Features
Essential features of PASELLY, the free CRM platform
Register prospects and related clients in PASELLY to start managing your relationships.
Create deals linked to clients. Set expected products and phases to forecast revenue.
View workflow templates →Create quotations, invoices, purchase orders, delivery notes and more.
The basic PASELLY workflow
Start by registering clients. Manage company names, contacts and other details.
Create deals linked to clients. Track negotiation progress and expected amounts.
Create quotations, invoices and delivery notes. Send via email or payment links.
Auto-aggregate sales data and view reports by product, client or team member.
There are many more features — here they are in a full list
| Category | Feature | Details |
| Form Builder | Contact Form Creation | Create custom contact forms for your corporate website or landing pages. |
| Auto Client Registration | Automatically create and manage client records when a form is submitted. | |
| Auto Deal Registration | Automatically create and manage deals when a form is submitted. | |
| Auto Meeting Registration | Automatically create and manage meetings when a form is submitted. | |
| Respondent Geolocation | Capture the latitude and longitude of form respondents upon submission. | |
| CSV | Download form responses as CSV. | |
| Clients | Client Management | Create and manage your client master records. |
| Status Management | Assign statuses to clients for organized management. For example, create custom statuses like "New Lead", "Existing Customer" or "Follow-up Needed". |
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| List Management | Organize clients into lists for segmented management. For example, create lists like "LP Signups", "Trade Show" or "VIP". |
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| Category Management | Categorize clients for organized management. For example, create categories like "Construction", "IT & Telecom" and more. |
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| Lead Source Tracking | Track how you acquired each client. For example, create sources like "Networking Event", "Referral" and more. |
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| Staff Assignment | Assign team members as client owners. Easily filter by your assigned clients. | |
| CSV | Download your client list as CSV. | |
| External Account Management | Store external service account information for clients who use other platforms. | |
| Map View | Display client addresses on a map for visual reference. | |
| Custom Fields | Add custom fields to clients. Supports text, number, date, select and more. | |
| Deals | Deal Management | Create and manage deals. |
| Document Linking | Link quotations, invoices and other documents to deals. Centralize document management per deal for easy progress tracking. | |
| Meeting Linking | Create meetings linked to deals. Useful for tracking who participated in negotiations for each deal. |
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| Pipeline Management | Combine with workflows (below) for visual pipeline management. | |
| CSV | Upload deal data via CSV. | |
| Custom Fields | Add custom fields to deals. Tailor management to your industry and scale. | |
| Workflows | Workflow Creation | Define sales process steps in advance and move deals through them. For example, define steps like Appointment → Discovery → Proposal → Quote, and track each deal's current step. View workflow templates → |
| Kanban Board | View all steps at once and manage which deal is at which stage. | |
| Phase-based Revenue Forecast | If an expected product is worth $100K and the phase is at 50%, a $50K forecast is displayed. Aggregate totals per phase are also shown. | |
| PDF Download | Download deal information as PDF. | |
| Meetings | Meeting Creation | Log meeting details and discussion notes. |
| Custom Fields | Add custom fields to meetings for detailed record-keeping. | |
| Products | Product Creation | Create and maintain your product master records. |
| Category Management | Organize products by category for easier management. | |
| Document Creation | Quotation | Create quotations. Learn more → |
| Invoice | Create invoices. | |
| Purchase Order | Create purchase orders. | |
| Delivery Note | Create delivery notes. | |
| Receipt | Create receipts. | |
| Document Duplication | Duplicate existing documents with one click. | |
| Document Conversion | Convert a document to another type — for example, turn a quotation into an invoice. Learn more → | |
| Merged Documents | Combine multiple documents into a single merged PDF. | |
| Landscape Printing | Output document PDFs in landscape orientation. Ideal for documents with many columns. | |
| Document Delivery | Send documents via email. Learn more → | |
| Payment Links | Generate online payment links via Stripe integration. Learn more → | |
