P E T R A

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“Operate. Track. Improve. With Petra Business Suites, every part of your business moves forward — because what gets measured, gets mastered.”

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Customers (CRM)

Keep every customer in one place

See new leads. Know who to call. Keep every note and email. Send bills when the work is done.

Show Me Petra See how a team uses it
  • One clear customer story
  • Fewer missed follow-ups
  • Leads, emails, and bills together
Your day at a glance

What needs you today?

3 follow-ups are dueCall or send an email
5 new leadsGive each one an owner
2 bills are still openSee what is owed
Start with what matters

See your sales work in one view

Your CRM home shows new leads, wins, follow-ups, customer reviews, and money still owed. Your team can act without hunting through sheets.

Open leadsSee who may buy
Work dueKnow who needs a reply
Sales wonSee what is working
Money owedSee unpaid bills
Simple tools for the whole team

From a new lead to a happy customer

Each step stays in Petra, so the next person knows what happened and what to do.

Keep leads tidy

Add leads one by one or bring them in from a file. Give each lead an owner, a sales step, and a next date.

  • Use a list or board view
  • Mark leads as hot, warm, or cold
  • Find and join repeat records

Follow up on time

Plan calls, emails, and meetings. Save what happened. Petra can start the right plan when a lead moves to a new sales step.

  • See work due today
  • Give tasks to a team member
  • Start a plan when a lead changes step

Send email campaigns

Pick the leads or customers you want to reach. Build a clear email, check it, and send it now or later.

  • Use saved email designs
  • Choose the exact people to email
  • See sends, opens, and clicks
Reply tracking uses the optional CRM Inbox add-on.

See the full story

Calls, emails, meetings, notes, files, reviews, and sales steps sit on one clear customer timeline.

  • Search and filter the timeline
  • Keep files with the right customer
  • Turn a lead into a client without losing notes

Learn what brings sales

See where leads came from, which sales steps are slow, and who needs help. Keep customer reviews and referrals too.

  • Check lead sources
  • See the sales steps
  • Spot old leads that need care

Create and track bills

Make an invoice from the customer page. Use repeat invoices for work you bill again and again.

  • See billed, paid, and still owed
  • Keep invoices with the customer
  • Use your invoice look and signature
One clear path

Find. Follow. Win. Get paid.

Your team sees the same customer story from the first hello to the final bill.

  1. 1
    FindAdd a lead and save where they came from.
  2. 2
    FollowPlan the next call, email, or meeting.
  3. 3
    WinTurn the lead into a customer. Keep the full story.
  4. 4
    Get paidCreate a bill and see what is still owed.
Optional Petra AI add-on

Want help with the next step?

Petra AI can suggest what to do next, make a weekly summary, help build an offer, and draft a follow-up plan. You stay in control.

See add-on pricing

Included in the Business plan

$13 per person / month. Yearly billing saves 15%.

See full pricing

Ready for one clear customer view?

Book a short walkthrough. We will show the parts your team needs.

Book a CRM Walkthrough