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Proposal of services for

ABC Company

Prepared By:

Tadpole Technologies

Software That Grows With Your Team

Enterprise software is not just about storing lare amounts of data or making sure sales and accounting can co-exist.
The right software supports your every day business and takes you a step closer to your future goals.

Your Productivity Solution

solve your business challenges

Customer Resource Management

Increase sales by tracking and maintaining every customer relationship from start to signed contract.

Project Management

Track all projetcs, every task and recurring work in one integrated system and manage project workload.

Procurement

This powerful vendor management system gives you a 360 degree view of supplier relationships.

Invoicing

It all starts with research. We will analyze the top competitors in your market.

Your Enterprise Resource Plan

  • Business process management
  • Master data management
  • Enterprise asset management
  • Supply chain management
  • Secure Cloud-Based Database

Custom Features

for enhanced performance

Mobile CRM App

Access everything on the CRM right from your smart phone with real time updates.

Automated Reminders

To reduce all the invoice followup calls, customers receive automated reminders for outstanding invoices.

Time Tracking

Record time spent on every project to calculate profitability and generate timesheets for approval.

Billing Integration

Specifiy the billing terms for every project and easily generate invoices and emails for billing.

Implementation & Support

the process towards operational efficiency

Basic Setup

Includes two initial analysis sessions to gather requirements and migration steps for smooth transitions.

Training

We provide two training sessions via video screen share for your team and additional training is available.

Data Migration

We will access your existing enterprise platform to migrate and configure all data into our platform.

Ongoing Support

We’re available 24h/7 through ticket system and regular business hours by phone for questions & support.

Implementation Timeline

  • Analysis Sessions - 2 weeks
  • Data Migration - 4 weeks
  • Training - 2 weeks
  • Goal Launch Date - 05/19

Your Investment

Inclusive of everything above. Additional training & implementation support can be purchased on hourly basis  

Enterprise Software ...............................$500.00/per user
Estimated Users ...........................................................50
Estimated Annual Fee .........................................$25,000

Our Customers

“I recommend Tadpole CRM as often as I can because it’s user friendly, extremely customizable and it’s mobile!”

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“TadPole’s Software has everything I need in one place from CRM to operation management. It’s been a productivity life-saver”

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“The support from the Tadpole team has been amazing. The move to their CRM went smoothly and we’ve been supported every step of the way.”

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FAQ

FREQUENTLY ASKED QUESTIONS
What type of security do you offer for the data on your platform?
All accounts use 128 bit secure certificates (HTTPS). Accounts use independent Microsoft SQL databases and all staff have privacy & confidentiality contracts in place that protect your privacy.
How are training sessions delivered?
All training sessions are provided via via screenshare/online for up to 5 users per session
Can we add custom features mid-year to our contract?
Yes, you can add a custom feature mid-contract and payment will be added to the next monthly payment for users. You can also determine which users have access to a certain custom feature.
Can we add more users at any time?
You can add up to 15 more users to your current plan at any point in your contract. After 75 users total, you'll need to upgrade to a higher storage and support plan.

Terms & Conditions

1.1. The proposed fees are to be paid monthly by credit card payment. Any future users and services requested of Tadpole Technologies shall be, if agreed, billable on next monthly payment.

1.2. Certain areas of the service allow you to upload information, text, and graphics. Publishing your content on the service is not a substitute for registering it with the U.S. Copyright Office.

1.3. This Agreement shall be construed under and in accordance with the laws of the State of California, and appropriate Venue for the adjudication of any dispute relating to this Agreement shall only be within San Diego County, California.

1.4. This agreement may be terminated with or without cause by either party by providing the other party at least 30 days written notice of cancellation.

About Tadpole Technologies

WHO WE ARE

For over 16 years of experience, Tadpole Technologies has been building exceptional solutions for businesses.

Our well-balance team of software developers, client support specialists and account managers has been recognized as a top software agency in CA in the past 3 years.

We are commited to providing our customers with solutions that take their businesses into the future.

Please address any questions or comments regarding this proposal to:

Naveen Prince | CEO

naveen@tadpoletech.com | 619.000.000