004/ Products · WebSlate CRM
Slate CRM — proposals signed, invoices paid, without the chase
In shortSlate CRM is proposal-to-payment software from 312 IT Consulting for contractors, agencies and consultants: branded proposals with in-browser e-signature, one-click milestone invoicing, a magic-link client portal, automatic reminders and print-perfect PDFs.
Last updated: September 2026
What Slate CRM does.
The proposal-to-payment platform for contractors, agencies, and consultants. Send a branded proposal, get it signed in the browser, and turn it into invoices with one click.
Lightning-style UI1.3WebContractors, agencies, consultants
Proposals signed. Invoices paid. Without the chase.
Illustration of the flow in Slate's Lightning-style interface:
Proposal → signature → invoice → paid.
One document carries the job from the first quote to the last payment, so nothing gets retyped and nobody has to chase.
Propose
A branded proposal with a cover, scope, milestones, line items and terms.
Sign
Your client opens a magic-link portal and signs in the browser — no account, no password.
Invoice
One click turns the signed proposal into invoices, split by milestone.
Get paid
Clients pay from the same portal, and automatic reminders do the chasing for you.
Features.
Everything between "here's what it'll cost" and "paid in full".
- Branded proposalscover, scope, milestones, line items, terms
- E-signaturesigned in the browser
- One-click invoicingfrom a signed proposal
- Milestone billingbill as work lands
- Client portalmagic-link, no password
- Automatic remindersno more chasing
- Print-perfect PDFsevery document
- Team & roleswho can send, who can see
Who it's for.
Businesses that sell work in scoped, signed pieces and bill for it in stages.
Contractors
Put scope and milestones in writing, get the signature, and bill each stage as the work lands.
Agencies
Send branded proposals from the whole team, with roles for who can send and who can see.
Consultants
Go from a signed engagement to a paid invoice without a spreadsheet or a stack of follow-up emails.
Pricing.
See current plans and start at slatecrm.app.
Why it looks like Salesforce.
Slate's interface is styled after Salesforce Lightning — a nod to our Salesforce practice, and familiar to anyone who works in Salesforce all day.
Much of our consulting work happens inside Salesforce, and a lot of the people who send proposals already spend their day there. Borrowing Lightning's conventions — the blue actions, the navy headers, the card layout, the status badges — means there's less to learn on day one.
If your business runs on Salesforce itself, that's what our Salesforce practice does: health checks, clean-ups, Flow automation and integrations.
How we built it.
A Next.js app running on Cloudflare's edge, with data, files, email and PDFs all on managed services — no servers of our own to babysit.
| Layer | What we used |
|---|---|
| App | Next.js on Cloudflare Workers (OpenNext) |
| Data | Cloudflare D1 + Drizzle ORM |
| Files | Cloudflare R2 |
| Resend | |
| PDFs | Cloudflare Browser Rendering |
Slate is the kind of product work we do for clients in our websites & apps practice — we build web apps too.
Try Slate.
Send your next proposal from Slate and let the reminders do the chasing.
What is Slate CRM?
Slate CRM is a proposal-to-payment platform for contractors, agencies and consultants. You send a branded proposal, the client signs in the browser, and one click turns it into milestone invoices with automatic reminders.
Do clients need an account to sign or pay?
No. Clients open a magic-link portal to review, sign and pay, with no password to remember.
Does Slate support milestone billing?
Yes. Split a signed proposal into milestones and invoice each one as the work lands.
How much does Slate CRM cost?
See current plans and start at slatecrm.app.
Why does Slate look like Salesforce?
Its interface is styled after Salesforce Lightning — a nod to our Salesforce practice and familiar to anyone who works in Salesforce all day.
Who built Slate CRM?
312 IT Consulting in Chicago designed, built and runs it on Next.js and Cloudflare Workers.
Want something like this built?
We designed, built and run Slate CRM. The same team builds web apps, portals and internal tools for businesses in Chicago and across the US.
Websites & apps Book a consultation
(224) 382-4084