Propense is a growth intelligence platform that helps professional services firms identify which services existing clients are most likely to need next.
– Firm history, CRM, time and billing, market signals, and client attributes feed predictive recommendations
– Opportunity rankings surface likely service needs, timing triggers, fee potential, and similar-client evidence
– Partner briefs and outreach drafts translate analytics into practical business-development conversations
– Fits accounting and advisory firms with broad service portfolios that want a repeatable, data-driven cross-sell process.
