CRM Software Free With Something for Everyone

What is CRM? CRM stands for “customer relationship management” and it’s software that stores customer contact information like names, addresses, and phone numbers, as well as keeps track of customer activity like website visits, phone calls, email, and more.

CRM Software for small business, real estate, sales, nonprofits, educational organizations, call center, bpo, law firms, hotels, marketing, construction, insurance agents.

PeppyBooks CRM Software for Salesforce.

PeppyBooks is the #1 customer relationship management (CRM) platform. We help your marketing, sales, commerce, service and IT teams work as one from anywhere — so you can keep your customers happy everywhere.

Secure and reliable

With advanced security features like encryption, audit logs, IP restrictions, PeppyBooks CRM conveniently protects your data, only allowing access to the users you authorize.

Quick onboarding

Worried about migrating from your existing customer relationship management solutions? Our migration system, switch, helps you bring all your existing sales data into PeppyBooks CRM in just a few clicks.

No hidden costs. No contracts.

With PeppyBooks CRM, there are no forced contracts or additional surprise costs. What you pay for is what you get. The pricing is flexible as well—you can opt to pay either monthly or annually.

Scalability

Embed any third-party application or custom web page into your organization's PeppyBooks CRM account using our tools. Design your own application interface and contextually embed your team's commonly used applications to get a unified view of your operations.

Maintenance Free

Patching, upgrading and testing applications can take up days of your IT staff's time every month, but with cloud applications none of this is necessary.

Access Anywhere

Cloud applications are designed to be accessed securely from anywhere and from any device.

Get the best from your reps — from anywhere

Account and Contact Management
Have a complete view of your customers, including activity history, key contacts, customer communications, and internal account discussions. Gain insights from popular social media sites such as Facebook, Twitter, and LinkedIn — right within PeppyBooks.

Opportunity Management
Get a complete view of your team’s deals with Opportunity Management. See stage, products, competition, quotes, and more. Stay connected to the people and information you need to close every sale.

Lead Management
Track your leads from click to close, while continually optimising your campaigns across every channel. Make smarter decisions about where to invest your marketing dollars.

Reports and Dashboards
Dashboards offer a real-time picture of your business at a glance. Dig deeper with detailed reports that anyone can create. And access your reports and dashboards from anywhere.

Pipeline and Forecast Management
Keep a real-time view into the health of your business. Stay up to speed on your team's pipeline. Improve forecast accuracy. All with the help of custom KPIs, in-line editing capabilities, and more.

Project Management Software

Manage your projects in one centralized platform, built for teams of all sizes. PeppyBooks provides crm, accounting integrated project management software to track from Lead, Deal, Order Booking, Invoice generation, Project, Milestone and Task Status.

Projects

Stay on top of your actions and projects. Know Milestone, Tasks, Invoice and collection status of project in single window.

Milestones

Your actions keep you updated on upcoming deadlines and tasks. define tasks with due dates for each milestone of project.

Project Tasks

Track tasks and subactions. Assign next steps and add due dates to keep everyone accountable. If you’re managing multiple projects, see them all in one place with a Portfolio view. Understand and visualize your team’s workload with a few clicks.