Generate winning client proposals with AI intelligence
Customer Success Manager workspace that creates proposals faster with contextual data and team knowledge
Backed by the best
Proposal creation burns precious client time
You're juggling renewal conversations with three enterprise clients when suddenly Legal needs that security compliance proposal by tomorrow morning. You spend two hours hunting through old emails for similar use cases, another hour figuring out which pricing model worked for the healthcare client, and then realize you need input from Product on that feature timeline. Meanwhile, your at-risk account hasn't heard from you in days.
- Digging through Gmail and Salesforce for past proposal examples
- Waiting for Product and Sales teams to respond with pricing details
- Recreating security questionnaires and compliance documentation from scratch
- Missing proposal deadlines while high-value renewals slip through cracks
Turn conversations into shipped proposals with AI that remembers everything
- Generate complete client proposals with pricing, timelines, and compliance details in minutes
- AI draws from every past deal, product update, and team conversation automatically
- Build custom proposal templates that learn from successful renewals and expansions
- Create automated workflows that notify stakeholders and track proposal status
- Connect client data from CRM, support tickets, and usage analytics in one response
How it works
- 01
Connect your tools
Link CRM, email, product docs, and team channels. AI builds knowledge from every client interaction and team conversation.
- 02
Describe proposal needs
Tell AI about client requirements, timeline, and scope. It pulls relevant examples, pricing models, and compliance templates automatically.
- 03
Generate and iterate
AI creates complete proposal with executive summary, technical specs, pricing, and next steps. Refine with team input.
What Brainvolt brings to your workflow
Contextual Client Intelligence
AI combines CRM data, support history, usage analytics, and past proposals to understand each client's unique needs, preferences, and decision-making patterns when generating new proposals.
Team Knowledge Sharing
Shared AI channels let Customer Success, Sales, and Product teams collaborate on proposals. Everyone sees the thinking process and contributes expertise in real-time conversations.
Automated Proposal Workflows
Schedule proposal follow-ups, deadline reminders, and stakeholder notifications. AI tracks proposal status and suggests next actions based on client engagement patterns and historical data.
Dynamic Integration Engine
Connect any client data source through conversation. Pull from HubSpot, Zendesk, Mixpanel, or custom databases. Create new integrations on-demand without developer resources.
Frequently asked questions
Connect your world.
Get things done.
Try the AI workspace that keeps context and helps you turn conversation into action.