Select your workspace
PeppyBooks is one platform with two ways in. Whichever you open, you're working from the same customers, products, orders and financials.
Both workspaces connect to the same PeppyBooks company data.Accounts & Operations
For accounting, inventory, banking, compliance, POS, purchases, payroll and reports.
erp.peppybooks.com
CRM
For leads, sales pipeline, campaigns, customer service and engagement.
crm.peppybooks.com
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Two workspaces. One PeppyBooks.
The two logins are workspace entry points into the same platform — not separate products, and not an integration between systems. A sale in CRM becomes an invoice in Accounts on the same customer record, because both read and write the one PeppyBooks database.
Common customer, product, order and financial data.
Enter it once, in either workspace, and it's instantly true in the other — no exports, no syncing, no duplicate records to match.
One contact record — with orders, tickets and balances attached.
One catalogue and price list, quoted in CRM, billed in Accounts.
A quote becomes an order, then an invoice — one thread, both sides.
Receivables, payments and credit limits, live to sales and finance alike.
One company, set up once — access by role.
You set up your PeppyBooks company a single time. Both workspaces authenticate against that same account, and each person sees only what their role allows — there's no duplicate company to build or keep in step.
A single company setup powers both workspaces — never entered or maintained twice.
Grant each user Accounts, CRM or both, scoped to the modules and branches they need.
Data encrypted in transit and at rest, with the same protections across both workspaces.
Every action is logged with who, what and when — shared across the one company.
Not sure which workspace to open?
Pick by what you want to do right now — you can switch anytime, with the same login.
- Raise an invoice or record a payment
- Match the bank or run reports
- Check stock, purchases or transfers
- Bill at the POS counter
- Run payroll or file GST/VAT
- Follow up a lead or log an activity
- Move a deal along the sales pipeline
- Run an email or WhatsApp campaign
- Handle a support ticket or query
- Track customer engagement
Many people use both every day — a salesperson quoting in CRM, finance invoicing in Accounts, all on the same customer. If your role covers both, you can sign in to either and switch whenever you like. Still unsure? Ask us