PROPOSAL
[#2026-014]
[Date]
A single platform to run
[Client Company].
Prepared for [Client name, title] · [Client Company]
The opportunity
Right now [Client Company] runs on several separate tools that don't talk to each other — which means duplicate data entry, multiple bills, and no single view of your customers. We'll replace that stack with one platform, branded as yours, that your team logs into once.
What's included
CRM & leadsOne shared customer record across everything
Bookings & calendarOnline scheduling with reminders
Invoicing & paymentsSend invoices, get paid, track it all
Email marketingCampaigns & automations from your CRM
Support deskOne inbox for every customer question
Your investment
One-time setup
$500
Branding, configuration, data import & training
Monthly
$249/mo
Everything above · unlimited team members · support included
Replaces roughly $900/mo of separate subscriptions — one bill, one login, no per-seat fees.
Next steps
Approve this proposal and we'll have your branded workspace live within [3 business days], including a kickoff call to train your team. Month-to-month — cancel anytime.