Project Proposal Template: CRM Implementation

About this example

This example is the project proposal a digital consultancy in Toronto sends an industrial distributor that wants to replace spreadsheets and inboxes with a CRM: 60 sales reps, about 180,000 records to migrate, an integration with the company's ERP, and a go-live 14 weeks after kickoff, priced in Canadian dollars with 13% HST.

A project proposal has to show that the project is understood and under control, so this one follows the order a sponsor reads in. It opens with the background, the objectives and how success will be measured, then the project at a glance. The scope lists what is in and out, and a risk table names the four things most likely to go wrong and what will be done about each. The plan runs in phases with tasks and deliverables, the budget is a fixed fee per phase with HST, and three payment milestones are tied to sign-offs. The team, terms on governance, change requests, acceptance and data, and an approval block close the proposal.

Who it is for

Consultants, agencies, IT firms and internal teams that propose projects with a defined scope, plan, budget and deliverables.