ProCon Planning: a conversational CRM, built around how their team works
An overview of our partnership with ProCon Planning so far
- 5 builds in 10 monthswe built their website with a chat agent, a LinkedIn agent MVP, their conversational CRM, a project journal app to capture project updates, and now ProCon Content for all their marketing and content creation.
- Every build on timeeach one delivered within its estimate
- One fixed monthly feea retainer, with output across every solution
All on one Dataverse foundation. Next: bringing AI into the ProCon methodology itself.
Their CRM was a spreadsheet.
When we started working together, ProCon Planning didn't use AI anywhere in their work, and their leads, contacts and proposals lived in an Excel sheet. During our Copilot adoption work, the team started using Copilot Chat every day. That raised an obvious question: why can't the CRM work the same way? A standard CRM would have buried them in features they'd never use.
So we built them their own: a conversational CRM, designed around the way the team already works with AI. Grounded in good data and clear governance, it lets them manage leads, contacts and proposals simply by asking. And when the ProCon methodology goes live, every new lead will land straight in it.
CONVERSATION
Try a prompt
Your CRM is a conversation.
Ask about your leads, pipeline, contacts or accounts — the record appears on the right.
Plan my day
Here's where I'd focus today — 6 suggestions across your two live proposals, the Deltaplan deal in Negotiate, and a couple of leads. Accept the ones you want and they'll go to your Focus list; edit or dismiss the rest.
Draft a follow-up email to Lotte van den Berg
Lotte's the Project Director at Noordwind Energie — you sent the €120k project-controls proposal six days ago and haven't heard back. Here's a friendly follow-up. Review and edit it, then Send it from your account or open it in Outlook.
Shall I log it as an Email activity on Lotte's record once it's sent?
Show my pipeline by stage
Here's your open pipeline — €605,000 across 7 deals. Proposal is your biggest band at €205,000 (2 deals), with €150,000 sitting in Negotiate. Want me to open the two proposals that are still awaiting a reply?
Add a new lead: Westerschelde Terminals, met at an event, interested in a planning workshop
Got it — a new lead for Westerschelde Terminals, met at an event, interested in a planning workshop. I'll set the source to Event and capture the context as a note.
Added 2 tasks to your Focus list in My Tasks.
Done — created lead Westerschelde Terminals (L-2042), set the source to Event, and captured "met at an event, interested in a planning workshop" as a note on the timeline. It's open on the right.
OK, I haven't changed anything.
Confirm before I make changes
Create lead: Westerschelde Terminals — Source to Event · note: "met at an event, interested in a planning workshop."
LIVE INTERFACE
Dashboard
PIPELINE BY STAGE
Plan my day 6
Accept the tasks you want on today's focus, tweak or dismiss the rest.
- RECOMMENDEDChase Noordwind on the €120k proposal before the 20 Nov close date
- Confirm Havenstad received the €85k proposal and book a walkthrough
- Prepare the Deltaplan negotiation — line up final price and terms before month-end
- Qualify Veenweide Techniek and set a realistic close date
- Call Pien Hofman at Polderwind about the planning workshop she asked about
- Log the outcome on the Maasveld forensic review and confirm the close
My Tasks · Focus
- Chase Noordwind on the €120k proposal before the 20 Nov close date
- Confirm Havenstad received the €85k proposal and book a walkthrough
- Prepare the Deltaplan negotiation — line up final price and terms before month-end
- Qualify Veenweide Techniek and set a realistic close date
- Call Pien Hofman at Polderwind about the planning workshop she asked about
- Log the outcome on the Maasveld forensic review and confirm the close
- FROM
- mila.degroot@proconmethod.example
- TO
- Lotte van den Berg <lotte.vandenberg@noordwind.example>
Noordwind × ProCon — following up on the project controls proposal
Hi Lotte,
I hope the week's going well. I wanted to check in on the project controls proposal we sent through last week for the Noordwind portfolio.
A couple of things we could line up quickly:
- a short call to walk through the schedule and cost-baseline approach
- confirming the start date so we can lock in the planning team
Happy to work around your diary — would early next week suit for 30 minutes?
Best regards,
Mila de Groot
ProCon
Demo: nothing is sent.
Pipeline by stage
TIMELINE
LEADS
- Westerschelde TerminalsNew
- Pien Hofman · Polderwind EnergieNew
- Joris van Dijk · Stadshaven VastgoedContacted
- Noor Visser · Rijnmond Zonnepark B.V.Qualified
From solution design to live.
Solution design
Workshops on how the team captured and followed up leads in a spreadsheet, and how they already used Copilot. Out came a solution design and a backlog.
Scope agreed
The CRM scoped and estimated up front, and delivered within ProCon's fixed monthly retainer. No timesheets.
Built in sprints
Two-week sprints: a Power Apps code app on Dataverse, with an AI agent at its heart.
Adopted
Michael tested every sprint with his own acceptance tests, and the team already knew AI from the Copilot work.
Live
Their CRM is now a conversation. Plan the day, draft a follow-up, see the pipeline.
How it fits together
Your data stays where it is. People sign in with their Microsoft account, and the CRM reads and writes Dataverse as that person, so their existing security roles still apply. The Anthropic API only receives the request and the records it needs, never anyone's sign-in.
- Their team, on a laptop or phone, opens the Conversational CRM, a Power Apps code app.
- The CRM works with their Microsoft tenant as the signed-in user: Microsoft Entra ID signs people in with their Microsoft account, and Microsoft Dataverse is read and written as that person.
- The CRM sends the Anthropic API (Claude, for the conversation) only the request.
Conversational CRMPower Apps code app
Microsoft Entra IDSign-in with their Microsoft account
Microsoft DataverseRead and written as the signed-in user
Anthropic APIClaude, for the conversation- Blue: sign-in and data, as the signed-in user
- Magenta: the AI request, only the request
The proof is in the pudding.
TTF is helping us turn AI from an idea into solutions our team actually uses. Every build is shaped around how we work, and the adoption support means the whole team picks it up quickly. It saves us a lot of time, every single week.
- Power Apps code app (React)
- Microsoft Dataverse
- Claude (Anthropic API) for the CRM agent
- Azure DevOps for the backlog and two-week sprints, kept up to date by Claude Code through the Azure DevOps CLI