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The RM ONE platform

The CRM Built for Resource Alignment

Connect your pipeline to the people required to deliver it. Your CRM tracks the opportunity. RM ONE shows whether you have the people, roles, availability, and capacity to deliver it. Keep your CRM, or choose RM ONE’s integrated platform.

An operations leader reviews a project model on a large wall display while a colleague follows along

Pipeline decisions linked to workforce capacity

Complements Salesforce / HubSpot

RM ONE AI platform

One Source of Truth for your whole company

Connect RM ONE with approved ERP, CRM, HR, project, financial, scheduling and timesheet data. Use agreed applications, APIs or secure FTP/SFTP sites for imports and data freshness.

  1. RM ONE modules

    16 connected modules

    Pipeline, people, RES profiles, projects, forecasts, analytics and administration.

  2. Connected tools

    Existing business systems

    ERP, CRM, HR, project controls, financial, scheduling, and timesheet applications.

  3. Data connections

    Apps, APIs, and FTP/SFTP

    Scheduled files and connected services bring approved data into RM ONE.

  4. RM ONE AI hub

    Context and action

    AI analyzes the connected picture, identifies risk, compares options, and supports approved action.

Better data. Faster decisions. Earlier action. AI recommends options. Your team approves the action.

How it works

The operational intelligence cycle

  1. Connect

    Approved data from RM ONE, connected systems and scheduled imports.

  2. Understand

    Demand, capacity and project conditions, with data freshness in context.

  3. Anticipate

    Likely pressure, conflicts, gaps, opportunity, and risk before they become harder to solve.

  4. Decide

    Evidence-based explanations and options within business rules and permissions.

  5. Act

    Review and approve appropriate assignments, updates, changes, or communications.

  6. Improve

    Measure results, capture project knowledge, and improve the next decision.

Products

Explore the decisions your team needs to make

Transparent forecasts show source data, its last update, included opportunities, probabilities and assumptions. Compare scenarios and their effects on staffing, hiring and capacity.

  • Pipeline intelligence

    The CRM built for resource alignment

    • CRM
    • Leads
    • Opportunities
    • Companies
    • Contacts
    • Activities

    Connect your pipeline to the people required to deliver it.

    Explore pipeline intelligence

  • Resource management

    Resource management that actually keeps up

    • People
    • RES
    • Allocations
    • Availability
    • Skills
    • Utilization

    Built for plans that change daily. Compare staffing options as demand shifts.

    Explore resource management

  • Demand forecasts

    Transparent demand forecasts you can trust

    • Sources and freshness
    • Opportunities and assumptions

    Understand, validate and act. Compare scenarios before staffing or hiring decisions.

  • Profit intelligence

    Your Profit Partner

    • Reports
    • Analytics
    • Revenue
    • Labor cost
    • Margin
    • Enterprise outlook

    Align resources with changing demand, connect pursuits to capacity, and act on transparent forecasts.

    Explore profit intelligence

Every current RM ONE module is included in every subscription

See pricing

Product updates

Current capabilities and product updates

Explore current capabilities, review recent changes, and see the direction of future development.

Live now

Current platform highlights

  • 16 connected modules, including RES
  • Quick Actions
  • AI-assisted import
  • Analytics and alerts

What changed

Release notes by audience

  • What changed
  • Who is affected
  • Required action
  • Known limitations

What is next

Directional roadmap

  • Capability family
  • Target period
  • Development status
  • Last reviewed date

Future capabilities and timing are directional and subject to change.

Explore product updates

RM ONE AI

Ask the business question Review the evidence Approve the next action

RM ONE brings operating facts and calculated metrics into context. AI explains conditions and recommends options. Your leaders approve the next action.

RM ONE Quick Actions screen with a search box and suggested next actions
  • AI agents
  • Connected modules
  • One Operating picture

How RM ONE AI helps

Five types of intelligence support the operating cycle

Better data. Faster decisions. Earlier action. AI explains and recommends. Your team approves the action.

  1. Predict

    See demand, risk, and change sooner.

  2. Prioritize

    Focus attention where capacity and margin face pressure.

  3. Recommend

    Compare pursuit, team, and project options.

  4. Optimize

    Test resource mix, timing, and cost before committing.

  5. Perform

    Approve action and learn from actual results.

Example orchestration agents

  • Workforce Analyst
  • Team Builder
  • Bench Manager
  • Project Intelligence
  • People Finder

RM ONE AI

Decision support in your workflow

Bring your experience and current operating data into the same decision. Ask, compare and review from the page you use.

  • What changed in our staffing plan this week?
  • Which pursuits could create a staffing gap?
  • Who has relevant experience and availability?
  • Where do actuals differ from the remaining forecast?

