Insights

Numbers you can put in front of anyone.

A rolling forecast weighted by stage probability, measured against targets you set, built on values calculated from your catalogue rather than typed into a field.

PragmaCRM Insights dashboard with rolling forecast

The dashboard that replaces the spreadsheet.

Most sales reporting gets rebuilt in Excel before anyone will present it, because nobody quite trusts the source. Because deal values are calculated and history is written automatically as the work happens, Insights is built on data that holds up when questioned.

Sales dashboard with KPIs, chart and funnel
Highlights

Twelve months ahead, and the gap to your target.

Rolling forecast chart against target

The rolling forecast

Three months of history and twelve months forward, split by won revenue, weighted forecast and unweighted pipeline, with your target drawn across it. Switch between total, acquisition and growth.

Target versus actual attainment

Set the number, track the gap

Monthly targets for the team or for an individual rep, across total, acquisition or growth revenue. Attainment updates itself and needs no maintenance.

Acquisition and growth metrics side by side

Two motions, two sets of numbers

Win rate and cycle length for new business. Renewal rate, churn and expansion for existing customers. Reported apart so neither distorts the other, and together when you need the whole picture.

Stage conversion funnel

See where deals stall

The stage conversion funnel shows volume, value and drop-off at every stage, so you know which part of the process needs the work rather than guessing.

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