Speed up workflows

Do more work in less time

Email & SMS   Timeline   Reporting   Batch processing   Activities

One system for everything

All your notes, calls, activities, emails and contact information are in one place so there is no need to use different systems or struggle to keep track of information.

Drop-in email responses and Notes

Set up email templates to save time writing emails when the same response can be used. Use "quicknotes" to automatically add a notes when you use the same note regularly.

Set up reminders to let you know when your contacts are overdue a call or an activity is due to be complete.

Quick access to your clients order history and account balance

Pearl gives you at a glance acess to all historical orders and payment history for any client. There's no need to waste time looking up orders in a separate financial system or calling the accounts department.

Everything is available at a glance in the same system enabling you to make you business fast, efficient and more profitable.

   
Note that not all features are available on all pay plans. For more information see our pricing pages.