Your agency sales process in one place

Booking, recorded calls, pipeline, proposals that draft themselves from the conversation, signatures, invoices on your own Stripe. One system while the deal is live — one record when you look back.

Live in 15 minutes. Your CRM fills itself from Gmail.

One unbroken line

Every point tool owns a step. Process Place owns the path.

A booking is not just a calendar event. A recording is not just a transcript. A proposal is not just a document. Every step becomes part of the same revenue story.

Email sync
The thread, the contact, the intent
Call booked
An agenda, not an empty invite
Call recorded
Scope, objections, next steps
Live document
Priced proposal that updates itself
E-signed
Signed terms and an invoice schedule
Paid
Payment of $20,000 confirmed. Same record, six steps later

Never carry the data around several apps again

Your whole agency context works as a single brain

Email sync

Gmail and Google Calendar synced through Process Place

Call Transcripts

Call transcript panel with tabs and chat messages

Submitted forms

Submitted form card with client email, tags, budget, and timeline

Agency context

Tailored proposal drafted by ai

Flowdesk Proposal document: prepared-by details, project overview, and objectives

Agency context

Email Subject: App Design
Feb 13, 2026

Submitted form: App Design
Feb 12, 2026

Discovery Call: App Design
Feb 13, 2026

How it works

Your CRM becomes the result of your work, not more work to maintain

Gmail + enrichment

Connect your inbox. Your CRM starts building itself

People, companies, relationships, and relevant conversation history appear automatically from Gmail. Public data enriches records with source-aware, confidence-scored details.

Gmail and Google Calendar feeding a contact list of people, roles and companies

Booking + qualification

A booking should create a qualified deal, not just a calendar event

Publish branded booking links with the questions you need answered before the call. Process Place creates the contact, company, intake record, meeting, and deal automatically.

Submitted intake record with status, tags, timeline, budget and a brief summary

Calls + context

Walk into the call prepared. Leave with the context still attached

Before the meeting, see who is coming, what they submitted, and what your team already knows. Afterward, the recording and searchable transcript return to the same deal.

Call recording with a searchable transcript next to call details and internal notes

Documents + revenue

Start from the deal. Send, sign, invoice, and collect the deposit in one flow

Open a branded proposal or contract with the relevant intake answers, transcript, and emails beside the editor. You keep control of the recommendation; Process Place keeps the facts close.

AI proposal builder next to a branded proposal document ready to send

Everything the next decision needs

Professional for your clients. Lightweight for your team.

Pre-call context

Never start another call blind

See enriched people and company details, intake answers, email history, and previous meetings in one pre-call view.

Contact record showing company, phone, job title, location and LinkedIn details

Record deals, not meetings

The transcript lives next to the money

Every recording, speaker, decision, and timestamp stays attached to the opportunity it informs.

Call transcript with speakers and timestamps attached to a deal

Self-maintaining records

Correct exceptions, not every record

New contacts, companies, and insights build naturally from ongoing work.

Company list with industry labels building itself from ongoing work

Born-branded proposal

Your website is your design system

Process Place pulls your brand styles and CRM context to instantly generate proposals that look and sound like your agency.

No payment commission

Your revenue stays yours

Invoices live in your connected Stripe account. Process Place orchestrates the flow and takes no percentage.

Invoice with billing and sender details ready to send

E-signature included

Close in the same place you proposed

Multi-signer flows, signing order, audit history, and immutable completed documents.

Signed contract summary with fee, schedule, term and payment terms

One price, and the good parts are in it

AI company enrichment
Gmail sync
Call recording and transcription
AI proposal generation
AI call summaries
Contacts and companies database
Deals pipeline

Custom contract templates
E-signing
Invoicing and payments
Automatic payment reminders
Call scheduling
Activity timeline on every deal
Priority email support

$49per seat / month

Everything you need to close deals with AI

FAQ

From first touch to paid

Stop managing the gaps between your tools.

Bring the inbox, booking, call, deal, proposal, signature, invoice, and payment into one connected process.

No spam. No credit card. Just an email when we're ready for you.

Your agency sales process in one place

Booking, recorded calls, pipeline, proposals that draft themselves from the conversation, signatures, invoices on your own Stripe. One system while the deal is live — one record when you look back.

Live in 15 minutes. Your CRM fills itself from Gmail.

One unbroken line

Every point tool owns a step. Process Place owns the path.

A booking is not just a calendar event. A recording is not just a transcript. A proposal is not just a document. Every step becomes part of the same revenue story.

Email sync
The thread, the contact, the intent
Call booked
An agenda, not an empty invite
Call recorded
Scope, objections, next steps
Live document
Priced proposal that updates itself
E-signed
Signed terms and an invoice schedule
Paid
Payment of $20,000 confirmed. Same record, six steps later

Never carry the data around several apps again

Your whole agency context works as a single brain

Email sync

Call Transcripts

Submitted forms

Agency context

Tailored proposal drafted by ai

Agency context

Email Subject: App Design
Feb 13, 2026

Submitted form: App Design
Feb 12, 2026

Discovery Call: App Design
Feb 13, 2026

How it works

Your CRM becomes the result of your work, not more work to maintain

Gmail + enrichment

Connect your inbox. Your CRM starts building itself

People, companies, relationships, and relevant conversation history appear automatically from Gmail. Public data enriches records with source-aware, confidence-scored details.

Booking + qualification

A booking should create a qualified deal, not just a calendar event

Publish branded booking links with the questions you need answered before the call. Process Place creates the contact, company, intake record, meeting, and deal automatically.

Calls + context

Walk into the call prepared. Leave with the context still attached

Before the meeting, see who is coming, what they submitted, and what your team already knows. Afterward, the recording and searchable transcript return to the same deal.

Documents + revenue

Start from the deal. Send, sign, invoice, and collect the deposit in one flow

Open a branded proposal or contract with the relevant intake answers, transcript, and emails beside the editor. You keep control of the recommendation; Process Place keeps the facts close.

Everything the next decision needs