Overview
Propense analyzes your firm's data to surface the exact service each client needs — before they ask. Your best advisor's instinct, scaled across every partner in your firm.
Focus Area
Enterprise B2B Cross-Selling & Revenue Intelligence Platform
Core Features & Capabilities
Analyzes transactional accounting and CRM data to identify cross-sell targets. Recommends high-probability service offerings for B2B professional service firms. Delivers actionable sales insights directly to account managers.
Best For
Converting text to natural-sounding voiceovers Generating and enriching sales leads Product Managers
Integrations
HubSpot Salesforce Make Snowflake
Architecture & Security
Enterprise Cloud SaaS utilizing transactional machine learning recommendation models. SOC 2 compliant.
Pricing Details
Custom enterprise subscription based on firm revenue and data sources. 