Stop Losing Leads to Missed Follow-Ups. Turn More Opportunities into Paying Customers.
One connected workspace to manage every lead, follow up on time, track proposals, collect payments, and deliver client projects — without spreadsheet chaos.
| Document Title | Client | Amount | Status | Client Activity |
|---|---|---|---|---|
| Website Revamp & SEO Retainer | Acme Digital | ₹2,45,000 | Sent | 👁 Viewed 3x |
| Brand Strategy & Identity Package | BrightPath Media | ₹3,20,000 | Signed | ✓ E-Signed |
| Enterprise Platform Integration | NovaTech Solutions | ₹8,50,000 | Under Review | 👁 Viewed Today |
| Performance Marketing Q4 | Zenith Studios | ₹1,80,000 | Accepted | ✓ Invoicing Ready |
Disconnected Tools Create Disconnected Experiences.
When leads live in spreadsheets, follow-ups in memory, proposals in email, and tasks in chat — opportunities slip through the cracks. PURSHO CRM unifies your entire customer lifecycle into one reliable system.
From First Lead to Final Payment — Every Step Connected.
Purpose-built modules that eliminate tool switching and keep your entire team aligned on client conversion and delivery.
Every Lead Has a Next Step. Every Opportunity Has an Owner.
Kanban pipeline, lead assignment, scheduled follow-up reminders, interaction history and source tracking — manage lead stages and individual responsibilities in one clear view.
From Proposal Sent to Payment Received — Without Losing Track.
Create professional proposals with rich formatting, know immediately when a prospect opens them, collect digital sign-offs, and instantly generate invoices with scheduled payment follow-ups.
| Document | Status | Value |
|---|---|---|
| Digital Marketing Retainer | Signed | ₹4,50,000 |
| Cloud Migration Scope | Viewed 4x | ₹7,80,000 |
Close the Deal. Assign the Work. Track the Delivery.
When a deal closes, the project begins immediately — tasks, milestones, deliverables and time tracking are already housed within the exact same client profile.
Give Customers Answers Without Making Them Chase Your Team.
Every customer profile stores complete interaction logs, past invoices, active projects and support tickets. Clients get a dedicated self-service portal to view invoices and progress directly.
Built for Your Business Workflow.
PURSHO CRM maps directly to 134 industries and professions across 20 sectors. Here are the core categories where our connected lead-to-delivery lifecycle fits naturally.
Choose the CRM Setup That Fits Your Team.
Start with the core lead-to-payment workflow and expand capacity as your team grows. All plans include 14 days of full feature access.
Make PURSHO CRM Work the Way Your Business Works.
Start with the core CRM, then connect the lead channels, communication systems and workflows your business actually relies on.
Lead Conversion Pack
Project Delivery Pack
Customer Experience Pack
Don't Just Read About Features. See How Teams Get Work Done.
Built for service teams that prioritize clarity, follow-up discipline and consistent client delivery.
"Having lead follow-ups and scheduled reminders in the same dashboard as our estimates completely stopped inquiries from being forgotten."
"Being able to see exactly when a client views a proposal, get it signed online, and convert it directly into an invoice saves hours every week."
"The client portal gives our clients real-time visibility into milestone tasks and invoices without them having to call our team for updates."
Questions Before You Start Your Free Trial.
Everything you need to know about getting started, workflows, and evaluation.
PURSHO CRM is designed specifically around workflows common to lead-driven and service businesses, including lead management, proposals, invoicing, project management, tasks, customer profiles and support ticketing. The platform maps to 134 industries and professions across 20 sectors.
You can begin creating leads and sending proposals within minutes of creating your trial account. CSV imports allow you to import existing contact lists instantly. Use the 14-day trial period to explore the entire workflow before committing to a paid plan.
Most CRMs stop at contact management, requiring you to purchase separate tools for proposal tracking, invoicing, client portals and project delivery. PURSHO CRM connects the full business lifecycle into one unified system with no handoff friction.
Yes. The platform provides real-time proposal tracking notifications showing when a prospect views your document. Clients can review terms and provide legally binding online e-signatures directly inside the proposal.
Yes. Recurring invoice automation is built into the billing module, supporting monthly, quarterly, and annual billing intervals along with automated overdue reminder sequences.
Yes. The project management suite includes milestones, task assignments, subtasks, task timers, logged hours, internal discussions, file attachments and client-facing progress visibility.
Yes. Every client can access a dedicated, password-protected client portal where they can view invoices, download receipts, review active milestones and submit support tickets without emailing your admin staff.
Core lead workflows, web forms and email ingestion are included across all plans. Advanced third-party integrations like WhatsApp Cloud API and Facebook Lead Ads are available as modular add-on packs so you only pay for what you use.
Yes. You get 14 days of full feature access with no credit card required. You can test lead flows, build test proposals and evaluate team collaboration with zero commitment.
Because no credit card is required to sign up, you will never be automatically billed. At the end of the 14 days, you can choose the plan that fits your team or export your data at any time.
Your Next Customer Deserves a Follow-Up. Your Team Deserves a Better Workflow.
Bring leads, proposals, payments, projects and customer support together into one connected workspace. Start your 14-day free trial today.
✓ 14-day free trial · ✓ No credit card required · ✓ Instant workspace setup