Overview
Most growing sales teams run on a mix of spreadsheets, inboxes, and whatever CRM someone half-configured two years ago.
promptCRM is Globalion's AI-first CRM built around that reality: it imports CSV, Excel, Word, and PDF prospect lists without demanding a standardized column format first, keeps a shared searchable prospect database separate from qualified leads, and uses AI to help search in plain language, score leads, and draft follow-ups — with every suggested action sitting behind human approval, not auto-sent. Quoting, sales-order generation, and invoicing run in the same system, so a deal doesn't need re-entering into a second tool to get from approved quote to invoice.
Who it's for
Built for growing B2B sales teams
Capabilities
Import anything
CSV, Excel, Word, or PDF prospect lists import without a standardized column format first — unrecognized fields are preserved, not dropped.
Natural language search
Search the prospect and lead database in plain language instead of building filter queries.
AI lead scoring & follow-up drafting
AI scores leads and drafts follow-ups and next-action recommendations for a rep to review.
Approval-gated automation
AI suggests actions and automations at a configurable autonomy level — nothing sends or executes without the approval your team requires.
Quote to invoice, one system
Quote building, sales-order generation, and invoicing run in the same system as the pipeline, with no re-entry into a separate tool.
Role-based governance
Role-based access, deletion governance, and a full audit trail keep the shared database accountable as the team grows.
How it works
A representative interface concept, not a screenshot of a specific deployment — the exact screens are configured to your workflow during implementation.
Use cases
- →Import a messy spreadsheet of prospects and get a searchable, deduplicated pipeline in minutes
- →Give a growing sales team one shared system instead of individual spreadsheets
- →Draft and send consistent follow-ups without losing the human review step
- →Go from an approved quote to an invoice without re-entering data in a second tool
promptCRM is proprietary software owned and operated by Globalion Technology Solutions Pvt. Ltd. All associated intellectual property — including source code, designs, trademarks, and documentation — is the property of Globalion Technology Solutions Pvt. Ltd. and its licensors, and is protected by applicable intellectual property laws. Unauthorized reproduction, distribution, or use is prohibited.