Prospecto
Open-source white-label platform for agency management: AI-powered CRM, digital contracts, proposals and finance.
Small agencies live across five paid tools that don't talk to each other: one for CRM, another for contracts, another for proposals, and finance in a separate spreadsheet.
One platform, white-label and open source, fully deployed in Docker, anyone can self-host. An AI knowledge base answers questions about the agency's projects, and a browser extension surfaces the right credential at login time.
Live and open: the code can be read, run and audited by anyone.
- Period
- 2025, ongoing
- Role
- Architecture, backend and product
- Tech
- ReactTypeScriptNode.jsDockerSupabase
Overview
A view of every project's stage, split into proposal, contract, development and continuity, so it is clear where each client stands. Includes task management as Gantt, Kanban and an internal calendar.
Financial dashboard
Revenue, net profit, average ticket and MRR with period filters. The dashboard also tracks marketing ROI and shows which market niches pay off most.
AI-powered CRM
Lead management as a Kanban, with each lead categorised by niche, state and approach. The sales AI qualifies the lead over WhatsApp and drops it into the funnel.
AI knowledge base
The agency's knowledge base, with documents split by area: subscriptions, profile and automations. Each area keeps its own files, and the top block holds the search and the refresh of the collection.
Digital contracts
The contract is generated automatically from the proposal data. Integrated by API with Autentique, the system handles the whole flow: creation, delivery by email and tracking of the digital signature. Once signed, the project moves to the development stage on its own.
Proposals with ROI calculator
The calculator pulls the features registered in Settings and works out the implementation price and the monthly retainer, the MRR. It generates a PDF and a presentation in seconds, with configurable markup and a real hourly rate.
Credential management
Each project has a credential vault, Supabase, Vercel, API keys, stored masked. They can be shared with the client or the team in one click, without going through a spreadsheet or a text message.
Browser extension
A Chromium browser extension that recognises the open URL and offers the credentials of the matching project. It also lets you share access without leaving the tab.
Unified chat
Every WhatsApp conversation in one place, to read and answer. The AI stays under control: automatic replies can be started or paused whenever a conversation needs a person.
Calendar with Google sync
The calendar syncs with Google Calendar. Event management, invitations for participants and a direct link to the CRM leads.
White-label settings
Where features, packages, niches and development pipelines are registered. It is also where the white-label environment is configured and users and permissions are managed. Settings feeds the rest of the system.
