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Proposal Software

Zion builds the lead, enrichment, and follow-up machinery that IT and MSP commercial teams need in LATAM and the US — without pretending a chatbot is a sales team. This page covers Proposal Software as Zion actually delivers it: scoped work after Discovery, then a pilot or retainer.

What we deliver

Capability

  • ICP-matched discovery and enrichment from public + CRM sources
  • Speed-to-lead routing across WhatsApp, email, and voice
  • Proposal and SOW drafts from Discovery notes — you still approve
  • Partner / channel enablement kits for recurring AI services

Outcomes we design for

  • Faster first response on inbound and outbound
  • Cleaner CRM, fewer duplicate sequences
  • A repeatable motion your closers can run next quarter

Zion has delivered automation for fintech, healthcare, logistics, SaaS, and professional services — the pattern transfers; the integrations do not.

If a previous sitemap advertised this path without a file, this page is the real closer: scope first, then build.

How the engagement runs

  1. Discovery ($99) — We map the workflow, systems, and the KPI this page is supposed to move. No packaged SKU is assumed.
  2. Design — Architecture, data boundaries, human approvals, and the smallest useful pilot.
  3. Build — Agents, integrations, and dashboards in your environment — Composio-first when apps must talk.
  4. Operate — Runbooks, monitoring, and a retainer if you want Zion to keep the loop healthy.

Who this is for

Commercial path

Live prices live on /plans/. Typical sequence: Discovery $99 → Consulting $499 → Starter project or Growth retainer. We will not invent a catalog price for Proposal Software before we have seen your stack.

Scope Proposal Software the honest way.

Book $99 Discovery See plans Email Zion

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