← Back to Proa One
CRM
Your clients, opportunities, and sales pipeline. Without Salesforce.
Client management with custom margins, multiple contacts, opportunity pipeline, and automatic tracking. Fully integrated with work orders.
Your clients are in your head and in WhatsApp
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You don't have one place with all the info about each client
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Each client's margins are in your head or an old spreadsheet
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Sales opportunities get lost because nobody follows up
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You don't know how much each client bills or how many active jobs they have
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Company contacts are scattered across different phones
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A lead comes in and nobody calls because there's no process
With Proa One, your clients are under control
Complete client profile
- Name, contact, address, tax ID, website
- Labor and material margins per client
- Status: prospect, active, inactive
- Stats: total jobs, completed, active, revenue, average value
- Tax exemption flags
Multiple contacts
- Multiple contacts per company
- Primary + additional contacts
- Position, email, phone per contact
- Interaction history
Opportunity pipeline
- States: Prospecting → Qualification → Proposal → Negotiation → Won/Lost
- Estimated value per opportunity
- Lead source tracking
- Notes and follow-up
- Auto task creation from leads
Full integration
- Clients linked to work orders
- Asset/vessel registry per client
- Job history per client
- Webhooks for external lead capture
- Automatic email notifications
Stop losing clients for lack of follow-up.
14-day trial · No credit card · No consultants