Nod CRM deals and proposals
A Nod CRM deal turns "what would it cost?" into a proposal link in the thread the client already wrote in. They open it on their phone, verify with a one-time code, sign, and pay the deposit by UPI or bank transfer, straight to your account. You see every step land.
We're moving the store to Shopify before the spring drop. Can you redesign it? What would it cost?
Here's the proposal. Half up front, the rest at launch.
Proposal P-0057Store redesign · Northline Apparel$6,000.00Open and signHow a deal moves
A message on WhatsApp or an email becomes a lead. Forward the email to your Nod address, or connect your inbox and it is already there. Your team answers from one shared inbox.
Pick items from your products and services catalog, or type the line items. Or start from a Smart Deal: one voice note or text, turned into a deal and a proposal. Set a deposit if you want one.
In the WhatsApp thread the client is already in, or by email from [email protected]. The client gets a mobile deal page, not a PDF.
You get a ping when it is opened, and read receipts on what you sent. If it goes quiet, a reminder goes out by WhatsApp or email.
The client enters a one-time code that always arrives by email, then e-signs on the deal page. No account, no password. The audit trail records who signed and when.
At the deal's deposit step: a UPI QR for the exact amount in India, your bank details everywhere else. They tap I've paid and add the reference; you confirm. Nothing is marked paid until you do.
The sample deal, step by step
Line items or catalog
Each line is a saved item with its rate, or one you type. Your terms and the deposit travel with it.
Opened, read receipts, reminders
You see when it was read and when it was opened. If it goes quiet, a reminder goes out by WhatsApp or email.
Verify and e-sign
The one-time code always arrives by email, whichever way the link came. No client account, no password.
The deposit step
UPI QR for the exact amount in India, bank transfer elsewhere. The client taps I've paid; you confirm.
Pipeline
Leads, qualified prospects and active clients, in columns on one pipeline board. Nothing lives in a spreadsheet.
Smart Deals
One voice note or text is turned into a deal and a proposal for you to check before it goes out. 3 a month on Free, 30 on Solo, unlimited on Team and Studio.
What Nod leaves to other tools
Clients pay by UPI or bank transfer only: no card payments and no payment links. A deposit works today; milestone schedules with their own due dates are being built next. Emailed proposals come from Nod's address, not your own inbox.
The usual stack, and this one
| For every deal | The usual stack | Nod CRM |
|---|---|---|
| The proposal | A PDF from a proposal tool, attached to an email | Catalog items or line items, sent as a link on WhatsApp or email |
| The signature | A separate e-signature tool and a second document | Signed on the deal page, verified by a one-time code |
| The deposit | A payment link from another app, reconciled by hand | The deal's deposit step: UPI QR or bank details; the client taps I've paid, you confirm |
| The pipeline | A spreadsheet you update when you remember | A pipeline board, from lead to active |
| The follow-ups | "Did you see it?", by hand | Opened pings, read receipts, and reminders if it goes quiet |
| The invoice | Typed again in an invoicing app | Created from the deal, in the client's currency |
Questions about deals
No. They open the link, verify with a one-time code we send to their email, and e-sign on the deal page. No account, no password, no app.
Yes. Send the link in the WhatsApp thread the client is already in, or by email. Emailed proposals come from Nod's address, [email protected], not from your own mailbox. The client opens the same deal page from either.
One voice note or text, turned into a deal and a proposal you check before you send it. Free includes 3 a month and Solo 30; Team and Studio are unlimited.
Set the deposit on the deal. The client pays it at the deal's deposit step, by scanning your UPI QR for the exact amount in India or by bank transfer to your bank details elsewhere. They tap I've paid and add the reference; you get a notification and confirm. Nothing is marked paid until you do. Milestone schedules, each with its own due date and reminders, are still being built.
Yes. You get a ping when the proposal is opened, and read receipts on what you sent. If it goes quiet, reminders go out by WhatsApp or email.
No. Nod has no payment gateway and no payment links. Clients pay you directly by UPI or bank transfer, the money never passes through Nod, and Nod takes no fee on any plan.