Pella CRM

Pella CRM is an enterprise business application that consolidates your company’s sales, basic accounting, human resources, project management, and internal team communication processes into a single workspace. The mobile app uses the same data as your web panel, allowing you to pick up exactly where you left off at your desk directly from your phone. To use the application, you need a Pella CRM workspace for your company and a user account created by your administrator. New accounts cannot be registered through the app itself. SALES AND QUOTATIONS • View your potential clients, update their status, and add meeting notes. • Review your quotations and track their approval and validity status. BASIC ACCOUNTING • Access records of invoices and collections. • Monitor your income, expenses, and cash flow summary. PROJECTS AND TASKS • View tasks assigned to you; update their status, priority, and due dates. • Add subtasks, checklists, and notes; track time spent on tasks. TEAM COMMUNICATION • Channels and one-on-one messaging. • In-app voice and video calls; incoming calls appear on your phone’s lock screen, even when the app is closed. • Internal company feed: announcements, celebrations, and recognition badges. HUMAN RESOURCES • Clocking in and out with location verification. • Submit leave requests. If you are a manager, approve incoming requests • Access your payroll and personnel information ASSETS AND INVENTORY • View devices assigned to you • Process assignments and returns in seconds by scanning barcodes DOCUMENTS AND EMAIL • Mobile access to company documents • Read and respond to your corporate emails directly within the app DAILY TASKS • Items requiring your attention today—such as overdue invoices, expiring domain names or licenses, and pending approval requests—are consolidated into a single list MULTI-BRANCH OPERATIONS Designed for companies with multiple branches. If authorized, you can switch between branches and view data for each branch separately. The application is available in both Turkish and English. ROLES AND PERMISSIONS The modules you can access and the actions you can perform depend on the role assigned to you in your company’s management panel. Modules for which you do not have authorization will not appear in the app. PERMISSIONS • Camera and microphone: For video/audio calls, attaching photos, and scanning barcodes • Location: Used solely to verify clock-in/clock-out times and only while the app is in use; no background location tracking is performed • Notifications: For messages, incoming calls, task assignments, and approval requests SUPPORT Contact: [email protected] Privacy Policy: https://pellacrm.com/yasal/gizlilik-politikasi