The proprev CRM is free for every user. Book a demo

proprev

Trust

Your buyers’ data, locked to your workspace.

A developer’s CRM holds phone numbers, budgets, KYC and payments. proprev keeps them isolated by the database itself, shows each person only what their role needs, and records consent before anything is sent.

Six things that are true today.

Each one is built into the product, not promised in a policy.

Isolation enforced by the database

Every business table carries row-level security in Postgres, set for each transaction. The application connects with a role that cannot bypass it, so one workspace can never read another’s rows.

Eight roles, scoped to the project

Admin, Sales Manager, Sales Executive, Tele-caller, CRM Executive, Marketing, Finance and Channel Partner. Access can be limited to your own leads, your team, a project or everything, with deny rules on top.

Sign-in and session controls

See every session and revoke any of them. Exports, refunds, payouts, KYC and settings ask for your password again. Per-user IP allow-lists, and a page that shows the workspace’s security posture.

An audit log for what matters

Sign-ins, security events, setting and feature-switch changes, approvals and AI usage are all recorded and reviewable on screen.

Money records that hold

The ledger is append-only. Receipts are numbered without gaps and corrected, never edited. Issued cost sheets and demand letters are frozen.

DPDP

Built for India’s data protection law.

The Digital Personal Data Protection Act asks you to hold consent and answer a buyer’s requests about their data. proprev keeps both inside the product, next to the lead they belong to.

Messaging

Every message follows the rules.

  • DLT fields on every SMSTemplates carry their DLT ids, and a marketing SMS without one is refused.
  • Approved wording for first contactCold and first messages use your approved templates only.
  • A person in the loopAI replies wait for a person to send them, unless you set a campaign to Auto. Then they go out only within WhatsApp’s 24-hour reply window.
  • Calling hours respectedOutside calling hours the product says so, and quiet hours and frequency caps can be switched on per workspace.
AI

AI with a hand on the switch.

  • Every AI feature ships switched offEach one is turned on separately, per workspace.
  • One gate for every model callCalls are logged in a spend ledger that does not store prompts.
  • No model scores your leadsThe interest score is arithmetic you can read, with every point shown.
  • Output is checked or thrown awayAnything a model returns must pass the product’s own validators whole.