PeppyBooks is a CRM software platform from Pointage IT Solutions that manages leads, automates sales and marketing, and delivers support. It combines CRM software, accounting software, and inventory management, providing full visibility across operations. This cloud-based solution supports accessibility from anywhere, reduces deployment costs, and offers integration with existing systems for simplified workflows. Users can also benefit from franchise management features that allow for better coordination among multiple locations. Key capabilities: lead management sales automation marketing automation accounting integration inventory management Best for: businesses that need a comprehensive solution for managing customer relationships and supporting sales processes.
**Peppybooks** is a versatile and user-friendly cloud-based accounting platform designed specifically for small to medium-sized enterprises. It offers a comprehensive suite of features, including invoicing, expense management, multi-currency handling, and detailed financial reporting. These capabilities are aimed at streamlining business operations and ensuring compliance with regional tax regulations. The platform’s automation tools significantly reduce manual data entry, enhance accuracy, and save time, making financial workflows more efficient and dependable. With secure cloud hosting, businesses can access their financial data anytime, anywhere, supporting remote work and seamless collaboration. Peppybooks is available in three flexible pricing plans to accommodate various business needs. The **Standard Plan**, priced at $12 per user/month, includes core CRM and financial features such as lead and contact management, deal tracking, tasks, multiple pipelines, email integration, CPQ-enabled quotes, ticketing, territory management, dashboards, standard reports, and role-based access control. The **Professional Plan**, at $17 per user/month, builds on the Standard Plan by adding advanced tools like contract management, subscription handling, revenue recognition, customer management, order booking, GST/VAT invoicing, and web check-in/out capabilities.
Easily create, send, and track professional invoices and bills.
Record, categorize, and monitor business expenses efficiently.
Automate matching of bank statements with ledgers for accuracy.
Generate real-time reports such as profit and loss, balance sheets, and cash flow.
Manage transactions across different currencies with automatic conversions.
Supports GST, VAT, and other regional tax calculations and filing.
Set different access levels for team members to ensure data security.
Connect bank accounts for automatic transaction imports.
Assign roles and permissions to team members based on responsibilities.
Automate billing for subscription-based services.
Track expenses and revenues associated with specific projects.
Send automated payment notifications to clients.
Use Peppybooks on desktops or mobile devices via web browsers.
Tailor reports to specific financial insights needed.
Maintain logs of all transactions for compliance and internal review.
Cloud hosting ensures data protection and disaster recovery.
Simplifies GST/VAT filing processes aligning with regional regulations.
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PeppyBooks is a CRM software platform from Pointage IT Solutions that manages leads, automates sales and marketing, and delivers support. It combines CRM software, accounting software, and inventory management, providing full visibility across operations. This cloud-based solution supports accessibility from anywhere, reduces deployment costs, and offers integration with existing systems for simplified workflows. Users can also benefit from franchise management features that allow for better coordination among multiple locations. Key capabilities: lead management sales automation marketing automation accounting integration inventory management Best for: businesses that need a comprehensive solution for managing customer relationships and supporting sales processes.
Does PeppyBooks have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
NA
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Email Address
sales@peppybooks.comContact
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