CRM FOR Everyone | Small & Midsize Businesses | StartUps | Individuals | Freelancers
Working with other people? Struggling to keep everyone on the same page? PURSHO CRM enables your team, clients or vendors to collaborate, organize and discuss everything they need to get a project done. See it, track it, discuss it, act on it. It is much more than just a CRM solution. It brings together all your customer information in a single, integrated platform that enables you to build a customer-centred business from marketing right through to sales, customer service and business analysis. This gives you more complete understanding of your customers to drive your business’s success.
What Makes Us Different
VISUAL SALES PIPELINE
PURSHO CRM is built around a proven sales pipeline management methodology. Get complete visibility of your leads across stages. Every interaction with a lead is stored in a tidy timeline, including calls, emails, meetings, and notes.
PROJECT MANAGEMENT
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 REAL-TIME NOTIFICATIONS
Know the instant a prospect opens an check invoices so you can follow up when you’re topof-mind. Also you will be notified when any particular task is assigned to you. Get email notifications and browser alerts for tasks, messages / comments. Everything you need to know, so you never miss a thing.
MOBILE CRM (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.
ANNOUNCEMENT
Use the ANNOUNCEMENT functionality to share workplace stories and happenings or any particular information about company events. Celebrate your organization’s culture, values and successes.
TASKS / TO DO
Organize to-dos into task lists. Set due dates and assign to people. Easily reorder for priority, add details, notes, comments or file attachments. Add estimates & log time for each task & make it billable too. See what’s assigned to you and sort by date.
PROJECT REPORTS
Get instant insights into what’s going on with your projects. See what’s due soon or already overdue. Check what’s on someone’s plate or what they’ve been up to recently. Better measurements combined with deep insight allow for more efficient use for your team’s resources.
TIME TRACKING
Our simple “ 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. Time logged can be marked as “billable” or “non-billable” and time log reports can be easily shared with clients.
DOC & FILES
Organize important files & documents for your products / services or any. Share files between different projects. When you spend too much time searching for your sales collateral, you lose productivity. With the PURSHO CRM Media, access all your collateral in a central location, and create folders and sub-folders for quicker reference.
GOAL TRACKING
Sales targets can be set directly inside PURSHO CRM. This means you can set goals for each of your sales agents, each pipeline, entire company, and track their progress in real time.Add milestones with dates, times, date ranges, or monthly yearly periods. See what’s due when. Assign people to any milestones and notify them when milestones are added.
SCHEDULES
Need to follow up with prospects and clients? Easily schedule activities like meetings, email, call, etc. and view upcoming activities on your dashboard. You can even schedules an alert for your self, so that CRM can notify you at that particular time and date.
EMAIL TEMPLATES
To look more professional, its important to have professional emails content while sending an invoice or proposal on email. Or even sending a overdue notice in a polite way. So here we come up with an extreme automation for Invoice, proposals, proposal expiry, overdue notices, payment cofirmation emails templates. So you just need to click and send the email, it will be reach with an appropriate signature.
TASK CHECKLIST
Add a checklist to a task and follow the progress point-bypoint. This is very convenient when a task involves several steps or there are multiple participants. Participants in the task can add points to the checklist and mark their completion. Now a quick glance is all you need to see the exact status of an ongoing task. Checklist template can also be saved and used whenever required.
KNOWLEDGE BASE
We believe self-service matters. When it’s straightforward, more than 70% of your agents would prefer to use it. With great selfservice, your agents get faster answers, information of any product to share with customers and your team can focus on bigger stuff – like building better customer relationships. Build a Help Center so easy to use, it becomes your customers’ go-to.
SURVEYS
You can have surveys between your customer or staffs to gather any insights or may be question you had. With just few clicks you can validate your ideas or what your customer think of or may be how they rate them. Our intuitive tools make it simple to create professional surveys quickly.Get real-time feedback to improve products, services, and business overall.
It’s More Then Just CRM…
DASHBOARD
Dashboards in CRM are instant snapshots of the most important sales activities. Each agent can see how many proposal they’ve sent, how many clients haven’t been invoiced yet, agent’s rating in comparison with other sales team members and so on. Can get an idea about task left, announcements etc.
