations. When the client signs, nobody hands over a folder of PDFs. The proposal becomes the program, with its dates, client and services.
5
deal outcomes, whatever you call your stages
15
features for sales and proposals
1
program created for you when the client signs
6
proposal designs, each in your brand
At the sales desk
From the first inquiry to a signed proposal, at one desk.
Deals, follow-ups, proposals and your price list sit in one place. When the client signs, the proposal becomes the program.
From the client's brief to the program, nothing retyped.
With separate tools, each step below means someone copying details by hand. Here each step carries what came before. The program you run in July is the proposal the client signed in March.
- BriefPDF, Word, Excel or email
- DraftPriced from your own list
- SentIn your name, optional password
- ViewedYou see when it is opened
- SignedSigner, time and device recorded
- ProgramCreated when they accept
01Pipeline
Your deal stages, in your team's words.
Name your stages the way your team talks: Tentative, Definite or Postponed. Each one counts as open, won, lost, paused or canceled. Work from a board or a table, with a searchable archive. Every lost deal asks for a reason, so you learn from it.
- Each deal shows the total of its proposal, and moves to won or lost when the client answers
- Each client shows the icon from its own website, on the board and the deal page
- Your own client categories, such as Corporate Direct or Association, to sort and filter companies
- A planner's commission recorded on the deal as soon as you enter it, and carried into the proposal
- Sales reports, on Growth and up: open deals, weighted forecast, win rate and what closes this month
- Proposal win analysis, also on Growth and up, learns from the proposals you won and lost: win rate by margin, and how long clients take to decide
- Reports appear only when there is enough real data. Never sample numbers
02Proposals
Write it once, price it once, and get it signed online.
Build each proposal from blocks: a cover, events, galleries and video. Prices come from your own Products & Services list. Pick one of six designs. Your client gets a link in your company's name, with an optional password, and signs at the end.
- Your branding and an expiry date on each proposal, and you see when it is opened
- A History tab on every proposal and client: who changed what, before and after
- Each signature records the signer, the time, the IP address and the device
- Templates and saved versions, for all the revising and resending sales involves
- Quick add: type a cost and a margin, and the price is worked out. A proposal cannot go out with a client line left unpriced
- Products & Services: each item with its client price, its supplier, your cost and your margin
- Six designs, Editorial by default, each previewed in your colors, fonts and logo
- Proposals in English or Spanish, including the PDF, the contract and the email
- A proposal can read like a full program agreement: times, what is included, notes and guarantee dates per item, and each event's total with the price per person
- Your client's logo beside yours on their proposals and agreements, if you want it
- Whole amounts, if your company does not quote in cents: totals round up and the parts still add up
- Export any proposal to Excel or CSV, as the client sees it or with your costs and margin
- When a client asks for changes, the people on that proposal get an email straight away
- Contract Library: your contract templates, kept by version. Each client signer signs from a private link
One proposal: the client's view and your cost view.
Your team sees the cost and the margin. Your client's link is built from the same lines, without those columns. They are never sent to the client, so there is no setting to forget. Here are three lines from a 40-guest incentive in Lisbon.
What the client sees
| Line | Amount |
|---|---|
| Welcome dinner · Praça do Comércio | €7,200 |
| Airport transfers · 6 runs | €3,600 |
| Sintra jeep day · 4 groups | €6,200 |
03RFP response
A long client brief becomes a priced draft.
Briefs often arrive as a short email with a 20-page attachment. RFP response reads PDF, Word, Excel and even scans, plus CSV and email files forwarded to a program inbox. It matches each request to your own services and builds a priced draft for you to review.
- Prices come from your own price list. The AI never makes one up
- Draft a proposal from a brief, an RFP or a call transcript
- It picks out the budget, guest count, dates and wishes. Each drafted line shows the request it came from
- The draft is yours to edit. Nothing goes to the client until you have reviewed it
04Money across programs
See the money on every live and upcoming program on one page.
