Features Hero Element Image OneFeatures Hero Element Image Two

All You Need to
Boost Your Pipeline

CRM Pru brings your sales, leads, clients, and communications together — so your team stays focused and your deals stay on track.

User Detail Card
Features Hero Card Image MobileFeatures Hero Image

Your All Sales at
a Glance

Get instant visibility into your revenue, lead volume, success rates, and pipeline progress — all from a single, customizable dashboard.

Visual revenue charts & performance KPIs
Deal tracking by status
Sales targets and goal progress
Lead and customer growth analytics
Feature Card Image

Effortless Lead Management

Capture, categorize, and track leads with full context — so you can follow up smarter and close faster.

Lead status tracking (New, Warm, Hot)
Source tagging (Email, Instagram, Direct)
Assign leads to sales reps instantly
Add notes, calls, and meetings in one place
Feature Card Image

Smart
Customer Profiles

View every detail about your customers — from contact info to transactions and meeting history — in one scrollable view.

Full contact & company data
Call logs, meeting notes, and tasks
Status (Paid, Overdue, Idle, Waiting)
Spend history & progress indicators
Feature Card Image

Visual Deal Pipelines

Move deals through stages with drag-and-drop clarity. See where things stand, what’s stuck, and what needs your attention.

Customizable deal stages
Pipeline progress bars
Real-time updates per deal
Visual performance at a glance
Feature Card Image

Invoicing
Made Simple

Create and manage invoices without
switching tools. Send, track, and get paid —
all from CRMPru.

Itemized invoice builder
Status indicators (Paid, Waiting, Overdue)
Discounts, tax, and due dates
Client profiles tied to invoices

Track All Interaction

Log every meeting, call, note, and file — and never lose context again. Perfect for high-touch sales cycles.

Activity feed per client or lead
Record duration, purpose, and next steps
Upload proposals, contracts, call recordings
Filter by team, time, or activity type
Feature Card Image

Built-in
Calendar Sync

View and manage your entire sales schedule in a clean monthly or weekly calendar. Everything connected, nothing forgotten.

Follow-up calls and meetings
Auto-reminders for next steps
Multi-day and recurring events
Sync with Google or Outlook Calendar
Feature Card Image

Internal
Chat & File Sharing

Collaborate directly in CRMPru. Share insights, attach files, and keep your whole team in sync — no external tools needed.

One-to-one and group chat
Attach files to deals or leads
Filter messages by team or task
Real-time collaboration across teams
Feature Card Image
Common queries

Frequently Asked Questions

FAQ Image
Didn’t find whatyou were looking for?

Our support team usually replies within 5 minutes.

01
What does the free trial include?
02
Can I cancel my subscription anytime?
03
Is my data secure with CRM Pro?
04
Does CRM Pro integrate with other tools?
05
Can I import my existing leads?
06
How many team members can I add?
07
Do you offer live support?
CTA Left Element ImageCTA Right Element Image