Grow Your Business With PIQLE CRM

The all-in-one CRM for small businesses, start-ups and small teams.

CRM for the modern sales team.

PIQLE is a complete CRM System which incorporates all your business needs in one package. It is an easy to use software, highly configurable and extendable, enabling you to manage your leads, sales, tasks, proposal, invoicing and payments with little effort.

Customer information in a single, integrated platform

If you are a small business owner, you know that keeping track of customers, leads, and invoicing can be a nightmare. PIQLE is a cloud based system that will allow you to access your information from anywhere, at any time. 

Get your prospects attention with beautiful proposals.

Get your prospect's attention and convince them to accept & e-sign on the mobile. Create a beautifully designed proposal in minutes, then impress them with our easy-to-use interface.

Automate your recurring billing

With the click of a button, get the same invoice sent out every month, and keep track of all your recurring invoices in one place.

2320

Happy Clients

521

Projects

1,463

Hours Of Support

15

Hard Workers

System is built around a proven sales pipeline management methodology.

Every interaction with a lead is stored in a tidy timeline, including calls, emails, meetings, and notes.

  • Get complete visibility of your leads across stages.
  • Agents will be notified when any particular lead is assigned to them.
  • Create good looking proposals and impress your potential clients or customers.
  • A proposal can be expired on a particular date and the same will be informed automatically to a customer.
  • Know the instant a prospect opens and check invoices so you can follow up when you're top-of-mind.
  • Any project can have a dedicated group where all of the files, discussions, and tasks pertaining to that project are stored and accessed only by those users who are relevant to the project.
  • Time spent on each task within the project can be tracked, and tasks are assigned to the concerned agents.
  • Get email notifications and browser alerts for leads, tasks, messages / comments.

Its a mobile responsive! Take your sales pipeline with you so you never miss important activities or deal opportunities. Access your todo list and contacts at all times. Be confident in knowing the full history of a deal before you step foot into an important meeting.

PURSHO CRM comes with a professional helpdesk ticket service that lets you organize technical support services 

Support tickets can be created by filling out a special form and assigning the work to the concerned team.

Use the ANNOUNCEMENT functionality to share workplace stories and happenings or any particular information about company events.

Organize to-dos into task lists. Set due dates and assign tasks them to people. Easily reorder for priority, add details, notes, comments or file attachments.

Organize to-dos into task lists. Set due dates and assign tasks them to people. Easily reorder for priority, add details, notes, comments or file attachments.

Get instant insights into what's going on with your projects.

" Time-tracking" feature allows users to estimate and track how much time they spend working on a particular task and to generate reports based on that information.

Task can be billable : Time logged can be marked as "billable" or "non-billable" and time log reports can be easily shared with clients.

Set Goals for each of your sales agents, each pipeline, entire company, and track their progress in real time.

PURSHO CRM allows you to create personalized invoices instantly.

Client data from the PURSHO CRM are automatically inserted into an invoice – just select the appropriate Contact or Lead.

  • You can add customers with all the basic details with billing address, shipping address and their company details.
  • Send the invoice directly from your CRM to the client's email address, save the invoice as a PDF file, and even print it
  • Create recurring invoices who will be regenerated automatically based on your setup for recurring invoice (every X months).
  • You can send invoice overdue notice manually or automatically after specific period of the due date.
  • Merging invoices is a feature in PURSHO that allows you to merge/include already created invoices into 1 invoice by passing all the invoice info to new invoice.
  • As you received the payment, you can mark the invoice as paid with all the details of payment mode and dates.
  • When the customer pays the invoice online via an online payment gateway, the invoice sales agent & invoice creator will get an alert email.

It is print ready with all your company information, logo, gst details. So you can print and share with your customer. Or even email directly with just a click that too with a pre-ready email template.

With just a few clicks you can share a customer statement with all its pending bills or balances if any confusion. You can even send directly as a pdf attachment from your CRM.

Use CONTRACTS feature to lock in current and future contract based services like AMC or any particular.

Also you can attach the related documents with it. Ability to send customer reminders before contracts expire. Can renew the contract as well.

As you can track who has viewed your Contracts,Proposal or invoices and at what time. So that you can plan your next action accordingly.

  • Set customer reminders and get alerted on particular day or time for the same.
  • Manage your daily to do list, so that you won't forget or lose any task or business.
  • Through CALENDAR Have a clear view of all your company events upcoming invoice payments, contacts expirations, estimates expiration, reminders etc..
  • Record expense and also able to set up a recurring expense and the expense will automatically be created after the specified period.
  • Ability to set expenses billable to customers.
  • Export invoices in to a single zip based on your criteria it will be added in to zip.
  • Get REPORT's at the end of the month, you often require a list of sales and expenses done or lead closed or pending.
  • GST Ready Invoices

Pricing

Check our Pricing

Starting At

$49 / month

  • Billed Annually
  • Upto 10 Users
  • Extra Users @49$ for 10 Users
  • Unlimited Customers
  • Space 5GB
  • All Standard Modules

Customization Possibilities

Limited

  • Case To Case Basis
Advanced

Enterprise Request

Ask Us 

  • Share your requirement or any additional request by submitting the form below.

F.A.Q

Frequently Asked Questions

  • CRM system is software that manages the relationship between an organization and its customers. The abbreviation CRM stands for Customer Relationship Management.

  • CRM captures and analyzes leads, stores information about customers, accepts complaints and offers from these customers, and, based on all this information, provides you with the data, which allows for making data-backed decisions.

  • Yes, by using a CSV you can import the data as per the format given.

  • Yes, self demo is also available which can be accessible by clicking demo link. Also we would be happy to demonstrate through a web-conference at your convenience.To schedule your personal session, please contact connect@purshology.com

  • Do you charge monthly or yearly?

    CRM is a pay-as-you-go service (yearly), so you can make changes to your plan whenever you need to.

  • Is my data safe?

    We’re fervent about keeping your data safe and secure.

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