Never miss a follow-up again
Every lead gets a follow-up date and a preferred channel, and the assigned teammate is reminded by email and notification before the date, so follow-ups land on time, on the channel the lead actually replies to.
Built with a focus on service businesses. Alliances PRO organizes every client, generates AI summaries on every lead and deal, runs your pipeline to signed deals, and sends bulk email — so you can stop juggling tools and just serve.

Service businesses don't run on pipelines — they run on follow-ups, ongoing client relationships, and emails that can't be allowed to slip. Alliances PRO is built for that shape of work.
Every lead gets a follow-up date and a preferred channel, and the assigned teammate is reminded by email and notification before the date, so follow-ups land on time, on the channel the lead actually replies to.
After Closed Won, the client stays on your follow-up radar. Set the next check-in date, track renewals, and keep every stakeholder at the organization on one record — so you stay close long after the deal closes.
Open any lead, deal, or client record. Read the AI summary at the top instead of scrolling through months of conversation history. The context you need is right there — so every call starts up to speed.
Export every lead, deal, and client to CSV anytime. Cancel inside the app — no support ticket required. Your data walks out with you the day you decide — day one or day three hundred, no questions asked.
Our comprehensive CRM platform provides all the tools you need to manage clients, streamline operations, and grow your service business.

Organize each lead's tasks, track their communication history and notes, and store important files all in one centralized database.
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Every organization holds every lead, every deal, and every shared file — proposals, catalogues, contracts — under one record. Reach the right contact when you need to.
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Track every task across leads, deals, and projects in one table. Overdue items flag in red, push them into the Pipeline, and finish without leaving the page.
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Invite members, assign custom roles, and pick exactly what each role can do — add, edit, or delete by resource. Granular per-action control, per workspace.
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Build campaigns inside the CRM and send them from your own Gmail, Outlook, or company SMTP — so leads see your domain in the From line, not a marketing relay.
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AI summarizes any lead or deal in seconds, then drafts follow-up emails based on the conversation — so you skip the reading and the typing.
Learn moreDon't just take our word for it. See what our customers have to say about their experience.
This platform transformed our workflow! The automation features saved us countless hours, and the support team is fantastic!
I can't imagine running my business without this tool. The insights from the analytics have helped us make smarter decisions.
The training sessions were invaluable. Our team is now fully equipped to utilize all the features effectively!
Start with a 14-day free trial — no credit card required. Switch or cancel anytime.
$15.83/month
Billed $190 annually · save $38
For solo operators and small teams getting organized.
$32.50/month
Billed $390 annually · save $78
For growing teams that need automation and unlimited scale.
Practical writing for service businesses — pipelines, follow-ups, agency ops, and how to pick the right CRM stack.
Stay in touch with us for updates, support, and valuable insights. We're here to help you every step of the way!