CRM
Wealthbox opens its AI Assistant to partners and adds Vault to hold the client file.
Alternatives · CRM software
Proposify alternatives
The best Proposify alternatives in CRM software, ranked by Sparkpulse's velocity_score.
Updated Nov 4, 2026
Looking for the best alternatives to Proposify? Sparkpulse tracks and ranks 12 alternatives in CRM software by shipping velocity — how frequently each ships meaningful updates, verified from official changelogs. For reference, Proposify shipped 0 meaningful updates in the last 30 days and carries a velocity score of 0.0 out of 10 in 2026. The alternatives below are ranked the same way, so you're comparing real release momentum, not marketing claims.
About Proposify
Proposify 3 launches after 2.5 years of development—the platform's first complete architectural reset.
Proposify shipped its v3 platform in May 2025, a ground-up rebuild that reframes the product as a proposal experience layer rather than a document editor. The Q1 2026 update indicates steady post-launch iteration, with the team shipping new integrations and incremental improvements now that the architectural work is done.
Velocity 0.0 · Last update 1mo ago
Top 12 alternatives to Proposify
Ranked by recent ship velocity. Tap any card for the full editorial breakdown, or pivot to a head-to-head.
CRM
Landbase pivots its content mill to Claude Code how-to guides.
CRM
Twenty 2.55 starts private records, and had to fence chats so they stay private mid-upgrade.
CRM
GroupOffice keeps up a weekly 26.0 build cadence with notes that say nothing about content.
CRM
Twenty 2.55 closes a window where every member could read every AI chat during upgrades.
CRM
IntegCRM adds a spam check before campaigns go out, its second email-builder release in a week
CRM
Bitrix24's public feed is content marketing, not a changelog.
CRM
Lime Connect is turning its AI agent into the default first responder.
CRM
folk turns its CRM into a data source agents can write to in bulk and enrich on their own.
CRM
HookedCRM adds auto-pause on missed calls as its call-floor controls keep tightening.
CRM
Snov.io adds an AI writer to the enrichment stack it spent 2026 assembling.
CRM
Weflow's desktop app records calls without a bot, then files them into Salesforce.
Proposify vs alternatives — shipping velocity at a glance
Velocity score (0–10) and meaningful releases shipped in the last 30 days, from official changelogs. Higher = shipping faster.
| Product | Velocity | Sparks · 30d | Focus areas | Latest release |
|---|---|---|---|---|
| Proposify (baseline) | 0.0 | 0 | proposal-managementplatform-rewritecrm-integrations | Proposify 3 Is Here: The First Chapter of Your New Proposal Experience |
| Wealthbox | 6.3 | 1 | advisor crmai assistantmcp | Wealthbox Launches Developer Portal for AI Assistant Integrations |
| Landbase | 5.0 | 0 | gtmprogrammatic-seoclaude-code | — |
| Twenty | 5.0 | 0 | crmopen sourceapp platform | — |
| GroupOffice | 5.0 | 0 | groupwareself-hostedcrm | — |
| Twenty | 5.0 | 0 | open-source-crmapp-platformmcp | — |
| IntegCRM | 5.0 | 0 | crmemail-marketingdeliverability | — |
| Bitrix24 | 5.0 | 0 | content-marketingseo-distributioncrm | — |
| Lime Connect | 5.0 | 0 | customer serviceai agentswhatsapp | — |
| Folk | 5.0 | 0 | crmmcpenrichment | — |
| Hooked CRM | 5.0 | 0 | insurance-crmcall-centeragent-management | — |
| Snov.io | 5.0 | 0 | ai-integrationdata-enrichmentai-writer | Snov.io August: AI-powered web enrichment and bulk email search |
| Weflow | 5.0 | 0 | revenue-operationssalesforcecall-recording | The Weflow Analytics Suite directly in Salesforce |
The 12 best Proposify alternatives, in depth
1. Wealthbox · velocity 6.3
Wealthbox opens its AI Assistant to partners and adds Vault to hold the client file.
Over the last 30 days Wealthbox shipped 1 meaningful update vs Proposify's 0, most recently “Wealthbox Launches Developer Portal for AI Assistant Integrations”. Its velocity score of 6.3/10 blends that with longer-term release cadence.
Where Proposify leans on proposal management, platform rewrite and crm integrations, Wealthbox focuses on advisor crm, ai assistant and mcp.
Over the last 30 days Wealthbox has been shipping faster than Proposify — a point in its favour if release momentum matters to you.
Full Wealthbox trajectory → · Compare Proposify vs Wealthbox →
2. Landbase · velocity 5.0
Landbase pivots its content mill to Claude Code how-to guides.
Its velocity score of 5.0/10 reflects longer-term release cadence.
