PeppyBooks logo

PeppyBooks

by Pointage IT Solutions · Since 2017
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ActiveAvailable globallyCloud
Quick facts
VendorPointage IT Solutions
Year launched2017
StatusActive
LocationPeppyBooks Inc., 1209 Orange Street, Wilmington, Delaware – 19801, USA
Countries servedGlobal
Languages11
Integrations2+
Free tierN/A
Free trialYES
Contact salesN/A

About PeppyBooks

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.

Pros & Cons

Pros
  • User-friendly interface
  • Extensive automation capabilities
  • Robust reporting tools
  • Multi-currency handling
  • Cloud-based access from anywhere
Cons
  • Advanced features might require training
  • Limited offline functionality
  • Integration setup can be complex for some users
  • Support hours may be limited

Features

Key features

Invoicing & Billing

Easily create, send, and track professional invoices and bills.

Expense Management

Record, categorize, and monitor business expenses efficiently.

Bank Reconciliation

Automate matching of bank statements with ledgers for accuracy.

Financial Reporting

Generate real-time reports such as profit and loss, balance sheets, and cash flow.

Multi-Currency Support

Manage transactions across different currencies with automatic conversions.

Tax Compliance

Supports GST, VAT, and other regional tax calculations and filing.

User Access Control

Set different access levels for team members to ensure data security.

Additional features

Automated Bank Feeds

Connect bank accounts for automatic transaction imports.

Multi-User Access

Assign roles and permissions to team members based on responsibilities.

Recurring Invoices

Automate billing for subscription-based services.

Project Costing

Track expenses and revenues associated with specific projects.

Payment Reminders

Send automated payment notifications to clients.

Multi-Platform Access

Use Peppybooks on desktops or mobile devices via web browsers.

Customizable Reports

Tailor reports to specific financial insights needed.

Audit Trails

Maintain logs of all transactions for compliance and internal review.

Data Backup & Security

Cloud hosting ensures data protection and disaster recovery.

Tax Filing Support

Simplifies GST/VAT filing processes aligning with regional regulations.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Standard Plan
USD 12/mo
billed monthly
Professional Plan
USD 17/mo
billed monthly
Enterprise Plan
USD 25/mo
billed monthly

Countries & Languages

Global
Countries served
11
Interface languages
11
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortugueseDutchRussianChineseJapaneseKorean

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇯🇵JPY🇦🇺AUD🇨🇦CAD🇨🇭CHF🇨🇳CNY🇸🇪SEK🇳🇿NZD🇮🇳INR

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