Clients

Know exactly what you are servicing.

Win a deal and the client record is created for you, with everything you sold attached to it. What was quoted and what is being delivered are finally the same thing.

PragmaCRM client record with deliverables roster

The handover that usually loses information.

In most businesses, the moment a deal closes the detail moves to a spreadsheet or an invoicing system that sales cannot see. PragmaCRM keeps the sold work on the account, so the team servicing it and the team growing it are looking at the same record.

Won deal handed over to a client record
Highlights

The account, from first enquiry to latest renewal.

Won deal creating a client record

Won means live

Mark a deal won and the client record appears, with every deliverable carried across as an active item, dated and priced exactly as it was quoted.

Live deliverables roster with statuses

What they are paying for, right now

The deliverables roster lists every live item with its status and end date. Active, renewed or expired, in one place, without asking accounts.

Total account value

One number per account

Total account value calculated from live deliverables, updating itself as renewals and upsells land.

Client timeline from lead to upsell

The complete story

The original lead, the deal that won them, and every renewal and expansion since, on one timeline. Anyone picking up the account has the full picture.

Integrations

Connect your favorite tools

We connect deeply to the one tool every sales team actually lives in, and we give you a webhook to connect the rest yourself.

Our Pricing

One plan. One price.

We kept the pricing the way we kept the product: simple, and honest about what you get.

No tiers to compare, no seat minimum, no feature waiting behind an upgrade prompt. One price per user, everything included, and nothing about your setup needs to change as you grow. Less time working out how to buy a CRM. More time selling.

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Reviews

Find out why so many people love PragmaCRM!

As a small operation, this CRM has been a lifesaver in managing deals and client sales. It has really exceeded my expectations.

Darrell Steward

Very happy our team went with Pragma, it's the B2B CRM we'd been looking for. No clutter, no busy interfaces we don't need, just the essentials. It's made it easy for our sales team to stay organized and on top of things.

Sarah Johnson

Pragma is a clean and intuitive CRM platform that helps keep the sales team organised. Onboarding was a breeze. Whenever we hit a roadblock, support was incredibly quick to respond and help us resolve it.

Michael Chen

Really simple CRM that covers all our needs. It made a lot of sense for us to move from Hubspot, both from a price and an ease of use perspective. If you want a great CRM and a team that actually has your back when issues arise, go with Pragma!

Emma Rodriguez

We recently onboarded to Pipedrive as a 3 person team, and we've loved the assistance and willingness from Fabio. He helped us get up and running quickly and has provided useful insights to help us overcome challenges our sales team had with our previous CRM.

David Kim

This platform has transformed how we create sell and manage deals. The flow and logic is so natural and intuitive to B2B sales that even our less tech-savvy rep is completely engaged.

Lisa Thompson