sales & CRM

From `Deal to Delivery` in One Smart Workflow

Keep client information, deals, budgets, and resourcing in one platform for professional services businesses. Every deal comes with full context, and AI helps you act on it.

`Close the Deal,`Start Working On It Right Away

Every bit of information you put into Productivestays with the deal, so your project team can pick up exactly where sales left off.

Never Lose the Follow-Ups

Proposals, client emails, meetings, and contacts all sit on the deal itself. Anyone picking it up can see the full history.

Price Against Real Capacity

Build sales offers based on your actual internal prices and resource capacity, so every quote is backed by real numbers.

Turn a Deal Into a Project

Once a deal is won, transfer your budget, estimates, and planning directly into a project for a smooth handoff.

Take Deals From `First Contact to Won`

01 - CRM

Manage Contacts and Companies

Productive’s CRM keeps everything about your potential and current clients in one place: who they are, what you’ve sold them, and every email you’ve exchanged. Already tracking this in a spreadsheet? Just import your CSV.

02 - DEALS

Move Deals Through the Pipeline

Build pipelines customized to your business. Visualize progress on Deals and keep them moving through stages, so you always know where each one stands and what needs your attention next.

With Productive, I got the information I needed; I can now see tasks, utilization, and our sales pipeline, and I can react more quickly.

Rick Donohoe

OPERATIONS DIRECTOR

READING ROOM

That’s a key thing that we get out of the reports that really feeds into our utilization and resourcing. If we know we’re doing 30% on internal projects, then we know we’ve got the capacity to take on more client work.

Brendon nicholas

CO-FOUNDER AND TECHINCAL DIRECTOR

DOTDEV

03 - SALES REPORTING

Track and Forecast Sales KPIs

See how much revenue you're likely to bring in, which deals are slipping, and how your sales team is performing — so you can plan ahead with confidence.

Delegate Sales Admin to Agents,
Consider It Done.

Agents are your custom-built, virtual assistants. Give them instructions and let them handle the repetitive tasks, so you can focus on work that brings value.

Email-to-Proposal Agent

Reads client emails, updates your CRM and prepares a sales offer, so you can focus on closing.

Deal Health Monitor

Keeps a constant eye on Deals and gives you a clear picture of where to focus before opportunities slip away.

Performance Analyst

Analyzes and summarizes pipeline performance based on specific instruction, then notifies the right people.

Explore Additional Sales Features

Create, Send, and Get Proposals Signed

Create a brand-friendly proposal, send it to clients by email or share a link, and let them sign it online. Statuses update automatically, so you’ll know the moment it’s accepted.