See every opportunity. Keep the next step clear.

Keep customer information and follow-ups together, so your team always knows what to do next.

See how it works
  1. Lead
    Acme Solutions New inquiry Follow up: Tomorrow
  2. Qualified
    Acme Solutions Fit confirmed Next step: Discovery call
  3. Proposal
    Acme Solutions Proposal shared Follow up: This week
  4. Closed Won
    Acme Solutions Deal closed

A CRM that keeps your sales moving.

Prana Relate helps growing teams manage relationships, track deals, and take the right next step, all in one clear, collaborative workspace.

Clearer opportunities

Keep every lead, conversation, and next step in one place.

Stronger alignment

Give your team a shared view of deals and what's next.

More momentum

Move from inquiry to closed with less back-and-forth.

The customer journey

From first inquiry to closed won.

A simple, connected workflow that keeps deals moving forward.

  1. Capture

    Bring in new inquiries and leads.

  2. Qualify

    Confirm fit and understand needs.

  3. Propose

    Share a proposal and keep everyone aligned.

  4. Close

    Win the deal and keep the relationship going.

  • Organize your pipeline

    See deals by stage and keep them moving.

  • Keep customer context

    All your interactions and next steps, in one place.

  • Work better together

    Give your team a clear, up-to-date view.

Ready to see Prana Relate in action?

Tell us about your team and goals. We'll show you how it can work for you.

Talk to us