PURSHO piQLE

by Purshology · Since N/A

No reviews yet

ActiveAvailable globallyCloud

Quick facts

VendorPurshology

Year launchedN/A

StatusActive

LocationLevel 7, Maloo 01, 1, Service Rd, near Velocity Multiplex, Chitra Nagar, Indore, Madhya Pradesh 452010

Countries servedGlobal

Languages10

IntegrationsN/A

Free tierN/A

Free trialN/A

Contact salesN/A

About PURSHO piQLE

PURSHO piQLE is a compliance management software from Purshology that helps organizations ensure adherence to regulatory standards. It provides risk assessment, audit tracking, and reporting tools so that businesses can maintain compliance effectively. With features designed to simplify compliance processes, users can manage documentation and monitor regulatory changes in real-time. Additionally, PURSHO piQLE supports collaboration among team members, allowing for efficient communication regarding compliance matters. Key capabilities: risk assessment audit management reporting tools regulatory tracking collaboration features Best for: organizations that need to maintain compliance with industry regulations.

PURSHO piQLE by Purshology is a cloud-based CRM solution designed to cater to a broad range of business types—from startups and freelancers to large-scale enterprises. Its primary purpose is to streamline customer relationship management processes, improve sales workflows, and enhance client engagement by centralizing contact, deal, and task management. The platform is equipped with essential features such as lead tracking, pipeline management, customer segmentation, email automation, reporting dashboards, and task assignments. The system’s design reflects a deliberate intention to serve varied industries and team structures, offering customizable options that scale with business growth. The user interface of PURSHO piQLE is visually straightforward and built with practicality in mind. It prioritizes function over aesthetic complexity, making navigation relatively easy even for first-time users. The dashboard layout presents an organized view of active deals, tasks, recent activity, and customer interactions. Navigation tabs are clearly labeled, which reduces the learning curve. Users can swiftly shift between modules such as sales, leads, tasks, and communication logs without excessive page reloads or confusing menus.

Pros & Cons

Pros

Data-Driven Insights: Emphasizes capturing real-time customer data to "illuminate every customer touchpoint" and transform insights.
Automation & AI: Integrated with automation and AI features to streamline operations.
Mobile Accessibility: Provides a mobile CRM for on-the-go access.
Financial Management Tools: Includes robust features for invoicing, estimates, recurring invoices, credit notes, and GST compliance.
IT Services Offered: PURSHO also offers separate IT services like monitoring, network management, and cybersecurity, suggesting a broader tech support ecosystem.
Positive Testimonials: Includes a positive customer testimonial about great support.

Cons

Generic IT Services: The IT services listed (OT/IoT monitoring, network asset management, etc.) are broad and not specifically tied to CRM benefits, making it unclear if they are integrated or separate offerings.
Lack of Specific Integrations (beyond internal): While "seamless integrations" are mentioned, specific third-party integrations beyond internal CRM modules are not detailed.

Features

Key features

Visual Sales Pipeline

Clearly visualizes the progression of leads through a customizable sales pipeline, capturing every interaction.

Project Management

Creates dedicated spaces for projects with integrated discussions, tasks, and file storage.

Real-time Notifications

Provides instant alerts for prospect actions (e.g., viewing an invoice) and task assignments.

Mobile CRM

Allows access to CRM functionalities on-the-go, keeping users connected to their sales pipeline and client data.

Announcement Feature

Enables sharing of important company updates, achievements, and team morale boosters.

Tasks/To-do Management

Organizes tasks, sets priorities and deadlines, assigns to team members, and allows for time logging (billable/non-billable).

Additional features

Integrated Customer Data Management

Unifies customer data from marketing to sales for business insights.

Streamlined Customer Management

Handles the entire customer journey from initial contact to deal closure.

Enhanced Team Collaboration

Connects teams, clients, and vendors seamlessly, allowing project oversight, discussion strategizing, and instant responses without platform changes.

Seamless Integrations

Features integrations that enhance productivity.

Tailored Features for All Scales

Caters to businesses of all sizes, from startups and freelancers to small and large enterprises.

Data-Centric Customer Service

Elevates customer service through insights derived from data.

Efficient Communication Tools

Empowers teams with tools for better communication.

Real-time Customer Data Capture

Easily captures customer data in real-time.

Business Workflow Enhancement

Improves team collaborations and business workflows.

Project Reports

Provides insights into project progress, deadlines, and team activities.

Time Tracking

Estimates and logs time spent on tasks, distinguishing between billable and non-billable hours.

Schedules

Plans activities, sets reminders, and ensures timely follow-ups.

Goal Tracking

Sets and monitors sales targets for individuals, pipelines, or the entire company.

Invoice Creation

Generates personalized invoices seamlessly with auto-filled data.

Document & File Centralization

Centralizes sales collateral for easy access and sharing.

Recurring Invoices

Automates the creation of repeated invoices based on set intervals.

Customer Management

Records and manages all customer information, including GSTIN/VAT for accurate billing.

Staff Management

Allows adding staff users, assigning roles, and setting permissions.

Invoice Overdue Notice

Sends automated or manual reminders for overdue invoices.

Estimates

Quickly generates estimates and converts them to invoices upon approval.

Proposal Creation

Creates detailed and attractive proposals for potential clients.

Merging Invoices

Consolidates multiple invoices into one for simplified billing.

Helpdesk Functionality

Organizes and manages customer support with an integrated ticketing system.

Print or Email Invoice

Directly prints or emails invoices with integrated templates.

Customer Statement

Shares a comprehensive statement detailing a customer's transactions.

Contract Management

Documents and manages service contracts with automated expiry reminders.

Customer Reminder

Sets personalized reminders for any customer-related tasks or information.

Credit Notes

Issues credit notes for returned payments, which can be utilized later.

Personal To-do List

Organizes daily tasks with an easy-to-use interface.

Calendar

Displays company events, payment schedules, and other key dates in one place.

Data Export

Exports data (including invoices and proposals) based on specific criteria.

Reporting

Generates detailed monthly reports on sales, expenses, and other vital metrics.

GST Ready

Easily generates GST-compliant invoices and expense records.

Document Tracking

Tracks when and who viewed your documents to strategize follow-ups.

OT and IoT Monitoring