ProposifyCustomer story
How Proposify doubled inbound conversions with Cleanlist's automation playbook
Figures reported by Proposify, not modelled by Cleanlist.
“Speed to lead is now minutes with perfect data quality. We doubled inbound deals and convert 30% better.”
- Industry
- Proposal Software (SaaS)
- Location
- Dartmouth, Nova Scotia, Canada
- Team
- 91 employees
- Measured
- Inbound Deals
What was breaking
Proposify's inbound process was manual and slow. When leads came in through HubSpot, AEs had to score and qualify each one themselves — researching company data, verifying contact info, and deciding who to prioritize.
Leads sat untouched for hours, sometimes days. By the time a rep reached out, the prospect had already talked to a competitor. The team knew speed-to-lead was killing their conversion rate but didn't have the tooling to fix it.
“Our AEs were doing ops work instead of selling. Every inbound lead was a manual research project before anyone picked up the phone.”
Evan Santa, VP of Sales
What they changed
Proposify implemented Cleanlist's inbound automation playbook. Leads are now auto-captured from HubSpot the moment they come in and routed to Cleanlist for instant enrichment.
Cleanlist's AI agents score and qualify each lead automatically, enriching with verified emails, phones, company data, and ICP fit signals. Qualified leads are routed back to their CRM and assigned to specific AEs — all within minutes of the initial form submission.
Proposify, the passCaptured
- SourceHubSpot form
- Triggeron submit
- Handoffautomatic
- Queue waitnone
No rep touches it before it is complete.
Enriched
- Verified work email1 credit
- Direct dial10 credits
- Validation0.5 credits
- A miss0 credits
One credit for the email however many of the 25+ providers it took.
Qualified
- AI qualification5 credits
- SignalICP fit
- Company dataincluded
- Decisionroute or hold
Search itself is free and unlimited on every plan.
Routed
- Ownerassigned
- CRMHubSpot, two-way
- Blank fieldsnever overwrite
- Elapsedminutes
Cleanlist does not send email. Sequences run in Proposify's own tools.
What it moved
Inbound deals doubled. With leads arriving pre-enriched, scored, and routed to the right rep instantly, Proposify's team started conversations while prospects were still engaged.
Conversion rates improved 30% as reps focused on selling instead of researching. Speed-to-lead dropped from hours to minutes, with perfect data quality on every single lead that hit the CRM.
Figures reported by Proposify, not modelled by Cleanlist.
“Speed to lead is now minutes with perfect data quality. We're generating 2x the inbound deals and converting 30% better.”
Evan Santa, VP of Sales
Gain full access for 14 days.
14 days on Scale, 250 credits, 3 seats, no card. Every feature except the public API and MCP.
Search costs zero credits on every plan. The Free plan stays free at 30 credits a month.
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