Accounts, contacts and pipeline, in one system.

CRMPlanned

B2B CRM

Win more deals. Build lasting customer relationships.

• Multi-contact deals
• Deal stages
• Win probability
• Territory rules
• Renewal dates
• Activity logging

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CRMPlanned

CRM

Build your pipeline. Grow your customer relationships.

• Lead management
• Customer accounts
• Sales pipeline
• Sales follow-ups
• Deal stages
• Lead scoring

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Sales PipelinePlanned

CRM for Sales Pipeline

Keep every opportunity moving toward a clear next step.

• Deal stages
• Lead scoring
• Territory rules
• Renewals
• Quote approvals
• Quota attainment

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CRMPlanned

CRM with Lead Scoring

Find the leads worth your next conversation.

• Lead capture
• Explainable lead scoring
• AI-assisted prioritization
• Engagement tracking
• Territory routing
• Priority alerts

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CRMPlanned

CRM with Customer Portal

Accounts, contacts and pipeline, in one system.

• Deal stages
• Lead scoring
• Territory rules
• Renewals
• Quote approvals
• Quota attainment

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CRMPlanned

CRM + Marketing Automation

Accounts, contacts and pipeline, in one system.

• Deal stages
• Lead scoring
• Territory rules
• Renewals
• Quote approvals
• Quota attainment

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Financial servicesPlanned

Wealth Advisory CRM

Accounts, contacts and pipeline, in one system.

• Deal stages
• Lead scoring
• Territory rules
• Renewals
• Quote approvals
• Quota attainment

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CRMPlanned

CRM for B2C

Accounts, contacts and pipeline, in one system.

• Deal stages
• Lead scoring
• Territory rules
• Renewals
• Quote approvals
• Quota attainment

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CRMPlanned

CRM with Email Campaigns

Make every campaign a considered conversation.

• Email campaigns
• Email templates
• Audience segmentation
• Drip campaigns
• A/B testing
• Engagement tracking

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CRMPlanned

CRM with Ticketing

Accounts, contacts and pipeline, in one system.

• Deal stages
• Lead scoring
• Territory rules
• Renewals
• Quote approvals
• Quota attainment

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CRMPlanned

CRM with Call Tracking

Accounts, contacts and pipeline, in one system.

• Deal stages
• Lead scoring
• Territory rules
• Renewals
• Quote approvals
• Quota attainment

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ManufacturingPlanned

Manufacturing CRM

Accounts, contacts and pipeline, in one system.

• Deal stages
• Lead scoring
• Territory rules
• Renewals
• Quote approvals
• Quota attainment

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Technology & IT servicesPlanned

Technology CRM

Accounts, contacts and pipeline, in one system.

• Deal stages
• Lead scoring
• Territory rules
• Renewals
• Quote approvals
• Quota attainment

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Logistics & transportPlanned

Logistics CRM

Accounts, contacts and pipeline, in one system.

• Deal stages
• Lead scoring
• Territory rules
• Renewals
• Quote approvals
• Quota attainment

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Hotels & hospitalityPlanned

Hospitality CRM

Accounts, contacts and pipeline, in one system.

• Deal stages
• Lead scoring
• Territory rules
• Renewals
• Quote approvals
• Quota attainment

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Staffing & recruitmentPlanned

Recruitment CRM

Accounts, contacts and pipeline, in one system.

• Deal stages
• Lead scoring
• Territory rules
• Renewals
• Quote approvals
• Quota attainment

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Healthcare & hospitalsPlanned

Healthcare CRM

Accounts, contacts and pipeline, in one system.

• Deal stages
• Lead scoring
• Territory rules
• Renewals
• Quote approvals
• Quota attainment

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Legal servicesPlanned

Legal Services CRM

Accounts, contacts and pipeline, in one system.

• Deal stages
• Lead scoring
• Territory rules
• Renewals
• Quote approvals
• Quota attainment

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CRMPlanned

CRM for Small Business

Accounts, contacts and pipeline, in one system.

