Features
One platform. Every workflow.
Replace eight disconnected tools with a CRM that bends to your process — pipelines, flows, calling, SMS, scheduling, quotes, mobile, and reports, all in one place.
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.
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.
Innovating worldwide