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PROFESSIONAL SERVICES, RUN PROPERLY

The proposal-to-delivery platform
built for services teams.

Cores 3 brings proposals, estimates, projects, tasks, and team collaboration into one configurable platform — so your services business runs on rails instead of spreadsheets.
WHAT WE DO

One platform for every stage of services delivery

Proposals & Estimating

Build proposals with WBS, labor and expense estimates, rate cards, and pricing — driven by your own configurable layouts.

Tasks & Workflow

Manage work end-to-end with kanban boards, configurable workflows, automatic reminders, and a built-in collaboration thread on every record.

Coaching & Insights

Real-time progress tracking, multi-factor scoring, and a coaching engine that surfaces what to do next instead of just what is wrong.

WHY CORES 3

Built for the way services teams actually work

Layout-driven

Every page, field, and section is configurable. No code changes for new business object types.

Real-time collaboration

@mentions, threaded replies, reactions, and notifications — built into every record from day one.

Role-based access

Granular permissions per business object, per operation, per role. Audit log on every change.

Open & extensible

REST APIs, polymorphic comments and tasks, and a workflow engine you control through configuration, not code.

TRUSTED BY SERVICES TEAMS WORLDWIDE
Atlas Consulting
Northwind Partners
BlueRiver Health
Stratos Engineering
Helio Group
Vertex Advisory
TESTIMONIALS

What our customers say

“Cores 3 cut our proposal turnaround from two weeks to three days. The configurable layouts mean we don't wait for engineering to add a field anymore.”

Sarah Lin
Director of Delivery, Atlas Consulting

“The coaching panel is the feature I didn't know I needed. It tells my team exactly what to fix on a proposal before it goes to the customer.”

Marcus Bell
VP of Operations, Northwind Partners

“We replaced three different tools with Cores 3. Reminders, kanban, comments — it's all in one place and our team finally adopts it.”

Priya Shah
Head of PMO, BlueRiver Health

Ready to streamline your services business?

Get started with Cores 3 today.
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