Proposals and CRM for
consultants.

Turn a conversation about a business problem into a specific engagement. Show diagnosis, workshops and recommendations separately from ongoing advisory work.

No credit card14 days free

Real mideo view - Consultants and business advisers - demonstration data.

Example proposal

Sales-process audit

Ongoing advice and implementing recommendations require separate scope. Business results are not guaranteed.

Core scope

$8,000

/ project

  • Analysis$5,000
  • Workshops$3,000

With extras

$9,000

/ project

  • Analysis$5,000
  • Workshops$3,000
  • Additional session - optional$1,000

Illustrative service data and prices, not mideo subscription prices. The provider sets final rates, tax and scope.

Scope and pricing

Pricing that fits how you work.

Present your own packages, terms and additional services.

Diagnosis

Describe the audit and data sources.

Workshops

Show session and participant counts.

Recommendations

List the materials delivered to the client.

Ongoing engagement

Separate retainers and additional hours.

Let's talk about your proposals.

Show us your pricing and sales process. We can discuss how to represent them in mideo.

Talk to us

From enquiry to decision

Address specific sales problems.

Collect information, explain scope and plan the next step.

An undefined objective

Collect the problem, intended outcome and decision-makers in a brief.

Open-ended expectations

Record deliverables, session count, client responsibilities and scope boundaries.

A long decision cycle

Manage the lead and schedule stakeholder conversations. Keep the proposed engagement in context.

Brief

Collect information before proposing.

Tailor your questions to the services you actually sell.

  • Business problem and intended outcome
  • Stakeholders, available data and constraints
  • Support scope, budget and decision process
Real mideo view - Consultants and business advisers - demonstration data.

Comparison

From enquiry to the next step.

Clear scope for clients and context for your team.

Your workflow

With mideo

  • Briefs and proposals connected to enquiries.
  • Your services and prices ready for reuse.
  • The next activity recorded against the enquiry.
Without mideo
  • Information scattered across messages.
  • Scope rewritten each time.
  • Follow-up postponed without a date.

The client's view

With mideo

  • Clear scope and separate extras.
  • Optional items update the proposal total.
  • A proposal link without a client account.
Without mideo
  • A price without clear scope.
  • Extras discussed across more emails.
  • Options difficult to compare.

The team's view

With mideo

  • Leads, activities, briefs, proposals, services and clients together.
  • A named owner for follow-up.
  • Midi, rules and API support the configured process.
Without mideo
  • Statuses across several tools.
  • Unclear ownership of enquiries.
  • Context lost during handovers.

Workspace

Your sales process in one place.

Six modules connect the enquiry to the client's decision.

Real mideo view - Consultants and business advisers - demonstration data.

Connecting tools

Midi, automations and API.

Tools support the shared process according to configuration and plan limits.

AI / Midi

The assistant helps find information, prepare materials and supported actions. Every change requires approval.

Automations

Configure rules responding to sales-process events. Manual follow-up and Midi requests remain separate actions.

API and webhooks

Connect your systems through API and webhooks. This needs configuration and a compatible interface at the other end, not a ready-made connector for every tool.

Use cases

Different services, one process.

Catalogs for repeatable services and individual proposals for specific enquiries.

Strategy

Diagnosis and recommendations.

Operational consulting

Processes and workshops.

Independent experts

Sessions and ongoing engagements.

Public pricing catalog

Link to a public proposal or embed it on a website that supports iframes. You can add a contact form and require an email address.

AI assistant

Midi helps find the next step.

Do, show and calculate - examples using sales context.

Demonstration prompts, not a live AI conversation or evidence of an executed action. Access and limits depend on your plan. People verify content and prices.

Example prompt - DO

Schedule a follow-up with the audit decision-maker tomorrow at 10:00.

The assistant helps find information, prepare materials and supported actions. Every change requires approval.

Pricing

Start free.

Choose a monthly or annual mideo subscription.

Free

$0/month

Free plan

Users
1
Active proposals
1
AI actions / month
10
Proposal analytics
Included
Automations
Not included
Custom branding
Not included
Midi assistant
Included
Start free

Pro

$72.5/month

Monthly

Users
3
Active proposals
5
AI actions / month
25
Proposal analytics
Included
Automations
Included
Custom branding
Not included
Midi assistant
Included
Start free

Premium

$122.5/month

Monthly

Users
10
Active proposals
10
AI actions / month
50
Proposal analytics
Included
Automations
Included
Custom branding
Included
Midi assistant
Included
Start free

Vip

$222.5/month

Monthly

Users
25
Active proposals
50
AI actions / month
200
Proposal analytics
Included
Automations
Included
Custom branding
Included
Midi assistant
Included
Start free

Trial: 14 days without a card, with features within the trial plan's limits. Afterwards choose Free or a paid plan. The trial does not trigger an automatic payment.

FAQ

Questions before you start.

Features, terms and the limits of each use case.

Does mideo analyse businesses and guarantee recommendations?

No. It supports selling your expertise and services. The consultant prepares diagnosis, recommendations and outcome assessments.

Can I handle projects and ongoing retainers?

Yes. Describe project work and recurring fees as separate engagement models with clear terms and prices.

Does the client need an account?

No. They open a proposal link without a mideo account. You can optionally require an email address or protect a private proposal with a password.

Can clients choose services?

Yes. Items marked optional can be selected or deselected, and the selected-item total updates live.

Can I use my own logo?

Custom branding depends on your plan. Check current pricing on this page before choosing a subscription.

Does analytics show every recipient?

We do not guarantee recording every visit. Data depends on factors including privacy settings and browser capabilities. Activity provides context, not certainty of a purchase.

How does the trial differ from Free?

The trial lasts 14 days without a credit card and provides features within the trial plan's limits. Free is a separate plan. Afterwards choose Free or a paid subscription without an automatic trial charge.

mideo does not replace expert analysis or guarantee consulting outcomes.

Contact

Let's see how mideo fits your work.

Book a demonstration or email us. Contact does not require a paid subscription.