One product, from a messy spreadsheet to a reported invoice.
promptCRM isn't a general-purpose CRM with AI bolted on. It's built around one specific problem: getting prospect data out of inconsistent documents and into a pipeline your team can actually work.
Smart Import
Upload CSV, Excel, Word or PDF files in whatever format they arrive. promptCRM detects fields by header name and by content, combines split first/last name columns automatically, and never silently drops a column it doesn't recognize.
| Name | Company |
|---|---|
| Richa Bakshi | RSM US |
| Rachna Chauhan | Nangia & Co |
| Vridhi Lakra | RSM US |
Prospect Database
Imported data lands in a shared team pool, not directly in your pipeline. Search and sort on every field, then convert one prospect or a hundred into Leads when you're ready to work them.
Prompt
A natural-language command bar available everywhere in the app. Ask it to find records, draft follow-ups, or take action — every action above your configured risk threshold is held for approval first.
Reporting that starts with a question
Ask promptCRM what you want to understand. It identifies the appropriate standard report, applies your filters, and assembles the metrics, visualization and supporting records in one view. Refine the report conversationally or adjust the filters manually.
- Natural-language report requests
- Sales, Lead, Pipeline, activity, Campaign and revenue reports
- Relevant summaries and visualizations
- Detailed record-level results
- Conversational follow-up filters
- Source-record drill-down
- Excel, CSV and PDF downloads
- Tenant and role-aware results
“Show Deals above ₹5 lakh closing this month, grouped by owner.”
- • Report: Deals Closing Soon
- • Period: This month
- • Minimum value: ₹5 lakh
- • Status: Open
- • Sorted by: Deal value
| Deal | Owner | Value | Closes |
|---|---|---|---|
| Meridian Expansion | Meera K. | ₹18.5L | 12 Sep |
| Falcon Renewal | Arjun R. | ₹9.2L | 18 Sep |
| Atlas Upsell | Divya S. | ₹6.0L | 24 Sep |
Quote to invoice
Build a quote from your product catalog, move it to a sales order once accepted, and raise the invoice — without re-typing a single line item.
Prompt Support
A floating AI support agent, available on every page. It answers common questions immediately from a knowledge base, and turns anything else into a tracked, prioritized ticket — no support inbox, no waiting for a first reply.
- Instant answers from a growing knowledge base
- Auto-classified as Question, Bug or Feature Request
- Priority with an auto-escalating resolution target
- Duplicate reports linked to one parent ticket
- Screenshot and file attachments
- Platform-wide outage and announcement banners
Executive LiveView
Share a live or fixed-snapshot management view with anyone — a board member, an investor, a client stakeholder — without giving them a promptCRM login. Every link is individually traceable, OTP-verified, time-limited, and revocable in one click.
- No CRM login required for recipients
- Live or fixed Snapshot views, clearly labeled
- Email OTP verification, rate-limited and lockout-protected
- Time-limited access with instant revocation
- Read-only, mobile-friendly executive experience
- Complete audit trail of every access
Secure link emailed to priya@investorboard.com — no promptCRM account needed.
See the full tour
Dashboard, deal pipeline, reports, AI Control Center and more.
Take the product tour