Project Proposal — Confidential
May 7, 2026 · expressautomations.com
A custom-built platform that unifies all team activity across CAA's core tools into one timestamped audit feed — giving leadership complete, real-time visibility into productivity, communication, and time management across every user in your organization.
CAA operates across 20+ U.S. markets with teams relying on multiple platforms daily — yet activity data across CRM, telephony, email, video conferencing, and calendaring lives in separate silos. There is no single place to answer: "What exactly did each team member accomplish today, across which tools, and when?"
This platform solves that. We will design and deliver a custom web application that continuously syncs activity data from five of CAA's core platforms into one normalized, queryable database — surfaced through a purpose-built audit dashboard giving leadership timestamped, per-user visibility into productivity, time allocation, and engagement patterns across the entire organization.
The following represents the core scope for this engagement. This is a rough estimate designed to cover the items discussed. Any features or requirements beyond what is outlined below will be evaluated and agreed upon separately before any additional work begins.
Tasks, activities & deal events per rep
Call logs, duration & agent history
Sender, recipient & timestamp only
Meetings, attendance & duration
Events, invites & time blocks
Bi-Weekly Progress Invoicing: Following the initial $350 setup fee, invoices are issued every two weeks based on hours logged during that period. Clients should expect to receive invoices for approximately 60–80 hours per two-week period (equivalent to 30–40 hrs/week across the team) at the discounted rate of $105/hr — meaning typical bi-weekly invoices will range between $6,300 – $8,400. Some periods may vary slightly depending on project complexity and team availability, but you will always be informed in advance of any significant deviation.
This is not a standard web development project. It requires deep, simultaneous expertise across Zoho CRM, Zoho Voice, Google Workspace APIs, Zoom, Supabase, Cloudflare Workers, OAuth 2.0 architecture, and custom frontend dashboards — all integrated into one cohesive, real-time system. Most agencies and development firms simply do not have this combination of skills under one roof.
Optional Monthly Support Retainer — $650 / 5 hours per month: Post-launch sync monitoring, integration maintenance, OAuth token management, up to 5 hrs/month of feature adjustments and priority incident response. Month-to-month, no lock-in, 30-day cancellation notice. Additional hours beyond the 5hr bucket billed at your discounted rate of $105/hr.
By signing below, Albert E. Lindenberg, CFO of Capital Analytics Associates acknowledges and agrees to the scope, pricing, and terms outlined in this proposal.
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