A proposal goes out to a new client on a Friday afternoon, and by Monday morning the rep still has no idea whether it was even opened. Cling tracks a document through its entire life, from the moment it is sent to the moment a client views it, accepts it, declines it or lets it expire unsigned.

Cling connects to Mobile Message through Zapier, so those document events can trigger a text message without anyone needing to check a dashboard first. A document being sent can prompt a text nudging the client to check their inbox, and a document being viewed for the first time can trigger a text telling the rep a prospect is looking at the numbers right now. Once a document is accepted, a confirmation text can go straight to the client, and if a proposal expires unsigned, a follow up text can go out asking whether they would like it reissued.

The reverse direction works too, since a reply to one of those texts can create a new client record in Cling automatically, so a conversation that starts on a phone does not need to be typed up later by hand. For a business built on proposals rather than a storefront, that keeps the pipeline moving without extra admin between sending a document and hearing back.