Manage Customers, Projects, Invoices, On the cloud, PURSHO CRM is a great fit for almost any company, freelancer or startup. Specially designed for Startup's, MSME, SME & Service Sector Industries to manage their Leads, Opportunities, Proposals, Estimates, Invoices, Recurring, invoices, Expenses, Projects, Tasks, Goal Tracking, Knowledge base, Customer Support, Customer Panel, Staff, Staff Notes, Todo Lists, Media

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2. —SHOBHIT GUPTA, purshoLOGY
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3. Manage and invoice projects with the
powerful Project Management Feature
Link tasks to many CRM features and
stay organized.
Track time spent on tasks and bill your
customers.
Add task followers even if the staff is
not project member. The staff member
will be able to track the task progress
without accessing the project.
Use Contracts feature to lock in current
and future sales.
Separated media folder for non-admin
staff members to work inside the CRM
and organize their uploads and files.
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4. from Payu, Bank Transfer,
Cheque, DD, Paypal and Stripe
in different currencies.
Increasing via built-in Survey’s &
creating Web-forms
system with ability to auto
import tickets & leads.
| MANY MORE |
FEATURE’s….
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5. VIEW
ON EVERYTHING.
KEEP TRACK OF INCOME VS EXPENSES & LEADS CONVERSIONS
WITH SALES ITEM REPORT, TOTAL INCOME REPORT BY
CUSTOMER & CUSTOM DATE PICKER
REPORT’S

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PROJECTS
Build professional and great looking invoices. Attach files
and send directly to your clients including the invoice PDF.
Invoice with different tax based on item. 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.

7. Create good looking proposals and impress your
potential clients or customers. Include images,
tables, youtube vides with the powerful editor.
Proposals comments allowed for further discussion
with the customer.
LEADS
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PAYMENTS
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. You
customers can view and make actions the
estimate even without login.
Record and receive payments in different
currencies. Customers can pay you via Paypal and
Stripe. Auto generated PDF after each recorded
payment.

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Use contracts feature to lock in current and feature
sales. Create PDF documents in a minute and to your
customers via buil-in sending contracts feature.
Ability to send customer reminders before contracts
expiry.
EXPENSES

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KNOWLEDGE BASE…
Add knowledge base articles from text
editor. “Did you find this article useful?”
vote included in clients area.
SUPPORT SYSTEM

11. GOAL TRACKING | Setup goals and tracking achievements. Notify staff members about failure or
achievement. Tracking everything.
MANY MORE…
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| COMPANY NEWSFEEDShare great company events, upload documents, easy employees
communications.
CALENDAR | Have clear view of all your company events, invoice expiry dates, contracts
expiration, estimate expiration, tasks finish date
| PERSONAL TODO LISTEach Staff member has their own personal todo items board to
increase productivity, can easily change todo status by drag and drop

21. purshoLOGY | +91-731-6725516PURSHO
THANK YOU