From inquiry to a paid invoice: six steps, one record#
An example sale (the firm and the client are made up): a 12-person data engineering firm, and a regional insurer that needs its claims data moved to a new warehouse. The numbers are the firm’s own, from its estimate. The plan that does each step is in brackets.
- 1
The inquiryBook
Tuesday, 9:12 AM. Maya, the head of data at Northfield Mutual, fills in the form on your site: “We need our claims data in Snowflake by Q2. Can you scope it?” The form offers her times on the spot. She does not pick one.
- 2
The reply and the booked callBook
Tommo SDR writes back in your voice with two questions about her source systems and three times that are open on your Google Calendar. The card: the reply, with Send, Change and Skip. You press Send from your phone. Maya picks Thursday at 2 PM; the invite goes out with a Meet link. Had she gone quiet, Tommo SDR would have followed up inside her working hours until she replied.
- 3
The recap and the proposalClose
After the call, Tommo Closer reads the transcript and writes the recap: four source systems, a hard Q2 date, Maya and her CFO decide. Your estimate says 14 weeks at $96,000. Tommo Closer writes the proposal as an email with those numbers. It never invents a price, a scope or a date; when the estimate is missing, it asks you. The card: the recap, then the proposal, each with Send, Change and Skip. If Maya goes silent, Tommo Closer follows up until there is a decision: a yes, or a no with its reason on the record.
- 4
Their MSA, read against your positionsSign
Maya says yes and her legal team sends Northfield’s MSA as a Word file. Tommo Legal reads it clause by clause against your positions (the terms you set once: liability, payment, IP, governing law). It marks three departures: liability uncapped, net 75, and all work product theirs with no carve-out for your own tools. For each one, the memo quotes their words, names your position, gives the wording to send back, and says when a point is worth a lawyer. The redline is their own Word file with the changes tracked, kept in your Google Drive. (A PDF gets the memo with the wording to send back.) The card: the memo and the redline. You accept the first two changes and drop the third. The memo is research, not legal advice.
- 5
SignedSign
Tommo Closer sends the redline to Maya’s legal team. Tommo Legal drafts your SOW from your template as a Google Doc in Northfield’s folder in your Drive, with the scope, price and dates from your estimate. You take the draft on a card, and Tommo Closer sends Maya the link. When the paper is agreed, Tommo Legal proposes your signature on the card. The card: the final paper, with every departure from your templates listed. A person you allow to sign presses Sign, and your signature goes on the PDF. Their side signs it their own way and sends it back. Tommo Legal’s work on the deal is done when the copy signed by both sides is in the client’s folder in your Drive.
- 6
Invoiced and paidSign
When you mark the deal won, Tommo Closer reads the signed paper and proposes the payment schedule on a card. When an amount is due, it proposes the invoice on a card, and you issue it through your invoice system (Mercury, for now). A paid invoice shows on the deal, or you mark it paid yourself. If Northfield pays late, Tommo Closer writes the reminder, and that email waits on a card too.
You approve every email until you choose otherwise. After twelve approvals in a row of one kind of email with nothing to fix, a tommo asks to send that kind on its own. You switch it on per form, on a paid plan, and switch it off the same way. A signature always needs a person’s press.
What Tommo SDR does · What Tommo Closer does · What Tommo Legal does
The usual stack and Tommos, side by side#
We took each price from the vendor’s public pricing page on Oct 7, 2026. “Not compared” means we did not check that cell; it does not mean no.
| What | Tommos | The usual stack |
|---|---|---|
| Recap and proposal | Tommo Closer writes the recap from the call transcript and the proposal as an email from your estimate (Close). Tommo Legal drafts the SOW as a Google Doc from your template (Sign) | PandaDoc: Starter $19 a month, Business $49 a seat a month, billed yearly; CRM integrations on Business. Proposify: Build $49 a user a month, or $35 billed yearly. You write the proposal45 |
| The client's MSA | Tommo Legal: a memo, clause by clause, against your positions; a tracked-changes redline when their paper is a Word file; research, not legal advice (Sign) | Your lawyer: your review hours times your lawyer's rate. Spellbook: price on request6 |
| Follow-up until they reply | Tommo SDR, inside the lead's working hours (Book) | You write it, or set up sequences and reminders in your tools |
| Invoice and payment | Tommo Closer proposes the payment schedule, each invoice and each reminder on a card; you issue invoices through Mercury (Sign) | Your accounting tool: Not compared |
| The booked call | The form offers times; Tommo SDR replies, offers times, books on Google Calendar with a Meet link (Book) | Calendly: free plan; Standard $10 and Teams $16 a seat a month, billed yearly. HubSpot free: one meetings link, with HubSpot branding23 |
| The form and the CRM | Contacts, deals, many pipelines, forms with AI triage, booking pages, a phone app; in every plan | HubSpot free CRM: free for up to 2 users; sales workflows start on paid Starter12 |
| Price for a firm of 2 | $299, $599 or $899 a month, no seats, the AI model included | $58 to $118 a month in software (HubSpot free, Calendly Standard, PandaDoc Starter or Business, billed yearly), plus the lawyer's hours, plus your own hours to write each email and proposal. Calendly and PandaDoc charge per seat, and HubSpot's free CRM stops at 2 users134 |
- hubspot.com/pricing/sales, read Oct 7, 2026
- hubspot.com/pricing/crm, read Oct 7, 2026
- calendly.com/pricing, read Oct 7, 2026
- pandadoc.com/pricing, read Oct 7, 2026
- proposify.com/pricing, read Oct 7, 2026
- spellbook.com/pricing: “personalized pricing” after a demo; a 7-day free trial, read Oct 7, 2026
The stack’s price leaves out the hours. In the stack you write each reply, recap, proposal and follow-up yourself, and pay your lawyer for each MSA review. In Tommos the tommos write them and you decide. At 9 people, each seat-priced tool costs 9 times its seat price; Tommos stays one price for the firm. Prices change: we read these pages again on the day this page goes live.
