Features
The whole customer lifecycle, in one tool
From the first sales opportunity to after-sales support, Purple Base covers every stage of your customer relationship.
Sales pipeline
Visualize your opportunities by stage (first contact, meeting, commercial offer, won, lost), with your open pipeline value and weighted value calculated automatically at all times. A sales leaderboard highlights your team's performance for the current period.
- Stage-by-stage view, drag and drop opportunities
- Open pipeline value and weighted value in real time
- Overall and per-stage conversion rate
Customers & prospects
One record per customer, with multiple contacts, addresses, company information (business registration numbers, legal form, industry) and a complete history of exchanges. Live company search pre-fills legal information to save time on data entry.
- Prospect and customer records with activity history
- Live company search
- Bulk import from an existing file
Catalog
Structure your product and service offering once, then reuse it across all your quotes. Bulk import lets you get started quickly from an existing catalog.
- Products and services with reference pricing
- Bulk import from a file
- Direct reuse in quotes
Quotes
Create professional quotes from your catalog, customize commercial terms and track their status through to signature. Transformation rate and amounts awaiting response are calculated automatically.
- Quote line editor with customized commercial terms
- Status tracking (issued, in negotiation, won, lost)
- Transformation rate and amounts awaiting response
Projects
A won quote turns into a tracked project, so you keep clear visibility into progress on the commitments made to your customers.
- Automatic handoff from won quote to project
- Centralized progress tracking
- History linked to the customer and the originating quote
Tickets & support
Centralize your customers' support requests, with attachments, screenshots and video recordings captured directly from the browser. Custom fields let you tailor tracking to your business.
- Complete history of exchanges per ticket
- Built-in attachments, screenshots and video
- Custom fields tailored to your business
Customer portal
Your customers create and track their tickets from a dedicated space, available at your organization's address. They communicate directly with your team, without email or phone calls.
- Self-service customer account creation
- Ticket tracking and message exchange
- Portal available in the customer's own language
Team, roles & organization
Invite your team, define roles with precise permissions, and manage several organizations from a single account if needed.
- Team invitations and role management
- Fine-grained permissions per module
- Multi-organization support