Pronto.
Pronto.

001 Pronto CRM · Smart Pipeline

Every lead captured, tracked, and managed in one place. Full call history, deal stages, and auto-populated from every interaction.

CRM included in every Pronto plan — including Presence.

$$2,500Opportunity value
Pronto CRM Pronto Dispatch · Live pipeline
JD
42 Open requests
$84.2k Pipeline value
18 Follow-ups
47 secFrom call to opportunity
3,387contractors in the local directory
7trades supported out of the box
16custom fields captured automatically
$0variable cost for CRM and pipeline usage

002 The instrument

The pipeline is not a list of forms. Every stage change triggers the next action, updates the record, and keeps the team moving.

Pronto Dispatch

Drag a request between stages — or click a stage to preview what happens next. Browse the board with the stage tabs; move a request forward with →.

Live workspace

003 The cost of losing the trail

$285+

Estimated cost of a single missed inbound call. The acquisition cost does not disappear when the phone goes unanswered.

67%

Of callers may try a competitor after an unanswered call. The opportunity moves before your team sees it.

85%

Of callers who reach voicemail do not leave a message. A blank record is still a lost signal.

Reference figures from industry studies and benchmarks. Results vary by trade, market, season, response time, and lead quality.

004 Auto-populated

Voice, chat, and forms write to the same contact and opportunity record. The contractor never has to retype what the customer already said.

01 · Voice

ProntoVoice

The call captures the category, urgency, service area, appointment request, and estimated opportunity value.

categoryurgencyzipestimate_high
Meet ProntoVoice
02 · Chat

Pronto Chat

Personal information is submitted directly from the browser. Names, phone numbers, and addresses do not pass through the model.

web_chatsession_idconsent_at
Meet Pronto Chat
03 · Form

Your website

Forms normalize phone numbers, preserve attribution, and create an opportunity without another round of manual data entry.

sourceutm_campaignsubmitted_at

005 A real record, before the call ends

47-second call timeline

Every action is written to the record as the interaction happens.

Hear this exact call on the ProntoVoice landing
14.6s Category and urgency captured

category: hvac · urgency: today

28.6s Appointment booked

Today at 3:30 PM · synced with calendar

38.0s Service area recorded

zip: 28217 · address stored on the contact record

45.2s Confirmation sent

Customer receives the appointment confirmation and estimated timing

47.0s Opportunity created

Pronto Dispatch · New Request · $2,500 estimated value

006 Deal stages

Pronto Dispatch keeps every request visible from the first interaction through completion, follow-up, or no coverage.

A technician in the field checking the next job on his phone
In the field
Alerting Prospros_alerted · 3
Acceptedfirst to open wins the job
01

New Request

Creates the opportunity, stores the request ID, and preserves the source channel.

request_created
02

Alerting Pros

Notifies reachable professionals while keeping the customer updated.

pros_alerted
03

Accepted

The first professional to accept receives the opportunity atomically.

accepted_at
04

Scheduled

Appointment details are written to the opportunity and the calendar.

appointment_booked
05

Completed

Completion can trigger reviews, follow-ups, reporting, and reactivation.

completed
06

Lost / No Coverage

A ZIP without coverage becomes a waitlist opportunity instead of disappearing.

waitlist-zip

007 Full history

Every conversation, channel, appointment, and attribution detail stays connected to the same record.

Every interaction

session_id, transcript link, channel, source, UTM data, and call history remain attached to the contact.

assistant_transcript_url

Signed history

Conversation history is signed with HMAC so browser-side edits cannot rewrite what happened.

history_integrity

Clear attribution

Know whether the opportunity came from web chat, web voice, a phone call, or a campaign.

source: pronto-assistant

008 The guards

The system is designed around the failures that burn trust: duplicate requests, silent alerts, uncovered ZIP codes, and double assignment.

01 Duplicate guard

The same request_id ends the second workflow before it creates a duplicate job.

02 Idempotency

A unique idempotency key protects forms against double clicks and repeated submissions.

03 Emergencies first

When urgency is emergency, the internal alert is sent before the rest of the sequence.

04 15-minute escalation

A request that remains in New Request receives a second urgent notification.

05 Coverage threshold

A ZIP requires three or more reachable professionals within the defined service radius.

06 No silent failures

If the CRM is temporarily unavailable, the request remains in the log.

07 Atomic acceptance

The first professional to open the acceptance link gets the job. Never two.

08 Privacy by promise

Professionals receive the work and ZIP code before acceptance — not the customer’s address.

009 Capture more value

Charlotte in the fall — the season when remodeling leads go cold

Seasonal nurture

A remodeler who lets fall leads go cold has an empty April.

Capture the original request, qualify the scope, and let Pronto Automations run the follow-up sequence your team cannot run manually.

Charlotte seasonal signals

JanuaryFreeze events · plumbing · restoration
February–AprilElectrical inspections
March–JuneRoofing and hail reports
June–AugustHVAC volume peaks
November–DecemberLower demand · nurture window

010 Built-in discipline

Five business days can change the workflow.

After a denied roofing claim in North Carolina, there is a statutory window where requesting payment can create serious exposure.

Pronto principle: the pipeline should never trigger a deposit request inside a protected statutory window.

Consent text, consent timestamp, source URL, and communication history remain attached to the record. Recording announcements and communication rules still apply to every business.

011 Plans

Pronto CRM comes with every plan from Answer up. What changes is what runs on top of it — whether the AI calls out, what it can quote on the call, and what it plugs into.

Pronto Presence

Build your digital presence.

$1 one-time
No CRM 1 user · 1 location 25 prospects/month Directory profile
Get it for $1
Pronto Answer

Your AI employee for everyday conversations.

$249 /month
CRM and pipeline 24/7 multilingual AI receptionist, in your customer's language 300 voice minutes included, then $0.15/min 2 users · 1 location
Get Answer
Pronto Engine

Your brand, your app, and people behind it.

$849 /month
Everything in Pipeline, plus your own branded app Open API and webhooks 24/7 human backup answering in your company's name 2,500 minutes, then $0.10/min · unlimited users · 5 locations
Get Engine

Setup is $0. Voice minutes come included from Answer up — 300 on Answer, 1,000 on Pipeline, 2,500 on Engine — and anything past that runs $0.15, $0.12 or $0.10 per minute. Pay yearly and two months are included. Pronto never takes a commission on your jobs. Pronto CRM comes with every plan from Answer up.

012 Questions

013 Pronto CRM · Smart Pipeline

Capture the lead. Keep the history. Move the job forward. See how Pronto CRM fits your operation.

Straight with you The CRM pipeline and custom fields are built and tested. The fully automated dispatch engine and member calendars are still being developed. We would rather tell you that now than oversell it later.