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Platform Features

Everything you need.
Nothing you don't.

17 tools. One login. Zero reasons to keep paying for Calendly, Dubsado, HoneyBook, or Mailchimp separately.

17 features 3 plan tiers
Client Management

Know every client, deeply.

Full contact records, conversation history, tags, health scores, and pipeline stages all in one view. Never dig through your inbox again.

  • Contact records with full history
  • Custom fields and tags
  • Client health scores
  • Pipeline and stage tracking
  • Activity timeline
  • Smart lists and filters
Plans: Core Pro Agency
Learn more →
Contacts 24 Active
Total Clients
24
+3 this month
Avg. Value
$4.2k
lifetime
Recent Contacts
Simone Clarke
Brand Strategy
$38,400
Active
Marcus Reid
Photography
$12,600
Active
Amara Lee
Copywriting
$9,500
Proposal Out
Client health score: 76 / 100
The difference-maker

"The proposal that
won them over before the call."

See the Proposal Builder →
Win More Business

Proposals that close themselves.

Create stunning branded proposals with interactive pricing tables. Your client picks their package, signs, and you're off. No back and forth.

  • Branded, premium-looking templates out of the box (Core and up)
  • E-signature built in, one click to sign (Core and up)
  • Interactive pricing so clients build their own package (Agency)
  • View tracking: see when they opened it, how long they spent reading, and which services they hovered over (Agency)
  • Auto-converts to a project, contract, and invoice once signed
  • Follow-up automation if they go quiet (Agency)
Plans: Core (basic) Pro (basic) Agency (advanced)
Learn more →
Proposal Builder Awaiting Signature
Prepared for
Simone Clarke
Brand Strategy Retainer · March 27, 2026
Scope of Work
Brand Identity Package
Logo, guidelines, asset library
$4,500
Monthly Strategy Retainer
8 hrs/month, 3-month minimum
$1,200
Total
$8,100
Sign and Accept
Decline
Revenue Tools

Get paid. Without the chase.

Professional invoices, recurring billing, and automatic payment reminders. Accept cards, ACH, and bank transfers. Stripe and Square integrations included.

  • One-time and recurring invoices
  • Automatic payment reminders
  • Card, ACH, and bank transfer
  • Stripe and Square integration
  • Payment plans and deposits
  • Revenue reporting
Plans: Core Pro Agency
Learn more →
Invoices March 2026
Collected MTD
$18.4k
+22% vs last month
Outstanding
$6.2k
3 invoices
Recent Invoices
INV-0042 · Simone Clarke
Due March 30
$4,500
Unpaid
INV-0041 · Marcus Reid
Paid March 14
$2,100
Paid
INV-0040 · Devon Brooks
Paid March 8
$3,800
Paid
Legal Protection

Protect your work, elegantly.

Legally binding contracts with e-signatures, auto-fill client fields, and a template library built for service businesses. No lawyer required to get started.

  • E-signature (legally binding)
  • Contract template library
  • Auto-fill client information
  • Version history and audit log
  • Attach to proposals and projects
  • Mobile signing
Plans: Core Pro Agency
Learn more →
Contracts Template Library
Templates
Service Agreement
General use, freelance services
Active
Photography Contract
Usage rights, delivery terms
Active
Consulting Retainer
Monthly scope and IP clause
Active
NDA Template
Mutual non-disclosure
Draft
All contracts legally binding via DocuSign-equivalent
Time & Booking

Your calendar, automated.

Custom booking pages, intake forms, Google and Outlook sync, and automated reminders. Clients book themselves and you show up prepared.

  • Custom availability and booking pages
  • Google and Outlook calendar sync
  • Intake forms sent at booking
  • Automated reminders via email and SMS
  • Buffer times and booking limits
  • Team scheduling on Agency plan
Plans: Core Pro Agency
Learn more →
Booking Calendar April 2026
April 2026
Su
Mo
Tu
We
Th
Fr
Sa
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
Next Bookings
9:00 AM
Strategy Call
Simone Clarke
2:00 PM
Onboarding
Marcus Reid
Sales & Pipeline

See every deal at a glance.

