Customer information is everywhere.
One place to build relationships.
Save customer details and track leads and deals in your company workspace. Convert a lead into a customer with one click.
Why Pinoy CRM
Your business deserves more attention than your paperwork.
For shop owners, service teams and growing businesses: less scattered work, clearer customer relationships and a manageable investment.
Important follow-ups get forgotten.
Make the next step clear.
Assign tasks, record follow-up dates and review overdue work so your team knows what needs attention.
Quotes and invoices don’t match up.
Connect your sales documents.
Link each quote and invoice to a customer. System-generated numbers help keep your documents organized.
It’s hard to see where the business stands.
See the numbers in your records.
Review your sales pipeline, won deals and unpaid invoices. Different currencies stay separate rather than being mixed into misleading totals.
Customers keep asking for updates.
Give customers a clearer view.
Share a private customer portal link so customers can review linked quotes and invoices, check order status and submit support requests.
Not everyone should see everything.
Keep your company workspace private.
Company-scoped access and team roles help protect your records. Private CRM pages are kept out of search results.
Bring in more tools when you’re ready.
Email Validator and LeadLink features depend on your company’s authorized Technology Partner connection. Accounting connections require subscriber setup and approval. Pinoy CRM Support can help you understand the requirements.
A small investment. A more organized business.
Start with the essentials. Choose more room to grow when your business needs it.