Every deal, on one record.
Leads, calls, emails, quotes and orders on one customer record. Your team always knows the next step, and you always know the number.
See the whole quarter at a glance.
Drag deals from stage to stage. Every card shows its value and its next step, so nothing goes quiet without someone noticing.
A forecast you can trust
Weighted by stage, by owner and by territory, and it updates as deals move.
Nothing goes quiet
Overdue activities stand out in red on the card and in each rep's list.
Lost, with a reason
Every lost deal records why, so you can see what to fix.
One customer. One history.
Emails, calls, meetings, quotes, orders, tickets and invoices sit on one timeline. Anyone who picks up the account picks up the whole story.
Email in the record
Emails to and from the customer land on the timeline, next to the notes and calls.
Meetings in the calendar
Schedule calls and meetings from the record, with reminders for the owner.
Duplicates caught
When a lead becomes a customer, Prospera finds similar opportunities and offers to merge them.
From quote to invoice, typed once.
Build a quotation from a template, with discounts that need approval above your limit. When the customer says yes, it becomes the order and then the invoice.
Templates that look like you
Your logo, terms and product lines, ready in a minute.
Discounts with approval
Discounts above the limit go to a manager before the quote goes out.
Subscriptions
Recurring contracts bill themselves on schedule.
Built for the way your team sells.
Six details that keep every deal moving.
Leads from every channel
Web forms, email, chat, surveys and events create leads on their own.
Leads scored for you
The AI scores and routes new leads, so the best ones reach a rep first.
Territories and maps
Assign accounts by territory and see customers on a map.
Work that runs itself
Rules assign leads, create follow-up tasks and send reminders.
Paid online
Customers pay by card through Stripe or PayPal, where available in your country.
A portal for customers
Customers see their quotes, orders and invoices in their own portal.
Questions.
Can we bring our contacts and deals from another CRM?
Yes. We import your contacts, companies and open deals during setup, from Excel or from most CRMs.
Does it work with Prospera Books?
Yes. Customers, quotes, orders and invoices are the same records, so finance and sales never retype each other's work.
Can we see only our own deals?
Yes. Access is set by role and by team, so a rep sees their own pipeline and a manager sees the team's.
Does it work in our language and currency?
Yes. Prospera is multilingual and multi-currency, with quotes in the customer's currency.
How long does setup take?
Most teams are working in Prospera within weeks. We map your stages and fields with you first.
Know the next step on every deal.
Book a demo and we will set up a pipeline with your own stages and a few of your real deals.