A Broker App that gives your channel partners their own window into Propto CRM
Lead management, commission tracking and team management for partners, branded for your business and connected to the same bookings.
How teams use it day to day
Lead registration
A broker registers a client and sees protection status.
Payout check
A broker checks commission status on the way to a site visit.
Team view
A partner lead reviews who has brought what.
The problem with partner mobility
Partners live on their phones. Without an app, they message your team for status and wait, and your team spends hours replying.
The Broker App, in four screens
The Broker App, in four screens
Sample data only. This shows how the work moves, not real figures.
Everything it covers
Select a feature to see it in action. All data shown is illustrative.
Why Propto CRM for partner mobility?
Your brand on partner mobility
Propto CRM runs under your name, so buyers, partners and staff see your identity and not ours.
Workflows matched to partner mobility
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
Partner mobility share one record with Channel Partners & Commissions, Employee App and Customer App, 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.
- 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.
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 partner mobility 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.
Questions we hear
What does the Broker App include?
Lead management, commission tracking and team management. The exact feature set and platforms for your deployment are confirmed in a demo.
Is it connected to the CRM?
Yes. It is designed to work from the same partner, lead and booking records.
Is it available in app stores?
We do not list store buttons until your branded build is live. Availability is confirmed in a demo.
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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