byCORE · Build it. Close it. Done.

A CRM that writes your proposals for you.

coreCRM manages your leads and drafts the proposal for you. Win the deal, and Design DNA builds the site. One platform, from first contact to live — and it runs cheap on our engine.

For agencies, non-profits, healthcare, and anyone still running leads in a spreadsheet

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01 / The problem

Slow, costly, and half of them fail.

The CRMs good enough to run your pipeline are too expensive and too complex for the teams that need them most — and the price on the page is never the price you actually pay.

~55%
of CRM projects fail to meet their goals. Gartner puts it as high as 63%.
4.7 mo
The average time a new CRM takes to go live. Most take 3–6 months.
30–50%
Hidden costs — migration, training, integrations — on top of the subscription.
WHAT THE PRICING PAGE DOES NOT SAY
  • A full CRM rollout runs $15k–$30k in year one for a small team — before the licenses.
  • Enterprise CRMs pile on a mandatory $3,000–$7,000 onboarding fee you do not see until checkout.
  • The average full CRM seat is $67/mo. coreCRM Pro is $59 — no onboarding fee, live in days.

Industry data, 2025–2026 (Gartner, Nutshell, Insightly, ConvergeHub).

02 / coreCRM + the AI Builder

It closes the deal for you.

Not another CRM. coreCRM holds your pipeline, and the AI Builder turns a real deal into a branded, signable proposal, SOW, or estimate. Blank page to 80–95% ready in about fifteen minutes.

📊
Pipeline that thinks
Contacts, deals and forms in one view the whole team works from.
The AI Builder
Proposals, SOWs and estimates drafted from your real deal data.
Automation
The follow-ups that close stop slipping through the cracks.
🔒
HIPAA mode
AES-256, MFA, full audit trail — for care providers who need it.
Watch it write one

Pick a deal. The AI Builder turns it into a branded, signable document — a web proposal, a grant request, an estimate. Same CRM, any business:

coreCRM · open deal
Northlight Studio
Prepared by NorthlightPROPOSAL
Prepared for Dr. Maya Okafor · Riverside Dental Group  ·  Website design & build

Scope of work

  • Custom 8-page website, designed and built on Design DNA
  • Online appointment booking, integrated with your calendar
  • Before/after treatment gallery
  • On-page SEO setup and analytics
  • Three rounds of revisions

Investment

Design & build (8 pages)$8,900
Booking integration$1,500
SEO & analytics setup$1,200
Hosting & care (first year)$800
Total$12,400
50% to begin, 50% on launch. Estimated 4–5 weeks. This proposal is valid for 30 days.
Client signature
Date
Beacon Youth Foundation
Program fundingGRANT REQUEST
Submitted to The Hartline Family Fund  ·  After-school STEM program

Program summary

  • Free after-school STEM program for 120 middle-school students
  • 12-month term, three sites across the district
  • Weekly robotics, coding, and hands-on science
  • Pre/post assessments and a year-end outcomes report

Budget request

Instructors & program staff$28,000
Materials, kits & equipment$9,000
Transportation$4,500
Administration (8%)$3,500
Total request$45,000
Funds serve 120 students at roughly $375 each for the year. Quarterly reporting included.
Executive Director
Date
Summit Mechanical
System replacementESTIMATE
Prepared for Greg Alvarez · 1420 Oakridge Dr.  ·  Heat-pump replacement

Scope of work

  • Remove and haul away the existing failed unit
  • Install a new 3-ton, 18-SEER heat pump
  • Seal and test existing ductwork
  • Pull permit and pass city inspection
  • 10-year parts & labor warranty

Estimate

Heat-pump unit (3-ton, 18 SEER)$5,600
Installation labor$2,400
Duct sealing & testing$1,100
Permit & inspection$750
Total$9,850
Financing available. Estimate valid 30 days. Most installs completed in one day.
Approved by
Date
Reading the deal…
Blank page to 80–95% ready in about fifteen minutes — from the deal data you already have.

The AI Builder runs on our own engine, so drafting proposals all day costs a fraction of what it would anywhere else. That is why we can make it this affordable.

03 / How it grows

A lead becomes revenue — on one platform.

CRM is the foot in the door. Every deal that flows through it pulls in the rest, and you only pay more as you win and build.

1
Lead lands
In coreCRM, where the whole team can see it.
2
AI drafts it
A signable proposal from the real deal, in minutes.
3
You win
The deal is signed. Say it is a website.
4
DNA builds it
Design DNA builds the site. You pay on go-live.
5
Runs cheap
Every AI call along the way is optimized by the engine.

Land at a few dollars a seat. Grow into thousands in build fees and savings — without ever selling a customer something they did not ask for.

04 / Who it is for

Built for the teams the big CRMs price out.

The AI Builder is the great equalizer — enterprise-grade proposals, at a price a small team can actually pay.

Non-profits
A 3-year enterprise CRM rollout can run $75k–$275k. Your budget for that is $0. coreCRM drafts grant proposals and donor comms in minutes, at a price you can actually pay.
Healthcare & care providers
HIPAA-compliant records with AES-256, MFA and full audit trails, without the enterprise price tag.
Agencies
Proposals for new business become signed deals become live sites, all in one place.
Anyone on a spreadsheet
If your pipeline lives in a spreadsheet today, this is the upgrade that pays for itself on the first proposal.
05 / Pricing

Land cheap. Grow as you win.

Start at a few dollars a seat for the CRM and the AI Builder. You only pay build fees when a deal becomes a live site. Everything else — Design DNA, the engine, SEO, reporting — is optional, à la carte, whenever you want it.

Starter
solo & small teams
$29/seat
Pipeline, contacts, forms and the AI Builder basics.
Most popular
Pro
growing teams
$59/seat
Unlimited, automation, HIPAA mode, full AI Builder.
Enterprise
SSO & on-prem
Custom
Everything, dedicated support, custom integrations.
See what you would pay
6 seats
3 sites
How you launch each site
Your plan
coreCRM Pro
$59 / seat / mo · AI Builder, automation, HIPAA.
coreCRM (6 seats)$354/mo
Build (go-live)+ $1,500
Recurring$354/mo
+ build fees as you win
Start free
Add anything else, à la carte
Design DNA$250/user
Build the sites you sell. $500/$1,000 to go live.
The engine$150+$50/seat
coreCerebrum + Harness. Cut your AI costs.
coreSEO$99/mo
Rank the sites you build.
coreReporting$149/mo
White-label client reports.

coreCRM is your foot in the door; everything else is optional. Free to start, 14-day trial; pay annually and save 20%. Prices illustrative.

06 / Trust

Your data, your terms.

Enterprise-grade where it counts, affordable where it matters.

HIPAA-ready
AES-256 encryption, MFA, full audit trail and record-level access for care providers.
Cheap because of the engine
The AI Builder runs on coreCerebrum, so heavy proposal drafting costs a fraction of the going rate.
Your data stays yours
Your pipeline, your contacts, your control. We do not resell or train on your data.
Grows with you
Start on the CRM, expand into Design DNA and the full platform whenever you are ready.

Build it. Close it. Done.

Start free on the CRM today. Draft your first proposal in minutes and see where it takes you.