Client Management
Your next best client is already in your database.
Most businesses chase strangers while a goldmine of warm, qualified opportunity sits untouched in their own records.
We keep your existing client and contact data alive, watching for the moments that turn old relationships into new revenue.
60%+
chance of selling to an existing client
5X
cheaper to grow an existing client than win a new one
5-20%
chance of selling to a brand-new prospect
Upselling Beats Acquisition
Are You Chasing Cold Leads While Warm Ones Go Cold?
The hardest part of selling, trust, has already been earned with the people you've worked with.
Yet most of that value quietly leaks away.
Decaying Data
Up to 30% of your contact records become outdated every year. People change roles, emails and companies, and your database silently breaks.
Missed Signals
A client gets promoted, raises funding or opens a new office, a clear buying moment, and you only hear about it months too late.
Lost Champions
A happy contact moves to a new company. They'd gladly buy from you again, but nobody notices the move, so the relationship simply ends.
Upselling Beats Acquisition
The Maths Quietly Favours the Clients You Already Have.
New-business hunting is the most expensive, lowest-odds game in sales. Selling more to people who already know, trust and pay you is faster, cheaper and far more profitable. A small lift in retention and repeat purchase compounds straight into margin.
✅ Existing clients spend more per order
✅ They try new services more readily
✅ Far shorter sales cycles
✅ Referrals come for free
Probability of Closing a Sale
What We Monitor For You
Your Database, Turned Into a Living Opportunity Engine
We continuously enrich, clean and monitor your client and contact records, then flag the exact moments worth a conversation.
Always-Fresh Records
Emails, phone numbers, titles and company details are continuously updated, so you never act on data that's quietly gone stale.
Contacts on the Move
When a known contact joins a new company, you're alerted instantly, so you can reintroduce yourself and win a brand-new account through an existing relationship.
New Roles & Promotions
A contact stepping into a decision-making seat is one of the strongest buying signals there is. We surface every promotion across your network.
Funding Rounds
Fresh capital means fresh budget. The moment a client or prospect raises a round, you'll know — and you can reach them while the spend is being planned.
Company News & Triggers
Expansions, new offices, hiring sprees, product launches, leadership changes — every newsworthy event becomes a reason to start a relevant conversation.
Warm Re-Engagement
Lapsed clients and dormant enquiries are gently brought back into the conversation with timely, personal, human messaging.
Signals, In Real Time
Every Day, Your Own Network Hands You Reasons to Reach Out.
These are the moments we catch inside your existing data, the warm openings competitors never see.
✅ Tom posted about us!
✅ Richard started a new role
✅ Jenny wants to arrange a call
✅ Propria is looking for new staff
✅ Janice has been made CEO
✅ Propria is a high growth prospect
✅ William is looking for a new supplier
✅ Tom posted about us! ✅ Richard started a new role ✅ Jenny wants to arrange a call ✅ Propria is looking for new staff ✅ Janice has been made CEO ✅ Propria is a high growth prospect ✅ William is looking for a new supplier
✅ Propria has gained new funding
✅ Richard clicked our email
✅ Ally wants to book a call
✅ Peter has a new role
✅ Propria is researching our sector
✅ Propria visited our website
✅ Acme Co has just been incorporated
✅ Propria has gained new funding ✅ Richard clicked our email ✅ Ally wants to book a call ✅ Peter has a new role ✅ Propria is researching our sector ✅ Propria visited our website ✅ Acme Co has just been incorporated
✅ Propria has a new service
✅ Ali, an old client has visited our website
✅ A look-a-like company has been found
✅ Fiona has show interest in a service
✅ Lesley has posted about needing our services
✅ Frank is now the CFO
✅ You have two new meetings booked
✅ Propria has a new service ✅ Ali, an old client has visited our website ✅ A look-a-like company has been found ✅ Fiona has show interest in a service ✅ Lesley has posted about needing our services ✅ Frank is now the CFO ✅ You have two new meetings booked
Refreshingly Simple
How We Bring Your Database Back to Life
01
Connect & Clean
We securely take your existing client and contact records and enrich every field to accuracy.
02
Monitor
We watch each contact and company for job moves, new roles, funding and meaningful news..
03
Alert & Craft
The instant a signal fires, we shape a personal, relevant message worth replying to.
04
You Sell
Warm, qualified conversations land in your inbox. Your team sells more and prospects less.
Relationships, Not Transactions
The Best Opportunities Come From People Who Already Like You.
Staying in genuine contact with your clients does more than protect revenue; it deepens trust, earns referrals, and keeps you top of mind when their needs change.
"A client you stay close to isn't a single sale, they're a decade of sales, introductions and goodwill. The relationship is the asset."
The Propria Approach
Transform Your Marketing
AI with human engagement creates profit.