Tasks
Follow-ups with due dates and priorities, linked to the lead they belong to.
Features
Built around how Indian sales teams really work.
Leads arrive in spreadsheets. Reps live on WhatsApp. Managers want to know who called whom. Prospity joins those three up instead of asking everyone to change their habits.
Lead capture
Google Sheets in. No copy-paste.
Point Prospity at the sheet your Meta, Google or website forms already fill. It checks for new rows on a schedule you set and turns each one into a lead, already assigned.
- Connect a sheet once — syncing keeps running on its own
- Skips duplicates it has already imported
- Bulk-upload a CSV for old lists and event data
- Add leads by hand for walk-ins and referrals
Lead assignment
Round-robin that keeps it fair.
New leads from a sheet or CSV are shared across your active reps as they come in, evened out by how many each already holds. Nobody cherry-picks, nobody waits for a manager to hand them out, and nothing sits unowned overnight.
- Or send a sheet’s leads to one fixed person
- The assigned rep gets a WhatsApp alert straight away
- Managers can bulk-reassign leads in a couple of clicks
- Every assignment is recorded on the lead
WhatsApp CRM
The pipeline, in the app your team never closes.
Prospity connects to a WhatsApp Business number. Reps whose phone number is on their Prospity profile can work their leads by message — and every change lands back in the CRM.
- Alert the moment a lead or task is assigned
- Morning briefing: overdue, due today, stuck leads
- Commands to list leads, move stages, log calls and add tasks
- Search leads by name from the chat
- A full log of messages in and out
Pipeline
Stuck deals can’t hide.
Set how many days a lead may spend in each stage. Past the first limit it is flagged amber, past the second it turns red — in the lead list, and in that rep’s morning briefing.
- Board view by stage, with value and win probability
- Warning and overdue limits per stage
- Lead list filtered by stage, with search
- Full timeline on every lead: calls, emails, meetings, demos, notes
Targets & reports
Know who’s on track before month-end.
Set monthly targets for each rep. The team view shows progress side by side, and each person’s page shows their leads, activity and wins.
- Monthly targets per person
- Team performance with a drill-down per rep
- Win rate, leads by source and by stage
- Filter reports by person, source and date range
And the essentials
Everything else a CRM should just do.
Team & reporting lines
Add your people with roles and who they report to, and switch access off when someone leaves.
Role-based access
Admins configure, managers see their team, reps see their own leads.
CSV bulk upload
Bring in old lists and trade-show data in one go.
Works on any device
The CRM runs in the browser — laptop, tablet or phone. Nothing to install.
Your own stages
Set up the pipeline stages, and the limits on them, to match how your team sells.
Early access
Real estate edition.
For channel partners and brokerages selling builder inventory. Everything in the core CRM, plus the steps between a lead and a signed booking.
- Builders, projects, towers and units, with price components like PLC, parking and EDC
- Colour-coded inventory grid, bulk rate changes, and time-limited holds
- Import a builder’s price sheet from Excel or CSV, checked before it’s saved
- Customer registration with builders, with validity dates and proof
- Site visits with pickup, outcome and follow-up
- Bookings with payment plans — a unit can never be booked twice
See it with your own leads.
A 30-minute demo, set up with your stages and a sample of your sheet — including the WhatsApp flow on your phone.