A visual drag-and-drop pipeline that shows exactly where every lead stands. Automate stage transitions, set follow-up tasks, and forecast revenue from open deals.

  • Visual drag-and-drop pipeline
  • Custom stages and deal fields
  • Revenue forecasting
  • Automated stage transitions
  • Follow-up task triggers
  • Pipeline reporting
Plans: Core Pro Agency
Learn more →
Pipeline $41k open
Lead
Amara Lee
$9,500
Jordan Tay
$4,200
Proposal
Elena Ross
$12,000
Kyle Marsh
$6,800
Closing
Simone C.
$8,100
Forecast (close rate 60%)
$24.6k
Email & Nurture

Emails your list actually opens.

Broadcast campaigns, automated sequences, and smart segmentation. Built-in templates, deliverability tools, and tracking all connected to your CRM.

  • Drag-and-drop email builder
  • Broadcast and sequence campaigns
  • Smart list segmentation
  • Open and click tracking
  • A/B testing
  • CRM-connected automation triggers
Plans: Core Pro Agency
Learn more →
Email Campaigns March Stats
Open Rate
48%
+6% vs avg
Click Rate
12%
industry: 3.4%
Recent Campaigns
March Newsletter
Sent to 1,240 contacts
51% open
New Service Announcement
Sent to 890 contacts
44% open
Re-engagement Sequence
5 steps, automated
Active
SMS & Messaging

Text your clients. They'll respond.

Two-way SMS for campaigns, follow-ups, and conversations. Missed call text-back ensures you never lose a lead because you were busy.

  • 2-way SMS conversations
  • SMS broadcast campaigns
  • Missed call text-back automation
  • SMS in automation workflows
  • Keyword triggers and opt-outs
  • Conversation inbox
Plans: Core Pro Agency
Learn more →
SMS Inbox 4 unread
Conversations
Simone Clarke
Sounds great, see you Thursday!
2m ago
Marcus Reid
Can we reschedule to 3pm?
18m ago
MC
Missed Call → Auto-Reply
"Hey! We missed your call, reply to book a time."
Auto
Workflow Automation

Set it once. Let it run.

A visual workflow builder that automates everything from follow-ups to onboarding sequences. Triggers, conditions, branches. No code needed.

  • Visual drag-and-drop workflow builder
  • 50+ trigger types
  • Conditional branching and logic
  • Multi-channel actions: email, SMS, tasks
  • Delay timers and wait steps
  • Pre-built workflow templates
Plans: Core (basic) Pro (advanced) Agency (advanced)
Learn more →
Workflow Builder 7 active
Active Workflows
New Lead Nurture
Trigger: Form submitted
Running
Post-Project Follow-up
Trigger: Invoice paid
Running
Onboarding Sequence
Trigger: Contract signed
Running
Review Request
Trigger: Project closed
Paused
Web Presence

A site that works while you sleep.

Drag-and-drop website builder with SEO tools, custom domains, and mobile-responsive templates. No developer required.

  • Drag-and-drop page builder
  • SEO meta fields and sitemap
  • Custom domain connection
  • Mobile-responsive templates
  • Blog publishing
  • Form and chat widget embeds
Plans: Core Pro Agency
Learn more →
Website Builder yourname.com
Your Hero Section
SEO Health
Meta title set
Good
Sitemap submitted
Good
Mobile responsive
Pass
Lead Generation

Turn visitors into clients.

Build high-converting sales funnels, opt-in pages, and lead capture flows without a separate tool. Connected directly to your CRM and automations.

