Propense.ai
Features
- Identifies cross-sell and upsell opportunities within existing client portfolios
- Predicts client needs from engagement history and service lines used
- Monitors external events like M&A, leadership changes and funding
- Real-time alerts when market events trigger service opportunities
- Service-recommendation dashboards mapped to service lines and client categories
- Integrates with CRMs such as Dynamics 365, Salesforce and HubSpot
- Enterprise security with SSO, MFA and per-firm data isolation
Pricing Details
💰 Pricing Model Enterprise subscription-based. Custom pricing according to firm size, service complexity, and data volume. 🆓 Free Plan Details No publicly listed full free plan › likely demo or pilot access only. 💳 Paid Plan Details Paid tiers offer: full cross-sell recommendation engine, market-signal monitoring, CRM integration, support for multiple service lines, and analytics dashboards. Pricing bespoke.