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Six editions. One promise: day-one fit.

Generic CRMs make you translate your business into their fields. PearlCRM editions arrive speaking your vocabulary — itineraries, site visits, policies, ARR or admissions — with workflows and reports to match.

Pick your edition

Built on the same core. Tuned for your floor.

Every edition includes full core CRM — capture, pipeline, automation, reporting — plus the objects and screens your industry runs on.

Bali · 7 nights
Day-by-day plan
Quote $6,400
1
Arrival & SeminyakTransfer · The Legian
$1,180
2
Ubud rice terracesGuide · jungle villa
$1,640
3
Nusa Penida day tripSpeedboat · DMC
$1,290
4
Uluwatu & sunsetPrivate car · dinner
$1,040

Travel

Itineraries · DMCs · Deposits

Day-by-day itinerary builder, supplier allotments, deposit schedules and traveller portals. The edition that started PearlCRM.

Explore Travel
Projects · Lakeview Heights
Inventory & site visits
9 visits today
Units left
34/120
Bookings
$28.4M
Avg. days
21
Nathan Whitfield · 3BR-1104Inspection 4pm · finance pre-approved
Visit
Ruby Donnelly · 2BR-702Deposit received · contract
Booked

Real estate

Inventory · Site visits · Bookings

Unit-level inventory, site-visit scheduling with reminders, deposit-to-settlement pipelines and channel-partner tracking.

Explore Real Estate
Customers · 360°
POS + online, unified
Segment: VIP
LTV
$1,340
Visits / yr
14
Points
4,210
Order #8841 · Store 12$486 · 3 items · today
Paid
Winback offer sent20% off · expires in 6d
Opened

Retail

POS · Loyalty · Winback

One customer view across stores and online, points and tiers, and campaigns triggered by real purchase behaviour.

Explore Retail
Renewals · June
Policies due in 30 days
$680K book
PolicyHolderPremiumStatus
HLT-99120Sophie Nguyen$1,940Renewed
MTR-45102Ryan Kowalski$970Due 6d
LIF-77841A. Brennan$4,380Quote sent
HLT-99274S. Ridley$1,420Lapsed

Insurance

Policies · Renewals · Claims

Policy records with premiums and terms, a renewal book that chases itself, and claim status your customers can see.

Explore Insurance
Deal desk · Q3
ARR-weighted pipeline
$2.4M ARR
Acme Cloud · EnterpriseSecurity review · legal
$420kStage 4
Northwind AI · ScalePilot success · procurement
$180kStage 3
Globex SaaS · GrowthChampion identified
$96kStage 2
Win rate
34%
Cycle
52 days

Hi-tech & SaaS

ARR · Deal desk · Handoffs

ARR-weighted pipeline, security questionnaires and procurement tracking, and clean handoffs from sales to success.

Explore Hi-tech
Admissions · Semester 1 intake
Applications by stage
612 applicants
Enquiry → Application1,840 → 612
82
Counselling done438 students
64
Offers released287 · 12 programs
47
Fees paid · enrolled194 confirmed
32

Education

Enquiries · Counselling · Enrolment

Admissions funnels by program and intake, counsellor scheduling, fee plans and parent communication — in one place.

Explore Education
How editions work

Same engine, different body

An edition is core CRM plus a curated layer — never a fork you'll be stranded on.

01

Core CRM

Capture, pipeline, automation, conversations and reporting — identical everywhere.

02

Industry objects

Itineraries, units, policies, deals or applications — first-class records, not custom-field hacks.

03

Tuned screens

Views and dashboards arranged the way your floor actually works on day one.

04

Fitted automations

Renewal chasers, visit reminders, follow-up cadences — prebuilt and editable.

05

Your tweaks

Rename, extend and rewire anything. Editions are starting points, not cages.

Not sure which edition fits?

Tell us how you sell on a 30-minute call and we'll demo the closest edition on your terminology.

Multi-vertical business? Editions can run side by side on one account.