Execute CRM work with Prompt — under your control.
promptCRM's AI doesn't just summarize your pipeline — it can act on it. Every action is policy-gated, so you decide what runs automatically and what needs a human to say yes first.
Start free trialPrompt command bar
Search and act on your CRM in plain English, from a floating launcher available on every page — no need to learn where a feature lives.
AI lead scoring & follow-up drafts
AI scores leads and drafts follow-ups you can send as-is or edit — it proposes, your team decides.
AI Support Agent
The same floating launcher doubles as a support agent — instant answers from a knowledge base, and anything else becomes a classified, prioritized ticket for our team.
AI Control Center
Set autonomy levels per capability and approval thresholds by risk or deal value. Nothing consequential executes without the guardrails you configure.
Automation recommendations
Describe an outcome in plain language and get a rule proposal back, created inactive until you review and turn it on.
How approval controls work
Turn CRM questions into usable reports
Prompt does more than find records or execute CRM actions. It can interpret business questions and assemble the right report from the user’s permitted CRM data.
Prompt chooses and configures the report experience. The secured reporting engine retrieves the records and calculates the results.
See Generative Reports on the product page“Which salespeople have the most stalled Deals?”
- • Report: Stalled Deals
- • Grouping: Deal owner
- • Sort: Stalled Deal count
- • Period: Current open Pipeline
A generated report showing stalled Deal count, Pipeline value, reasons for delay, and the supporting Deal records.
Generative Reports — quick questions
How do Generative Reports work?+
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.
Can I download generated reports?+
Yes. Generated and standard reports can be downloaded in Excel, CSV and PDF formats using the same filters applied on screen.
Support that starts before a human is needed
The same floating Prompt launcher your team uses to search and act on the CRM also runs Prompt Support — answering common questions immediately, and turning real problems into tracked tickets automatically.
Every ticket is classified, prioritized, and held to a resolution target that escalates itself if it runs late — the same approval-and-visibility discipline as every other AI capability in promptCRM.
See Prompt Support on the product pagePrompt Support — quick questions
How does the AI Support Agent decide what's a bug, a feature request or a question?+
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.
What happens if several of my teammates report the same problem?+
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.
Bring CRM intelligence to decision-makers—without requiring them to log in.
Executive LiveView shares a live or fixed Snapshot management dashboard through a time-limited, OTP-protected link — no promptCRM account, no spreadsheet export, no screenshots.
Every link is individually traceable, scoped to exactly what its creator is authorized to see, and revocable instantly. Disabling access — for one tenant or platform-wide — invalidates every active link immediately.
See Executive LiveView on the product pageSecure link emailed to priya@investorboard.com — no promptCRM account needed.
Executive LiveView — quick questions
What is Executive LiveView?+
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.
Can Executive LiveView recipients see more than I'm authorized to see?+
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.