PeppyBooks

PeppyBooks is a cloud-based software solution that combines CRM and ERP functionalities. According to the vendor, it is designed to cater to businesses of all sizes, from small startups to large enterprises, that have van sales operations. Professionals and industries such as accounting and finance, sales and marketing, supply chain management, eCommerce, project management, van sales representatives, and retailers are said to benefit from the features offered by PeppyBooks.

Key Features

Cloud ERP Software: PeppyBooks offers a cloud-based software solution that covers accounting, finance, inventory management, supply chain management, eCommerce, and customer relationship management (CRM). According to the vendor, it provides professional double-entry bookkeeping functionality and integrates with other key business systems like payroll software, HR software, CRM software, and project management tools. PeppyBooks claims to allow users to easily access financial and inventory data from anywhere, at any time, on any smart device.

Cloud CRM Software: PeppyBooks aims to simplify business processes and enable centralized access to information for collaboration. It is said to help salespeople manage leads, accounts, contacts, and deals more efficiently. The software is also claimed to facilitate project management with features like task allocation, milestone tracking, and subtask management. Additionally, PeppyBooks is said to enable email, SMS, and WhatsApp campaigns for effective marketing communication and provides support ticket management functionality.

Subscription and Contracts Management: According to the vendor, PeppyBooks helps businesses manage the sales and billing of services and products on a recurring basis. It is claimed to reduce manual and duplicate work by automating the posting of entries in accounting software. The software is also said to enable businesses to follow up on expired contracts, resubmit new quotes, and secure orders. PeppyBooks is claimed to streamline the process of managing subscriptions and contracts, reducing administrative burden.

Integrate your Applications: PeppyBooks is said to provide instant insights on core business operations and offers a QuickBooks data migration tool for hassle-free transfer of data. It claims to allow for the integration of UniCommerce for e-commerce businesses and connects with banks to determine actual cash flow, forecast expenses and proceeds, and ensure compliance. PeppyBooks is also claimed to enable seamless integration with third-party applications without any changes to the existing business structure.

Store Onboarding: According to the vendor, PeppyBooks streamlines the process of onboarding new stores by collecting relevant customer information and verifying their identity. It is said to help assess the viability of potential stores for collaboration and simplify the onboarding process for both sales representatives and stores. PeppyBooks claims to offer smart customer profiling, information gathering, identity verification, and viability assessment.