Turn scattered prospect data into predictable revenue.

Growing B2B sales teams — especially IT services, recruitment, agencies, SaaS, and real estate businesses — that need to turn messy prospect lists into a working pipeline without a lot of CRM overhead.

Yes. Upload CSV or Excel files directly, or connect a published Google Sheet as a scheduled data source. There's no fixed column format required.

Nothing is discarded. Unrecognized columns are saved under an editable name and stay attached to the record — visible any time, and carried through when a prospect becomes a lead.

The Database holds raw, unqualified prospect data shared across your whole team. Nothing becomes a Lead — and enters your active pipeline — until someone actually decides to work it.

Only within the autonomy level and approval thresholds your admin configures. Higher-risk or higher-value actions are queued for a human to approve before they execute.

Yes. Export your data as CSV or Excel and import it directly, or talk to us about assisted migration for larger datasets.

No. The 14-day free trial does not require a credit card.

Yes, your data is yours — export it at any time.

AI Pro includes a monthly usage allowance for AI-assisted actions such as scoring, follow-up drafts and Prompt commands. Enterprise plans can set a custom allowance.

Tell promptCRM what you want to understand, such as "show Deals closing this month" or "compare Lead sources by revenue." Prompt selects a supported report, applies the relevant filters, and generates the summary, visualization and underlying record table. The reporting engine performs the calculations using the CRM records the user is permitted to access. Reports can be refined through follow-up requests and downloaded in supported formats.

Yes. Generated and standard reports can be downloaded in Excel, CSV and PDF formats using the same filters applied on screen.

Every plan includes the AI Support Agent — a floating assistant, available on every screen, that answers common questions instantly and logs anything else as a tracked, prioritized ticket for our team. Growth and above include assisted setup guidance; Enterprise adds dedicated onboarding and priority human escalation.

It classifies each message from what's actually said — problem language becomes a bug report, a request or idea becomes a feature request, and it escalates only when there's real signal, not a keyword guess. Every ticket gets a priority with a resolution target for our team; a ticket that runs past its target is automatically bumped up and you're notified.

promptCRM automatically links related tickets to a single parent report, so our team resolves it once and every linked ticket updates together — you're not each waiting on a separate reply to the same issue.

A way to securely share a live or fixed-snapshot management dashboard with someone who doesn't have a promptCRM account — a board member, an investor, a client stakeholder. They open a time-limited link, verify a one-time email code, and see a read-only executive view on any device. No CRM login, no spreadsheet export, no screenshots to chase down.

No. A LiveView can only ever show what its creator is already permitted to see — the same role, ownership and visibility rules that apply everywhere else in promptCRM are captured at the moment the link is generated. You can revoke any link instantly, and it can never be reactivated once revoked or expired.

Not yet. Today's invoicing covers basic tracking — invoice numbering, due dates and payment status. GST-specific fields (GSTIN, place of supply, HSN/SAC, CGST/SGST/IGST breakdown) are on our roadmap, not implemented. Talk to us if this is a launch requirement for you.

Ask our team for current hosting and data-location details for your region — we'll confirm what applies to your account before you sign up.