PaperCloud: Small Business CRM

Description of PaperCloud: Small Business CRM

Business is all about building great relationships... And PaperCloud makes it easy
Build better relationship with your customers, know their preference and buying habits so you can serve them better. Join 20 thousand Freelancers and Smaller Business Owners all over the world using PaperCloud to help run their business. PaperCloud works offline and syncs across your Phone, Tablet, and PC so you never miss a thing.
Customer Account
- Add a new client from your phone’s contact or simply fill in their details
- Separate existing paying customers from prospects
- Find out where most of your customers are coming from
- See all information ( shipping address, notes, invoices, etc ) relating to a client a glance
- Call or email them by tapping the call or email icon.
Notes
- Add notes directly under a client's profile
- Write notes, and attach images
Invoice
- Create beautiful invoices with your company logo and colours that best suits your brand
- Issue e-receipt to your customers
- Share Invoice as link to WhatsApp, Instagram or Twitter DM
- You can add multiple items to an invoice
- Add tax rate per invoice, and give discount
- Give invoice to partial payment and update the invoice each time the client makes a new payment
- Payment history shows you all partial payment made with dates and remaining balance at every given point in time
- Invoices can be downloaded as a PDF or sent via E-mail
- See a summary of your earnings and remaining balance by month
- Filter invoice by unpaid or simply choose to see all invoice for the month
- Edit invoice if you made a mistake of add/remove items if the deal changes
Expenses
- Track all personal or business expense with ease
- Categorise the type of expense with more 50 different expense categories
- You can add a detailed description of an expense
- See a summary of all your expense for a given month or filter expenses in between dates
- Automatic profit calculation by month
Catalog
- Save time by listing all your Service or Product in a catalog for later use
- Edit/remove a service or product from your catalog
- Easily pick items from your catalog to create a new invoice
- Search through your list of items
Insights
- Useful data about your business
- Reward your top customers
- See top performing items in your catalog
- See your top debtors
Universal Search
- You can search across all your records — Notes, Invoices, Clients List, and Expenses from a unified search bar.
Accessible Anywhere — even if you’re Offline
- You can access all your business data, customer details, notes, invoices, and expense reports, from any of your favourite devices
- All records are stored on your device and automatically syncs with the cloud when you’re online