Prival

Your business runs on too many tools and not enough people.

Prival replaces your entire software stack and the agency you'd hire to run it. One platform, one embedded team, one monthly fee — built for companies doing real revenue.

Built for companies doing $5M–$50M

P
Prival
Inquiry
12
Pre-Qual
7
In Review
4
Closing
2

Total pipeline

25 deals

This month

+12 new

Automations

Running

Prival is built for owner-operators in

MortgageHVAC & TradesProfessional ServicesHealthcareInsuranceReal Estateand more

One platform, every tool you actually need.

Every module is built to work together from day one. No integrations to manage, no data silos, no monthly seat fees stacking up.

CRM & Pipeline

Every relationship, one living view

Track contacts, deals, and conversations across every channel in a single pipeline. Custom stages, automated follow-ups, and real-time forecasting that updates as deals move.

  • Unlimited contacts and custom fields
  • Visual drag-and-drop pipeline
  • Automated lead scoring and routing
  • Activity timeline across email, SMS, and calls
Marketing Automation

Campaigns that build themselves

Design multi-step workflows that trigger on behavior, not guesswork. Email sequences, SMS drips, social scheduling, and ad retargeting all run from the same builder.

  • Visual workflow builder with branching logic
  • Email campaigns with dynamic content
  • SMS and WhatsApp messaging
  • Social media scheduling
Scheduling

Books itself, reminds everyone

Shareable booking links, round-robin assignment, calendar sync, and automated reminders that cut no-shows in half.

Documents & E-Sign

Send, sign, done

Create proposals, contracts, and agreements. Send for e-signature and track status — all within the same platform where your deals live.

Reputation

Five stars, earned and managed

Request reviews after every win, monitor what people say, and respond from one dashboard. Your online reputation grows on autopilot.

Reporting

Numbers that answer questions

Dashboards that show what is working and what is not. Attribution, pipeline velocity, campaign ROI, and team performance in views you can actually read.

AI Agents

Assistants that never clock out

Deploy AI agents that handle intake calls, qualify leads, answer FAQs, book appointments, and follow up — trained on your business, available around the clock.

Features other platforms don't bother building.

These are the capabilities we built because our clients asked for them — and couldn't find them anywhere else.

Projects & Delivery Hub

An integrated project management and client delivery module that keeps every task, deliverable, and deadline visible to your team and your clients.

Live Contact Map

See every contact and lead plotted on a real-time map. Spot geographic clusters, plan territory coverage, and understand where your business is growing.

Anonymous Visitor Intelligence

Identify companies visiting your website before they fill out a form. Turn anonymous traffic into qualified outreach with firmographic data and visit behavior.

LinkedIn Capture Extension

A browser extension that pulls LinkedIn profile data directly into your CRM with one click. No manual entry, no copy-paste, no lost connections.

AI Brand Playbook

An AI engine that learns your brand voice, writes content in it, and schedules posts across channels. Thirty approved-ready pieces per month, not generic filler.

Custom Lead Magnet Builds

We design and build lead magnets — calculators, assessments, guides — tailored to your audience. Not templates, fully custom tools that capture and qualify.

Most platforms hand you the keys and wish you luck.

Setting up a CRM is the easy part. Building automations that actually work for your business, designing campaigns that convert, and keeping everything running as you grow — that's the part that defeats most teams.

With Prival's Grow and Scale plans, you get a dedicated embedded team that does the work with you, month after month. Not a helpdesk. Not a support queue. Specialists who know your account.

Specialist assignment depends on plan tier. Starter plans receive onboarding support and limited build hours. Grow and Scale plans receive a dedicated team.

Real businesses, real results.

These are representative outcomes from clients across the industries we serve. Individual results vary based on starting point, engagement, and execution.

Real estate documents and house keys on a desk
Mortgage Brokerage
15 hrs/wkmanual work recovered

From scattered leads to a pipeline that closes

A growing mortgage brokerage was managing leads across three different platforms, losing track of follow-ups, and spending hours every week on manual data entry. Their loan officers had no visibility into which referral sources were producing closings.