One page in Sales lists every live and upcoming program with what the client pays, what it costs and the margin. You also see what you have received, what is still due and what you still owe suppliers. Sort by lowest margin to find the program that needs a look first.
- Client charge, cost, margin, received and still due, with overdue amounts marked
- Paid to suppliers and still owed, program by program
- Totals in your company currency at the stored exchange rate, and the rate is shown
- “No costing yet” on a program without costs, instead of zeros
- Live and upcoming, this quarter, or ended in the last 90 days. Export to CSV
What you sell in the proposal is what your team runs.
Everything that follows still carries what was agreed: the coaches, the rooming list, the supplier confirmations and the margin you actually kept.
Everything on the sales side
Deals & pipelineName deal stages the way your team talks, and see them as a board or a list.Prospects & follow-upsKeep in touch with future clients: every call and meeting, key dates and when to follow up.Clients & contactsEvery client company and the people you work with there.Growth and upSales reportsHow sales are going: open deals, forecast and win rate.Growth and upProposal win analysisLearn from the proposals you won and lost, to price the next one better.ProposalsBuild proposals from your own price list, in six designs. See your margin as you go, and let the client sign online.Proposal changes, versions & exportAfter you send it: client change requests, saved versions and a spreadsheet copy.Contracts & signingYour contract templates, attached to a proposal and signed online from a private link.CommissionsWhat each agency or partner is owed, never shown to the client.Products & ServicesOne price list for everything you sell: the client price, the supplier, your cost and your margin.Scale and upRFP responseTurn a client brief (PDF, Word, Excel, even a scan) into a priced draft proposal.InvoicesSend and track client invoices and credit notes, based on what the client signed.Supplier billsCheck each supplier invoice against what you agreed, then track it until it is paid.Money across programsEvery live and upcoming program's money on one page in Sales.Accounting syncSend customers, invoices, payments and credit notes to Xero or QuickBooks Online.
Sales questions
Does the proposal show my costs, or just the client price?
Both, kept apart. Your team sees the client price, your cost and your margin side by side. The client's link shows only what the client pays. Optional lines, hidden lines, tax and a management fee are ordinary lines. Each version you send is saved as it was sent, so you can revise and resend without losing the history.
Can AI write a proposal from an RFP?
Yes. RFP response reads the brief, including PDF, Word, Excel and scanned attachments. It matches each request to your Products & Services, by name and by meaning, and builds a priced draft. Prices always come from your own price list: the AI chooses and describes, and never makes up a number. You review the draft before anything is sent.
What happens when a proposal is accepted?
The program is created the moment the client accepts. It gets the dates, the destination and its time zone, the guest count, the client and contact, and the sold lines at their agreed prices. Each line's supplier gets a pending booking, and each dated day becomes an itinerary event. A saved copy of the proposal's costing becomes the baseline that Margin alerts compare live costs against. The deal, the proposal and the program stay linked, so nothing is retyped.
Is there a record of each signature?
Yes. Every signature records the signer, the date and time, the consent wording, the IP address, the device and a unique fingerprint of the signed document. Contracts come from your Contract Library, as templates kept by version. Each client signer signs from a private link, in the order you set. Your own signature is recorded by your team with the signed PDF, and you can upload a countersigned copy to the same record.
Does the sales side cover invoices, supplier bills and commissions?
Yes. Raise an invoice from what the client accepted, take part payments, and credit a whole invoice, some lines or an amount. Each supplier bill is checked against the agreed booking. A bill that differs from the agreed cost needs a written reason before it can be approved. Commissions for agencies and partners sit on the proposal, and the client never sees them. You can set one rate on services and another on fees. Each document keeps its own currency, shown at daily exchange rates or at a fixed rate you approve for a currency pair and period.
Watch a brief become a signed program.
On the demo we run a sample client brief through RFP response with a sample price list, and take the result all the way to signature.