The CRM Collection / Modern Workspace

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.

CRM Software Sales Proposal

CRM Software Proposal

<h2 style="font-weight:600;line-height:1.1"><span style="font-size:clamp(28px,4.2cqw,44px)">Introduction</span></h2>

Introduction

<h2 style="font-weight:600;line-height:1.1"><span style="font-size:clamp(28px,4.2cqw,44px)">Your situation</span></h2>

<p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5;color:var(--proposal-heading)">Here is your situation as you described it on your call. If anything has changed, let me know.</p>

<p>Your reps keep opportunities in spreadsheets, inboxes and their own notes, so no one sees the whole pipeline at once.</p>

Deals live in several places

<p>Your managers chase reps for close dates and amounts before every forecast call, and the numbers still change afterwards.</p>

The forecast takes a day to build

<p>New inbound leads are shared by hand, so some wait a day or more before anyone on your team contacts them.</p>

Leads wait to be assigned

<p>Your sales operations lead exports deals to a spreadsheet each Friday to build the pipeline and win-rate reports by hand.</p>

Reports are rebuilt every week

Your situation

<h2 style="font-weight:600;line-height:1.1"><span style="font-size:clamp(28px,4.2cqw,44px)">Our recommendation</span></h2><p style="font-size:22px;line-height:1.4"><span style="font-size:clamp(32px,4.4cqw,56px)">The Professional plan for 25 users, with three integrations and your team live in six weeks.</span></p>

<p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5;color:var(--proposal-heading)">Your pipeline stages, lead routing and forecast reports are set up to match how your team sells, your deal history is imported, and every rep is trained before go-live.</p>

25 User licences

3 Integrations set up

6 Weeks to go-live

Planned scope

Our recommendation

<h2 style="font-weight:600;line-height:1.1"><span style="font-size:clamp(28px,4.2cqw,44px)">Your pipeline data</span></h2>

Your pipeline data

<h3>Stages that match how you sell</h3><p>We map your sales process into pipeline stages, with the fields a deal needs before it can move forward. Managers get a forecast view by rep, team and quarter.</p><ul><li>Up to two pipelines, for new business and renewals</li><li>Required fields and stage rules</li><li>Forecast categories agreed with your managers</li></ul>

Pipeline

<h3>Every lead assigned in minutes</h3><p>Inbound leads are assigned automatically by territory, company size or round robin, and the rep is notified straight away. Unworked leads are flagged to the manager.</p><ul><li>Up to five routing rules</li><li>Response-time alerts</li><li>Duplicate checks on new leads</li></ul>

Lead routing

<h3>Your history and your tools, connected</h3><p>We import your accounts, contacts and open and closed deals, and connect email and calendar, your marketing tool and your billing system, so activity and revenue appear on each record.</p><ul><li>One import of up to 50,000 records</li><li>Three standard integrations</li><li>Import checked with you before go-live</li></ul>

Data and integrations

<h3>Reports your managers use, and reps who know the system</h3><p>We build the dashboards you need for pipeline reviews and forecast calls, then train reps and managers in separate sessions using your own deals.</p><ul><li>Up to ten reports and three dashboards</li><li>Rep, manager and admin training sessions</li><li>Recorded sessions and a one-page guide</li></ul>

Reports and training

What we will set up

<h2 style="font-weight:600;line-height:1.1"><span style="font-size:clamp(28px,4.2cqw,44px)">What is included</span></h2>

What is included

<p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5;color:var(--proposal-heading)">{{SELLER_NAME}} stays your main contact. These three people run your onboarding and support your team after go-live.</p>

<p>Agrees the plan and contract with you and stays your contact for licences, renewals and changes.</p>

Account executive

<p>Runs the workshop, configures your account, manages the import and leads training.</p>

Onboarding consultant

<p>Checks adoption after go-live, reviews your reports with you each quarter and handles support escalations.</p>

Customer success manager

Your team

<h2 style="font-weight:600;line-height:1.1"><span style="font-size:clamp(28px,4.2cqw,44px)">Customer results</span></h2>

<p>A customer moving scattered deal records into one shared sales workflow.</p>

Customer results

<h2 style="font-weight:600;line-height:1.1"><span style="font-size:clamp(28px,4.2cqw,44px)">Timeline</span></h2><p style="font-size:22px;line-height:1.4"><span style="font-size:clamp(32px,3.8cqw,48px);font-weight:600;letter-spacing:-.02em">Six weeks to go-live</span></p>

<p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5;color:var(--proposal-heading)">Onboarding starts on {{KICKOFF_DATE}}. Each stage ends with a review, so you approve the set-up before your team relies on it.</p>

<p>Workshop with your sales managers to map stages, roles, territories and the reports you need.</p>

Review

<p>Pipelines, fields, routing rules and the three integrations are set up in a test copy of your account.</p>

Configure

<p>Your data is imported and checked. Your managers run the agreed test scenarios for routing, stages and reports.</p>

Import and test

<p>Training for reps, managers and admins, then your team switches over. We hold daily check-ins for the first week.</p>

Go-live

Timeline

<h2 style="font-weight:600;line-height:1.1"><span style="font-size:clamp(28px,4.2cqw,44px)">Pricing</span></h2>

<p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5;color:var(--proposal-heading)">Three plans, priced for 25 users. We recommend Professional. Choose a plan, billing and any extras on this page.</p>

<p>Prices are in USD, exclude tax and are shown for 25 users. Billed monthly in advance, or yearly in advance at 10% less. Each extra user is charged at the same per-user rate.</p>

$35 per user a month, for one pipeline and core reporting. Yearly billing saves $1,050.

Essentials

$65 per user a month, for routing, forecasting and integrations. Yearly billing saves $1,950.

Professional

$110 per user a month, for several teams and advanced controls. Yearly billing saves $3,300.

Enterprise

<p>Per-user prices are fixed for the first 12 months. This proposal is valid until {{VALID_UNTIL}}.</p>

Pricing

<h2 style="font-weight:600;line-height:1.1"><span style="font-size:clamp(28px,4.2cqw,44px)">Questions</span></h2>

Questions

<h2 style="font-weight:600;line-height:1.1"><span style="font-size:clamp(28px,4.2cqw,44px)">Next steps</span></h2>

<p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5;color:var(--proposal-heading)">How your onboarding starts.</p>

<p>Accept the plan that suits you on this page, or reply to this email. We send the order form and the onboarding invoice.</p>

Choose a plan

<p>Within five working days your onboarding consultant runs the workshop and collects your data export and tool access.</p>

Kickoff

<p>By the end of week three your managers can try the pipeline, routing and reports in a test copy of your account.</p>

CRM Software Sales Proposal - Preview