The product tour
Every mockup below reflects the real interface your team will use — built from promptCRM's actual design system, not stock imagery.
Dashboard
Pipeline, new leads and open tasks at a glance the moment you log in.
Prospect Database & Smart Import
Bulk-import from any format, review the field mapping, and land everything in a shared team pool.
| Name | Company |
|---|---|
| Richa Bakshi | RSM US |
| Rachna Chauhan | Nangia & Co |
| Vridhi Lakra | RSM US |
Lead workspace
Full activity history, next steps and deal status in one record.
Deal pipeline
A visual Kanban pipeline from qualification through to close.
Ask for the report you need
Instead of searching through dashboards, describe what you want to understand. promptCRM assembles the appropriate report, applies the filters, and shows the metrics, chart and underlying records — then refine it conversationally and download the result.
“Show Deals closing in the next 30 days, grouped by owner.”
Report: Deals Closing Soon · Period: Next 30 days · Grouped by: Owner
“Show only Deals above ₹2 lakh.”
Prompt command bar
Ask for what you need in plain English, from anywhere in the app.
AI Control Center
Configure autonomy levels and approval thresholds per AI capability.
Quote builder
Build a quote from your catalog and move it to a sales order once accepted.
Reports
Pipeline, win rate and cycle time, always current.
Team & permissions
Add teammates, set roles, and control who can delete what.