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See the complete sales journey.
Track contacts, opportunities, ownership, vehicle interest, tasks, stage movement, delivery, and lost-sale reasons without losing the history behind each record.
Contact→Lead→Offer→Delivered
Customer operations, under your control
A CRM installed on your company website.
Bring sales, service, tasks, branches, customer records, and management reporting into one system—configured for your business and hosted in your own environment.
- Your domain
- Your database
- Your customer data
SALES OVERVIEWGood morning, Team
September 2026OPEN OPPORTUNITIES184↑ 12 this month
DELIVERED37Across 4 branches
TASKS DUE TODAY165 need attention
Sales funnelMonth to date
Contact 142Prospect 118Lead 87Offer 54Delivered 37
Priority tasksToday
Client follow-upDue 9:30 AM
Document reviewDue 1:00 PM
Service confirmationDue 3:30 PM
One operating viewfor every customer interaction
Sales pipelineService operationsTask accountabilityBranch reporting
Built for daily operations
Less spreadsheet chasing.
More accountable work.
Prospect BD CRM gives managers a reliable view of what is happening across teams and branches, while giving staff a straightforward workspace for the work they need to complete.
Keep work moving.
Assign tasks, set deadlines, surface overdue items, and give teams a shared record of action.
16tasks due today
Make every branch visible.
Compare performance, pipeline movement, output, and customer experience by location and user role.
Bring service into the same picture.
Manage service bookings, customer details, assignments, status changes, and completion records alongside sales.
RequestedConfirmedCompleted
Protect record integrity.
Contact and opportunity histories show who changed important information, what changed, and when.
Email updatedPrevious and new value retained
Not another shared login portal
Your company gets its own CRM installation.
We configure and install the system on a subdomain of your website, such as crm.yourcompany.com. Your records stay in a database dedicated to your organization.
- Company-specific branding and setup
- Separate database and user accounts
- Defined roles, branches, and access
- Managed updates and support
YOUR CRM ENVIRONMENT
01Your domainA familiar, company-controlled web address.
02Your hostingInstalled in an approved PHP and MySQL environment.
03Your dataStored separately from every other client.
Discover
We map your branches, roles, sales flow, service process, and reporting requirements.
Configure
We prepare your branded CRM, database, permissions, and initial administrator account.
Launch
We install on your website, migrate agreed data, train users, and support rollout.
Clear implementation packages
Start with the system your team needs.
Every package is installed for one company and includes initial configuration. Extensive customization and data migration are quoted separately.
Sales CRM
₱35,000
one-time implementation₱3,000 / month licence & support
- Contact and opportunity management
- Sales funnel and stage history
- Tasks and deadline monitoring
- Branch and consultant reporting
- Initial administrator setup
MOST COMPLETE
Sales + Service
₱55,000
one-time implementation₱5,000 / month licence & support
- Everything in Sales CRM
- Service appointment management
- Customer experience reporting
- Sales and service branch views
- Operational audit histories
Multi-Branch
From ₱75,000
implementation based on scopeFrom ₱7,500 / month
- Sales and service operations
- Multiple branches and role levels
- Consolidated management reports
- Structured rollout and training
- Priority implementation planning
Pricing is indicative and subject to final requirements, hosting readiness, data migration, and requested customizations.
Common questions
Know what you are investing in.
We keep the arrangement clear: your company controls its data and hosting, while Prospect BD maintains the licensed CRM software.
Is this a shared SaaS platform?
No. Your company receives a standalone installation and separate database on your approved website hosting environment.
Who owns the customer data?
Your company owns its business and customer data. Prospect BD retains ownership of the core CRM software and grants your company a licence to use it.
Can the CRM use our branding?
Yes. The company name, logo, primary colours, branches, roles, and selected modules are configured during implementation.
What hosting is required?
An approved PHP and MySQL hosting environment with SSL, database access, scheduled tasks, and reliable backups. We review hosting readiness before installation.
Can you customize the workflow?
Yes. Standard configuration is included; custom modules, integrations, reports, and substantial workflow changes are scoped and quoted separately.
Start with a working conversation
Show us how your team works today.
We will help you identify the right package, hosting requirements, and implementation scope for your company.
✓ No generic sales pitch✓ Requirements-based proposal✓ Clear implementation scope