Platform

A foundation built for revenue teams.

Prospera Client Solutions is one coherent platform — data layer, workflow engine, integrations, security — not a pile of acquired modules stitched together.

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Prospera Client Solutions platform architecture showing data, automation, and integration layers
How it's built

Four layers, one platform

Data layer

A normalized schema — companies, contacts, deals, activities — that your data actually fits into. No custom object archaeology. Candidates and roles, projects, and versioned documents are first-class records too.

Automation

Stage gates, task automation, and notifications that fire as events happen, not on a schedule that's always two hours behind.

Integrations

A clean REST API with per-tenant API keys, plus outbound webhooks for everything else. AI business-card scanning rounds out the built-in integrations.

Security

Role-based access, record-level sensitivity tagging, activity tracking. SSO (SAML and OIDC) with SCIM provisioning.

● Security

Controls that survive an audit

Encryption at rest and in transit. Role-based permissions down to the record level. Per-record sensitivity tagging, activity tracking, and data export. Single sign-on via SAML or OIDC against your existing IdP, with SCIM provisioning to deactivate leavers automatically. Accounts are protected by two-factor authentication (TOTP with recovery codes), refresh-token rotation with reuse detection, and password-history enforcement. Per-record access grants let you share individual records at view, edit, or admin level with optional expiration, and every record keeps a field-level activity trail of who changed what and when.

● Extensibility

An API for every object

REST API covers every object. Per-tenant API keys, predictable rate limits, and signed outbound webhooks with automatic retry.

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