Multi-tenant · Secure · Stripe-ready

Close more deals with a workspace built for proposals

Spin up a dedicated environment for your company in minutes. Manage pipeline, clients, documents, and team access—without sharing data with other tenants.

Start free registration View plans

Isolated database per company · Owner account included · CRM login via your email

Pipeline snapshot
Draft → Sent → Won
Active proposals
—
Team seats
Your plan
Stripe billing integrated for subscriptions
Dedicated tenant DB
Role-based access
Documents & drive
Reports & analytics

Features

Everything your team needs to run proposals end-to-end

Proposal pipeline

Track stages, owners, and clients in one place. Permissions mirror your org structure.

Client management

Centralize contacts, history, and files so sales and delivery stay aligned.

Document workspace

Organize collateral and project files with controlled sharing per proposal.

Calendar & tasks

Coordinate meetings and follow-ups without leaving the platform.

Team communication

Email and chat hooks keep context tied to accounts and opportunities.

Stripe billing

Plans map to checkout so you can collect payment on the plan you choose at signup.

How it works

Go live in three steps

1

Choose your plan

Compare limits for users and proposals. Upgrade later from your company dashboard.

2

Register your company

Tell us your company name and create the owner account. We provision a private database clone.

3

Sign in to the CRM

Use your owner email on the main app login. Your data stays in your tenant—never mixed with others.

Pricing

Simple plans that scale with you

Every tier includes a dedicated environment. Limits below apply per company.

Starter

starter

$49.00
per month · billed via Stripe
  • 10 team accounts
  • 100 proposals
  • Tenant-isolated database
  • Owner + employee roles
Get started
Popular

Growth

growth

$129.00
per month · billed via Stripe
  • 30 team accounts
  • 500 proposals
  • Tenant-isolated database
  • Owner + employee roles
Get started

Enterprise

enterprise

$299.00
per month · billed via Stripe
  • 200 team accounts
  • 5000 proposals
  • Tenant-isolated database
  • Owner + employee roles
Get started

Ready to onboard your company?

Create your workspace, pick a plan, and invite your team. No credit card required until you run Stripe checkout from billing.

Create your account

FAQ

Common questions

Yes. Each registration provisions a dedicated database cloned from the template schema. Users from one tenant never see another tenant’s proposals or clients.

After registration, open the main Proposal CRM login page and sign in with the owner email and password you chose. The system detects your company from your email and connects you to the right tenant.

Company login is the SaaS portal for employees (slug + email). The main CRM is where day-to-day proposal work happens; owners typically use CRM login with their email.

Plan changes can be applied by your platform administrator in the super admin panel, or you can complete billing flows where enabled. Contact support if you need a custom tier.