One Breath CRM
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New Proposal
Company *
Agency (if via agency)
Project Title *
Project Description
Type
—
Keynote
Training Program
Executive Coaching
Group Coaching
Offsite
Platform
Podcast
Other
Format
—
Physical
Online
Hybrid
Hours
Travel
No
Yes
Maybe
Proposed Amount € (excl. VAT)
Final Amount € (excl. VAT)
Won Date
Event Date
Year
Status
In Discussion
Sent
Won
Completed
Lost
Cancelled
Contact Date
Proposal Date
Contact Name
Source
—
Direct to ML
info@onebreath.eu
info@myrtolegaki.com
LinkedIn
Internal referral
Repeat client
RFP
Agency
Other
Loss / Decline Reason
Notes / Next Steps
Proposals sent (date + Canva link)
+ Add proposal version
Negotiation log
+ Add negotiation round
Payment schedule (agreed installments)
+ Add installment
Cancel
Save Proposal
Add / Edit Contact
Company *
First Name *
Last Name *
Title / Role
Tag
—
Client
Prospect
Email
Phone
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Save Contact
Add Invoice
Company *
Entity
EE
Ατομική
Project
Invoice No.
Invoice Date
Amount incl. VAT €
Status
Paid
Pending
OneDrive Link
Comments
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Save Invoice
Add Follow-up
Company
Task *
Due Date
Assigned To
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Save
Add Meeting
Date *
Meeting Type
Discovery
Status Update
Proposal Walkthrough
Proposal Discussion
Other
Company *
Linked Proposal
None
Client Attendees
One Breath Participants
Meeting Notes
Next Steps
Next Meeting Date
Cancel
Save Meeting
Add Platform Revenue
Month
January
February
March
April
May
June
July
August
September
October
November
December
Year
Amount (excl. VAT) €
Note (optional)
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Add Expense
Month
January
February
March
April
May
June
July
August
September
October
November
December
Year
Category
Salaries
Freelancers / Associates
Software & Tools
Marketing
Accounting & Legal
Travel
Other
Amount €
VAT
Includes VAT 24%
Already excl. VAT
Excl. VAT (stored)
Note (optional)
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Save