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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 →
Crm screenshot
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 →
Proposals screenshot
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 →
Invoicing screenshot
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 screenshot
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 →
Scheduling screenshot
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 screenshot
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 Marketing screenshot
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 screenshot
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 →
Automation screenshot
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 screenshot
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 →
Funnels screenshot
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 →
Courses screenshot
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 screenshot
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 Media screenshot
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 screenshot
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 screenshot
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 →
Reporting screenshot

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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