One Platform to Manage Your Complete Business Workflow
PugPin CRM is a cloud-based business management platform designed to help startups, freelancers, agencies, small businesses, and growing teams manage their customers, sales, projects, invoices, support, and internal operations from one centralized system.
Instead of managing leads in one application, projects in another, invoices in spreadsheets, and customer communication through different channels, PugPin connects these processes into one business workspace.
The platform is designed around a simple concept:
Lead → Customer → Project → Task → Invoice → Payment → Support → Reports
This connected workflow helps businesses reduce manual work, improve visibility, and keep their entire customer lifecycle organized.
1. What Can You Manage With PugPin CRM?
PugPin combines several important business functions into one platform.
CRM & Customer Management
PugPin allows businesses to manage their complete customer lifecycle.
You can manage:
-
Leads
-
Customers
-
Contacts
-
Customer profiles
-
Sales pipeline
-
Follow-up activities
-
Notes
-
Activity history
-
Customer communication
-
Custom tags and filters
-
Customer history
The CRM provides a centralized view of each customer so your team can understand previous interactions and current business opportunities.
2. Lead Management & Sales Pipeline
The sales process starts with leads.
A business can capture and organize leads, track their status, assign follow-ups, and move prospects through the sales pipeline.
A typical pipeline can look like:
New Lead → Contacted → Qualified → Proposal Sent → Negotiation → Won/Lost
Each lead can be followed through the sales process instead of being tracked manually through spreadsheets.
This makes it easier for sales teams to identify:
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New opportunities
-
Follow-ups that are due
-
Qualified prospects
-
Pending proposals
-
Converted customers
-
Lost opportunities
PugPin also provides follow-up reminders, activity logs, tags, filters, and customer history.
3. Customer Management
Once a lead becomes a customer, the customer can be managed from the same platform.
The business can maintain:
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Customer information
-
Contact details
-
Projects
-
Tasks
-
Estimates/invoices
-
Payments
-
Support activities
-
Customer history
This creates a single source of information for the customer relationship.
4. Project Management
PugPin allows businesses to create and manage projects after a customer is onboarded.
For example, a digital agency could create:
Customer: ABC Company
Project:
Website Development
Tasks:
-
Requirement gathering
-
UI/UX design
-
Homepage development
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Internal pages
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Testing
-
Client review
-
Final deployment
The team can assign tasks, monitor progress, and organize project activities from the same workspace.
PugPin's project and task functionality is designed to provide clear workflows and organized task management.
5. Task Management
Tasks can be used to organize daily work.
Team members can work with:
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Assigned tasks
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Task priorities
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Deadlines
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Project-related tasks
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Task progress
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Team responsibilities
This helps managers understand what is pending, what is in progress, and what has been completed.
6. Team Collaboration
PugPin provides a shared workspace where teams can work around customers and projects.
Instead of keeping business information across different tools, your team can work around a common CRM environment.
This helps:
Sales Team
→ Manage leads and follow-ups
Project Team
→ Manage projects and tasks
Accounts Team
→ Manage invoices and payments
Support Team
→ Manage customer requests
Management
→ Monitor reports and business activity
7. Invoice & Billing Management
PugPin includes invoice management for business billing.
Businesses can manage:
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Invoices
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Payments
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Subscriptions
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Billing
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Invoice tracking
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Customer billing information
This connects billing with your customer and project workflow.
For example:
Customer → Project → Invoice → Payment
Rather than maintaining separate records, the billing process can be connected to the customer relationship.
8. Support Ticket Management
Customer support can also be managed through the platform.
Businesses can handle:
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Customer support requests
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Support tickets
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Ticket status
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Issue tracking
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Customer communication
This allows customer issues to be tracked instead of being lost in emails or chat messages.
A typical support workflow is:
Customer Request → Ticket Created → Assigned to Staff → In Progress → Resolution → Closed
PugPin lists support tickets as one of its core platform modules.
9. Automation & Business Workflows
PugPin is designed to reduce repetitive manual work through workflows, reminders, and process tracking.