CREATE INVOICE
The CRM in PURHSHO 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. Products and services that are included in an invoice can be selected from existing items, or you can create new ones on the fly. When done, you can send the invoice directly from your CRM to the client’s email address, save the invoice as a PDF file, and even print it
RECURING INVOICES
Create recurring invoices who will be regenerated automatically based on your setup for recurring invoice (every X months). You can set recurring starting from 1 month to 12 months.
PERMISSION & ROLES
Permission can be assigned to a particular staff as required like he or she can not create invoices but can view the invoice or just can share a proposal with a lead. Limited to the permissions available in the solution.
CUSTOMER MANAGEMENT
You can add customers with all the basic details with billing address, shipping address and their company details. Even GSTIN can be added which will be reflected on invoice.
STAFF MANAGEMENT
Depending on the plans you choose, staff user can be added in to solution with a specific permissions. Even username or passwords can be created.
MERGING INVOICES
Merging invoices is feature in PURSHO ServBill that allows you to merge/include already created invoices into 1 invoice by passing all the invoice info to new invoice. This feature is used if your customer have other unpaid invoices but you need to create another invoice for the customer and you want to prevent your customer to pay multiple invoices, in this case your customer will only need to pay 1 invoice.
INVOICE OVERDUE NOTICE
You can send invoice overdue notice manually or automatically after specific period of the due date. It looks professionally and act as a reminder to pay the invoices as soon as possible.
RECORD PAYMENT
As you recieved the payment, you can mark the invoice as paid with all the details of payment mode and dates. A reciept will automatically send to email of the customer or you can even mark to ‘ do not send a copy of payment record to the customer. Additionally, the system will send another email (Invoice Payment Recorded (Sent to staff) to invoice sale agent and invoice creator, this email will be sent too when the customer pays the invoice online via an online payment gateway.
ESTIMATE
Create estimate within a minute. Sent to your customers and wait to accept. Ability to auto convert the estimate to invoice after customer accept. Customer can accept estimate online.
PROPOSAL
Create good looking proposals and impress your potential clients or customers. Include images, tables, youtube vides with the powerful editor. A proposal can be expired on a particular date and same will be informed automatically to a customer.
PRINT OR EMAIL INVOICE
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.
EXPENSES
Record company expenses. Set up a recurring expense and the expense will automatically be created after the specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers.
CUSTOMER STATEMENT
With just 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 billing solution.
CUSTOMER REMINDER
With ServBill you have option to set customer reminder. This option allows you to never forget anything about your customers. You can set it and get alerted on particular day or time for the same. So you won’t forget anything related to your customer.
PERSONAL TO DO LIST
You can manage your daily to do list, so that you won’t be forget or loose any task or business. Easily change todo status by the drag and drop feature.
CREDIT NOTES
Your customer changed his mind and now he want to return the payment done. So you can now easily provide a credit note and send back to customer which can be used for any future services he opt for.
CALENDAR
Have clear view of all your company events upcoming invoice payments, contacts expirations, estimates expiration, reminders.
REPORT
At the end of the month, you often require a list of sales and expenses done or lead closed or pending. So here you can get with all taxes.
EXPORT
You can export the invoices, proposals in an excel format with all the filters as you wish. Even you can export invoices in to a single zip based on your criteria it will be added in to zip.
GST Ready
You can easily create invoices or book expenses with applicable GST like IGST, CGST-SGST. So that its easy for you share your GST wise details with your Charted Accountant (CA).
WE ARE SMART
As you can check who has viewed your Proposal or invoices and at what time. So that you can plan your next action accordingly.
HANDY
Whether you are at home, office or on vacation, you can access your businesses from else where irrespective of your laptop, you can access from your mobile too.
CONTRACT
Use contracts feature to lock in current and future contract based services like AMC or any particular. Also you can attached the related documents with it. Ability to send customer reminders before contracts expiry. Can renew the contract as well.
HELPDESK FUNCTIONALITY
PURSHO CRM comes with a professional helpdesk ticket service that lets you organize technical support services and create a transparent & efficient system for service requests of any clients. Support tickets can be created by filling out a special form and assigning the work to the concerned team.
Every company has different strategy, so we made PURSHO CRM easy and intuitive to customize. Now if you think, we are missing something in it, then ask us. As we are open for any level of customization.
