Sales Proposals

CRM Software Sales Proposal

A CRM subscription and guided onboarding so your sales team works every deal in one system.

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A clear structure

A starting point for the scope, pricing and next steps you want to share

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About this template

A CRM software sales proposal: the buyer’s situation, a recommended plan for 25 users, pipeline data completeness over time, onboarding in tabs, what is included, a six-week timeline, customer results, the team, three per-seat plans with a billing toggle and common questions.

What’s in the CRM Software Sales Proposal

13 parts, in the order your client reads them. Every part is editable: keep what fits the job, rewrite the rest and add your own.

CRM Software Proposal
Introduction
This proposal sets out the plan your team would use, how your data and tools move across, the six-week onboarding, the price for 25 users and what you need to provide.
Your situation
Here is your situation as you described it on your call. If anything has changed, let me know.
Our recommendation
The Professional plan for 25 users, with three integrations and your team live in six weeks.
Covers: Planned scope
Your pipeline data
Your forecast is only as reliable as the deals behind it.
What we will set up
Onboarding has four parts. Each one is agreed with you and tested before your team uses it.
Covers: Stages that match how you sell, Every lead assigned in minutes, Your history and your tools, connected, Reports your managers use, and reps who know the system
What is included
Everything the subscription and onboarding fee cover, and what they do not.
Your team
Agrees the plan and contract with you and stays your contact for licences, renewals and changes.
Customer results
A customer moving scattered deal records into one shared sales workflow.
Covers: The customer, The result
Timeline
Workshop with your sales managers to map stages, roles, territories and the reports you need.
Pricing
Three plans, priced for 25 users. We recommend Professional. Choose a plan, billing and any extras on this page.
Covers: Every plan includes, Not included
Questions
Stages need their key fields before a deal can move, email and meetings are logged automatically, and forecast calls run from the CRM dashboard.
Next steps
Accept the plan that suits you on this page, or reply to this email. We send the order form and the onboarding invoice.

Frequently Asked Questions

What should I change before sharing?

Replace sample names, scope, dates and prices with your client details. Review the terms and remove any section that does not apply.

What should I include?

Include the scope, deliverables, timing, pricing and next step your client needs. Keep each section focused on the decision rather than a fixed page count.

Can I customize sections and branding?

Absolutely. You can edit copy, reorder sections, and apply your logo, colors, and fonts directly inside Propovo's editor. Full customization is available.