Who it is for
Sales leaders at growth-stage companies who have outgrown spreadsheets and entry-level CRMs but do not want the cost and complexity of enterprise suites like Salesforce or Dynamics.
What it does
- 360° customer view — deals, emails, calls, tasks, notes, tickets on one record
- Smart lead capture with auto-enrichment from web, ads, WhatsApp, and CSV
- Visual pipeline — drag deals through stages, revenue forecast updates live
- AI lead scoring on fit, intent, and recency — talk to the hottest leads first
- Automated email + WhatsApp + call sequences triggered by stage, inactivity, or deal size
- Quote-to-cash — generate quotes, e-sign, and trigger invoicing in one place
- Goal tracking by rep, team, or segment with a single source of truth
Tech and integrations
- Web app — works in any modern browser, no install
- Mobile-friendly progressive web app (iOS and Android)
- Email and calendar sync (Gmail, Outlook)
- WhatsApp Business integration via official API
- Public REST API and webhooks
Get started
Try CRM Pro free for 14 days — no card required. Book a 30-minute walkthrough if you want to see your pipeline in it before you commit.