Close Deals Faster. With Proposals That Convert.
Visual sales pipelines, branded proposals with AI-generated text, a service marketplace, tax pricing engine, retainers, time tracking, and automated assignment rules — all connected to your CRM and billing.
Why Firms Lose Revenue Before the Work Even Starts
Most firms cobble together spreadsheets, Word docs, and email threads to manage proposals, pricing, and client onboarding — leaving money on the table.
Every proposal is hand-built with no templates, no pricing library, and no tracking — leading to inconsistent branding, slow turnaround, and missed follow-ups.
Revenue Operations Built Into Your Practice
ZentroBiz connects sales pipelines, proposals, pricing, and billing into one seamless workflow.
Kanban
Visual Pipeline
Complete Sales & Revenue Toolkit
Nine capabilities that take your firm from manual quoting to a fully automated revenue engine.
Kanban board for tracking leads through configurable stages with deal value, probability scoring, and multi-assignee support.
Create branded proposals with line items, payment terms, deposit requirements, expiration dates, and AI-generated introduction and body text.
Reusable templates with preset services, pricing, and engagement terms. Auto-create workflows when a proposal is accepted.
Clients access and accept proposals via a secure public URL — no login required. Includes deposit collection and checkbox acceptance.
Internal catalog of pre-built service templates for 1040, 1120, bookkeeping, and more. Install, version, and deploy to clients instantly.
Set and manage pricing for all tax service types with configurable rates per service line — ensuring consistent quoting across staff.
Sell pre-paid hour bundles with automatic deduction, usage tracking, low-balance alerts, and renewal automation.
Staff run timers against client records and convert logged time entries into billable invoice line items with one click.
Auto-assign incoming work to staff based on configurable rules — round-robin, load-balanced, or criteria-based routing.
How Firms Use Sales & Proposals
Scenario: During January–April, new leads flow into the sales pipeline from the website booking widget. Each lead is auto-assigned to a sales rep, tracked through stages, and converted to a proposal with pre-built pricing from the tax pricing engine.
Lead-to-client conversion time drops from 5 days to under 24 hours with consistent pricing across all staff.
Scenario: A CPA selects services for a new business client (1120S + bookkeeping + payroll). The AI generates a complete proposal draft with introduction, scope of work, terms, and pricing pulled from the service catalog.
Proposal sent within minutes instead of hours — client accepts via public link and deposit is collected automatically.
Scenario: An advisory firm sells 20-hour monthly retainers. Staff log time against client records, hours auto-deduct from the retainer balance, and low-balance alerts trigger renewal outreach.
Zero revenue leakage — every billable hour tracked and deducted with automated renewal workflows.
ZentroBiz Sales vs. Manual Processes
| Capability | Traditional | ZentroBiz |
|---|---|---|
| Proposals | Word docs emailed manually | Branded builder with AI + public link |
| Pricing | Staff memory or spreadsheets | Centralized tax pricing engine |
| Pipeline | Spreadsheet or no tracking | Visual Kanban with deal scoring |
| Acceptance | Email reply or phone call | Public link with digital acceptance |
| Post-Acceptance | Manual handoff to staff | Auto-trigger workflows and billing |
Turn Leads Into Revenue — Faster.
See how ZentroBiz sales and proposal tools integrate with your entire practice.
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Learn more ›See Sales & Proposals in your firm.
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