The CRM that brings your whole team together

Connects siloed teams so everyone can act on the same insights, pursue the same goals, and deliver a seamless customer experience.

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Distribution sales leader using Proton AI to sell more, faster

Keep everyone on the same page

Get one shared view of each customer. See a real-time feed of interactions, quotes, orders, and notes across every channel—so inside reps, outside reps, and managers all know what’s happening, and what to do next.

Proton CRM's Activity Feed gets everyone a shared view of each customer

Proton's AI-assigned score flags risks before it's too late

Spot issues early—and make sure someone owns them

Use account health scores to flag risks like slipping order frequency or shrinking product mix. Assign tasks and tag teammates to ensure action is taken before the customer walks.

Turn visibility into accountability

It’s one thing to see the same data. It’s another to act on it together. Proton lets reps assign tasks, tag teammates, and share notes—so follow-through never falls through the cracks.

Teams can assign each other tasks and tag each other in notes in Proton CRM

Frequently bought together and similar product features in Proton CRM.

Make inventory everyone’s responsibility

Give the sales team visibility into slow-moving products, rebate targets, and vendor priorities—so they can help move dead stock and push the right items at the right time.

Deliver a smoother buying experience

By connecting product, sales, and customer service data in one place, Proton helps teams spot gaps, consolidate orders, and avoid missed items—so customers get what they need the first time.