• Manage and invoice projects with the powerful Project Management Feature
• Link tasks to many CRM features for seamless workflow
• Perfectly designed for small to medium size businesses
• Supports custom fields to match your unique business needs
• Receive payments online with integrated payment gateways
• Knowledge Base – Extensive support system for customers
• Powerful Email Marketing – Promote your business using campaigns
• Track leads and monitor their complete activity journey
• Manage customer contacts with detailed profiles
• Create tasks by customer or lead and assign to staff members
• Keep track of all your business expenses
• Multiple currencies support for international business
• Direct document upload to each user profile
• Automatic detection for customer contact information
• HTTPS capable for secure operations
• Simple, intuitive interface that anyone can use
• Clean code and easy to customize

👥 Customer Management

Easily manage your customers and their contacts. Create multiple contacts for each customer and set proper permissions. The customer area is fully separated from the admin area. Clients have their own dedicated portal with all financial data from your company presented in a clear, professional view. Build stronger relationships with complete customer insights and history.

💰 Smart Invoicing System

Keep track of invoices, items, and generate detailed reports effortlessly. Add new currencies and create invoices in multiple currencies. Define multiple taxes with different percentages and include them in invoices automatically. Customers can pay invoices online through integrated payment gateways, making it easier to get paid faster. Professional invoicing has never been this simple.

📊 Advanced Project Management

Create projects and track progress with our advanced project management system. Create project discussions, manage tasks, and store files securely. Comment on tasks to keep ideas flowing and collaboration smooth. Set project milestones, track billable hours with the built-in timer, create project dependencies, and monitor project progress in real-time. The project area is fully separated - customers can track their progress, view invoices, access project discussions, and download project files through their dedicated portal.

✅ Powerful Task Management

Tasks are the most helpful feature for daily activity management. Attach files, add comments, assign staff members, and maintain complete control of progress. Create tasks from projects, link them to invoices, proposals, tickets, expenses, and much more. Never let anything slip through the cracks with our comprehensive task tracking system.

🎯 Lead Management & Tracking

Keep track of all leads in one organized place and easily follow their progress through your sales pipeline. Create lead proposals, use the built-in email feature, track all activity from logs, and import leads from CSV for quick setup. Convert leads to customers seamlessly and never miss a sales opportunity.

📝 Beautiful Proposals

Send stunning, professional proposals to your customers and increase your sales conversion rate. Convert proposals to invoices with one click and create follow-up tasks for yourself or other staff members. Impress your clients with polished, branded proposals that win more business.

💵 Estimates & Quotes

Send detailed estimates to customers before invoicing. Estimates can be easily converted to invoices once approved, streamlining your sales-to-payment workflow. Perfect for service businesses and project-based work.

📄 Contract Management

Manage all customer contracts in one secure location. Customers can sign contracts electronically through the portal and later download the signed copy. Streamline your legal documentation and maintain compliance effortlessly.

📚 Knowledge Base System

Build an advanced knowledge base for your customers and help them help themselves. Reduce support tickets by providing comprehensive self-service resources. Organize articles by categories and make information easily searchable.

🎧 Integrated Support System

Powerful built-in support ticketing system with email piping and many other features to help you solve customer issues more quickly. Assign tickets to staff members, set priorities, track response times, and maintain complete customer satisfaction. Turn support into a competitive advantage.

👥 Employee Management System

• Employee Profile Management - Complete employee information database
• Department Management - Organize teams by departments
• Designation Management - Define roles and hierarchies
• Leave Management System - Handle all leave requests efficiently
• Attendance Tracking - Monitor employee attendance patterns
• Employee Performance Review - Track and evaluate performance

💰 Comprehensive Payroll System

• Salary Structure Management - Create flexible salary structures
• Payroll Processing - Automated payroll calculations
• Salary Slip Generation - Generate professional pay slips
• Tax Management - Handle tax calculations and compliance
• Bonus and Incentive Management - Manage rewards programs
• Deduction Management - Track all salary deductions

📈 Detailed HR Reports

• Payroll Report - Comprehensive payroll summaries
• Income Summary Report - Track salary expenses
• Insurance Cost Summary - Monitor benefit costs
• Payroll Overview Charts - Visual payroll analytics
• Department Overview Charts - Department-wise analysis

❓ What makes Pozlo different from other CRM systems?

Pozlo is an all-in-one business management solution that goes far beyond traditional CRM. While most CRMs only handle customer relationships, Pozlo includes project management, invoicing, HR & payroll, support ticketing, knowledge base, email marketing, and much more. You get everything you need to run your business in one integrated platform, not scattered across multiple subscriptions.

❓ Is Pozlo suitable for my business size?

Absolutely! Pozlo is perfectly designed for small to medium-sized businesses, freelancers, consultants, and agencies. Whether you're a solo entrepreneur or managing a team of 200+, Pozlo scales with your needs. The flexible permission system and customizable features adapt to businesses of any size.

❓ Can customers access their own portal?

Yes! Customers get their own dedicated client portal completely separated from your admin area. They can view invoices, estimates, proposals, contracts, project progress, support tickets, and all financial data in a clean, professional interface. This transparency builds trust and reduces support inquiries.

❓ Can I customize Pozlo to match my brand?

Yes! Complete rebranding is included. We'll customize Pozlo with your company logo, color scheme, and brand identity across web, Android, and iOS platforms. Your clients will see a system that looks and feels like it was built exclusively for your company. Plus, with source code access, you can customize further if needed.

❓ Does Pozlo support multiple currencies and languages?

Yes! Pozlo supports multiple currencies, making it perfect for international businesses. You can create invoices in different currencies and define multiple tax rates. The system also supports multiple languages, allowing you to serve clients globally while maintaining localized experiences.

❓ How does the mobile app work?

Pozlo includes native Android and iOS mobile apps with full functionality. Manage customers, create tasks, track time, view and create invoices, manage projects, handle support tickets, and receive real-time notifications - all from your mobile device. The apps even work offline, syncing when you're back online.

❓ Can I track billable hours and project time?

Yes! Pozlo includes a built-in time tracker that lets you or your team members track billable hours on projects and tasks. The timer integrates with projects and can be used to generate accurate invoices based on time spent. Perfect for service-based businesses, consultants, and agencies.

❓ How does the payment gateway integration work?

Pozlo integrates with multiple payment gateways, allowing customers to pay invoices online directly through the client portal. This speeds up payment collection and improves cash flow. You can configure multiple payment methods and customers choose their preferred option at checkout.

❓ Is my data secure in Pozlo?

Security is a top priority. Pozlo is self-hosted, meaning your data stays on your own server under your complete control. The system supports HTTPS for encrypted connections, role-based permissions protect sensitive data, and regular backups ensure data safety. You own your data completely.

❓ What kind of support and training do you provide?

We provide comprehensive setup assistance, configuration guidance, and training for your team. You'll receive detailed documentation, video tutorials, and access to our support team. We ensure Pozlo is properly configured for your business needs and your team knows how to use it effectively.