Sales & freelancing · Global · Product in production

Fortivex AI Proposal Workspace

Find work, qualify it, draft proposals — nothing sends without you.

Fortivex AI proposal workspace CRM for freelance sales qualification

Operators run sales from one supervised CRM instead of an inbox-and-spreadsheet grind — live at crm.aviroqen.com.

Supervised AI sales

The problem

Freelance operators and small agencies spent hours scanning job boards, copying briefs into spreadsheets, and rewriting proposals with no feedback loop on what converted.

Opportunity discovery, qualification, proposal writing, and follow-up lived in four tabs. Good fits went cold while people rewrote the same pitch. Auto-submit tools risked brand damage; fully manual work did not scale.

What we delivered

Shipped Fortivex CRM — a supervised sales workspace that discovers opportunities, filters poor fits, drafts tailored proposals for review, and tracks replies so messaging improves from outcomes.

How we approached it

  • ✓Built discovery and qualification around ICP rules operators can edit
  • ✓Drafted proposals for human approval — never blind send by default
  • ✓Tracked reply and win outcomes to reinforce what works
  • ✓Kept inbox and follow-up visible in one workspace

Outcomes

  • ✓Less time manually scanning and qualifying inbound opportunities
  • ✓Proposal drafts ready for review before anything is sent
  • ✓Human approval on submissions
  • ✓Outcome tracking on clients, budgets, and angles that convert

Related services

Similar work usually starts from one of these service lines.

Questions buyers ask about this project

Does Fortivex send proposals without approval?

No by default. Drafts are prepared for your review. That is intentional — supervised automation protects your brand.

Where can I try it?

Fortivex CRM is available at https://crm.aviroqen.com.

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