The spreadsheet got you this far.
You already price projects. You're good at the work. But most pricing still runs on gut feel, fragile spreadsheets, and hoping the margin works out. The tooling hasn't caught up.
Three steps to a defensible price.
Build your estimate.
Add roles, hours, contractors, and expenses. Margin layers in overhead, markups, and profit automatically.
Analyze your margin.
See exactly where the margin is strong and where it's not. Make adjustments, see the impact instantly, and get the price right before it goes out.
Send with confidence.
A price built on real costs and your actual margin target. No formulas, no manual math. Just a number you trust.
One better-priced project pays for a year.
- 3 projects
- 1 template
- Unlimited team members
- Unlimited clients
- Role-based & company rate pricing
- Overhead & profit margin controls
- Expense & contractor tracking
- Project status workflow
- Export projects as PDF
- Reports dashboard
- Export reports to spreadsheet
- Export projects as spreadsheet or document
- AI chat assistant
- Project version history
- 10 projects
- 3 templates
- Unlimited team members
- Unlimited clients
- Role-based & company rate pricing
- Overhead & profit margin controls
- Expense & contractor tracking
- Project status workflow
- Export projects as PDF
- Reports dashboard
- Export reports to spreadsheet
- Export projects as spreadsheet or document
- AI chat assistant
- Project version history
- 25 projects
- 10 templates
- Unlimited team members
- Unlimited clients
- Role-based & company rate pricing
- Overhead & profit margin controls
- Expense & contractor tracking
- Project status workflow
- Export projects as PDF
- Reports dashboard
- Export reports to spreadsheet
- Export projects as spreadsheet or document
- AI chat assistant
- Project version history
- Unlimited projects
- Unlimited templates
- Unlimited team members
- Unlimited clients
- Role-based & company rate pricing
- Overhead & profit margin controls
- Expense & contractor tracking
- Project status workflow
- Export projects as PDF
- Reports dashboard
- Export reports to spreadsheet
- Export projects as spreadsheet or document
- AI chat assistant
- Project version history
The pricing tool your spreadsheet wishes it was.
Set up once, price every project
Your team's roles, rates, overhead, and profit targets are configured once. Every project inherits the model automatically. No rebuilding the spreadsheet.
The math is handled
Overhead, markups, and profit layer in automatically. You see your true cost and margin without doing the financial math yourself.
Project health at a glance
Instantly see which parts of a project are profitable and which aren't. Spot the activity that's underpriced or the role that's eating the margin — before the proposal goes out.
Spot the profit drivers, room to discount, and risk
See your top profit drivers, how much you can discount and still hit target, and the exact rate or markup change that closes the gap when you can't. Live what-if simulator built in.
Templates that get smarter over time
Save any project as a template. Adapt it for the next client. Your pricing gets faster and more accurate the more you use it.
Share without leaking salary data
Equip your team to create and edit projects without seeing per-role rates or per-line costs. Preview exactly what each teammate sees before you send the invite.
Unlimited users
Your whole team prices with the same rates and guardrails. No per-seat fees, no gatekeeping. Everyone who prices work can be on Margin.
Full breakdown, always visible
Labor, overhead, profit, markups — every component is itemized. When someone asks 'how did you get that number?' you can walk them through it.
Works with the software you already use.
Margin handles the pricing decision. Your project management tool, CRM, and invoicing system handle everything else. No overlap, no switching costs. Set up in minutes, not months.
| Without Margin | With Margin |
|---|---|
| Margins discovered after delivery | Margins visible before the quote goes out |
| Overhead and markups are a guess — or forgotten entirely | Overhead and markups in every price, automatically |
| Spreadsheet formulas that break when you copy a row | Pricing logic that can't break |
| Enterprise tools that take months to implement | Set up in an afternoon |
| Per-user fees and seat minimums | Unlimited users, one flat price |
| Replace your PM tool, CRM, and invoicing system | Works alongside them |
Common questions.
What is Margin?
Who is Margin for?
What does Margin replace?
How long does it take to set up?
How is Margin priced?
Is there a free plan?
What if I already have a way to price projects?
Do I need a finance background to use Margin?
See what your projects actually cost.
You already price the work.
Margin shows you the real cost and margin — before the proposal goes out.