Everything sales and marketing need
CRM, offers, contracts, campaigns, social media, and an AI assistant - in one system, without the integration jungle.
Sales Pipeline
Manage sales from quote request to signed contract.
Offers with AI-generated content
Create professional offers with AI assistance. Send as PDF via email or SMS. Track opens and mark won or lost with reason tracking.
Contracts and e-signatures
Generate contracts directly from offers. Send for electronic signing via a secure link. Track signature status with full audit trail.
Quote request management
Capture requests from email, web, phone, or API. AI parses incoming emails to extract company and contact details. Convert to offers in one click.
Activities and calendar
Schedule calls, meetings, and follow-ups. Assign to team members. Sync with Google Calendar.
Marketing Automation
Plan, execute, and measure campaigns from one place.
Multi-step email campaigns
Build email sequences with scheduling, batch sending, and pause/resume controls. Track opens, clicks, and unsubscribes.
AI-powered campaign planning
Describe your campaign goal - AI generates the plan, subject line options, and email content.
Target groups and audiences
Organize companies into groups manually, via CSV import, or from data providers. Target campaigns precisely.
Call lists with engagement triggers
Automatically surface warm leads when contacts open emails, click links, or visit pages.
AI Assistant
AI that understands sales and marketing.
Offer and contract generation
AI drafts professional offer and contract content from your company data, requirements, and templates.
Meeting intelligence
Record meetings on mobile with automatic transcription. AI extracts topics, decisions, action items, and sales signals.
Campaign content creation
AI generates email copy, social media posts, and images for your campaigns.
News monitoring
Automated news searches with AI summaries to stay informed about prospects and industries.
AI email assistant
Connect Gmail or Zoho Mail and AI works your inbox: it sorts mail into folders automatically (creating new ones only when a topic keeps recurring), pre-drafts replies to routine emails so they're ready to review and send in one click, flags spam and offers to block it at the source, and links every message to the right company with a summary, priority and next steps. Message bodies are never stored.
CRM and Contact Management
A centralized customer and contact database.
Companies and contacts
Central database with industry, staff category, and custom field support. Full-text search, filtering, and owner assignment.
Custom fields
Extend any record type with text, number, boolean, or dropdown fields.
Import and export
Bulk CSV import with column mapping. Export offers, contracts, companies, and campaigns.
GDPR compliance
One-click data export per contact or company. Marketing ban tracking. Full audit trail.
Social Media and Content
Manage communication across all channels.
Social media scheduling
Create, schedule, and track posts across channels. AI generates channel-specific text and images.
Email templates and frames
Reusable email frames with headers, footers, and signature blocks for consistent branding.
Conversations and memos
Capture meetings, calls, and notes. Link to companies, contacts, and deals. Visibility controls for confidential discussions.
Integrations and API
Connect PuroCRM to your other systems.
REST API and webhooks
Full API access with token authentication. Webhooks for real-time event notifications like offer won or contract signed.
Google Calendar
Two-way sync for activities and meetings.
Gmail and Zoho Mail
Connect your inbox to power the AI email assistant.
Data providers
Import company data from ProFinder, Vainu and other sources directly into your system.
Mobile app
Native app for iOS and Android with meeting recording, activity management, the AI inbox and AI assistant, and real-time push notifications.
Are you an agency or integrator?
Support multiple clients with our Partner Program - secure impersonation, tenant management, and recurring commissions.