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ProCRM Consult

AI CRM for service businesses·procrmconsult.com

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ProCRM Consult is an AI-powered CRM built for consultants, contractors, agencies, and field-service teams. It combines a leads pipeline, project and task management, contact management, voice-based activity logging, and AI-driven revenue forecasting in one mobile-first platform. Additional features include automation rules, role-based access, and API access on higher plans.

What it's for

Track a sales pipeline from first contact to closed dealManage client projects and monitor project healthLog meeting and site-visit notes by voiceForecast revenue over 30/60/90 daysAssign and track team tasksImport leads via CSV and migrate from other CRMs

Features 19

  • Advanced Analytics dashboard
  • AI business coach
  • AI Lead Scoring
  • AI Voice Activity Logging
  • API access
  • Automated Workflows
  • Calendar and activity timeline
  • CSV Export
  • Email Logging
  • Kanban Pipeline
  • Lead duplicate detection
  • Project health status cards
  • Real-time sync across devices
  • Revenue Forecasting
  • Role-based access control
  • SSO / SAML authentication
  • Task Dependencies with predecessor links and milestones
  • Team Collaboration
  • Weekly AI digest

At a glance

free tierfree trialAPI
TypeWeb app
DeploymentCloud
PlatformsWeb, iOS, Android
Forconsultants, contractors, agencies, field-service teams, service businesses, solo founders and freelancers
CompanyProCRM Consult

Complianceself-reported

SOC 2

Resources

Pricing

Annual billing is mentioned as both a live toggle ('Save 17%') on the homepage and as 'coming soon' with a 20% discount on the pricing page FAQ; no annual price figures are given.

FreeFree

Free forever, no credit card required

Up to 3 active projects, 5 voice logs per month, up to 2 team members

Pro$9.99/mo

14-day free trial available

Up to 20 team members

Business$14.99/mo

SSO listed as 'coming soon' on the pricing page; trial available

Unlimited team members

Annual billing with a 20% discount is described as coming soon on the pricing FAQ, while the homepage pricing toggle separately shows a 'Save 17%' annual option.

Last checked 20 days ago·