Plans that work for you
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CRM
Basic$24
per user
per month
billed
annually
Save 15% over monthly billing
Engage more clients by creating your contact forms, managing leads, and automating lead follow-up with custom email campaigns.
Estimates
Advanced$40
per user
per month
billed
annually
Save 18% over monthly billing
Streamline your sales process with product libraries, pricing templates, estimates, electronic document signing, and more.
Ultimate
Pro$55
per user
per month
billed
annually
Save 20% over monthly billing
Manage your entire business with the Ultimate plan. Includes all CRM and Estimate features, plus new features coming soon.
Compare Plans by All Features
Feature
Basic Analytics
Scratchpad for Notes
Multiple Team Profiles
Custom Team Branding
User Management
Custom User Roles
Event Notifications
Basic Customer Support
Lead Management
Custom Lead Forms
Lead Board View
Custom Lead Tags and Stages
Lead Filtering and Sorting
Lead Import/Export
Lead Activity Timelines
Lead User Assignments
Email Marketing Templates
Email Marketing Campaigns
Email Marketing Assignments
Estimate Creation
Estimate Templates
Estimate Approvals
Proposal Creation
Proposal Web Editor with Branding & Cover Art
Proposal Templates
Send Draft Proposals
Proposal Approvals
Proposal Status Tracking
Electronic Signatures
Create Invoice from Signed Proposal
Invoice Web Editor with Branding & Cover Art
Send Invoices via Email
Invoice Status Tracking (Sent/Overdue/Paid/Partial)
Deposit Tracking
Change Orders
Custom Tax Profiles
Base and Optional Pricing
Item Libraries
Custom Item Categories
Custom Units of Measure
Custom Sales Components
Custom Sales Assemblies
Use Base and Options Pricing
Formulas for Custom Pricing
Add Images to Items
Ready to streamline your sales process?
Get started with Erro today and see how easy it is to build your own workflow.
Everything your team needs to stay in sync.
From leads to invoices, Erro keeps your team aligned. Built-in CRM and project management tools help you track clients, assign tasks, and stay updated on every job.
Lead Generation
Capture and organize leads to grow your pipeline. Collect leads from web forms, phone calls, and referrals, then prioritize them so your sales team can focus on the best opportunities. Integrate with marketing campaigns to maximize conversions and keep your pipeline full.
Lead Management
Track, nurture, and convert leads with powerful management tools. Monitor every interaction, use custom tags and statuses to segment leads, and collaborate with your team to ensure no opportunity slips through the cracks.
Marketing Automation
Automate outreach to save time and boost conversions. Set up email campaigns, schedule follow-ups, and use custom email templates to maintain a consistent brand presence and streamline communications at scale.
Product Library
Centralize all your offerings with up-to-date pricing, tax profiles, and budget tracking. Add items to estimates, proposals, and invoices with accuracy, without relying on spreadsheets or manual calculations.
Sales Templates
Build reusable templates for all your sales documents, including estimates and proposals. Support complex assemblies, base and option pricing, and item groupings. Save, update, and copy templates to streamline workflows, reduce errors, and accelerate sales cycles.
Estimate Creation
Create accurate estimates in minutes using templates and live pricing from your product library. Adjust items, quantities, and pricing with confidence, then send proposals directly from your estimates to clients for faster approvals.
Invoices & Payments
Generate invoices from proposals and record payments seamlessly. Automate billing notifications, track payment status, and manage recurring or scheduled invoices—all from a single dashboard.
Change Orders
Manage change orders efficiently by linking them directly to estimates and proposals. Track payments and current pricing, update line items easily, and keep your team informed with dashboard visibility and automated approval workflows.
Ready to streamline your sales process?
Get started with Erro today and see how easy it is to build your own workflow.
Frequently Asked Questions
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