--- title: Pro-Sales CRM Reviews meta_title: 'Pro-Sales CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Pro-Sales CRM works for a business like yours. aggregate_rating: rating_value: 3.5 review_count: 1 scale: '5' date_modified: '2026-03-03' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Pro-Sales CRM Reviews **Vendor:** iProAT Solutions **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 3.5/5.0 **Total Reviews:** 1 ## About Pro-Sales CRM Pro-Sales is a comprehensive, end-to-end CRM solution specifically designed for sales teams to streamline their sales processes and enhance productivity. The app provides features that enable sales teams and management to efficiently track, manage, and optimize the entire sales journey, from initial client interaction to deal closure. Key Features: Employee Activity Tracking: Monitor sales team check-ins and check-outs across various client locations in real time. Client Interaction Logs: Record and organize visit interactions, helping sales personnel manage follow-ups with ease. Budgeting and Quotation Management: Create and manage budgets, generate professional quotations, and track them throughout the sales cycle. Invoice Generation: Seamlessly create and send invoices to clients, streamlining payment processes. Sales Analytics: Generate comprehensive reports on sales activities, pipeline, and performance metrics to make data-driven decisions. Multi-device Access: Access Pro-Sales from desktop or mobile devices, ensuring that your sales team can work from anywhere. Pro-Sales is designed to empower sales teams by providing the tools they need to manage their sales pipeline efficiently, boost productivity, and drive revenue growth. ## Pro-Sales CRM Reviews ### 1. Efficient Call Management with Room for Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Kristyana M. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2026 **What do you like best about Pro-Sales CRM?** I like that Pro-Sales CRM is not hard for workers to use. It has beneficial features that help direct calls, so I can worry less about how to disposition them. It's valuable because it saves time and I don't have to figure it out myself. The initial setup was easy enough; I just needed my information once I logged in. **What do you dislike about Pro-Sales CRM?** I think the one thing you can improve is the ability to pick who calls you get assigned to by national geographics. **What problems is Pro-Sales CRM solving and how is that benefiting you?** I use Pro-Sales CRM to navigate my calls correctly. It solves the problem of directing calls by determining if they are good or bad. It's easy for workers to use and has features that save time by automating call disposition. - [View Pro-Sales CRM pricing details and edition comparison](https://www.g2.com/products/pro-sales-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-15+11%3A59%3A01+-0500&secure%5Bsession_id%5D=db2785d7-c399-4194-906a-dfd1aeb50e3b&secure%5Btoken%5D=54fd2118db5cec81db7e58c281b6500fb7c0979ff00c448df735e92eb3e6a6c3&format=llm_user) ## Pro-Sales CRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top Pro-Sales CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,691 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,243 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,304 reviews)