What kind of service business?
Consultancies, studios, firms and independent professionals who sell their time with proposals, book calls, collect information with forms and invoice every month.
If your week is selling to, delivering for and billing clients, Unbound OS puts those three on the same record. If your business turns on inventory or a point of sale, it is not the tool.
What does a working week look like?
The client books on your link, fills in the intake form, gets the proposal, your team marks it accepted and the invoice comes from the contract.
- 01A prospect books a call on your booking link, on your Google Calendar.
- 02Before the call they fill in a form and the answers land on their CRM contact.
- 03Afterwards you send the proposal as a private page and see whether they read it.
- 04Your team marks it accepted; a draft pre-contract is created and a person activates the contract.
- 05Invoices come from the contract in Finance and the client pays by card through your Stripe.
What does it cost for a small firm?
A freelancer with CRM, documents and finance pays USD 48.50 a month. A 3 person firm with Core, calendar, forms and CRM pays USD 83.25. On the full services package, 3 people pay USD 176.10.
The professional services package adds Calendar and booking, Forms, CRM and pipeline, Documents and proposals, Finance to Core. The rules and the full worked examples are on pricing.
What does it cost against the usual tools?
For 3 people, the tools below add up to USD 345.47 a month, paid monthly. The same jobs on Unbound OS cost USD 176.10.
| Job | Usual tool | Monthly list price | Cost for 3 |
|---|---|---|---|
| Tasks and projects | Asana Starter | USD 13.49 per user | USD 40.47 |
| Scheduling | Calendly Standard | USD 12.00 per user | USD 36.00 |
| Forms | Tally Pro | USD 29.00 per account | USD 29.00 |
| CRM | HubSpot Sales Hub Starter | USD 20.00 per user | USD 60.00 |
| Proposals | PandaDoc Starter | USD 35.00 per user | USD 105.00 |
| Invoicing | Bonsai Essentials | USD 25.00 per user | USD 75.00 |
| Stack total | USD 345.47 | ||
| Unbound OS, same jobs | Core, Calendar and booking, Forms, CRM and pipeline, Documents and proposals, Finance | paid monthly | USD 176.10 |
Monthly list prices read on each vendor's page on 2026-10-23. Per user tools multiply by the team; per account and flat tools count once. Your real bill may differ: put your own figures in the calculator on the home page.
- Separate tools
- USD 345.47
- per month
- Unbound OS
- USD 176.10
- per month; USD 158.49 paid yearly
- Difference
- USD 169.37
- per month, 49% less
Tally Pro is priced per account, USD 29.00 a month with unlimited members. If your team grows large and only needs forms, it can come out cheaper than USD 5 per person.
What does it not do?
It has no e-signature, no time tracking and no bookkeeping. To bill by the hour or keep the books, keep those tools.
Bonsai, for example, has time tracking, timesheets and bookkeeping; PandaDoc, HoneyBook and Bonsai have e-signature. The full comparisons are on compare.
Frequently asked questions
Does it work for one person?
Yes. A freelancer has no two users per module rule: pick modules and pay, for example, USD 48.50 a month with CRM, documents and finance.
Which currencies can I invoice my clients in?
Nine: USD, EUR, GBP, COP, MXN, BRL, ARS, CAD and AUD. The Unbound OS subscription is billed in USD, or in Colombian pesos on enterprise contracts.
Do my clients need an account?
Only for the portal, and they sign in with a code sent to their email. To open a proposal the code they receive is enough.
Sources
- 01Asana Starter, checked 2026-10-23
- 02Calendly Standard, checked 2026-10-23
- 03Tally Pro, checked 2026-10-23
- 04HubSpot Sales Hub Starter, checked 2026-10-23
- 05PandaDoc Starter, checked 2026-10-23
- 06Bonsai Essentials, checked 2026-10-23