Pipeline. Relationships. Revenue.
The all-in-one CRM with custom flows, AI-powered automations, and relationship intelligence — built so growing teams can move faster without giving up control.
Trusted by growing teams
Your 360° partner for growth
We cover every stage of the revenue cycle — connect, nurture, close.
Relationships
Stronger connections build lasting revenue.
Pipeline
Move every lead through every stage with intent.
Revenue
Data-driven insights that scale your business.
Built for the way modern teams sell
One platform. Every workflow.
Replace eight disconnected tools with a CRM that bends to your process — not the other way around.
Custom Flows
Drag-and-drop flow builder with branching logic, triggers, and AI steps. Replace point tools with one engine that fits your process.
- Visual canvas · 80+ blocks
- Conditional branching & approvals
- AI steps for drafting, scoring, routing
- Webhooks & native integrations
Smart CRM
A CRM your team will actually use. Pipelines you can shape per team, every record enriched, every deal scored, every action logged automatically.
- Multi-pipeline · per-team views
- Auto-enrichment & dedupe
- AI deal scoring & next-best action
- Email, calendar, voice & SMS in-thread
Relationship Graph
See every touchpoint across your team. Surface warm intros, dormant accounts, and at-risk relationships before they slip.
- Org-wide signal capture
- Warm intro paths
- Account health & churn risk
- Buyer-team mapping
Reporting Studio
Dashboards that build themselves. Ask questions in plain English, drill into any metric, share with the team in one click.
- Natural-language queries
- Forecast & cohort analysis
- Goal tracking & alerts
- Slack & email digests
Everything in one place
The whole stack, on one platform.
Stop paying for eight tools that don't talk to each other. prodash.ai replaces the rest.
PIPELINE & DEALS
Every deal, every signal, in one place.
Auto-enriched contacts, AI-scored deals, and a pipeline you can shape per team — without writing a line of code.
REPORTING & FORECASTING
Reports that build themselves.
Ask in plain English, drill into any metric, and ship dashboards your reps actually trust. Forecasting goes from a Friday slog to an automatic feed.
Custom Flows
Automate anything. Without engineers.
Build the workflows your team actually needs in minutes — lead routing, deal handoffs, renewals, onboarding — with AI baked into every step.
- 80+ pre-built blocks for CRM, email, voice, billing, and Slack
- AI steps for drafting, summarizing, scoring, and classifying
- Branching, approvals, and human-in-the-loop checkpoints
- Versioning, audit logs, and one-click rollback
Mobile app
Your CRM, in every truck.
For service teams in the field — not just for the people behind a desk. iOS and Android, built for the way the day actually runs.
- Built for the field
Drag-and-drop schedule, GPS routing, photo capture, signed authorizations — all on the phone in the truck.
- Offline-first
Out of signal at a job site? Notes, photos, and updates queue locally and sync the moment you're back.
- Calls and texts in one app
Click to call, two-way SMS, recording and transcripts — every conversation on the customer record automatically.
- Quotes and payment on the spot
Build the estimate, capture the e-signature, swipe a card or send the link — before you leave the driveway.
Integrations
Plays nicely with your stack.
Native sync for the tools you already use. Webhooks, REST API, and a generic HTTP block in Custom Flows for anything else.
Why teams switch
"We replaced six tools."
"prodash.ai gave our team a single source of truth for every deal, every contact, and every flow. Forecasting that used to take a full day now happens automatically — and our reps actually trust the data."
One CRM. Every industry.
We make growth simpler across every team.
Migration
From your old CRM in an afternoon.
Switching CRMs is the #1 reason teams put off switching CRMs. We do it with you, not after a six-week SOW.
Export from your current CRM (HubSpot, Salesforce, Pipedrive, Close, Attio, spreadsheets — we've seen them all). Drop the file in.
Our team handles the field mapping, deduping, and merge logic with you on a 30-minute call. Your stages and pipelines stay yours.
We help you ship the first three Custom Flows on day one — usually lead routing, deal handoff, and your single biggest manual task.
Most teams are running their first pipeline in prodash.ai by end of the next business day. Migration support is free up to your first close.
We have migration playbooks for HubSpot, Salesforce, Pipedrive, Close, Attio, Monday, and a long tail of WordPress / Airtable setups.
Innovating worldwide
Ahead of the curve, everywhere it counts.
Pricing
Plans that scale with your team.
Start free. Upgrade when you need more flows, more seats, or more controls. Every plan includes white-glove migration help.
Starter
Everything you need to run your first pipeline and start automating.
Start free trial- Up to 3 active pipelines
- Custom Flows builder
- Email & calendar sync
- Basic reports
Growth
For teams scaling pipeline volume and adding AI to every flow.
Talk to sales- Unlimited pipelines
- AI flow steps (scoring, drafting, routing)
- Relationship Graph
- Reporting Studio
- Slack & SMS integrations
Enterprise
Tailored for organizations that need scale, controls, and white-glove support.
Talk to sales- SSO / SAML
- Audit logs & advanced permissions
- Custom data residency
- Dedicated CSM
- Migration assistance
Frequently asked
Questions, answered.
How long does setup take?
Most teams are running their first pipeline within an afternoon. Import your contacts (CSV or sync), map your stages, and ship one Custom Flow — that's the day-one milestone we aim for on every onboarding call.
Can we migrate from another CRM?
Yes. We've imported from HubSpot, Salesforce, Pipedrive, Close, Attio, and a long tail of WordPress / Airtable / spreadsheet setups. Bring an export and we'll map fields, dedupe contacts, and rebuild your pipelines together on the demo call.
Do you offer a free trial?
Yes — you can start a 14-day free trial without a credit card. After that you pick the plan that matches your team size and feature needs.
What integrations are supported?
Email and calendar (Google, Microsoft), Slack, SMS, voice, common payment processors, and webhooks for everything else. The Custom Flows builder includes 80+ pre-built blocks plus a generic HTTP block for anything not on the list.
How does pricing work?
Per seat, monthly or annual. Starter, Growth, and Enterprise tiers — see the pricing section above for what's in each. Annual billing saves two months. Migration assistance and white-glove onboarding are included on every plan above 10 seats.
Is our data safe?
Customer data is isolated per tenant, encrypted at rest and in transit, with role-based access controls. SSO/SAML and audit logs are available on the Enterprise plan. Reach out for our security & data-handling write-up before signing.
From the blog
Field notes from teams that ship.
Welcome to the prodash.ai blog
A note on what this space is, what we'll write about, and how to get the most out of prodash.ai.
Five flows every CRM team should automate first
The five Custom Flows we set up on day one with every new prodash.ai customer. They take an afternoon to build and pay back the rest of the quarter.
Why we built prodash.ai
Most CRMs are built for the org chart, not the work. We wanted something different — a system that bends to your team instead of asking your team to bend to it.
Join the ride.
Start free. Migrate from your current CRM in an afternoon. White-glove onboarding included on every plan above 10 seats.