About Propense.ai
Propense is a propensity intelligence platform for professional services firms. It analyses a firm's own data together with public market signals to predict which service each client is likely to need next, then puts ranked, explained recommendations in front of the partner responsible for that relationship. The goal is to make the cross selling instinct of a firm's best advisors available to every partner on every account.
It is built for accounting and advisory firms, law firms and consulting firms, and for the business development, marketing and practice leaders inside them. The platform connects to time and billing systems such as STAR, Aderant, Elite and ProStaff, to CRMs including Salesforce, HubSpot and Dynamics 365, and to sources such as Introhive, Bombora, Qualtrics, Medallia and Snowflake. It enriches client and prospect records with industry, revenue, headcount and NAICS codes, and runs data science models trained on the firm's history rather than a language model guessing. Four signal types drive recommendations: whitespace across similar clients, trigger events such as M&A, regulation and leadership changes, prospecting paths, and activation through partner ready email drafts written in the partner's voice.
Pricing is quote based. Two annual licences scale with firm size and include unlimited users. The Data Engine covers integrations, enrichment, models, the web application with up to 1,000 prospects, a service taxonomy of more than 1,000 services and a dedicated success manager. The AI Growth Engine adds the Hatfield agentic layer, a market trigger feed, on demand client research reports, account plans and business development roadmaps.
Enriched data can be sent back to the firm's CRM or data warehouse for use outside Propense.