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Cloud ERP
For each transaction, a maxmium of 5 attachments (5 MB each) can be added at the time of creating/editing a transaction.
CRM
Yes. You can configure user and admin users dash board settings as per required.
Reporting Tool will help you to create customized reports with user level security.
Customer Support
We take matters of data security very seriously at PeppyBooks. We are hosted on the highly reliable Microsoft Azure servers, that promise optimal uptime and data security for all our customers and business data.
Our hosting partner is Azure and our servers are hosted in a world class Azure data center, that is protected by biometric locks and 24-hour surveillance. We ensure that our application is always up to date with the latest security patches. All PeppyBooks plans include SSL encryption to keep your data safe.
Yes, you can export data into standard formats from PeppyBooks.
f you would like your customers (and agents) to access your portal using your own domain, you can point your default URL erp.peppybooks.com to your own domain like online.yourcompany.com.