Features

Dashboard

View the most important metrics of your business at one glance! Displays the data that is most important to you.



Electronic Contracts

Are you still manually creating contracts for each customer so that they can print it out, sign it, scan it and email it back to you? PBCRM easily manages all of that for you.

Auto Responders

Don’t you hate it when people ask for a quote and then don’t reply?! PBCRM can automatically follow up with them! If you’re paying for an email service (like Mailchimp or Aweber), you’ll no longer be needing it. You’re welcome =)

Instant Quotes

Do you feel like you have to be available 24/7 to instantly reply to quote requests? PBCRM checks your availability and automatically sends out an instant quote, just like magic!

Calendar

Are you constantly paranoid that you might be forgetting something important? Your Calendar displays all of the important information related to each event!

Payments

How stressful is it keeping track of all the payments that are coming in, who still owes what, who is past due, etc? PB CRM automatically takes care of all that for you.

Campaigns

Ever had a specific empty date that you wanted to book? Easily send an email blast to everyone who has inquired about that date! Maybe offer a promotion and watch how quickly you get a booking :P

Invoices

Tired of manually creating invoices for each booking? PBCRM automatically & instantly generates a professional invoice for each booking!

Leads

Are you talking to so many leads that you sometimes forget who you're talking to? All data related to a Lead is at your fingertips so you know everything you need to know in order to close the sale!