Sales, Collections & Financial Visibility

The system behind better sales, better collections, and better financial visibility

From the first lead to the last installment collected, everything lives in one system — so your sales team closes faster, your finance team recovers more, and your leadership always has the real numbers.

For Leadership

Real-time visibility into profitability and cash position — without waiting on a report.

For Finance

Fewer missed installments, faster recovery, and visibility into leakage before it compounds.

For Sales Leadership

Faster lead response, clear accountability, and conversion rates you can actually track.

Better Sales

Faster lead response. Clear accountability. More closed deals.

Every lead tracked, every agent accountable, every deal visible — so nothing slips through the cracks between first contact and signed contract.

Agent Accountability

See exactly which agents are converting leads — and which ones need coaching — from one live view.

Faster Lead Response

Respond to every lead before a competitor does — nothing promising ever falls through the cracks.

Sales Forecasting

Know which deals are likely to close — and which need attention — weeks before you pick up the phone.

Conversion Tracking

See exactly where deals stall in your pipeline, so you know precisely what to fix.

Faster Close Cycles

Shorten the time from first conversation to signed, locked-in deal.

Never Miss a Follow-Up

Automatic reminders for meetings, leads, and bookings — so no opportunity goes cold.

Better Collections

Recover more. Chase less.

Every installment tracked automatically, every at-risk account flagged early — so nothing slips through until it's too late to recover.

Early Recovery

Spot uncollected payments while they're still recoverable — before the trail goes cold.

Collections Visibility

See exactly what's been collected, what's outstanding, and where the risk is — across every deal.

Aging Reports

Know precisely how overdue every account is, broken down by time interval.

Automated Follow-Up

Reminders go out automatically before a payment is due — no one has to remember to chase it.

Financial Leakage Alerts

Get flagged the moment funds go unintentionally unnoticed or lost.

Approval Controls

Require sign-off on financial transactions before they're released.

Better Financial Visibility

Know where you stand, without waiting for a report

Real-time numbers on sales performance, forecasts, and team output — so leadership never has to wait for someone to compile a spreadsheet.

Performance Visibility

See exactly how sales are trending, in real time — not at month-end.

Revenue Forecasting

Historical trends combine with your current pipeline to predict what's actually coming in.

Agent Rankings

See which agents are consistently converting, ranked automatically — no spreadsheet required.

Less Manual Work

Time your team gets back

Every hour spent manually updating spreadsheets is an hour not spent selling or collecting. Proptiv gives that time back.

Always-Current Inventory

Property listings tracked and updated automatically — no manual updates required.

Faster List Creation

Automation and customization speed up list creation, so your team spends less time on admin.

Projects On Track

Clear milestones and automated notifications keep every project on schedule.

Work From Anywhere

Full access to your numbers from anywhere — no commute required to stay on top of the business.

See it running on your own numbers

Book a demo and we'll walk through exactly how Proptiv fits your sales process and collections cycle.