A CRM for sales heads who need to see the whole floor before the day starts
Pipeline, follow-ups, visits, team leaders and idle-work callouts on one day view.
The problem with your sales heads team
A sales head learns about a missed callback when the buyer complains. Reports arrive after the damage is done.
The modules behind it
Select a module to preview it, or open it for the full page.
To do
In progress
Done
How teams use it day to day
Stand-up
The head opens overdue and no-activity callouts.
Coaching
One-to-ones use activity and funnel data.
Reassignment
A leader hands unassigned leads to the team.
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.
Why Propto CRM for your sales heads team?
Your brand on your sales heads team
Propto CRM runs under your name, so buyers, partners and staff see your identity and not ours.
Workflows matched to your sales heads 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 sales heads team share one record with Sales & Pre-Sales Management, Business Reports & Analytics and Tasks & Team Collaboration, 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.
Bring your existing data with you
We help move your sales heads 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.
What does waiting cost you?
Tick what sounds like your week. There is no score, only a conversation starter.
Questions we hear
Can I see who is idle?
The telecaller activity monitor calls out people with no activity and shows approved leave.
Can I see team structure?
Team leaders and hierarchy views show own, team and won counts.
Can I ask questions in Hinglish?
The AI Copilot accepts Hindi, English and Hinglish, once configured.
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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