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Peso
Custom CRM, simplified.

What is Peso?

Peso is a platform designed to make creating custom business tools ridiculously easy. It allows businesses to build Customer Relationship Management systems (CRMs), agent interfaces, customer portals, and other applications tailored to their specific needs.

Peso prioritizes seamless integration with existing data sources. It connects to your data where it resides, eliminating the need for migration or data lock-in. This allows for a streamlined approach to building and managing your business applications.

Features

  • Data Source Integration: Seamlessly connect to existing data sources without migration.
  • Custom CRM Building: Easily create CRMs tailored to specific business needs.
  • Workflow Automation: Automate business processes to improve efficiency.
  • Dashboard Creation: Manage and visualize data with custom dashboards.
  • Shared Inbox: Keeps everyone on the same page and in the loop.
  • Task Management: Organize and manage tasks within the platform.
  • Custom Roles : Create custom roles for the team.
  • Portals: Create custom portals.

Use Cases

  • Custom CRM
  • Dashboards
  • Customer Portals
  • Order Management
  • Work Orders
  • Project Management
  • Knowledge Base
  • Field Sales
  • Inspections

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