The proposal-to-delivery platform
built for services teams.
CoresPro brings proposals, estimates, scheduling, delivery, time and expense, and reporting into one configurable platform - so your services business runs on rails instead of spreadsheets.
One platform for every stage of services delivery
Proposals & Estimating
Build proposals with WBS, labor and expense estimates, rate cards, and pricing - driven by your own configurable layouts.
Visual Scheduling
An interactive Gantt for proposals and projects: drag to reschedule, phases and milestones, resource load, and estimates that stay in sync.
Projects & Delivery
Convert a won proposal into a project in one click. Track execution, time and expense, and planned vs actual in real time.
Tasks & Workflow
Kanban boards, configurable workflows, automatic reminders, and a built-in collaboration thread on every record.
Reporting & Dashboards
Configurable dashboards, saved views, Excel-based report templates, and data sources you define without code.
Integrations & AI
REST APIs, an integration engine for tools like Zoho, and Cue, the in-app AI assistant that answers questions and files issues for you.
Built for the way services teams actually work
Layout-driven
Every page, field, and section is configurable. No code changes for new business object types.
Real-time collaboration
@mentions, threaded replies, reactions, and notifications - built into every record from day one.
Enterprise-grade security
SOC 2 Type I attested. Role-based access, tenant isolation, and an audit log on every change.
Open & extensible
REST APIs, polymorphic comments and tasks, and a workflow engine you control through configuration, not code.
SOC 2 Type I
Independent service auditor's reportSecurity · Availability · Confidentiality
Your data, protected like it's ours
Encrypted in transit and at rest, everywhere
Schema-per-tenant isolation enforced on every request
Peer-reviewed change management and continuous compliance monitoring