4 core workflows
Built for proposals, clients, payments, and production
Business Outcomes
The tools that help service businesses sell, organize, and deliver with confidence
ProjectPRO is a business operating platform for service-based companies that want to close more sales, stay organized across jobs, and manage customers, payments, communication, and production from one place.
Close more sales faster
Turn rough client notes into polished proposals in minutes so your team can respond faster, present professionally, and increase booking value with AI-powered recommendations.
Create proposals that move deals forward
Build professional proposals with templates, pricing, PDFs, approvals, and flexible customization so customers can review, say yes, and keep the project moving.
Never lose track of a customer
Keep contacts, notes, approvals, follow-ups, and customer history in one organized system so your team always knows what happened, what is next, and when to reach out.
Get paid faster and stay organized
Track deposits, balances, and payment status alongside proposals and customer activity so your business can follow up at the right time and turn approvals into confirmed bookings.
Messaging & Follow-Up
Stop losing customers after sending a proposal
Create Proposals. Follow Up Automatically. Secure More Deposits.
ProjectPRO moves beyond proposal creation by helping businesses follow up professionally, secure deposits, and close more sales from the same workflow.
Built-in messaging tools
Send personalized emails directly from ProjectPRO to customers who have received a proposal, viewed a proposal, not yet paid a deposit, not responded, or have upcoming event dates.
- No copying and pasting
- No separate email software
- Everything tracked inside ProjectPRO
Recover more bookings
Many customers are interested but simply get busy. ProjectPRO helps you follow up with a single click using professionally written templates.
- Friendly Reminder to keep the conversation moving
- Secure Your Date to encourage a deposit
- Availability Notice to create urgency
Bulk personalized messaging
Need to follow up with one customer or fifty customers who have not paid deposits? ProjectPRO sends personalized emails to each customer without a mass-email feel or manual editing.
Hi Sarah… Hi Jennifer… Hi Michael…
- Customer first name
- Event date and event type
- Proposal information
- Business name
Never forget to follow up
- Proposals sent
- Proposals viewed
- No deposit received
- Upcoming event dates
- Expiring proposals
ProjectPRO helps your team focus on the customers most likely to book.
Smart follow-up suggestions
- 3 days after proposal: Just checking in
- 7 days after proposal: We’d love to reserve your date
- 14 days after proposal: Your proposal may expire soon
This keeps your business top of mind without feeling pushy.
Secure more deposits
- Higher proposal conversion rates
- More deposits collected
- Fewer lost opportunities
- Better customer communication
- More booked events
ProjectPRO Pro
Future AI messaging
AI can draft custom follow-up emails based on proposal contents, event type, customer history, deposit status, and event date proximity for review before sending.
Sarah’s wedding is in 45 days and she viewed the proposal twice but has not secured the date.