A Unified View of Deals and Projects
If you’re looking for a CRM system that will help you track leads, nurture them, and convert them into customers, then PeppyBooks CRM might be right for you. This cloud-based CRM system allows users to access data through an intuitive interface.
Trusted By 100+ Clients Worldwide
Why Choose PeppyBooks CRM?
PeppyBooks Customer Relationship Management (CRM) software comes with features from Omnichannel capabilities to pipeline management, quotation, project management, invoice generation for Orders, all bundled in one package.
- Track important sales and marketing opportunities.
- Quickly see your next-best actions.
- Increase your lead-to-deal conversion rates.
- Get a 360 degree view of your business.
- Flexible contracts with no lock-in periods
- Integrate sales and project management
Here’s how PeppyBooks CRM makes life easier
#1 crm software for small, medium and large businesses with project management for better team collaboration and for better decisions.
Quotations
Quote represent the proposed prices of your company’s products and services. You create a quote from deal and send mail.
Documents Management
Upload your valuable collaterals within your CRM for quick access for teams reference.
Client 360 degree view
Customer 360 is an integrated CRM platform that solves this challenge by connecting your departments and customer data. Everyone gets a single, shared view of your customers
Milestones
Manage both simple and complex projects by breaking them down into milestones and assign due dates.
Project Tasks
Assign tasks to users, set work hours, and track them as they are finished and record the time spent on each task with timesheets.
Project Budget
Assess costs on the spot to see if you’re on budget or if you need to adjust. Get profitability insights in real time for each project.
Project Expense, Bills and invoices
assign project to expenses, bills and invoices to track revenue and profit & loss. Get complete cash flow and outstanding details for AR and AP.
Employee Web Check-in and Check-Out
small and enterprise businesses across the globe use web check-in to track and manage employee timesheets. They’re saving time and money by streamlining payroll and billing.
Case Management
system lets a company collect and organize customer service interactions that occur on any channel and deliver great customer service and nothing gets forgotten.
Territory Management
Whether your company organizes sales teams around geography or product lines, territory management can handle any form of customer segmentation
Project Management Software for Small Businesses
Project management software is an essential tool for managing projects in business
A checklist is a list of tasks that must be completed before moving forward with a project. They help ensure that every task is completed correctly and on schedule.
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Let’s get
started with PeppyBooks CRM
We built it from scratch because we wanted something better. It’s intuitive, easy to use, and powerful enough to manage projects of any size.
- Automate all business operations
- Track team's productivity
- Improve client relations