For example:
New Lead
↓
Sales Follow-up
↓
Qualified Lead
↓
Proposal/Estimate
↓
Customer
↓
Project
↓
Tasks
↓
Invoice
↓
Payment
↓
Support & Customer Management
This gives the business a connected process instead of isolated activities.
10. Analytics & Reporting
Management needs visibility into business performance.
PugPin includes analytics and reporting capabilities to help businesses understand:
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Business performance
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Sales activity
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Customer activity
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Project progress
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Team activity
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Business growth metrics
This can help management make decisions using business data rather than manually collecting information from different systems.
11. How the Client Portal Works
The Client Portal is designed to give customers access to information related to their business relationship with your company.
Instead of asking your staff:
"What is the project status?"
"Can you send my invoice again?"
"Did you receive my payment?"
"What tasks are pending?"
the customer can access their available information through their own client account.
Client Portal Workflow
Company creates customer
↓
Customer receives/accesses portal login
↓
Customer logs into the Client Portal
↓
Customer views their available business information
↓
Customer can interact with the company based on the enabled portal features
The portal can act as the customer's central location for their relationship with your company.
12. Example Client Portal Journey
Let's take a web-development company as an example.
Step 1 – Lead
A potential customer contacts the agency.
The sales team creates the lead in PugPin.
Step 2 – Qualification
The sales team communicates with the prospect and records the required information.
Step 3 – Customer Conversion
The prospect becomes a customer.
Step 4 – Project Creation
The agency creates a project:
"ABC Company Website Development"
Step 5 – Tasks
The agency creates tasks:
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UI Design
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Homepage
-
Product Pages
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Development
-
Testing
-
Deployment
Step 6 – Client Interaction
The customer can access their client-facing information through the portal.
They can stay informed about their project, invoices, and other information made available to them.
Step 7 – Invoice
The agency generates an invoice.
The customer can access the invoice through their customer-facing account.
Step 8 – Payment
The customer completes the payment according to the available payment options.
Step 9 – Support
After delivery, the customer can raise support requests/tickets when assistance is required.
Step 10 – Long-Term Customer Relationship
The same customer remains inside the CRM for future projects, invoices, communication, and support.
13. Complete PugPin CRM Workflow
The overall business workflow can be represented as:
Lead
Lead Captured
↓
Sales
Lead Qualification
↓
Follow-up
↓
Proposal / Estimate
↓
Customer
Lead Converted to Customer
↓
Project
Project Created
↓
Tasks
Tasks Assigned to Team
↓
Work Progress Tracked
↓
Billing
Invoice Generated
↓
Payment Received
↓
Client Portal
Customer Accesses Relevant Information
↓
Support
Support Ticket / Customer Request
↓
Reporting
Management Reviews Business Performance
This creates a connected business lifecycle from the first customer interaction to long-term customer support.
14. PugPin CRM Pricing
PugPin currently offers the following published plans:
| Plan | Price | Users | Clients | Projects | Leads / Invoices |
|---|---|---|---|---|---|
| Free | ₹0/month | Up to 2 | 5 | 5 | 50 Leads / 20 Invoices |
| Starter | ₹199/month | Up to 3 | 8 | 10 | 100 Leads / Invoices |
| Professional | ₹499/month | Up to 5 | 10 | 50 | 1,000 Leads / Invoices |
| Business | ₹999/month | Up to 10 | Unlimited | Unlimited | Unlimited |
| Enterprise | Coming Soon | Up to 15 | Unlimited | Unlimited | Unlimited |
| Enterprise Plus | Coming Soon | Up to 20 | Unlimited | Unlimited | Unlimited |
The website currently marks Business at ₹999/month as the "Most Recommended" plan.
15. Free Plan – ₹0/month
The Free plan is suitable for individuals or very small teams starting with CRM.
Includes:
-
Up to 2 users
-
Task management
-
5 clients
-
5 projects
-
Up to 50 leads
-
Up to 20 invoices
This is a good option for businesses that want to experience the platform before upgrading.
16. Starter Plan – ₹199/month
The Starter plan is designed for small teams.
Includes:
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Up to 3 users
-
Task management
-
8 clients
-
10 projects
-
Up to 100 leads
-
Invoice management
This is suitable for small businesses that need basic CRM and task management.
