Wealthbox puts 24 prebuilt AI agents on every plan, at no extra charge.
Proposify alternatives
The best Proposify alternatives in CRM software, ranked by Sparkpulse's velocity_score.
Updated Nov 14, 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.
Bitrix24's blog explains MCP for small teams; still no product releases.
Twenty 2.58.1 stops existing accounts from joining a workspace through SSO alone.
Twenty 2.58 rebuilds CRM permissions down to the row and adds MCP workflow steps.
GroupOffice patches its 25.0 and 6.8 lines again, still with no notes.
folk adds a command panel and quick-add tasks after its agent-era repositioning.
folk now pitches itself as the CRM for the agent era.
IntegCRM adds document folders, turning back to client records after two email releases.
Lime Connect transcribes voice messages and lets workflow inputs be skipped.
Snov.io's October update brings LinkedIn Prospect Finder 4.0 and an AI Assistant.
Close turns caller ID into an automatic choice with Local Presence.
Less Annoying CRM lets users pin notes to the top of a contact
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 | 7.5 | 2 | advisor crmai agentsmcp | Introducing Wealthbox AI Agents, Included on Every Plan |
| Bitrix24 | 5.0 | 0 | content-marketingai-agentscrm | — |
| Twenty | 5.0 | 0 | crmopen sourcesso | — |
| Twenty | 5.0 | 0 | open-source-crmpermissionsworkflows | — |
| GroupOffice | 5.0 | 0 | groupwareself-hostedcrm | — |
| Folk | 5.0 | 0 | crmmcpai-agents | — |
| Folk | 5.0 | 0 | crmmcpai-agents | — |
| IntegCRM | 5.0 | 0 | crmemail-marketingdeliverability | — |
| Lime Connect | 5.0 | 0 | customer serviceai agentsworkflows | — |
| Snov.io | 5.0 | 0 | ai-integrationdata-enrichmentai-writer | Snov.io August: AI-powered web enrichment and bulk email search |
| Close CRM | 5.0 | 0 | sales crmcallingai assistant | — |
| Less Annoying CRM | 5.0 | 0 | small-business-crmcustomer-requestscontact-records | — |
The 12 best Proposify alternatives, in depth
1. Wealthbox · velocity 7.5
Wealthbox puts 24 prebuilt AI agents on every plan, at no extra charge.
Over the last 30 days Wealthbox shipped 2 meaningful updates vs Proposify's 0, most recently “Introducing Wealthbox AI Agents, Included on Every Plan”. Its velocity score of 7.5/10 blends that with longer-term release cadence.
Where Proposify leans on proposal management, platform rewrite and crm integrations, Wealthbox focuses on advisor crm, ai agents 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. Bitrix24 · velocity 5.0
Bitrix24's blog explains MCP for small teams; still no product releases.
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, ai agents 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 →
3. Twenty · velocity 5.0
Twenty 2.58.1 stops existing accounts from joining a workspace through SSO alone.
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 sso.
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. Twenty · velocity 5.0
Twenty 2.58 rebuilds CRM permissions down to the row and adds MCP workflow steps.
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, permissions and workflows.
Twenty and Proposify have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
5. GroupOffice · velocity 5.0
GroupOffice patches its 25.0 and 6.8 lines again, still with no notes.
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 →
6. Folk · velocity 5.0
Folk adds a command panel and quick-add tasks after its agent-era repositioning.
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 ai agents.
Folk and Proposify have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
7. Folk · velocity 5.0
Folk now pitches itself as the CRM for the agent era.
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 ai agents.
Folk and Proposify have shipped at a similar pace over the last 30 days, so the decision comes down to fit and feature depth.
8. IntegCRM · velocity 5.0
IntegCRM adds document folders, turning back to client records after two email releases.
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 →
9. Lime Connect · velocity 5.0
Lime Connect transcribes voice messages and lets workflow inputs be skipped.
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 workflows.
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 →
10. Snov.io · velocity 5.0
Snov.io's October update brings LinkedIn Prospect Finder 4.0 and an AI Assistant.
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.
11. Close CRM · velocity 5.0
Close turns caller ID into an automatic choice with Local Presence.
Its velocity score of 5.0/10 reflects longer-term release cadence.
Where Proposify leans on proposal management, platform rewrite and crm integrations, Close CRM focuses on sales crm, calling and ai assistant.
Close 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 Close CRM trajectory → · Compare Proposify vs Close CRM →
12. Less Annoying CRM · velocity 5.0
Less Annoying CRM lets users pin notes to the top of a contact.
Its velocity score of 5.0/10 reflects longer-term release cadence.
Where Proposify leans on proposal management, platform rewrite and crm integrations, Less Annoying CRM focuses on small business crm, customer requests and contact records.
Less Annoying 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 Less Annoying CRM trajectory → · Compare Proposify vs Less Annoying CRM →
Frequently asked questions
What are the best alternatives to Proposify?
The top Proposify alternatives we currently track in CRM software are Wealthbox, Bitrix24, Twenty, Twenty, GroupOffice, 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.