PesaCloud - More than Management

Easily manage your CASH FLOW, EVENTS, and entire BUSINESS on the Go...

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    pesacloud on desktop
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Powerful, Responsive and Secure CRM

Explore the various features of PesaCloud

Invoices

Create professional and great looking invoices. Attach files and forward them directly to your clients including the invoice PDF. Also, create recurring invoices which will be regenerated automatically based on your setup for recurring invoice (every X months).

You can set recurring starting from 1 month to 12 months.

Staff & Members

Easily create and add new staff/ members to your platform and respectively assign user privileges of features that you as the administrator wouldn’t want them to view. Each staff/ member can be assigned roles respectively.

Expenses

Easily record company expenses or go a step further to setting up a recurring expense which will be automatically created after the specified period. The period time could be days, weeks, months or years. It is also possible to set expenses billable to customers.

Reports

Generate critical information, identify and analyze trends and make better decisions using ready-made Excel report templates from either sales, income or expense reports.

Event Management

Have a clear view of all your company events, upcoming invoice payments, contract expiration, estimate expiration, reminders and etc.

Customer Management

PesaCloud includes an optional customers’ area that is fully separated from the admin area; where each customer has their own self-service portal and a knowledge base so customers can view the status of their tickets, find solutions online and share or even vote on ideas. The business owners’ financial data is hidden from customers