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
From the first estimate to the final report, every stage lives in the same system - with your terminology, your workflows, and your pricing.
Proposals & Estimating
Build proposals with WBS, labor and expense estimates, rate cards, and pricing - driven by your own configurable layouts. Margin, cost, and price stay live as you type.
Visual SchedulingNEW
An interactive Gantt for proposals and projects: drag to reschedule, phases and milestones, resource load, and estimates that stay in sync with the plan.
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 approval workflows, automatic reminders, and a built-in collaboration thread on every record.
Reporting & DashboardsNEW
Configurable dashboards, saved views, Excel-based report templates, and data sources you define without code.
Integrations & AINEW
REST APIs, an integration engine for tools like Zoho, and Cue - the in-app AI assistant that answers questions, drafts records, and proposes configuration changes for your approval.
From first estimate to final invoice - one continuous flow
Propose
Scope the work with WBS templates, estimate labor and expenses against your rate cards, and price with the model that fits the deal - fixed, T&M, or your own.
Approve
Route the proposal through your approval workflow - approval boards, rework loops, and a full audit trail of who changed what and when.
Deliver
Won proposals become projects in one click. Schedule the team, track time and expense, and watch planned vs actual in real time.
Learn
Dashboards and report templates turn delivery data into answers: margin by client, utilization by role, pipeline by stage.
Your business, your vocabulary, your rules
Most platforms make you adapt to them. CoresPro adapts to you - through configuration, not custom code.
- Page layouts you design per record type and per role - fields, tabs, sections, KPIs
- Approval workflows with your stages, gates, and approval boards
- Rate cards, pricing models, and WBS templates that encode how you sell
- Rename any object to match your language - proposals, engagements, SOWs
- Your logo, colors, and branding across the whole workspace
Cue, your in-app assistant
Ask questions in plain language, draft records, and let Cue propose configuration changes - every change lands in an approval inbox for a human yes before it applies.
Open & extensible
REST APIs, comments and tasks on every object, and a workflow engine you control through configuration. Your data is always yours - isolated, exportable, auditable.
Your data, protected like it's ours
- Encrypted in transit and at rest, everywhere
- Schema-per-tenant isolation enforced on every request
- Role-based access control with an audit log on every change
- Peer-reviewed change management and continuous compliance monitoring
SOC 2 Type I
Independent service auditor's report · July 2026
Security · Availability · Confidentiality
Questions we hear a lot
Who is CoresPro for?
Professional services organizations that sell and deliver work as engagements: management and IT consulting, engineering services, and staffing firms. If your business runs on proposals, rates, and delivery teams, CoresPro was built for you.
How long does it take to get started?
A working environment is provisioned in days, not months. We configure your rate cards, templates, workflows, and branding with you, and our training modules get your team productive in their first session.
Can we keep our own terminology and process?
Yes - that is the core design principle. Layouts, workflows, pricing models, and even object names are configuration, not code. Your CoresPro looks and speaks like your business.
Is our data isolated from other customers?
Every organization's data lives in its own database schema, and isolation is enforced at the application layer on every request. See the Trust Center for the full architecture.
What does the AI assistant actually do?
Cue answers questions about your data, drafts records, and can propose configuration changes - which always land in an approval inbox for a human decision before anything is applied. AI acts, people approve.
How do we evaluate CoresPro?
Write to info@corespro.com for a live demo and a sandbox environment configured for your business. Security teams can request our SOC 2 report under NDA.
Ready to streamline your services business?
See CoresPro configured for how your team actually sells and delivers work.