Propense

Propense analyzes a professional services firm's client data and outside market signals to suggest which service each client is likely to need next. It is built for accounting, legal and consulting firms that want every partner to spot cross-sell opportunities.

Four signal types drive the recommendations: whitespace from comparing similar clients, trigger events such as M&A, regulation changes, leadership moves and funding rounds, prospecting patterns, and activation. Each opportunity is ranked and comes with the reasoning behind it.

Partners receive one-click email drafts that reference the specific signal and are written in their own voice, so they don't need to log into a dashboard. Propense connects to existing CRM, engagement and billing systems and is sold as a core license plus a data engine.