HVAC technician servicing an air conditioning unit
HVAC Contractor
40%more bookings captured after hours

Booked calls replaced missed calls

An HVAC company with three service trucks was missing after-hours calls and losing seasonal demand to competitors who responded faster. Their reputation was strong but they had no system to capture and convert the demand they were generating.

Consulting team in a conference room reviewing business strategy
Professional Services Firm
5 toolsreplaced with one platform

One system where six used to fight

A consulting firm had separate tools for CRM, proposals, project management, invoicing, email marketing, and scheduling. Nothing talked to anything else. Their admin overhead was eating into billable hours and client experience suffered from disconnected handoffs.

Modern medical clinic reception area with natural light
Specialty Clinic
2xpatient inquiry channels

Patients found, patients kept

A specialty medical clinic relied entirely on physician referrals and had no direct-to-patient acquisition strategy. When referral volume dipped, revenue followed. They needed to build their own patient pipeline without violating healthcare marketing regulations.

Up and running in 30 days.

We've designed the onboarding process to move fast without cutting corners. Here's exactly what happens after you say yes.

1

Book a demo

A 30-minute call with our team. We learn your business, show you the platform, and see if we're a fit. No pitch deck, no pressure.

2

Start your trial

Get full access for 14 days. No credit card required. On Grow and Scale, your team is assigned during the trial so you experience the full service.

3

We build your setup

Your dedicated team configures the CRM, imports your data, builds your first automations, and connects your existing tools — in your first 30 days.

4

We keep building every month

New campaigns, optimized automations, updated pipelines, fresh strategies. Your Prival team keeps improving your setup as your business grows.

Transparent pricing. No hidden fees.

Every plan includes a 14-day free trial and a 90-day money-back guarantee. Upgrade, downgrade, or cancel any time.

Starter

The complete platform with guided onboarding to get you running.

$297/mo
  • Full CRM and sales pipeline
  • Unlimited workflow automation
  • Calendars and appointment booking
  • Two-way email and SMS
  • Reputation and review management
  • Website, funnel, and landing page builder
  • AI chat widget
  • Forms, surveys, and quizzes
  • Membership and community area
  • Reporting and dashboards
  • Two onboarding sessions
  • Ten hours of build support in first 90 days
Start free trial

14-day free trial · No credit card required

90-day money-back guarantee

Most popular

Grow

Everything in Starter, plus the embedded team that actually builds and runs it for you.

$497/mo
  • Everything in Starter
  • Dedicated account manager
  • Technical resource on your account
  • Growth partner for strategy
  • Daily office hours
  • On-demand specialist sessions
  • Ongoing done-with-you buildout every month
Start free trial

14-day free trial · No credit card required

90-day money-back guarantee

Scale

Everything in Grow, plus the premium AI suite and advanced capabilities.

$997/mo
  • Everything in Grow
  • Automated lead sourcing
  • Content engine: 30 approved-ready posts per month
  • Anonymous visitor identification and engagement
  • AI agents embedded in workflows
  • Studio to build and train custom agents
  • Projects and client delivery module
  • One custom innovation build per quarter
Start free trial

14-day free trial · No credit card required

90-day money-back guarantee

* Usage-based charges apply for AI, SMS, WhatsApp, and email beyond included limits.

* Hands-on growth execution, paid media management, SEO, and content marketing are available as add-ons with any plan.

* All plans include a 14-day free trial and a 90-day money-back guarantee.

Add up what you're already paying.

Toggle the tools you currently use or plan to use. See what the patchwork stack actually costs — before anyone lifts a finger to run it.

Monthly cost comparison

Tools selected$1,083
Agency / hire$2,000
Their total$3,083
Prival Grow$497

You save

$2,586

per month

$31,032 per year

Competitor pricing shown is illustrative of publicly listed plans as of September 2026. Actual costs vary by tier, usage, and discounts. Prival pricing shown is the Grow plan.

No long-term commitment required

Try it free. Keep it if it works.

Start with a 14-day free trial — full platform access, no credit card. If you choose Grow or Scale, your team is assigned on day one so you experience the full service before you commit.

Not satisfied within 90 days? We'll refund your subscription fees in full. The only condition is that you showed up and let us work.

14-day free trial
90-day money-back guarantee
Dedicated team on Grow & Scale
Cancel any time, no fees