What breaks when the sale runs through five tools#
In the stack, Maya’s question sits in the form tool, the call in Calendly, the price in PandaDoc, and what you gave up in the MSA in your lawyer’s email. You carry the deal between them by hand. The proposal goes out without the point she raised on the call, and the follow-up waits until you remember it.
In Tommos each deal is one record with one timeline: every email, meeting, proposal, paper and invoice in one place. Tommo Closer writes the proposal from that record and your estimate. Tommo Legal reads the MSA with the same deal in view, and its redline goes back to the client through Tommo Closer, so the client hears one voice from inquiry to signature. The papers stay in your Google Drive; Tommos keeps no copy.
Work from Claude or another AI agent? It can read and work these deals over MCP.
Three things change when the sale lives on one record#
- No inquiry waits. Tommo SDR answers in your voice, offers open times and follows up inside the lead’s working hours until they reply. The call lands on your Google Calendar with a Meet link.
- The proposal carries what the client said. Tommo Closer writes it from the call’s transcript and your estimate, so the point they raised on the call is in it, and it follows up until there is a yes or a no.
- The paper and the money close the loop. Tommo Legal reads their MSA against your positions and drafts your SOW; after the signature, Tommo Closer proposes the payment schedule and each invoice. You see the deal from the first email to the paid invoice in one place.
Book, Close or Sign: how far into the sale you want help#
- Book, $299 a month. Tommo SDR answers each inquiry, offers times, books the call and follows up until they reply.
- Close, $599 a month. Adds Tommo Closer: the recap, the proposal from your estimate, and follow-ups until a decision.
- Sign, $899 a month. Adds Tommo Legal: the client’s MSA read against your positions with a redline, and your SOW, NDA or MSA drafted from your templates, and after a won deal Tommo Closer’s invoices through Mercury. This is the plan that runs the whole path on this page.
No seats: everyone at the firm works in the same CRM at the same price. Every plan counts 50 new leads a month (a new person a tommo starts to work) and includes the AI model, so there is no API key and no second bill. A year is 20% off. After your first payment you have 30 days to get all of it back, with one press in Billing.
Questions founders ask#
- Is there one tool that handles lead follow-up, proposals and contract review?
- Yes. Tommos (tommos.ai) is a CRM whose AI agents answer each inquiry and book the call, write the recap and the proposal from your estimate, and read the client's MSA against your positions with a redline. Each email, proposal and redline waits on a card for your decision, until you let a kind of email go on its own. The full path is the Sign plan, $899 a month with no seats. The client signs with the e-signature tool they already use, and Tommo Closer invoices from the signed paper.
- Can I keep PandaDoc?
- Yes. Keep PandaDoc or DocuSign for the client's signature, and let Tommos do the work before and after it: the reply, the call, the proposal, the MSA review, and the invoices from the signed paper. Without PandaDoc, your signature goes on the PDF in Tommos and the client signs their own way.
- How does Tommos follow up on a lead?
- Tommo SDR writes back to each new inquiry in your voice, offers times from your Google Calendar, and follows up inside the lead's working hours until they reply. After the call, Tommo Closer follows up until there is a decision. Each email waits for your Send until you let a tommo send that kind of email on its own.
- Can I stop a tommo from following up?
- Yes. Press Pause outreach on the lead, and the tommo writes nothing more to that person until you resume it. A tommo stops following up when the lead replies, and it writes only inside the lead's working hours.
- Does Tommos send invoices?
- Yes, on Sign, through Mercury for now. When a deal is won, Tommo Closer reads the signed paper and proposes the payment schedule. When an amount is due, it proposes the invoice, and it writes a reminder if the invoice goes unpaid. Each of these waits on a card for a person.
- Does the AI make up prices in the proposal?
- No. Tommo Closer takes the price, the scope and the dates from your estimate. When the estimate is missing, it asks you.
- Is Tommo Legal a lawyer?
- No. Tommo Legal reads the client's paper against the positions you set, marks each clause that departs from them, and writes the wording to send back. Its memo is research, not legal advice, and it says which points are worth a lawyer. A person accepts every change, and a person signs.
- Can I move my deals from HubSpot?
- Start with the deals that are live, rather than an import. When you sign in with Google, Tommo reads the last 30 days of your email and meetings and opens a record for each conversation still open, up to 50. Add anyone else by hand or through your AI agent over MCP.
- What do I need to start?
- A Google Workspace account: the tommos write from your Gmail, book on your Google Calendar and keep papers in your Drive. A tracked redline comes back in the client's own Word file; any other paper gets the memo. Invoices go out through Mercury, connected in Settings.
- What does it cost, and what if it does not fit?
- $299, $599 or $899 a month for the firm, with no seats; a year is 20% off. The first 14 days are free, with every tommo and no card. In the 30 days after your first payment, you can take all of it back with one press in Billing. Without a plan, nothing runs or sends, and your records stay for you to read and export.
- What happens to my clients' data?
- The tommos run on Claude, a model made by Anthropic, under an agreement that does not let Anthropic train on your data, and Tommos does not train models on it either. Contracts and drafts stay in your Google Drive. The details are on the privacy page.