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P Propulsive
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Product ยท CRM

One pipeline your whole team can see

Leads, deals, contacts, follow-ups, communication and service tickets in a single record per customer - so enquiries turn into orders and nothing gets lost between reps.

Available Core CRM - pipeline, contacts, tickets and dashboards - is live and independently verified in the product today.
Who it's for

Built for these teams

Sales & CRM teamsOwners & executivesSupport teamsImplementation partners
Primary workflows

What you can do today

Every capability below is labelled with its real availability status - we don't describe planned work as shipped.

  • Leads, deals & pipeline forecasting

    Capture leads, run a deal pipeline stage by stage, and forecast expected revenue against it.

    Available

  • Contacts & prospect companies

    One shared record per contact and company, linked to its deals, tickets and activity history - no more "who owns this account?".

    Available

  • Follow-ups, appointments & calendar

    Scheduled follow-ups, appointments and demos on a shared calendar so nothing slips between reps.

    Available

  • Unified inbox, templates & campaigns

    Email and messaging in one inbox, reusable templates, and outbound campaigns tracked back against the pipeline.

    Available

  • Service tickets

    Post-sale support tickets linked to the account, so support has full deal and communication history.

    Available

  • CRM dashboards & forecast views

    Pipeline, forecast and activity dashboards that update as reps work the pipeline.

    Available

  • AI-assisted lead scoring & insights

    Model-assisted prioritisation and account insights layered on top of the core pipeline.

    Beta

  • Customer & partner self-service portal

    An external portal for customers and partners to track their own deals and tickets without calling in.

    Beta

  • Industry-specific configuration packs

    Pre-built field and pipeline configuration for specific verticals, on top of the base CRM.

    Beta

  • Multi-tenant white-label CRM for resale

    Packaging the CRM as a resellable, multi-tenant white-label product.

    Planned
From enquiry to close

Every lead, in one pipeline

Leads move through a visible pipeline from first contact to closed deal, with follow-ups, appointments and communication history attached to the same record - so a rep picking up an account mid-cycle has full context.

  • Stage-based pipeline with forecasting
  • Shared calendar for follow-ups & demos
  • Full activity history on every contact
Controls & security

How access and records are governed

Role-based permissions and an append-only audit trail apply across every module - see the Security & Compliance page for the full model.

  • Role-based permission scoping

    CRM record access (leads, deals, contacts, tickets) is governed by the platform-wide permission catalog, not hard-coded by job title.

    Available

  • Append-only activity audit trail

    Record changes, permission changes and exports write to an append-only audit log carrying actor, before/after state, IP and a correlation ID.

    Available

  • Progressive rollout & feature flags

    New CRM capabilities can ship behind cohort- and percentage-based flags, so a pilot group sees a change before it reaches everyone.

    Available
Integrations

Connects with

See the full integrations list for payments, accounting and developer access.

Wh

WhatsApp

Messaging

Send quotes, order updates and reminders to customers straight from the CRM.

Gm

Gmail / SMTP

Email

Send and log transactional and follow-up email from your own address.

RE

REST API

Developer

A token-secured API to sync leads, contacts and deals with other tools.

Implementation

What it takes to turn this on

  • Set up roles and permissions for sales, support and management before inviting users.
  • Import or create your initial contacts and companies; deduplication is a manual review today.
  • Configure pipeline stages and picklists to match your sales process via the CRM setup wizard.
  • Connect email/WhatsApp for the unified inbox if you want messaging inside the CRM.
Learn

Keep learning

Creating contacts, companies, leads & opportunities Roles & permissions Dashboards & saved views
Questions

Frequently asked

Is the CRM ready for daily use today?

Yes. Leads, pipeline, contacts, companies, follow-ups, calendar, unified inbox and service tickets are live and in day-to-day use. AI-assisted scoring, the customer portal and industry packs are in beta and rolling out to a controlled group before general release.

Can customers see their own deals or tickets?

A self-service portal is in beta. Until it reaches general availability, customer-facing updates go through your team, not a public login.

Is this a multi-tenant CRM we can resell under our own brand?

Not yet - white-label, multi-tenant packaging of the CRM is on the roadmap but not shipped. Today it runs as a dedicated deployment per business.

See the CRM on your own pipeline

Book a guided walkthrough with your own leads and deal stages.

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