Solutions
Built for the way your industry actually works.
Stop forcing your business into a generic CRM. ProInsights ships with industry templates that get you live in days, not months.
Manufacturing
Multi-warehouse inventory, BOM, work orders, dealer pipelines and field-rep visibility.
- Dealer/distributor CRM
- Production-to-order workflows
- Schemes & incentives
Distribution
Multi-branch sales ops, route-based ordering and credit-aware quoting.
- Route planning
- Credit limits & ledgers
- Beat-level analytics
Wholesale
B2B catalogs, tiered pricing, credit terms and account-level dashboards.
- Tiered price lists
- Account dashboards
- Reorder automation
Retail
Multi-store CRM, loyalty programs and unified customer profiles across channels.
- Store-level pipelines
- Loyalty & offers
- Omni-channel timeline
Service Businesses
Project pipelines, retainer billing, capacity planning and customer health scores.
- Retainer tracking
- Capacity planning
- Renewal forecasting
Agencies
Pitch pipelines, client portals, project rooms and utilization analytics.
- Pitch-to-project flow
- Client portals
- Utilization reports
Sales Teams
Quota, territory and leaderboard tools for high-velocity inside-sales orgs.
- Quota & territory
- Leaderboards
- Activity metrics
Growing Startups
A CRM that scales from your first 5 reps to your first 500, without re-platforming.
- Lightweight to start
- Flexible to customize
- Secure cloud deployment