Proposify
23 Case Studies
A Proposify Case Study
Orlo, a SaaS company that streamlines social media management (formerly SocialSignIn), faced inconsistent, time-consuming proposal processes that limited sales scale. Sales Director Mike Watson needed a centralized, easy-to-use system to standardize proposals, track activity, and integrate with the sales stack—so Orlo adopted Proposify’s proposal software, including its template gallery, activity feed, and integrations.
Proposify delivered templated proposals, role-based permissions, real-time notifications, and integrations with Pipedrive and Zapier, enabling fast onboarding and a single source of truth for deals. The result: in under six months Orlo tripled average ARR per deal from about $3,500 to $12,000, consistently met a 20-proposal-per-month goal, improved forecasting and deal visibility, and accelerated follow-ups and closes.
Mike Watson
Sales Director