  • Sales funnel builder
  • Opt-in and lead capture pages
  • Upsell and order bump pages
  • Thank you and redirect flows
  • A/B split testing
  • Connected to CRM and automations
Plans: Core Pro Agency
Learn more →
Funnel Analytics This month
Visitors
2.4k
this month
Opt-ins
342
14.2% rate
Funnel Steps
Landing page
2,400
Opt-in form
1,536
Confirmed
342
Digital Products

Teach what you know. Sell what you teach.

Build and sell courses, memberships, and digital programs. Drip content, quizzes, completion tracking, and a beautiful student portal included.

  • Lesson and module builder
  • Drip content scheduling
  • Video hosting and embeds
  • Quizzes and assessments
  • Student progress tracking
  • Sell via one-time or subscription
Plans: Pro Agency
Learn more →
Course Builder 48 enrolled
The Brand Foundation
6 modules · 24 lessons · $497
Modules
1. Brand Identity Fundamentals
4 lessons · Unlocked
100%
2. Visual Language and Color
4 lessons · Unlocked
60%
3. Messaging and Positioning
4 lessons · Drip: Apr 21
Locked
Community Building

Build a community, not just a list.

A private community platform where your clients, students, and members can connect. Channels, feeds, events, and direct messaging all inside your Montaire workspace.

  • Public and private channels
  • Member profiles and directory
  • Post feeds and reactions
  • Events and announcements
  • Direct messaging
  • Moderation tools
Plans: Pro Agency
Learn more →
Community 84 members
Channels
#
general
12 new posts today
12
#
client-wins
3 new posts
3
#
resources
Pinned templates and guides
Pin
#
course-cohort-2
Private · 24 members
Private
Social Media

Post consistently. Without the grind.

Schedule and publish content to Instagram, Facebook, LinkedIn, and more from one calendar view. Repurpose, reschedule, and analyze what's working.

  • Multi-platform scheduling: IG, FB, LinkedIn, Google
  • Calendar content view
  • Bulk scheduling and CSV import
  • Post analytics and performance
  • Content library
  • AI-assisted caption writing
Plans: Core Pro Agency
Learn more →
Social Planner Week view
Scheduled Posts
Mon 9am
Instagram carousel
3 slides · Brand tip
IG
Wed 12pm
LinkedIn thought piece
430 words · Scheduled
LI
Fri 10am
Facebook promo post
With link preview
FB
IG connected LI connected FB connected
Your presence

"Show up consistently.
Montaire handles the rest."

Get set up for you →
Reviews & Reputation

More reviews. Less asking.

Automatically request Google reviews from happy clients after key milestones. Monitor, respond, and track your reputation score from one dashboard.

  • Automated Google review requests
  • Review monitoring dashboard
  • Reputation score tracking
  • Response templates
  • SMS and email review requests
  • Review widget for your website
Plans: Pro Agency
Learn more →
Reputation Google Reviews
4.9
based on 62 reviews
★ ★ ★ ★ ★
Recent Reviews
"Absolutely transformed my business..."
Simone C. · 2 days ago
★★★★★
"Professional, fast, and genuinely helpful."
Devon B. · 1 week ago
★★★★★
Client Experience

Give clients a home for your work together.

A branded client-facing portal where clients can access files, track project progress, approve deliverables, and communicate without endless email threads.

  • Branded with your logo and colors
  • File sharing and storage
  • Project status and milestone tracking
  • Deliverable approvals
  • Client messaging
  • Intake and onboarding flows
Plans: Core Pro Agency
Learn more →
Client Portal Simone Clarke
Project: Brand Identity
65% complete · Est. delivery Apr 30
Milestones
Discovery and Strategy
Done
Logo Concepts (3 directions)
Review
Brand Guidelines
Upcoming
Insights & Analytics

Know your numbers. Grow intentionally.

A unified reporting dashboard for revenue, leads, campaign performance, and pipeline health. See what's working and where to focus next.