AI decision support

Business development
Relationships, opportunities, fit, history, and capacity impact
Workforce and teams
Availability, experience, roll-offs, bench, demand, and team options
Projects and forecasts
Phases, allocations, actuals, remaining forecast, and conditions requiring attention
Approved action
Assignments, allocation updates, schedule changes, team membership, and communications
  • Management stays in control
  • Role-based access
  • Human approval
See RM ONE in action

One AI hub, Modules

One platform. One Source of Truth. Connected modules.

  • HomePriorities, activity, exceptions
  • AIQuestions, analysis, recommendations
  • PeopleSkills, availability, assignments
  • CRMCompanies, contacts, history
  • LeadsQualification and ownership
  • OpportunitiesProbability, fit, pursuit needs
  • ProjectsTeams, phases, schedules
  • ForecastDemand versus capacity
  • Reports + alertsManagement reporting and exceptions
  • AnalyticsTrends and forward indicators
  • Project libraryReusable project knowledge
  • Import + adminImport, settings, and system governance

One platform. One Source of Truth.

See pricing

Connected data and human control

Better data.Faster decisions.Earlier action.

The database holds facts. RM ONE calculates metrics. AI explains conditions and recommends options with evidence. Your leaders approve the action.

  1. Use approved connections and scheduled imports.
  2. Update on agreed schedules and show data freshness.
  3. Apply AI-assisted mapping, cleanup and access controls.
  4. Keep human review and approval central to action.
RM ONE settings screen showing connected applications, staff resources, and forecast sources
  • Role-based access
  • Single sign-on
  • Human approval
  • Data cleanup

Implementation services

A working environment in five days

The five-day start begins when agreed data and readiness items are available. Train the team, then measure operational value during the 30-day pilot.

  1. Day 1

    Decisions and data

    Agree on decisions, source data and success measures.

  2. Day 2

    Environment live

    Configure the tenant and import data.

  3. Day 3

    Workflow validation

    Test modules, permissions, and AI assistance.

  4. Day 4

    Team training

    Train managers and administrators.

  5. Day 5

    Pilot launch

    Begin the 30-day pilot with agreed success measures.

  • Facilitator-led onboarding
  • User guides and testing support
  • Measured value review

30-day value pilot

What you will prove in 30 days

Use your agreed data and priority workflows to evaluate operational value.

Your guided start

The five-day start begins when readiness items are available. Provide applicable resource, pipeline and project files, allocations, schedules and rates.

Name a data owner and final approver. Join one daily call of up to 60 minutes. RM ONE configures, imports, validates and trains your selected team.

What you will measure

  • Agree a baseline and targets for selected workflows.
  • Capacity: time to identify staffing gaps and suitable people.
  • Forecast: actuals and remaining labor forecasts reconciled for selected projects.
  • Action: time from an exception to a manager-approved response.

Fees and the day-30 decision

Confirm price, pilot, support, scope and end-of-pilot terms in the written proposal before starting. Review results at day 30 and agree next steps under the signed terms. Subscription pricing begins at $500/month, with an annual agreement billed monthly. Implementation and custom integrations are separately scoped.

Simple, scalable pricing

One complete platform.

Price follows managed population. Every generally available module is included.

Every module includedPricing begins at $500 per month

Estimate your monthly price

People whose time and assignments RM ONE manages. Pricing is based on managed resources, not login count.

Estimated monthly price

$700

$500 + $10 × 20 resources above 30

This estimate is not a quote.

Monthly pricing formula by number of managed resources
Managed resources Monthly pricing formula Price at range limit
1–30 $500 platform minimum; first 30 included $500 at 30
31–100 $500 + $10 for each resource above 30 $1,200 at 100
101–250 $1,200 + $8 for each resource above 100 $2,400 at 250
251–1,000 $2,400 + $6 for each resource above 250 $6,900 at 1,000
1,001+ $6,900 + $4 for each resource above 1,000 Calculated monthly

Examples50 resources: $700/month200 resources: $2,000/month800 resources: $5,700/month

Annual agreement, billed monthly. Pricing is based on managed resources—not login count. Implementation, migration, custom integrations, premium support, and exceptional third-party or AI use are separately scoped.

Get a pricing review

Why RM ONE?

Your Profit Partner

  1. Choose work you can deliver

    Connect pursuit timing and probability to delivery capacity.

  2. Match people to the work

    Compare skills and RES profiles with demand and availability.

  3. Transparent demand forecasts

    Understand the data and assumptions. Compare scenarios.

  4. Earlier action to protect profit

    Keep resources aligned with demand and workforce capacity.

AI explains the evidence. Your team approves the action.

An AEC professional leans over a set of plans on a worktable, framed by RM ONE ring graphics

Bring your operational questions to a focused discovery

Start with the decisions your firm needs to make earlier. Qualified teams can launch a working environment in five days.

Prefer email? sales@rmone.com

Schedule a discovery