Lead tracking and proposal software for small businesses

    Screen every new lead, let them book a call, follow up automatically and send proposals clients accept online.

    Plans from £110 a month, with other currencies available.

    Strivie, the strively mascot, jumping for joy

    What is lead tracking and proposal software?

    It keeps every new lead moving from first enquiry to signed client. strively screens enquiries against your rules, lets the right leads book a call, sends reminders and follow-ups for you, and turns the conversation into a web proposal clients can accept and sign online. Pipeline reporting shows which leads become clients.

    How strively works

    One automated journey from first enquiry to signed client.

    1. Screen every lead

      Decline jobs below your minimum price or outside what you offer.

      Enquiry forms →
    2. Book a call

      Leads pick a time that suits them, in their own time zone.

      Meeting booking →
    3. Send a proposal

      A web proposal for each client, followed up automatically until they decide.

      Web proposals →
    4. Win the client

      Accepted and signed online, then your onboarding form goes out.

      E-signatures →

    Enquiry rules that match your business

    Decide what a good lead looks like, and strively applies it to every enquiry.

    • Decline work below your minimum price
    • Turn away jobs you don't do
    • Accept the leads you want

    Your rules

    IfBudget is below your minimumDecline
    IfNeeds something you don't offerDecline
    IfWants to start this monthAccept
    Applied to every new enquiry

    Businesses strively works for

    The same automated journey, set up for the way you work.

    Freelancers and studiosQuote projects and get them signed.
    Coaches and consultantsPackages and programmes, booked and signed.
    Event and creative servicesBespoke quotes for every booking.
    Training providersCourses and programmes for business clients.
    Local service businessesLeads screened before you spend time quoting.
    Growing teamsLeads routed to the right person on the Team plan.

    Simple pricing

    Three fixed monthly plans, excluding VAT. Other currencies are available.

    Automate£110Report£135Team£220
    See pricing

    Frequently asked questions

    What is lead tracking and proposal software?

    It keeps every new lead moving from first enquiry to signed client. strively screens enquiries against your rules, lets the right leads book a call, sends reminders and follow-ups for you, and turns the conversation into a web proposal clients can accept and sign online. Pipeline reporting shows which leads become clients.

    Is strively a CRM?

    strively focuses on the journey from enquiry to signed client: screening leads, booking calls, following up and proposals. Pipeline reporting on the Report and Team plans shows how leads convert. It doesn't replace a full CRM for marketing or account management.

    Can businesses outside the UK use strively?

    Yes. Enquiry forms, meeting booking, web proposals, e-signatures, automated chasers and document requests work for businesses anywhere, and meetings show in each lead's own time zone. AML checks through AML HQ and direct debit set-up are for UK firms only.

    Does strively send invoices or take payments?

    No. strively doesn't send invoices, run recurring billing or take payments, so you keep your accounting software for that.

    How much does strively cost?

    strively has three plans: Automate at £110 a month, Report at £135 and Team at £220, all excluding VAT. Other currencies are available.

    See how strively would handle your leads

    A 30-minute demo, tailored to your business and the leads you get every week.

    Book a demo