Clientcee CRMC
Clientcee CRM

v1.3.23 (Jan 2, 2026) Introducing Proposals, the first Finance feature

Pritam Das
Pritam DasFounder

The new Finance section now has its first feature: Proposals.

Proposals help you turn interested leads into paying clients by sending them a clear, professional offer.

What's included:

- Proposals are linked directly to your leads, so every offer is tied to the right prospect

- A Proposals list with search and filters to find any proposal quickly

- A Proposal link in the Finance section of your sidebar

This is the starting point. Creating, sending and tracking proposals is coming in the next few updates.

shipped

Pritam Das
Published by Pritam Das