A practical CRM
without the bloat.
No unnecessary features. No steep learning curve. PragmaCRM gives B2B sales teams one clear next action on every lead and every deal, so the day is spent selling rather than maintaining software.
Built for small and medium B2B sales teams who want a system they will actually use. PragmaCRM keeps the pipeline honest, the follow-ups on time, and the reporting truthful.
Everything a sales team needs. Nothing it does not.
Moves, not tasks
PragmaCRM works on the foundation that Moves are the actions that advance a lead or a deal. Every Move is recorded. Nothing sits in limbo, and nothing quietly rots at the bottom of a list.
The entire picture, without the manual work
Every stage change, note, email and completed Move is logged automatically in one chronological timeline. When a lead converts, that history carries through to the contact, the company and the deal.
One pipeline your whole team trusts
Drag deals between stages and probabilities update themselves. Weighted pipeline, average deal age and closed revenue sit at the top of the board so the number in the forecast is the number in the room.
One value, from first enquiry to close
Add deliverables to a lead and the value comes from your product and service catalogue. Convert that lead and the line items travel with it into the deal untouched. The number never gets re-entered, so it never quietly changes.
Lead to renewal, in six deliberate steps.
PragmaCRM is built around a sequence, not a filing cabinet. Each step hands you the next one, and the sequence does not stop at the
Capture in the Lead Inbox
New enquiries land in one queue with a disposition status, an owner and a next Move. No lead sits uncontacted by accident.
Qualify and convert
One click turns a qualified lead into a contact, a company and a deal. The full lead history and every deliverable already priced against it carry across intact.
Work Acquisition Management
Deals move through the stages you define, each with its own win probability. Deal value is the sum of the products and services selected, so the board shows real numbers rather than estimates.
Mark won, convert to client
Winning a deal creates the client record and carries the deliverables with it. You know exactly which products and services are now live and being serviced, without re-entering a thing.
Grow the account in Growth Management
Won deals move into a second pipeline built for the life after the sale. Growth Management shows what is expiring and when, so renewals are worked before they lapse, and reps raise upsell deals against the client from the same place.
Close the loop with Insights
Mark won or lost with a reason. Insights turns acquisition and growth into conversion rates, cycle length, renewal rates and a forecast built from line items you can point at.
Key modules to drive growth.
No unnecessary features. No steep learning curve.
PragmaCRM is organised around the lifecycle itself, from first enquiry through to renewal, so the record keeps itself current as your team sells.
Lead Management
Every new enquiry in one queue, sorted by owner, source and status, with the next Move visible in the row.
Contact Management
The people you sell to and the organisations they work for. Contacts group by domain automatically, so you always see who else is in the account.
Acquisition Management
The pipeline that wins new business. A kanban board with stage probabilities, weighted values and deal age, across as many pipelines as you need.
Growth Management
The pipeline that runs after the sale. Renewals surface before they expire, upsells are raised against live clients, and nothing lapses because everyone was busy.
Deliverables
Your products and services catalogue. Deal value is the sum of what you actually selected, at your prices, carried from lead to sale without being retyped.
Clients
Save time by applying edits and enhancements to multiple images at once with our batch processing tools.
Moves
Your daily action list across every record. Overdue Moves are flagged in red and chased by an hourly reminder.
Insights
Acquisition and growth reported separately and together. Conversion rate, sales cycle, renewal rate, churn and a forecast built from real line items.
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
All the essential information you need to understand.
By offering concise and informative responses, this section helps users find solutions without the need to contact customer support, saving time
B2B sales teams selling to other businesses, typically two to fifty people. The product is built around companies and accounts rather than individual consumers, so it suits businesses with considered sales cycles, ongoing service relationships and renewals. It is not a fit for direct-to-consumer retail.
Two things. PragmaCRM manages the full lifecycle, so renewals and upsells get a real pipeline rather than a reminder somebody sets themselves. And deal values come from your product and service catalogue rather than a free text field, so the forecast is assembled instead of guessed.
Acquisition wins the first sale. Growth runs everything after it. When a deal is won it becomes a client with its deliverables attached, and Growth shows what is expiring, when, and what is worth upselling.
Most teams are working leads the same day. Load your products and services, set your pipeline stages and win probabilities, invite your team. There is no implementation project.
Yes. Upload your CSVs of contacts, companies and deals, and PragmaCRM's import function will help you import them correctly.
One plan, one price per user, everything included. No feature tiers, no seat minimum and nothing held back for an enterprise plan you have to ask about. Every workspace gets both pipelines, email sync, custom fields, reporting and the full product from day one.
One plan, one price per user, everything included. No feature tiers, no seat minimum and nothing held back for an enterprise plan you have to ask about. Every workspace gets both pipelines, email sync, custom fields, reporting and the full product from day one. We will add optional extras over time, such as AI, call provider integrations like Dialpad and Quo, and a proposal module, but the core CRM stays complete on its own and those remain genuinely optional.
