An AI copilot for your CRM that answers in Hindi, English or Hinglish
Ask about leads, collections or a project and get a live answer from your own records. Anything it wants to change waits for approval.
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A Propto CRM team member will contact you. Nothing is booked until we confirm a time with you.
Everything it covers
Select a feature to see it in action. All data shown is illustrative.
- Assistant proposes a change
- Admin sees the request
- Approves
- Change applied
- Admin changes a record
- Entry written to the log
- Filter by module and user
- Review who did what
Ask, look up, approve
Illustrative sample dataAsk, look up, approve
Sample data only. This shows how the work moves, not real figures.
The problem with asking your CRM
Managers open five screens to answer one question. Teams that think in Hinglish are asked to navigate menus written in formal English, so questions go unasked.
How teams use it day to day
Morning check
A sales head asks how many leads arrived today and which follow-ups are overdue.
Collections question
Accounts asks what is outstanding on a project without opening reports.
Assignment help
A manager asks for a lead to be assigned and approves the change.
Why Propto CRM for asking your CRM?
Your brand on asking your CRM
Propto CRM runs under your name, so buyers, partners and staff see your identity and not ours.
Workflows matched to asking your CRM
Pipelines, forms, roles, rules and templates are configured around how you already work, instead of bending your process to someone else’s menu.
No per-user pricing
Add the people who need access without a per-seat conversation. A one-time investment option exists. Hosting, AI usage, telephony and messaging are separate, and terms are set out in a written proposal.
Connected with the rest of the business
Asking your crm share one record with AI Voice Assistant, AI Call Insights & Analysis and Workflow Rules & Operational Automation, so nothing is retyped between tools.
AI for routine work
AI Copilot and AI SDR agents assist with lookups and follow-up once an AI provider is configured. Changes wait for approval, and people stay in control.
What does waiting cost you?
Tick what sounds like your week. There is no score, only a conversation starter.
Bring your existing data with you
We help move asking your CRM from spreadsheets or another CRM, without promising miracles.
Look at what you have and what is worth moving.
Map fields and flag cleanup.
Import a sample and check it with your team.
Plan the cut-over, training and a pilot.
- White-label under your brand
- Customised to your workflow
- No per-user pricing
- One-time investment option
Hosting, maintenance, AI usage, telephony, WhatsApp and other third-party services are separate. Scope and terms are confirmed in a written proposal.
Questions we hear
What can the AI Copilot do?
It looks up leads, collections and projects live. Changes it proposes, such as assigning a lead, wait for admin approval.
Does it need setup?
It needs an AI provider to be configured. We set it up with you and demonstrate it on your data.
Is it the same as the voice assistant?
No. Copilot is a chat tool for staff. The voice assistant is a separate capability covered on its own page.
Book a personalised demo
Tell us about your business. We will contact you to understand your workflow.
Thank you. We have your request.
A Propto CRM team member will contact you. Nothing is booked until we confirm a time with you.
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