One workspace from first hello to paid invoice.
PearlCRM covers the whole revenue motion — capture, qualify, propose, close and grow — without bolting five tools together. Fast to learn, hard to outgrow.
Everything a growing team expects
Unlimited contacts, custom fields, roles and audit history on every plan.
Omnichannel capture
Web forms, WhatsApp, Instagram, email and calls become leads automatically — with source, campaign and owner attached.
Pipeline & tasks
Stages you define, next-steps that never go blank, and stalled-deal alerts before quarter-end surprises.
No-code automation
Assignment rules, follow-up sequences, SLAs and escalations built in a visual editor your ops team owns.
Shared inbox
Every conversation lives on the record. Handovers keep full context; managers see response times per rep.
Reports & forecasts
Pipeline value, win rates, revenue and margin by owner, source or product — live and exportable.
Payments & invoicing
Collect deposits, track payables and reconcile margin per order without leaving the record.
Teams & permissions
Territories, roles and record-level permissions that map to how your org actually works.
Integrations & API
Native accounting, telephony and marketing connections — and a clean REST API for the rest.
Security by default
SSO, 2FA, encrypted at rest and in transit, with full audit logs on every plan.
Screens your team will live in
Every channel lands in one assignable queue.
Make it yours, without a developer
Rename stages, add fields, design layouts and wire automations from the admin panel. What used to be a consulting engagement is an afternoon of settings.
- Custom objects, fields and views per team
- Visual automation builder with test mode
- Role-based layouts — reps see only what they need
- Sandbox to trial changes before they go live
Portals and websites, on your domain
Customers, partners and suppliers get their own branded portals synced to the same records — and if you need a public website, launch a prebuilt one in days.
- Whitelabel customer, partner and supplier portals
- Prebuilt website templates wired to your catalog
- Everything writes back to one source of truth
Our reps stopped keeping side-spreadsheets within two weeks. That's when I knew the pipeline numbers were finally real.
See the platform on your own workflows
Bring a messy spreadsheet and a real scenario — we'll show you both running in PearlCRM live on the call.
30 minutes · your industry's edition · no slideware