One workspace for every customer relationship.
Replace messy spreadsheets and fragmented apps. Proket CRM gives your sales representatives the complete timeline and context needed to build trust and close high-ticket deals faster.
Activity & Communication History
Showing all 5 touchpointsScheduled for Prestige Sanctuary on Saturday 11:30 AM. SMS confirmation and location pin sent to buyer.
Spoke to Vikramaditya. Looking for immediate possession. East-facing unit required. Very receptive to pricing.
Brochure PDF delivered via WhatsApp API 4 seconds after Meta lead ingestion.
Everything required to manage high-stakes customer relationships.
Designed specifically for sales teams where transactions involve multiple stakeholders, repeated site visits, and high order values.
360° Customer Timeline
See every call recording, WhatsApp message, email, website visit, and deal note ordered chronologically in one fast view.
Custom Visual Sales Pipelines
Tailor pipeline stages to match your exact sales process—from Initial Inquiry to Site Visit, Negotiation, Document Collection, and Closing.
Native 1-Click Call & Notes Logging
Reps dial directly from desktop or mobile app. Calls auto-log duration, timestamp, and follow-up task without extra clicks.
Direct WhatsApp Sync
Send property brochures, location pins, and floor plans via WhatsApp directly inside the CRM timeline with full conversation archiving.
Site Visit & Calendar Management
Schedule in-person property site visits with automatic client SMS reminders, location links, and agent calendar synchronization.
Automated Task Reminders & SLAs
Never let an interested buyer slip through the cracks. Proket alerts agents when scheduled follow-ups are due.
Need automated follow-up sequences alongside your CRM?
Explore how Proket Sales Automation triggers WhatsApp and task sequences.
Frequently asked questions about Proket CRM
Clear answers on migration, user permissions, and deployment.
Elevate your CRM into an active sales driver.
Schedule a 1-on-1 walkthrough to see Proket configured for your sales pipeline.