Everything in the box
Opportunity workspace
Every deal gets a stage, deal team, notes, tasks, and documents, all on one page. Stop flipping between your CRM, your inbox, and that one spreadsheet nobody owns.
Pipeline & forecasting
Visual pipeline by stage, weighted forecast, and stage probability tracking grounded in your team's actual conversion history.
Reports & metrics
Win rate trends, pipeline health, rep performance, and quarterly forecast. Dashboards your leadership will actually open.
Accounts & contacts
Track every account and the people inside it. Linked deals and activity history roll up to every account record.
Resourcing & staffing
Plan headcount against every deal and project. Track people, roles, and availability, and move candidates from proposed to placed. Staffing lives next to the work it supports.
Projects & delivery
Closed the deal? Track delivery. Projects carry status, timelines, tasks, and documents, linked back to the account and contract.
Pricing built for the way you'll grow
Starter
Try the full platform for 14 days.
14-day trial · up to 5 users
- ✓Full access for 14 days
- ✓Up to 5 users
- ✓Core CRM modules
- ✓Community support
Team
For growing sales teams.
per user / month, billed monthly
- ✓Scales per seat — add users any time
- ✓Configurable RBAC matrix
- ✓All modules + reporting
- ✓Email support
- ✓14-day free trial
Enterprise
For organizations with custom needs.
per month · custom annual contracts available
- ✓Single tenant or multi-tenant
- ✓Custom integrations
- ✓Dedicated environment
- ✓Custom access controls
- ✓Direct line to the founder
What you get vs. legacy CRM
| Funktion | Prospera Client Solutions | Andere |
|---|---|---|
| Setup time | ✓Hours | ×Months |
| SSO + SCIM included | ✓Yes | ×Enterprise add-on |
| Configurable RBAC matrix | ✓Yes | ×Hidden config |
| Out-of-the-box pipeline that fits | ✓Yes | ×Customize for weeks |
| Per-record sensitivity controls | ✓Yes | ×Add-on |
| UI debt from legacy migrations | ✓None | ×20 years of it |
| Time to first useful report | ✓Same day | ×Weeks |
| Resourcing | ✓People and roles tracked against the deal and project | ×A separate spreadsheet, re-keyed by hand |
| Document versioning | ✓Versioned, status-tracked, sensitivity-tagged in the record | ×Shared drives and email attachments |
| Task automation | ✓Tasks fire on stage change and auto-close when the required document lands | ×Manual checklists someone forgets to update |
Plays well with the tools you already use
An open API, outbound webhooks, and SSO against your existing identity provider.
Security & access control
A configurable permission matrix lets you tailor what each role can see and do. Tenant isolation, record-level sensitivity, and an admin role you can't accidentally lock yourself out of. Two-factor authentication (TOTP with recovery codes), refresh-token rotation with reuse detection, and password-history enforcement protect every account. Share individual records with named teammates at view, edit, or admin level — with optional expiration — without changing anyone's role, and every record keeps a field-level activity trail of who changed what.
Fully managed
We run Prospera Client Solutions for you — encrypted storage, automated backups, and upgrades handled. No servers to procure, no patching, no ops headcount.