  • Revenue and invoice reporting
  • Lead source attribution
  • Email and SMS campaign analytics
  • Pipeline conversion reporting
  • Website and funnel analytics
  • Custom date ranges and exports
Plans: Core (basic) Pro (full) Agency (full + team)
Learn more →
Analytics Last 30 days
Revenue
$18.4k
+22% MTD
New Leads
34
+8 this week
Top Lead Sources
Referrals
72%
Instagram
18%
Website
10%

Stop the patchwork

Replace $1,596/mo in tools
with one subscription.

Every feature your service business needs, without the 16-tab, 16-password, 16-invoice chaos.

Feature
Replaces tools you'd otherwise pay for separately
Other Tools cost/mo
Montaire
CRM & Pipeline Management
Dubsado HoneyBook HubSpot ActiveCampaign
$99/mo
Unlimited Sales Funnels
ClickFunnels Leadpages
$297/mo
Website Builder
WordPress Wix Squarespace
$29/mo
Surveys & Forms
Typeform JotForm
$49/mo
Email Marketing
ActiveCampaign Mailchimp HubSpot Constant Contact
$99/mo
2-Way SMS Marketing
Twilio SimpleTexting
$99/mo
Booking & Appointments
Calendly Acuity
$29/mo
Workflow Automations
ActiveCampaign HubSpot Zapier
$169/mo
Courses & Digital Products
Kajabi Teachable
$249/mo
Reputation Management
Podium Birdeye
$159/mo
Communities
Skool Circle Mighty Networks
$89/mo
Document Signing
Dubsado HoneyBook PandaDoc DocuSign
$47/mo
Tracking & Analytics
Databox Google Analytics
$49/mo
Invoicing & Payments
Dubsado HoneyBook FreshBooks QuickBooks
$55/mo
Client Portal
Dubsado HoneyBook ClickUp
$29/mo
Total if purchased separately 15 tools · 15 logins · 15 invoices
$1,596 per month
$97 per month
Compare Plans

Everything, side by side.

Core
$97
per month
Get started
Pro
$197
per month
Get started
Agency
$297
per month
Get started
CRM
Contact records with full history ✓ ✓ ✓
Custom fields, tags, and smart lists ✓ ✓ ✓
Client health scores and pipeline tracking ✓ ✓ ✓
Proposals
Basic proposals with e-signature ✓ ✓ ✓
Interactive pricing tables + view tracking — — ✓
Invoicing and Payments
One-time and recurring invoices ✓ ✓ ✓
Stripe and Square integration ✓ ✓ ✓
Payment plans and deposits ✓ ✓ ✓
Contracts
E-signature contracts with template library ✓ ✓ ✓
Scheduling
Booking pages with calendar sync ✓ ✓ ✓
Team scheduling — — ✓
Sales Pipeline
Visual drag-and-drop pipeline ✓ ✓ ✓
Revenue forecasting and pipeline reporting ✓ ✓ ✓
Email Marketing
Broadcasts, sequences, and segmentation ✓ ✓ ✓
A/B testing — ✓ ✓
SMS Marketing
2-way SMS and broadcast campaigns ✓ ✓ ✓
Missed call text-back ✓ ✓ ✓
Automation
Visual workflow builder Basic ✓ ✓
50+ triggers and conditional branching — ✓ ✓
Websites and Funnels
Drag-and-drop website builder ✓ ✓ ✓
Sales funnel and opt-in builder ✓ ✓ ✓
A/B split testing for funnels ✓ ✓ ✓
Blog publishing — ✓ ✓
Ad Manager — ✓ ✓
Courses and Community
Course and membership builder — ✓ ✓
Private community platform — ✓ ✓
Social and Reputation
Multi-platform social scheduling ✓ ✓ ✓
Automated Google review requests — ✓ ✓
Client Portal
Client-facing portal White-label White-label White-label
Reporting
Revenue and pipeline reporting Basic ✓ ✓
Team and multi-user reporting — — ✓
Ready when you are

Ready to see it
in action?

14-day free trial. See why 2,400+ service providers chose Montaire over the tool pile.

14-day free trial. Cancel anytime.

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