Most small teams abandon their CRM because it's a second system to feed. PeppyBooks CRM lives inside your billing — so keeping it updated is a side effect of doing business.
Or just start invoicing — the CRM builds itself.
Drag deals, log calls, get reminded.
One click from won deal to sent invoice.
A clean pipeline, obvious next actions and no fields for the sake of fields. If your team can send an invoice, they can run this CRM.
Visual pipeline with drag-and-drop stages
Follow-up reminders that surface daily
Notes, calls and emails on one timeline
Zero-training mobile app
Customers, quotes, orders and invoices share one record. Win a deal and the invoice raises from the same data — nothing re-typed, nothing out of sync.
One customer record across sales and finance
Quotes convert to invoices in one click
Payment status visible to salespeople
Outstanding balances beside every deal
Start on a plan that costs less than a team lunch, and grow into inventory, marketing and payroll on the same platform when you're ready.
Per-user pricing from $17/month
14-day free trial on every plan
Upgrade path to inventory, POS and payroll
Multi-company support when you expand
Last updated 3 July 2026 · Reviewed by the PeppyBooks product & compliance team
You need a CRM the day follow-ups start depending on memory. For a small business the right CRM is not the biggest one — it's the one your team will actually keep updated. CRM built into your billing system wins here structurally: the customer record updates itself every time you quote or invoice, so the system stays current as a side effect of doing business.
No — import contacts, and because CRM shares data with billing, your customer history builds itself from day one.
Yes — deal views show invoice and payment status, so follow-ups are informed.
Plans start at $17/user/month with a 14-day free trial and no credit card required.
Plans start at $17/user/month with a 14-day free trial and no credit card — see the pricing section for what each plan includes.