Leads & prospecting
Capture leads, follow every opportunity and turn it into a customer in one click.
- Import leads from files or capture them with web forms
- Track status, source and industry
- Promote a lead to a customer instantly
One CRM, twelve modules
Streamlining success from prospecting to profit: an easy-to-use experience for modern business.
Sell
From the first lead to the confirmed order.
Customers & contacts
One record per customer with their companies, contacts, addresses and full history.
- Companies, contacts and addresses in one place
- Notes and messages on every record
- Export your data whenever you need it
Orders
Draft orders, send them as PDF and keep every sale organised by branch.
- Order numbering per company
- PDF generation in one click
- Turn confirmed orders into invoices
Products & catalogue
Your whole catalogue with brands, categories and prices, ready to sell.
- Import products from CSV
- Brands, categories and price management
- Taxes and discounts applied to every order
Get paid
Invoices, payments, banks and suppliers under control.
Invoicing & payments
Bill confirmed orders and always know what is paid, partially paid or pending.
- Invoices numbered per branch, with PDF
- Payments in any currency and method
- Unpaid, partially paid and paid status
Accounting & banks
Control the money that comes in and goes out of every bank and cash account.
- Bank accounts and a cash account per branch
- Income and expense transactions by category
- Company cards stored without the security code
Suppliers
Keep your suppliers and their contacts organised next to the rest of your business.
- Supplier records with several contacts
- Linked to your expenses and transactions
- Search and filter in seconds
Stay in touch
Communicate, schedule and support your customers.
Email & campaigns
Write to customers from the platform and send scheduled campaigns to your leads.
- Reusable email templates
- Scheduled campaigns to opted-in leads
- Sent, opened and bounced tracking per campaign
Calendar & reminders
Never miss an appointment or a follow-up again.
- Shared calendar with your events
- Notifications inside the app
- Export your events
Tickets & support
Handle customer requests as tickets with a clear conversation on each one.
- Open, update and close tickets
- Message thread on every ticket
- Support history next to the customer
Measure and manage your team
Understand the numbers and look after your people.
Reports
See how your sales evolve and who drives them, with PDF and CSV exports.
- Sales report and annual comparison with the previous year
- Email campaign results: opens and bounces
- Worked hours against expected hours
Human resources
Employees, schedules, time clock, time off and payroll in the same system.
- Time entries and work schedules
- Time-off requests with approvals and holidays
- Payroll for each employee
Built for businesses that grow
The foundations that matter when your team, your companies and your customers multiply.
Multi-company and branches
Run several companies and branches from one account, each with its own data, numbering and users.
Multi-currency
Sell in several currencies. Each order keeps the exchange rate it was taken with.
Roles and permissions
Decide who sees and does what, module by module.
REST API
Connect your website, your apps and your tools with a documented API.
Multi-language
Available in English, Spanish, German, French, Italian and Portuguese.
Open source
MIT licensed. Use our cloud or host it yourself with Docker on MariaDB, MySQL, PostgreSQL or SQL Server.
Ready to organise your sales?
Try Prospero Flow free for 15 days, or take the code from GitHub and run it yourself.