17. Professional Plan – ₹499/month
The Professional plan is designed for growing businesses.
Includes:
-
Up to 5 users
-
Task management
-
10 clients
-
50 projects
-
Up to 1,000 leads
-
Invoice management
-
Timesheet management
This is a suitable option for businesses that need more CRM capacity and project-management functionality.
18. Business Plan – ₹999/month
The Business plan is currently the most recommended plan on the PugPin website.
Includes:
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Up to 10 users
-
Task management
-
Unlimited clients
-
Unlimited projects
-
Unlimited leads
-
Unlimited invoices
-
Timesheet management
This plan is particularly suitable for businesses with multiple customers and active project workflows.
19. Enterprise & Enterprise Plus
PugPin also lists Enterprise and Enterprise Plus plans as coming soon.
Enterprise
Designed for larger teams requiring scalable CRM, automation, and integrations.
Current published features include:
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Up to 15 users
-
Task management
-
Sub-domain
-
Unlimited clients
-
Unlimited projects
-
Unlimited leads
-
Unlimited invoices
-
Timesheet management
Enterprise Plus
Designed for organizations requiring greater control and branding.
Current published features include:
-
Up to 20 users
-
Task management
-
Your own brand domain
-
Unlimited clients
-
Unlimited projects
-
Unlimited leads
-
Unlimited invoices
-
Timesheet management
The Enterprise and Enterprise Plus prices are currently shown as Coming Soon / ₹xxxx per month, so a final price should be confirmed with PugPin before quoting it to a customer.
20. Which Plan Should You Choose?
Freelancer / Individual
Free – ₹0/month
Best for testing PugPin or managing a small number of clients.
Small Business
Starter – ₹199/month
Suitable for small teams with limited customers and projects.
Growing Business
Professional – ₹499/month
Recommended when you need more leads, projects, and timesheet management.
Established Business / Agency
Business – ₹999/month
Best when you have multiple customers, projects, and team members and need unlimited clients, projects, leads, and invoices.
21. Why Choose PugPin CRM?
PugPin is designed to reduce the need for multiple disconnected business tools.
Instead of:
CRM + Project Management + Task Management + Invoicing + Support + Reporting
being managed separately, PugPin brings these business functions into one cloud-based platform.
The major advantages are:
One Centralized Workspace
All major business activities can be organized in one system.
Better Customer Visibility
Sales, project, billing, and support activities can be connected to the customer relationship.
Better Team Collaboration
Teams can work around shared projects, tasks, customers, and business information.
Reduced Manual Work
Automated workflows, reminders, and process tracking can reduce repetitive administration.
Scalable Plans
Businesses can start with the Free plan and upgrade as their requirements grow.
Cloud-Based Access
PugPin is available as a cloud platform, allowing businesses to access their CRM and business information from anywhere.
22. Recommended Business Workflow
For most agencies and service-based businesses, we recommend the following workflow:
1. Capture Lead
↓
2. Qualify Lead
↓
3. Schedule Follow-up
↓
4. Send Proposal / Estimate
↓
5. Convert Lead to Customer
↓
6. Create Project
↓
7. Assign Tasks
↓
8. Track Project Progress
↓
9. Generate Invoice
↓
10. Receive Payment
↓
11. Customer Uses Client Portal
↓
12. Handle Support Requests
↓
13. Monitor Reports
↓
14. Continue Customer Relationship
This gives your business a structured process from first contact to long-term customer management.
23. Final Summary
PugPin CRM is more than a traditional contact-management system.
It is designed as a complete business management platform covering:
CRM + Sales + Customers + Projects + Tasks + Billing + Support + Team Collaboration + Automation + Reporting
For a small business, you can start with the Free plan.
For a growing team, the Professional plan at ₹499/month provides additional capacity and timesheet management.
For businesses that need unlimited clients, projects, leads, and invoices, the Business plan at ₹999/month is currently the most recommended option.
The goal is simple:
Manage your customers.
Manage your team.
Manage your projects.
Manage your invoices.
Manage your business — all from one platform.
Get Started with PugPin CRM
You can explore PugPin CRM and start with the available free option here:
Start small, organize your workflow, and scale your business with PugPin CRM.