A CRM for marketing leaders who want to prove which campaigns bring bookings
Source, campaign and ad set stay on every lead, from first click to final booking.
The problem with your marketing leaders team
Marketing is judged on leads, but sales judges leads on visits. Without shared data, the argument never ends and budget moves on opinion.
From enquiry to possession, on one record
Illustrative sample dataFrom enquiry to possession, on one record
Sample data only. This shows how the work moves, not real figures.
The modules behind it
Select a module to preview it, or open it for the full page.
How teams use it day to day
Launch review
A leader compares campaigns by recorded visits.
Budget shift
Spend moves to sources with better downstream outcomes.
Form test
A multi-step form is compared with a short one by submissions.
Why Propto CRM for your marketing leaders team?
Your brand on your marketing leaders team
Propto CRM runs under your name, so buyers, partners and staff see your identity and not ours.
Workflows matched to your marketing leaders team
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
Your marketing leaders team share one record with Lead & Marketing Automation, Business Reports & Analytics and Sales & Pre-Sales Management, 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 your marketing leaders team 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
Can we see the campaign behind a lead?
Yes. Form, campaign, ad set and UTM data are recorded on the lead.
Does it replace our ad tools?
No. It connects lead sources and records what happens next.
Can we automate nurturing?
Automations and email sequences handle repeatable steps; they stop on reply.
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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