• Deal stages
• Lead scoring
• Territory rules
• Renewals
• Quote approvals
• Quota attainment

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Real EstatePlanned

CRM for Real Estate

Accounts, contacts and pipeline, in one system.

• Deal stages
• Lead scoring
• Territory rules
• Renewals
• Quote approvals
• Quota attainment

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InsurancePlanned

CRM for Insurance

Accounts, contacts and pipeline, in one system.

• Deal stages
• Lead scoring
• Territory rules
• Renewals
• Quote approvals
• Quota attainment

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SaaSPlanned

CRM for SaaS

Accounts, contacts and pipeline, in one system.

• Deal stages
• Lead scoring
• Territory rules
• Renewals
• Quote approvals
• Quota attainment

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Education & trainingPlanned

CRM for Education

Accounts, contacts and pipeline, in one system.

• Deal stages
• Lead scoring
• Territory rules
• Renewals
• Quote approvals
• Quota attainment

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AutomotivePlanned

CRM for Automotive Dealers

Accounts, contacts and pipeline, in one system.

• Deal stages
• Lead scoring
• Territory rules
• Renewals
• Quote approvals
• Quota attainment

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Describe the system you need. Proto drafts it in a private workspace.

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Financial servicesPlanned

Wealth Advisory CRM

Accounts, contacts and pipeline, in one system.

• Deal stages
• Lead scoring
• Territory rules
• Renewals
• Quote approvals
• Quota attainment

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Financial servicesPlanned

Financial Consolidation

Bring every entity into a close you can explain.

• Entity and ownership management
• Group account mapping
• Trial balance collection
• Currency translation
• Intercompany matching
• Elimination journals

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Financial servicesPlanned

Financial Close Management

Bring every close task, review and sign-off together.

• Close checklists
• Task dependencies
• Account reconciliation
• Evidence capture
• Journal review
• Variance explanations

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Financial servicesPlanned

Financial Planning & Analysis

General ledger, ap and ar and bank reconciliation, in one system.

• Journal approvals
• Aging
• Accruals
• Fixed assets
• Trial balance
• Consolidation

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Financial servicesPlanned

PSA for Financial Advisory

Engagements, resources and timesheets, in one system.

• Retainers
• SLA tracking
• Utilisation
• Rate cards
• Work order dispatch
• Renewals

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Financial servicesPlanned

GRC for Banking and Financial Services

Risks, policies and controls, in one system.

• Risk register
• Controls testing
• Segregation of duties
• Attestations
• Regulatory calendar
• Evidence trail

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Financial servicesPlanned

Financial Analytics

Dashboards, reports and budgets, in one system.

• Budget vs actual
• Variance analysis
• KPI targets
• Drill-down
• Scheduled reports
• Cash forecast

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Financial servicesPlanned

CRM for Financial Services

Accounts, contacts and pipeline, in one system.

• Deal stages
• Lead scoring
• Territory rules
• Renewals
• Quote approvals
• Quota attainment

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Financial servicesPlanned

HRMS for Financial Services

Core HR, payroll and leave and attendance, in one system.

• Employee records
• Regulated-role hiring
• Leave administration
• Coverage controls
• Pay runs
• Leave balances

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Financial servicesPlanned

Financial Risk Management

General ledger, ap and ar and bank reconciliation, in one system.

• Journal approvals
• Aging
• Accruals
• Fixed assets
• Trial balance
• Consolidation

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Financial servicesPlanned

Core Banking System

General ledger, ap and ar and bank reconciliation, in one system.

• Journal approvals
• Aging
• Accruals
• Fixed assets
• Trial balance
• Consolidation

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Financial servicesPlanned

Mobile Banking App Backend

General ledger, ap and ar and bank reconciliation, in one system.

• Journal approvals
• Aging
• Accruals
• Fixed assets
• Trial balance
• Consolidation

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Financial servicesPlanned

Open Banking API Platform

General ledger, ap and ar and bank reconciliation, in one system.

• Journal approvals
• Aging
• Accruals
• Fixed assets
• Trial balance
• Consolidation

Start now Explore

Not quite it?

Describe the system you need. Proto drafts it in a private workspace.

Describe it