One Prospect Record. Every Conversation Connected.
Prospexto CRM keeps the qualification decision, outreach activity, opportunity and next action together as a prospect moves through the system.
Qualification starts the journey and identifies a suitable route. Direct Mail, Cold Calling and Email Outreach carry out that engagement. CRM keeps the shared record and relationship history current across the journey.
Your judgement stays in control.
Ask AI for guidance, review the suggestion and choose the action.
Review the proposal with Daniel
Confirm the next meeting
Prepare the discovery call
01 Follow up stalled deals
02 Review unread replies
03 Prepare for meetings
Ask Prospexto AIExample records and figures shown for illustration.
Qualification Starts It. Every Interaction Adds Context.
Qualification finds and assesses prospects, then identifies the outreach route that fits. As the conversation develops, your team needs the evidence, messages, outcomes, opportunity and next action to remain connected.
Prospexto CRM is the shared relationship workspace across that journey. It brings the prospect’s context and activity together so the next conversation can build on what has already happened.
Keep the Context
Keep the qualification decision, company details, outreach history and team notes with the relationship.
RELATIONSHIP INTELLIGENCESee the Opportunity
Give each deal a stage, value, owner and expected close date so your pipeline reflects the work in progress.
VISIBLE COMMERCIAL PROGRESSKeep the Next Step
Set tasks, calls, meetings and follow-ups against the relationship. See what is due and record what has been completed.
ACCOUNTABLE FOLLOW-UPFrom Qualification to the Next Commercial Action.
One prospect history carries the evidence and activity forward as the selected outreach route develops into a relationship.
Organise the People and Business
Qualification creates the starting prospect record and saves the evidence used to assess fit and select a suitable outreach route.
Understand What Has Happened
Review the qualification context, outreach activity, replies, notes and tasks together before deciding what should happen next.
Track the Commercial Opportunity
When a prospect develops into an opportunity, record its value, owner and stage alongside the conversations that led there.
Give the Relationship a Next Action
Assign the follow-up, call or meeting to an owner and date. Complete the task when the work is done.
Continue the Conversation
View supported messages and replies from the outreach workspaces with the prospect history. Ask Prospexto AI for guidance using available system and record context.
Review Progress and Priorities
See open pipeline, recorded won deal value, new contacts and due tasks. Use the shortcuts to find records that need attention.
One Relationship. A Clear View of Progress.
Keep prospect context, outreach conversations, commercial progress and follow-up together as one Prospexto journey.
Know Where to Focus Today
Review pipeline value, won deals, new contacts and due tasks. Filter by period, owner and pipeline, then open the records behind the totals.
Keep the Relationship Together
Keep company and contact details connected to the qualification evidence, outreach activity, deals, tasks and notes on the shared record.
Make Commercial Progress Visible
Use a board or list to manage deal stages. Keep value, probability, ownership and expected close date attached to the opportunity.
Give Every Follow-Up a Place
Plan calls, meetings and proposals with owners and due dates. The CRM calendar displays your workspace tasks.
Keep the Conversation in Context
Review outreach messages and supported incoming replies alongside qualification evidence and other prospect activity. Add notes to preserve important conversation context.
Review Results and Structure Follow-Up
Review pipeline stages, won deal values and weighted forecasts. Create rules that add follow-up tasks when deals are created or enter a selected stage.
Give People the Right Access
Invite teammates and assign owner, manager, salesperson or viewer roles. Each customer workspace keeps its Prospexto records separate.
Ask for a Useful Next Step
Request a pipeline summary, follow-up guidance or help with a selected record. Review the answer before taking action; AI does not send emails or edit records for you.
One Prospect History. Every Route Connected.
Qualification starts the journey by assessing fit and selecting a suitable route. The prospect record then carries into Direct Mail, Cold Calling or Email Outreach with the relevant context.
As conversations, replies, opportunities and tasks are recorded, Prospexto CRM keeps that activity visible on the shared relationship record. Your team can see what happened and choose the next action with the full journey in view.
Ask Prospexto AI With Relationship Context.
Ask for a summary of the prospect journey, help interpreting a reply or a suggested next step. Prospexto AI can use the available qualification, outreach and CRM context to make its guidance relevant to the current relationship.
✓Summarise qualification evidence and activity.
✓Review the conversation and identify open questions.
✓Prepare a suggested next action for your team.
✓Keep people responsible for checking and acting.
Review qualification, Direct Mail, Cold Calling and Email Outreach activity together with CRM relationship history.
AI offers guidance for review. Your team checks the facts, approves communications and decides how the relationship progresses.
From the First Qualification to Every Next Action.
Find and assess the prospect, select the appropriate outreach, manage the opportunity and keep the full relationship history together in Prospexto.
How CRM Works Across Prospexto.
What is CRM’s role in the Prospexto system?
Prospexto CRM is the shared relationship workspace. It keeps the prospect’s qualification context, outreach activity, opportunity, replies, tasks and next actions together as the relationship develops.
How does a prospect get into CRM?
Qualification creates and assesses the prospect record. As the prospect moves through Direct Mail, Cold Calling or Email Outreach, activity and outcomes stay associated with the same relationship in Prospexto CRM.
Does every prospect use every outreach route?
No. Qualification helps identify the route that fits each prospect. Direct Mail, Cold Calling and Email Outreach are connected routes within the system; the journey can differ by prospect.
Can my team use the same workspace?
Yes. Invite teammates and assign roles so people have the appropriate permissions. The seat allowance and other limits for your offer should be reviewed before purchase.
Where can my team see conversations and next actions?
Prospexto CRM keeps the shared relationship history, recorded outreach activity, opportunities and follow-up tasks together. Mailbox sending and reply capture depend on the configured email service.
Can Ask Prospexto AI use the full prospect context?
Ask Prospexto AI is designed to support questions across the connected system using available prospect and workspace context. Review its answer against the record and your own knowledge before acting.
Where can I review access options?
Visit Prospexto Pricing to review the current platform access options and terms.
Does CRM guarantee sales?
No. It provides relationship structure, visibility and follow-up tools. Results depend on targeting, your offer, communication, timing and the work your team carries out.
Keep the Context. Move Every Relationship Forward.
Start with Qualification, use the outreach route that fits and keep prospect history, opportunities and follow-up connected in Prospexto CRM.