Customers, sales, projects, team and communication: pCRM brings together everything you need to grow your business in a single tool. A modular, scalable system designed for solo professionals and established companies alike, one that adapts to you and grows with you.

Personal organization
To-dos and private notes: personal tasks and notes, with priorities and ordering, visible only to you.
Reminders: one-off or recurring alerts so you never miss a deadline.
Calendar: personal or shared events, with team invitations and a built-in calendar view.

Business growth
Lead management: create, assign and qualify prospects, with a Kanban view and interaction history.
Expense management: categorized expenses, attached receipts, assignment to projects or clients, and custom approval workflows.

The complete sales cycle
Sales proposals built with a drag-and-drop editor, with status always visible: sent, viewed, approved.
Quick estimates, convertible into an order or invoice in one click, including quote requests submitted by customers through the public portal.
Contracts stored with deadlines, contact people and links to clients and projects.
Orders and invoicing: one-off or recurring invoices, due dates, taxes and automatic notifications.
Subscriptions: recurring plans with automated billing and payments through integrated gateways.

Customer support
Ticketing: support requests assigned to the team, with status, priority and response times under control.
Knowledge base: public or internal articles and tutorials that cut down repetitive requests.

Team management
Leave requests with approval workflows and customizable absence types.
Time cards and timesheets: clock-in/clock-out and hours logged per project, for productivity analysis and time-based billing.
Gantt charts: projects, dependencies, deadlines and workloads at a glance.
Internal help area for onboarding, company policies and training.

Collaboration
Internal messages and real-time chat, one-to-one or in groups, with colleagues and clients.
Centralized file manager, organized by project, client or category, with permissions and previews.
Activity timeline and announcement board to keep everyone aligned.

Extensions to go further
Marketing automation: segments, campaigns, email builder, workflows, scoring and reports for personalized, measurable marketing.
WhatsApp Business: integration with the official Cloud API for campaigns, automated messages, lead capture and chats managed straight from pCRM.
Integrated mailboxes: multiple inboxes shared among authorized team members.
Telegram notifications: pCRM events sent to your group in real time.
Two-factor authentication via email, authenticator app or SMS.
Backblaze B2 cloud storage and webhooks to connect pCRM with any other service.

The right plan for every business
From the Single plan for professionals to the Basic (up to 5 users), PMI/SME (up to 25 users) and Enterprise (over 25 users) plans: choose the features you need today and add more as you grow.

Want to see pCRM in action? Contact us for a demo.

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