Stage 3 of 9 · Win the work
Move each enquiry from first call to signed proposal
A pipeline built around certification sales, proposals per standard, and follow-up emails that go out on schedule until the lead is won.
What Clauseloop does at the win stage
A pipeline for certification sales
Stages from new enquiry to won, deal values in the client's currency, and the next follow-up date on every lead.
Follow-up on a fixed schedule
A new web lead receives up to 13 emails over about three months, from the first reply to the last reminder, until the lead is won.
AI drafting only if you add it
AI drafting of sales and client emails is an optional paid add-on, off by default. When it is on, it runs on models we host on our own servers.
Deal won, client ready
Marking a deal won creates the client, a project for each standard sold and the client's portal access.
Step by step in the app: Move a lead to a signed deal: stages, proposals and Deal Won
Win: frequently asked questions
How long does the automatic follow-up run?
Up to 13 emails: the first at once, then the next day, then every 5, 10 and 15 days, about three months in all. It stops when the lead is won.
Does the software use AI?
Only if you add it. AI drafting is an optional paid add-on, off by default, and it runs on models we host on our own servers. Without it, your team writes each proposal and email, and the automatic follow-ups use fixed templates.
See the win stage with your own data
A 60-minute walkthrough of Clauseloop, from the first enquiry to the renewal, using the standards and currencies you work in.
The nine stages
Win the work
Deliver it
Keep the client
- Certify
- A cert-ready stage and certificate expiry tracking. The certification body issues the certificate.
- Bill
- Invoices in 10 currencies including INR, AED, GBP, and USD, payments recorded from Stripe, PayPal, or Cashfree, and overdue reminders for your team.
- Renew
- Expiry notices at 90, 60, 30, 7, and 1 days, and a renewal workflow for re-certification.