Propense.ai
Description
🖼️ Tool Name
Propense.ai
🔖 Tool Category
AI-powered client-needs prediction & cross-sell recommendation platform; it falls under the category of tools for professional-services firms (accounting, legal, consulting) that analyze internal and external data to anticipate client service opportunities.
✏️ What does this tool offer?
Propense.ai uses firms’ historical data (engagements, service lines used, clients served), external market signals (mergers & acquisitions, leadership changes, funding events), and firm-specific growth initiatives to identify which clients have unmet needs and which services the firm should proactively offer.
It provides actionable service-recommendation dashboards, alerts when market events trigger opportunities, and integrates with CRMs (like Dynamics 365) and other systems to embed those insights into daily workflows.
⭐ What does the tool actually deliver based on user experience?
• Identification of cross-sell/upsell opportunities within existing client portfolios (whitespace) using AI models.
• Monitoring of external events (like M&A, leadership change) and generating service-recommendation triggers in real-time.
• Embedding insights and actionable next steps inside professionals’ workflows so that AI recommendations don’t stay isolated.
• Users (for example, in accounting/legal firms) report improved client retention and ability to “become trusted advisors” instead of just service providers.
• Some challenges: initial data integration and changing firm processes to act on recommendations may require effort.
🤖 Does it include automation?
Yes — Propense.ai includes automated capabilities such as:
• Automated ingestion and analysis of firm historical and CRM data.
• Automated monitoring of external market signals and triggering alerts when relevant.
• Automated recommendation generation mapped to service lines and client categories.
• Integration and automation within existing enterprise systems (CRM SSO, embedded iFrame in Dynamics, etc.).
💰 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.
🧭 Access Method
• Web-based dashboard via propense.ai.
• Integration with major professional-services CRMs and platforms (Dynamics, Salesforce, HubSpot) for embedding insights in existing workflows.
• Secure enterprise environment with SSO, MFA, data isolation per firm.
🔗 Experience Link