Capturing and managing opportunities
Adding a new opportunity to your Drum account can be as simple as sending an email! In this video, we cover how you can capture and manage your sales pipeline in Drum.
Creating and managing proposals
In Drum, you can create proposals from your opportunities by pricing your projects and creating a client-facing proposal to suit. Here's exactly how this system works.
Creating a new Project from a Proposal
Once a client accepts your proposal, there's a very simple way of converting that to an active project in Drum.