The platform
One platform. Every team. Every workflow.
ProInsights is a premium, unified CRM and business intelligence platform built on a single secure cloud data model to streamline workflows and drive revenue.
Dashboard
A single source of truth for your business
Real-time KPIs, drilldowns and AI-summarised insights — tailored to every role.
See it live in a demoapp.proinsights.io / dashboard
Dashboard
Hello Gopi 👋
1 May – 31 May 2024+ Add
Total Leads
1,253
+18.4%vs last period
Pipeline
₹51.6L
+22.6%vs last period
Revenue
₹24.8L
+15.3%vs last period
Activities
256
+9.6%vs last period
Win Rate
37.5%
+8.6%vs last period
Revenue
₹24.8L
+15.3%
Leads by Source
Activities
256
+9.6%
Leads
Capture every lead. Lose none.
Multi-channel capture, scoring, routing and full activity timeline.
See it live in a demoapp.proinsights.io / leads
Leads
Manage and track your leads
1 May – 31 May 2024+ Add
Total
568
+18.4%vs last period
New
166
+16.2%vs last period
Contacted
128
+14.8%vs last period
Qualified
100
+20.5%vs last period
Converted
85
+17.3%vs last period
All Leads (568)New (166)Qualified (100)
| Lead | Company | Source | Status |
|---|---|---|---|
RS Ravi Sharma | Tech Solutions Pvt Ltd | Website | New |
PP Priya Patel | ABC Corp | Referral | Contacted |
AM Amit Mehta | Growth Enterprises | Social | Qualified |
SK Sneha Kapoor | Innovate Pvt Ltd | Campaign | Qualified |
VK Vikram Kumar | NextGen Systems | Website | New |
AJ Anjali Joshi | Smart Retail | Referral | Contacted |
Deals & Pipeline
A pipeline that thinks ahead
Stage-aware probability, forecasting and split-pipeline views by team or product.
See it live in a demoapp.proinsights.io / deals
Deals
Track and manage your pipeline
1 May – 31 May 2024+ Add
Qualification
₹18.2L
24 deals
Proposal
₹14.5L
18 deals
Negotiation
₹9.8L
12 deals
Closed Won
₹51.6L
48 deals
| Deal | Account | Value | Probability |
|---|---|---|---|
| Website Redesign | Tech Solutions | ₹4.5L | 75% |
| CRM Implementation | ABC Corp | ₹7.8L | 60% |
| Mobile App Build | Innovate Pvt Ltd | ₹9.5L | 80% |
| E-commerce Platform | NextGen Systems | ₹12L | 70% |
Calendar & Activities
Your team's schedule, unified
Meetings, calls, tasks and follow-ups — synced with Google, Outlook and mobile.
See it live in a demoapp.proinsights.io / calendar
Calendar
Never miss an event
1 May – 31 May 2024+ Add
MonthWeekDay
May 2024
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1
2
10AM Team Meeting
3
11AM Product Demo
4
2PM Client Call
5
6
7
8
11AM Project Sync
9
4PM Proposal Review
10
11
12
13
14
1PM Demo Meeting
15
11AM Contact Follow-up
16
17
18
19
20
21
11AM Strategy Meeting
22
10AM Product Demo
23
2PM Contract Review
24
25
26
27
28
29
30
31
Reports & BI
Decisions backed by real data
Visual reports, cohorts, funnels, exports and AI-generated highlights.
See it live in a demoapp.proinsights.io / reports
Reports
Track performance and analyze data
1 May – 31 May 2024+ Add
Leads
1,253
+18.4%vs last period
Converted
312
+16.7%vs last period
Deals
128
+22.6%vs last period
Revenue
₹24.8L
+15.3%vs last period
Win Rate
37.5%
+8.6%vs last period
Revenue
₹24.8L
+15.3%
Leads by Source
Activities
256
+9.6%