Where Proposify leans on proposal management, platform rewrite and crm integrations, Landbase focuses on gtm, programmatic seo and claude code.
Landbase and Proposify have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
Full Landbase trajectory → · Compare Proposify vs Landbase →
3. Twenty · velocity 5.0
Twenty 2.55 starts private records, and had to fence chats so they stay private mid-upgrade.
Its velocity score of 5.0/10 reflects longer-term release cadence.
Where Proposify leans on proposal management, platform rewrite and crm integrations, Twenty focuses on crm, open source and app platform.
Twenty and Proposify have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
4. GroupOffice · velocity 5.0
GroupOffice keeps up a weekly 26.0 build cadence with notes that say nothing about content.
Its velocity score of 5.0/10 reflects longer-term release cadence.
Where Proposify leans on proposal management, platform rewrite and crm integrations, GroupOffice focuses on groupware, self hosted and crm.
GroupOffice and Proposify have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
Full GroupOffice trajectory → · Compare Proposify vs GroupOffice →
5. Twenty · velocity 5.0
Twenty 2.55 closes a window where every member could read every AI chat during upgrades.
Its velocity score of 5.0/10 reflects longer-term release cadence.
Where Proposify leans on proposal management, platform rewrite and crm integrations, Twenty focuses on open source crm, app platform and mcp.
Twenty and Proposify have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
6. IntegCRM · velocity 5.0
IntegCRM adds a spam check before campaigns go out, its second email-builder release in a week.
Its velocity score of 5.0/10 reflects longer-term release cadence.
Where Proposify leans on proposal management, platform rewrite and crm integrations, IntegCRM focuses on crm, email marketing and deliverability.
IntegCRM and Proposify have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
Full IntegCRM trajectory → · Compare Proposify vs IntegCRM →
7. Bitrix24 · velocity 5.0
Bitrix24's public feed is content marketing, not a changelog.
Its velocity score of 5.0/10 reflects longer-term release cadence.
Where Proposify leans on proposal management, platform rewrite and crm integrations, Bitrix24 focuses on content marketing, seo distribution and crm.
Bitrix24 and Proposify have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
Full Bitrix24 trajectory → · Compare Proposify vs Bitrix24 →
8. Lime Connect · velocity 5.0
Lime Connect is turning its AI agent into the default first responder.
Its velocity score of 5.0/10 reflects longer-term release cadence.
Where Proposify leans on proposal management, platform rewrite and crm integrations, Lime Connect focuses on customer service, ai agents and whatsapp.
Lime Connect and Proposify have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
Full Lime Connect trajectory → · Compare Proposify vs Lime Connect →
9. Folk · velocity 5.0
Folk turns its CRM into a data source agents can write to in bulk and enrich on their own.
Its velocity score of 5.0/10 reflects longer-term release cadence.
Where Proposify leans on proposal management, platform rewrite and crm integrations, Folk focuses on crm, mcp and enrichment.
Folk and Proposify have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
10. Hooked CRM · velocity 5.0
HookedCRM adds auto-pause on missed calls as its call-floor controls keep tightening.
Its velocity score of 5.0/10 reflects longer-term release cadence.
Where Proposify leans on proposal management, platform rewrite and crm integrations, Hooked CRM focuses on insurance crm, call center and agent management.
Hooked CRM and Proposify have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
Full Hooked CRM trajectory → · Compare Proposify vs Hooked CRM →
11. Snov.io · velocity 5.0
Snov.io adds an AI writer to the enrichment stack it spent 2026 assembling.
Its velocity score of 5.0/10 reflects longer-term release cadence; its most recent meaningful update was “Snov.io August: AI-powered web enrichment and bulk email search”.
Where Proposify leans on proposal management, platform rewrite and crm integrations, Snov.io focuses on ai integration, data enrichment and ai writer.
Snov.io and Proposify have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
12. Weflow · velocity 5.0
Weflow's desktop app records calls without a bot, then files them into Salesforce.
Its velocity score of 5.0/10 reflects longer-term release cadence; its most recent meaningful update was “The Weflow Analytics Suite directly in Salesforce”.
Where Proposify leans on proposal management, platform rewrite and crm integrations, Weflow focuses on revenue operations, salesforce and call recording.
Weflow and Proposify have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
Frequently asked questions
What are the best alternatives to Proposify?
The top Proposify alternatives we currently track in CRM software are Wealthbox, Landbase, Twenty, GroupOffice, Twenty, ranked by recent ship velocity.
How is this list of Proposify alternatives ranked?
Alternatives are ranked by Sparkpulse's velocity_score — release cadence + 30-day spark count + sector-relative ship rate.
Can I compare Proposify directly with one of these alternatives?
Yes — every card has a "Compare with Proposify" link to a side-by-side /compare page.