Data Integration

We connect to the firm systems that hold your most valuable client intelligence and unlock it with data science.

Propense ingests Time & Billing data to understand what services each client buys and the full history of every engagement. We connect to your CRM to pull prospects, opportunities, and account relationships.

For firms with richer stacks, we go further: Introhive for relationship intelligence, buyer-intent platforms for in-market signals, and customer feedback and NPS systems for satisfaction context. Got a one-off system? If it holds intelligence about your clients, we can read it.

Time & Billing: STAR, Aderant, Elite, ProStaff
CRM: Salesforce, HubSpot, Dynamics 365
Relationship intelligence: Introhive
Buyer intent & NPS: Bombora, Qualtrics, Medallia
Data warehouses: Snowflake, Fivetran, custom APIs

Data Enrichment

Your firm's data is the start. Propense fills in everything else our models need to see the full picture

Every client and prospect record runs through enrichment to add Industry, Sub-Industry, Revenue, Employee Size, and the firmographic fields our data-science models need to find patterns. Those fields that have been missing from your CRM for years? Populated, accurately, on day one.

And because enriched data is useful well beyond Propense, you can have it back. We can send it directly to your CRM, your data warehouse, or your reporting stack so your records get richer across every system, not just ours.

Industry & Sub-Industry (NAICS, SIC)
Revenue & Employee Size
Geographic & entity structure
Service Type Specific Client Attributes(Gov Contracting, International Presence & more)

Data Science Models

Our recommendations come from actual data science models trained on your firm's data. Not a prompt. Not a language model guessing what sounds right.

Propense is built on real data science. Our models analyze six distinct signal types and combine them into a propensity score that's reproducible, explainable, and auditable.

Six signal types:

Client similarity patterns: which services similar clients tend to buy
Client journeys: the most common service paths in your firm from each purchased service
Propense market insights: public, industry, and market events that change client needs
Firm initiatives: your strategy weighted into the recommendations
Buyer intent signals: in-market activity from third-party data
Warm Intro Available: clearly see which services have warm intros to the right buyer

The Web App

A workspace for Marketing and Business Development teams to find the right services for each client and turn those insights into campaigns.

The Propense web app gives your growth team a single place to see ranked opportunities across the firm, segment them by industry, service line, partner, or campaign theme, and push target lists directly into outreach.

In practice, Marketing builds campaigns around the services with the highest propensity scores. BD focuses on the accounts where the door is already open. Same data, different workflows.

Filter and segment opportunities across the firm
Build campaign target lists from propensity scores
Track conversion from recommendation to engagement

CRM Integration

Propense lives where your team already works. Native integrations for Salesforce, HubSpot, and Dynamics surface insights inside the CRM your firm already runs.

Partners see propensity scores and recommended services on the client records they already open every day. BD can create opportunities directly from a Propense insight in one click, so every cross-serve motion has a paper trail and attributable ROI.

No new system to learn, no new tab to open. Better information, in the place where decisions about clients already get made.

Native panels in Salesforce, HubSpot & Dynamics
Create opportunities from Propense insights in one click
Track cross-serve ROI through your existing pipeline reports

Hatfield

Hatfield is Propense's agentic delivery layer, a personal client engagement agent built around each partner's book of business.

Hatfield reads the news, watches your industries, and tracks the moments worth acting on. When a client makes the news, when a regulation shifts, when an anniversary comes up, Hatfield notices and frames it as an outreach opportunity with the right service recommendation attached.

It also pulls from your marketing team's content library, so when a partner has a reason to reach out, there's a relevant thought leadership piece ready to go with it. Partners with growing books don't have to scramble to stay on top of every client relationship. Hatfield does that for them.

Client & industry news, surfaced as outreach moments
Thought-leadership pairing from your marketing library
Client anniversaries & referral opportunities
Tailored per partner — no firehose, just their book

Prospecting

Bring Propense's client intelligence to the people who aren't your clients yet.

Take your top 5,000 prospects and leads and run them through the same propensity engine that powers your client recommendations. We identify the best path to winning the business and surface where each first service can lead.

The same logic that tells you what a client needs next, applied to the prospect who's about to become one. Cross-serve before the first engagement is signed.

Score 5,000+ prospects on service-level propensity
Map first-engagement → expansion pathways per prospect
Prioritize outreach by total expected lifetime value

A complete intelligence layer for your firm.