Every customer, every enquiry and every follow-up in one list — so nothing is forgotten, and you can see what your sales people did today. From $17 per user per month.
It is one list of everybody who buys from you, or might. What they asked for, what you quoted, when you last spoke, what they owe. It is often called CRM — that just means keeping track of your customers instead of keeping it in your head.
In most businesses this is spread across a phone, a diary and one salesman's memory — and when he leaves, it leaves with him. In PeppyBooks the customer list is the same list your billing uses, so your sales team can see what a customer actually bought and owes, not just what was promised.
The same customer list, solving a different problem.
Today: Enquiries come by phone and WhatsApp, and some are simply forgotten.
With PeppyBooks: Every enquiry becomes a line with a follow-up date. Nothing is forgotten because someone was busy.
Today: You cannot see which outlets your reps actually visited.
With PeppyBooks: Visits and orders are recorded from the market, so you see the day as it happened.
Today: Quotes are made in Excel and nobody knows which were won.
With PeppyBooks: Quote from the system, and see what became an order and what did not.
Today: The same customer explains their problem to three different people.
With PeppyBooks: One history per customer — anyone who picks up the phone can see it.
Today: Sales is a story you are told, not a number you can see.
With PeppyBooks: What is in the pipeline, what closed, what is stuck — on one screen.
Today: His customers, prices and promises leave with him.
With PeppyBooks: It is all in the business's list, not his phone.
Pipelines, targets and rep scorecards without spreadsheet chasing.
Visits, orders and collections from the phone — even offline.
See which deals are real and which invoices actually got paid.
Assignment rules route leads to the right rep instantly.
Prices and stock come live from the same system.
Won deals become invoices — payment status visible to sales.
Leads, opportunities and follow-ups organised the way your team sells — with reminders that keep deals moving and managers seeing the truth.
Lead capture and assignment rules
Opportunity stages with win probability
Follow-up reminders and activity logging
Pipeline and win-rate reporting
Visit plans, geo check-ins and outlet-level notes bring accountability to field teams — paired with van sales when reps carry stock.
Journey plans and visit tracking
Geo check-in at customer locations
Outlet-level order history on the phone
Scorecard KPIs per rep
Quotes pull live prices and stock, convert to sales orders in a click, and become invoices that the finance team never has to re-type.
Quotes with live pricing and stock
One-click conversion to orders and invoices
Discount approval workflows
Commission-ready sales reporting
Assignment rules and reminders keep every enquiry moving.
Live prices and stock — no calling the office to check.
Pipeline stages tied to real orders and invoices.
An honest look. Dedicated CRMs are excellent — the question is whether you want two systems.
| What matters | PeppyBooks | Zoho CRM | HubSpot | A diary / WhatsApp |
|---|---|---|---|---|
| One list of customers & enquiries | Yes | Yes — a genuine strength | Yes — a genuine strength | Sort of — in one person's phone |
| Follow-up reminders | Yes | Yes — a genuine strength | Yes — a genuine strength | If you remember |
| Depth of sales features | Good for most businesses | Very deep — a genuine strength | Very deep — a genuine strength | None |
| See what the customer actually bought | Yes — same platform as billing | Best suited when connected to your accounting | Best suited when connected to your accounting | No |
| See what the customer owes you | Yes — same platform | May require another application | May require another application | No |
| Quote becomes the invoice | Yes, no re-typing | May require another application | May require another application | Typed again |
| Marketing on email & WhatsApp | Included by plan | Yes — a genuine strength | Yes — a genuine strength | By hand |
| How it's priced | From $17 per user per month, with accounting & stock included | Monthly subscription, by plan | Free tier; paid plans rise steeply with contacts | Free |
Where each is strong: Zoho CRM and HubSpot are genuinely deeper sales tools than PeppyBooks — if sales tracking is your main problem and your accounts live elsewhere happily, they are a strong choice. PeppyBooks is best suited when you want your customer list and your money to be the same system, so your sales team sees real stock, real prices and real dues. Compiled from each vendor's published information — last verified 17 July 2026. Features and pricing change and vary by country and plan; please check the vendor's current terms before deciding.
Native to the PeppyBooks platform, open where it counts.
Last updated 3 July 2026 · Reviewed by the PeppyBooks product & compliance team
Sales force automation systematises the repeatable parts of selling: lead capture and routing, opportunity stages, follow-up reminders, visit tracking for field teams, and quote generation. The measurable payoffs are fewer dropped leads, shorter quote turnaround and forecastable pipelines. SFA connected to accounting adds a decisive advantage: quotes built from live prices and stock, and deal views that show whether the customer actually pays.
PeppyBooks SFA shares one database with your accounting and inventory — quotes use live stock and prices, and invoices need no re-entry.
Yes — visit plans, geo check-ins and mobile ordering are built in, with offline support on routes.
Yes — scorecard KPIs cover targets, calls, orders and collections per rep.
CRM is the broad customer-relationship platform; SFA is the sales-execution core inside it — leads, opportunities, visits, quotes and targets.