Transform your sales process and proposal management with Drum's powerful, intuitive solution. Create, manage, and track opportunities effortlessly, ensuring a streamlined workflow and improved conversion rates for your professional service firm.
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Capture all leads and manage your sales pipeline with ease using Drum's intelligent CRM.
Automatically convert enquiry emails into Drum opportunities, complete with associated records.
Set up template-driven sales processes that match your firm's unique workflow.
Track deal values, lead scoring, and sales performance with intuitive dashboards.
Convert successful proposals into projects within seconds, maintaining data consistency.
Template-driven Proposals
Create professional proposals quickly using customizable templates.
Dynamic Pricing
Easily price projects and convert them to proposals with our drag-and-drop interface.
Word Document Generation
Generate dynamic Word documents directly from Drum for a polished presentation.
One-click Project Creation
Turn successful proposals into fully-fledged projects instantly, saving time and reducing errors.
"We have found the team from Drum to be both responsive to our needs and open to changes and improvements. Implementing Drum has allowed us to significantly improve the visibility of our projects' performance to the team and is resulting more timely and accurate management of our projects."
Daniel Berry
Managing Director - Projex Partners
Streamlined Lead Management
Capture and nurture leads effortlessly with our intuitive CRM system.
Accurate Project Pricing
Allocate labour, expenses, and business overheads to different project stages for precise quotes.
Financial Data Sync
Seamlessly transfer financial data from project budgets to proposals with a single click.
Comprehensive Reporting
Generate insightful reports on sales performance, proposal success rates, and project financials.
Drum's sales and proposal management is powerful yet user-friendly. Here are the questions we hear most often about how it works.
Book a demoYou can forward enquiry emails to Drum's sales inbox and Drum will automatically create a sales opportunity, including the contact names, scope of works and even assigned staff and budgets! This saves time and ensures no potential business is missed.
Absolutely! Drum allows you to create template-driven sales processes that match your firm's unique workflow. You can easily adjust stages, tasks, and milestones to fit your needs.
Drum offers a drag-and-drop project pricing interface. You can easily allocate costs, override prices on a per-project basis, and sync financial data directly to your proposals.
Yes, Drum allows you to create proposals from customizable templates. You can also generate dynamic Word documents directly from Drum for a polished, professional look.
When a proposal is accepted, Drum allows you to convert it into a project with a single click. This seamless integration ensures all relevant data is transferred accurately, saving time and reducing errors.
Absolutely. Drum provides comprehensive sales reporting, including deal values, lead scoring, and individual sales performance metrics. This gives you a clear view of your sales pipeline and team performance.