Small Business CRM: PaperCloud

Transform your business with PaperCloud: The Ultimate ToolKit for all your Invoicing, Expense Tracking, Customer and Client Management.

Building strong relationships is at the core of every successful business, and with PaperCloud, it's easier than ever before.

Join a community of 20 thousand+ freelancers and small business owners worldwide who trust PaperCloud to power their operations. With seamless offline functionality and synchronization across your Phone, Tablet, and PC, you'll stay in control wherever you go.

Effortless Customer Management

- Simplify client onboarding by importing contacts or inputting details directly
- Clearly differentiate paying customers from prospects
- Gain insights into the primary sources of your customer base
- Access comprehensive client information, including shipping addresses, notes, and invoices, at a glance
- Initiate calls or emails with a single tap for seamless communication

Streamlined Notes

- Easily attach notes and images to client profiles for quick reference

Create Professional Invoices

- Design stunning invoices that reflect your brand, featuring customizable logos and colors
- Issue e-receipts to enhance the customer experience
- Share invoices as links through popular messaging platforms like WhatsApp, Instagram, or Twitter DMs
- Add multiple items to each invoice for comprehensive billing
- Set individual tax rates and offer discounts per invoice
- Enable partial payments and effortlessly update invoices with each payment
- Keep track of payment history, including dates and remaining balances
- Download invoices as PDFs or send them via email
- Stay informed with monthly earnings and remaining balance summaries
- Filter invoices by unpaid status or view all invoices for a specific month
- Edit invoices to make corrections or modify items as needed

Effortless Expense Tracking

- Track personal and business expenses with ease
- Categorize expenses using a wide range of predefined categories
- Add detailed descriptions to accurately record each expense
- Access summarized expense reports by month or filter expenses by date range
- Automatic profit calculation provides valuable insights on a monthly basis

Catalog Management Made Simple

- Save time by creating a catalog of your services or products
- Effortlessly edit or remove items from your catalog
- Quickly select catalog items when creating new invoices
- Utilize the powerful search function to find items efficiently

Insights for Informed Decisions

- Gain valuable business data to make informed decisions
- Recognize and reward your top customers for their loyalty
- Identify the best-performing items in your catalog
- Stay on top of outstanding debts to maintain healthy cash flow

Efficient Universal Search

- Conduct comprehensive searches across all records, including notes, invoices, client lists, and expenses, from a unified search bar

Accessible Anywhere, Even Offline

- Seamlessly access your business data, customer details, notes, invoices, and expense reports from any device
- All records are securely stored on your device and automatically synced with the cloud once you regain internet connectivity

Take control of your small business management with PaperCloud. Streamline your operations, nurture customer relationships, and unlock growth opportunities. Embrace the future of business management by downloading PaperCloud today.

Recent changes:
- Added indicator for required fields in new client form
- Bug Fix