our CRM solutions

manage your leads & customers

overview

Why PURSHO piQLE is everything you need to Organize, Track, And Nurture your leads and customers.?

A 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-centered business from marketing right through to sales, customer service, and business analysis. This gives you a more complete understanding of your customers to drive your business’s success.

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Our Solutions Will Help You Succeed. Request Demo

Solutions

Comprehensive IT services include

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VISUAL SALES PIPELINE

System 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.[/iconlist_item][iconlist_item type=”entypo” icon_entypo=”entypo-icon entypo-icon-menu”]

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.[/iconlist_item][iconlist_item type=”entypo” icon_entypo=”entypo-icon entypo-icon-bell”]

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.[/iconlist_item][iconlist_item type=”entypo” icon_entypo=”entypo-icon entypo-icon-mobile”]

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.[/iconlist_item][iconlist_item type=”entypo” icon_entypo=”entypo-icon entypo-icon-sound”]

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.[/iconlist_item][iconlist_item type=”entypo” icon_entypo=”entypo-icon entypo-icon-list-add”]

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.[/iconlist_item][iconlist_item type=”entypo” icon_entypo=”entypo-icon entypo-icon-chart-area”]

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.[/iconlist_item][iconlist_item type=”entypo” icon_entypo=”entypo-icon entypo-icon-clock”]

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.[/iconlist_item][iconlist_item type=”entypo” icon_entypo=”entypo-icon entypo-icon-back-in-time”]

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.[/iconlist_item][iconlist_item type=”entypo” icon_entypo=”entypo-icon entypo-icon-traffic-cone”]

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.[/iconlist_item][iconlist_item type=”entypo” icon_entypo=”entypo-icon entypo-icon-doc-text-inv”]

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[/iconlist_item][iconlist_item type=”entypo” icon_entypo=”entypo-icon entypo-icon-dropbox”]

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.[/iconlist_item][iconlist_item type=”etline” icon_etline=”icon-recycle”]

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.[/iconlist_item][iconlist_item type=”etline” icon_etline=”icon-profile-male”]

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.[/iconlist_item][iconlist_item type=”etline” icon_etline=”icon-profile-female”]

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.[/iconlist_item][iconlist_item type=”etline” icon_etline=”icon-megaphone”]

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.[/iconlist_item][iconlist_item type=”etline” icon_etline=”icon-search”]

ESTIMATES

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.[/iconlist_item][iconlist_item type=”etline” icon_etline=”icon-newspaper”]

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.[/iconlist_item][iconlist_item type=”etline” icon_etline=”icon-layers”]

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.[/iconlist_item][iconlist_item type=”etline” icon_etline=”icon-chat”]

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.[/iconlist_item][iconlist_item type=”etline” icon_etline=”icon-wallet”]

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.[/iconlist_item][iconlist_item type=”etline” icon_etline=”icon-printer”]

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.[/iconlist_item][iconlist_item type=”etline” icon_etline=”icon-attachment”]

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.[/iconlist_item][iconlist_item type=”etline” icon_etline=”icon-paperclip”]

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.[/iconlist_item][iconlist_item type=”simpleline” icon_simpleline=”sl-briefcase”]

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.[/iconlist_item][iconlist_item type=”simpleline” icon_simpleline=”sl-cursor”]

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.[/iconlist_item][iconlist_item type=”simpleline” icon_simpleline=”sl-book-open”]

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.[/iconlist_item][iconlist_item type=”simpleline” icon_simpleline=”sl-notebook”]

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.[/iconlist_item][iconlist_item type=”simpleline” icon_simpleline=”sl-calendar”]

CALENDAR

Have clear view of all your company events upcoming invoice payments, contacts expirations, estimates expiration, reminders.[/iconlist_item][iconlist_item type=”simpleline” icon_simpleline=”sl-cloud-download”]

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.[/iconlist_item][iconlist_item type=”simpleline” icon_simpleline=”sl-eye”]

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.[/iconlist_item][iconlist_item type=”simpleline” icon_simpleline=”sl-graph”]

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.[/iconlist_item][iconlist_item type=”simpleline” icon_simpleline=”sl-graduation”]

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 Chartered Accountant (CA).[/iconlist_item][/iconlist]

Benefits

Our services provide a unique range of benefits

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Eliminating IT Costs

As you know that by saving some amount of money on hardware acquisition and maintenance costs can help you to save your business’s small amount. However, with executing cloud-based application solution, you can look forward to reducing in support expenditures as user experience enhances your app performance. In addition to this, you can reap some of the other advantages of the affordable cost that cloud will offer for you business apps’ delivery.

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Boosting Employees Productivity

No matter what type of device you are using, you were expected to keep reading based on how quick this post is loading and inclined to do work-related tasks on the go based on the usability of the apps that you need to perform those tasks.

Undoubtedly, the ability to access your data, information or we can say your office using any device at any time and location has optimized productivity. One another major advantage that you can get by application delivery solutions is that it fits the faster pace of a cloud-based platform.[/iconlist_item][iconlist_item type=”image” css=”.vc_custom_1542801612510{border-top-width: 7px !important;border-top-color: #ff4b36 !important;border-top-style: solid !important;}”]

Boost Enduser Experience

Nowadays,

a lot of transactions have been noticed through mobile devices comprising online B2B transactions. You can see connections with customers that streamlined their entire work as they can access to your high-quality websites and applications, so make sure to utilize an advanced cloud-based application delivery solution as it would be a great option that can benefit you.

However, your business may have some internal users in the locations that are mainly based on private network infrastructure and more mobile and cloud initiatives will play a very important in supporting an increasingly consumerized workforce.[/iconlist_item][/iconlist][iconlist][iconlist_item type=”image” css=”.vc_custom_1542798730346{border-top-width: 7px !important;border-top-color: #ff4b36 !important;border-top-style: solid !important;}”]

Security

Security is one of the major concerns, but Cloud Computing does not have any access to your data and sensitive information. By opting for safe and secure networks, you can get a final privacy for your enterprise that you want.

There is no more losing important files from your computer or laptop because the digital storage capabilities of the Cloud make sure that hardware failures are a thing of the past. Recovering data, backup, encryption options are some of the different ways the Cloud can keep your work safe and secure and its privacy.[/iconlist_item][iconlist_item type=”image” css=”.vc_custom_1536205321845{border-top-width: 7px !important;border-top-color: #ff4b36 !important;border-top-style: solid !important;}”]

Small initial investment

Managed IT services help you offset the initial investment of technology costs. Rather than spending thousands of dollars on hardware and software upfront.[/iconlist_item][iconlist_item type=”image” css=”.vc_custom_1536205321845{border-top-width: 7px !important;border-top-color: #ff4b36 !important;border-top-style: solid !important;}”]

Small initial investment

Managed IT services help you offset the initial investment of technology costs. Rather than spending thousands of dollars on hardware and software upfront.[/iconlist_item][/iconlist]

Stop wasting time and money on technology. Let’s get started

purshoLOGY always accommodate their client's diverse needs and feel like they are a part of their client's company rather than an external supplier.
Pricing and Plan

1 monthly fee for all IT services. No costly surprises