| Public Links | Generate shareable URLs for documents (with optional expiration). Learn more → | |
| CSV Export | Export document data as CSV. Compatible with accounting software formats including MoneyForward, freee and Yayoi. Single-document export also available. | |
| Related Files | Upload and attach related files to documents. Keep contracts and reference materials organized together. | |
| AI Document Creation | AI drafts documents from natural language. Just type something like "Invoice for last month to XYZ Corp" and get a ready-made draft. | |
| Copy from Similar Documents | Search past similar documents and copy their content with one click. Speeds up creating documents for repeat clients. | |
| Hierarchical Documents (Itemized Quotations & Invoices)Premium | Break down construction quotes and invoices by process or section. Output PDFs with cover pages and table of contents. Learn more → | |
| Postal Delivery | We handle printing, stuffing and mailing your documents. Request postal delivery with one click. Learn more → | |
| Read Receipts | Get notified by email and in-app when recipients open your documents. Never miss the right time to follow up. Learn more → | |
| Multi-language & Multi-currency | Create invoices in English, Korean and Chinese. Supports 6 currencies including USD, KRW and CNY. Learn more → | |
| Members | Member Invitations | Invite team members to your organization and share information. |
| Integrations | Slack Notifications | Send notifications to Slack channels when actions occur. |
| Chatwork Notifications | Send notifications to Chatwork channels when actions occur. | |
| Freee Integration | Sync invoice data with the Freee accounting platform. | |
| Reports | Sales Report | View monthly sales, profit, costs and outstanding payments. Get a clear picture of your organization's performance. |
| Sales by Member | View sales, profit and costs per team member. Track individual performance. | |
| Sales by Client | View sales, profit and costs per client. Analyze your key accounts. | |
| Sales by Client Category | View sales by client category. Useful for segment-level trend analysis. | |
| Sales by Product | View sales, profit and costs per product. Identify your best sellers. | |
| Sales by Product Category | View sales by product category. Useful for category-level trend analysis. | |
| Client Portfolio Analysis | Classify clients into 4 quadrants by revenue and margin. Visualize top clients, growth candidates and at-risk accounts. | |
| Product Portfolio Analysis | Classify products into 4 quadrants by revenue and margin. Visualize core products, high-margin niches and low-margin volume sellers. | |
| Client ABC Analysis | Rank clients into A/B/C tiers by revenue contribution. Pareto chart shows which 20% of clients drive 80% of revenue. | |
| Product ABC Analysis | Rank products into A/B/C tiers by revenue contribution. Pareto chart shows which 20% of products drive 80% of revenue. | |
| Churn Risk Alerts | Analyze days since last invoice to flag at-risk and dormant clients before they churn. | |
| AI-Powered Analysis | AI automatically analyzes each report and highlights trends and actionable insights. | |
| Templates | Email Templates | Create and manage email templates for document delivery. |
| Cover Letter Templates | Create cover letter templates for document delivery. | |
| Billing Management | Overdue Payment Tracking | Manage overdue invoices and send payment reminders. |
| Recurring Invoices | Auto-generate invoices on a monthly or yearly schedule. Streamline billing for subscription-based businesses. | |
| Bulk Actions | Multi-select Bulk Operations | Delete, duplicate or change status of multiple documents and clients at once. |
| Custom Tables | List View Customization | Customize which columns appear on client, product, deal and document list views. Show only the information you need. |
| Apps | Mobile App | iOS and Android mobile app for viewing and creating documents on the go. |
| Desktop App | Windows and Mac desktop app for quick access without opening a browser. | |
| Security | Passkey Authentication | Sign in with Face ID or fingerprint instead of passwords. FIDO2/WebAuthn compliant for phishing-resistant authentication. |
| Two-Factor Authentication (2FA) | Require a one-time code from an authenticator app (e.g. Google Authenticator) in addition to your password for enhanced security. | |
| SSL/TLS Encryption | All communications are encrypted with SSL/TLS to prevent eavesdropping. | |
| Intrusion Prevention | Rate limiting and reCAPTCHA automatically block brute-force login attempts and bot access. | |
| Social Login | Sign in with Google or Apple accounts. Reduce password fatigue while leveraging each platform's security. |
There are many more features not listed here. See our release announcements for the latest updates.