CRM

About CRM

Helps with: Sales, Support

Key benefits

• 📋

  A board you can read at a glance

  Every deal is a card in its stage, showing its value, who it's with, and when its next follow-up is due.

• 🧩

  Start from a template

  Pick a starter pipeline such as Sales, Expansion, Renewals, or Simple, with stages and fields ready to use, or start blank.

• As many pipelines as you need

  Run separate boards for new business, renewals, or partnerships and switch between them from the board.

• 🏢

  Contacts and companies

  Searchable, sortable lists of the people and businesses behind your deals, each linked to the deals they're part of.

• ⏰

  Follow-ups that don't slip

  Add next steps with due dates on a deal and tick them off when they're done.

• 🏷️

  Fields for your business

  Add custom fields to deals, contacts, companies, and meetings, including text, numbers, money, dates, yes/no, and pick lists, and sort the board by any number field.

• Saved views

  Save the board filters you use most and switch between them with one tap.

• Proposals by link

  Share a read-only view of a deal that the other side can open without an account.

• Hand off a contact

  Make a teammate a contact's owner with a note that mentions them, or download the contact as a vCard.

• 🤖

  AI keeps it current

  AI employees can add contacts and companies, create and move deals, log meetings and emails, and set follow-ups.

How it works

• 

  Set up your board in a click

  Choose a pipeline template to get stages and fields ready to use. Rename, recolor, reorder, or add stages whenever your process changes, and mark which stages count as won or lost.

• 

  Work every deal from one place

  Open a deal to see its stage, value, contacts, company, custom fields, follow-ups, and logged meetings and calls, with the team's comments alongside. Every deal, contact, and company has its own link you can send to a teammate.

• 

  Move deals forward

  Drag a card to its next stage, or change the stage from the deal itself. The board always shows where everything stands.

• 

  Share a proposal

  From a deal, choose what the other side sees: value, stage, company, contact, owner, your workspace, and any custom fields. Add a short intro and set the link to expire in 7, 14, 30, or 90 days. You can see how often it's been opened and revoke it at any time.

• Bring in your HubSpot data

  Connect HubSpot and turn on the import to copy your deal pipelines, companies, contacts, and deals into the CRM every 30 minutes. Choose whether to bring in only engaged contacts or all of them. The import only reads from HubSpot.

Works with

• 🦾AI EmployeesAn employee can create and update contacts, companies, and deals, move deals between stages, log meetings and emails, add comments, and set follow-ups.
• HubSpotA scheduled, read-only import of your pipelines, companies, contacts, and deals.
• PhoneA call on your ProhostAI phone numbers with someone already in the CRM is logged on their record, with the call's summary and next steps.