Small Business CRM: PaperCloud

Business is all about building great relationships... And PaperCloud makes it easy

Build better relationship with your customers, know their preference and buying habits so you can serve them better. Join 20 thousand + Freelancers and Smaller Business Owners all over the world using PaperCloud to help run their business. PaperCloud works offline and syncs across your Phone, Tablet, and PC so you never miss a thing.

Customer Account

- Add a new client from your phone’s contact or simply fill in their details
- Separate existing paying customers from prospects
- Find out where most of your customers are coming from
- See all information ( shipping address, notes, invoices, etc ) relating to a client a glance
- Call or email them by tapping the call or email icon.


Notes

- Add notes directly under a client's profile
- Write notes, and attach images


Invoice

- Create beautiful invoices with your company logo and colours that best suits your brand
- Issue e-receipt to your customers
- Share Invoice as link to WhatsApp, Instagram or Twitter DM
- You can add multiple items to an invoice
- Add tax rate per invoice, and give discount
- Give invoice to partial payment and update the invoice each time the client makes a new payment
- Payment history shows you all partial payment made with dates and remaining balance at every given point in time
- Invoices can be downloaded as a PDF or sent via E-mail
- See a summary of your earnings and remaining balance by month
- Filter invoice by unpaid or simply choose to see all invoice for the month
- Edit invoice if you made a mistake of add/remove items if the deal changes


Expenses

- Track all personal or business expense with ease
- Categorise the type of expense with more 50 different expense categories
- You can add a detailed description of an expense
- See a summary of all your expense for a given month or filter expenses in between dates
- Automatic profit calculation by month


Catalog

- Save time by listing all your Service or Product in a catalog for later use
- Edit/remove a service or product from your catalog
- Easily pick items from your catalog to create a new invoice
- Search through your list of items

Insights
- Useful data about your business
- Reward your top customers
- See top performing items in your catalog
- See your top debtors


Universal Search
- You can search across all your records — Notes, Invoices, Clients List, and Expenses from a unified search bar.


Accessible Anywhere — even if you’re Offline

- You can access all your business data, customer details, notes, invoices, and expense reports, from any of your favourite devices
- All records are stored on your device and automatically syncs with the cloud when you’re online

Subscription pricing and terms:
PaperCloud offers an auto-renewing monthly subscription at $7.99/month and an auto-renewing yearly subscription at $59.99/year to provide you with unlimited access to the PaperCloud. PaperCloud also offers a Lifetime subscription for $249.99 which is paid for by a one-off upfront payment with unlimited access to the PaperCloud forever.

Payment will be charged to the credit card connected to your iTunes Account when you confirm the initial subscription purchase.
Subscriptions automatically renew unless auto-renew is turned off at least 24-hours before the end of the current subscription period. Your account will be charged for renewal within 24-hours prior to the end of the current period, and the cost of the renewal will be identified. You may manage vour subscription and auto-renewal may be turned off by going to your Account Settings after the purchase. Any unused portion of a free trial period, if offered, will be forfeited when you purchase a subscription, where applicable.

Read more about our terms and conditions here:
Terms of service: https://usepapercloud.com/terms
Privacy policy: https://usepapercloud.com.com/privacy