Learn how to compare CRM systems the right way and choose one that fits your business needs. Discover why output, not features or price, is the key to selecting the right CRM.
CRM to Invoice for SMEs
Lead → Quote → Invoice → Revenue.
All Connected!
- No monthly subscription.
- No percentage fee.
- 1 invoice = 1 credit.
Mobile App
- Manage Tasks On The Go
- Capture Leads Instantly From The Field
- Track Revenue & Sales Performance Anywhere
Is DocuProjects an ERP System?
Short Answer: No. DocuProjects is not a traditional ERP system.
- DocuProjects is a lightweight, Pay as you go; sales-to-revenue tracking platform designed for SMEs and growing businesses that want operational visibility without the complexity of heavy ERP implementations.
- The platform connects Leads → Deals → Quotations → Invoices → Revenue Tracking in one connected workflow, helping businesses simplify daily operations, improve sales visibility, and reduce manual work.
- Businesses can start quickly with a plug-and-play approach while still maintaining structure, process visibility, and revenue clarity in one platform.
Dashboards & Reports
- Revenue & pipeline tracking
- Real-time dashboards with reports
E-invoice
- One click Invoice- Zero hassle.
- Automatic due date reminders
Deals & Quotes
- Real-Time Currency Conversion rates.
- Quote → Invoice in single click
- Automatic reminders to customers
- Custom products and services list
Task Management
- Smart Reminders
- Assign & Collaborate
- Track Productivity
Leads
- B2B and B2B lead management
- Bulk upload
- OCR for on-field sales team
- Increased productivity
Quick Demos
Why DocuProjects
Value to Your Business
DocuProjects CRM connects your entire sales-to-revenue journey within one integrated platform — from leads and deals to quotations, invoicing, and revenue tracking. Gain real-time visibility, faster decision-making, and better operational control through one centralized dashboard.
Features That Matter
Manage leads, deals, quotations, invoices, follow-ups, reports, and multi-currency transactions from a single cloud-based system. DocuProjects CRM is built to simplify daily business operations with automation, visibility, and ease of use.
Flexible Pricing
Leads, Deals, and Quotes are completely free. Credits are only consumed when generating invoices, giving businesses a practical pay-as-you-go pricing model without unnecessary monthly licensing costs.
Want to Try It? Get Free Access Now!
Articles
Discover why DocuProjects Free CRM is different from traditional free CRMs. Manage leads, deals, quotations, and invoicing in one connected system with no monthly subscription, no contracts, and pay-as-you-go pricing designed for SMEs and GCC businesses.
A simple comparison of Zoho CRM vs DocuProjects CRM—exploring pricing, invoicing, and how each platform handles the full sales-to-revenue process.
Support & Service Commitment
DocuProjects follows a modern, technology-first support approach combining automation, AI-assisted workflows, and human oversight to deliver fast and efficient customer service.
Support requests are monitored continuously, categorized automatically, and reviewed by our team to ensure accurate resolution and product reliability.At this stage, support is primarily provided through email and guided assistance channels, allowing us to maintain focused, high-quality support while continuously improving the platform.
Average response time: within 24 business hours.
Support requests are monitored continuously, categorized automatically, and reviewed by our team to ensure accurate resolution and product reliability.At this stage, support is primarily provided through email and guided assistance channels, allowing us to maintain focused, high-quality support while continuously improving the platform.
Average response time: within 24 business hours.
Try It Now
- 24 -4, behind Kiruba Hospital, Ram Nagar, Kumarasamipatti, Salem, Tamil Nadu, India
- 636007
- Hello@DocuProjects.com
- Mon-Fri - 09:00-18:00
F.A.Q
What is DocuProjects and who is it for?
- DocuProjects is an all-in-one business management platform designed to streamline your sales and financial workflows. It helps businesses manage leads, create quotations, generate invoices, and track payments from a single system.
- It is ideal for small to mid-sized businesses, startups, and growing teams looking to replace multiple tools with one simple, efficient solution for managing their operations.
Who is DocuProjects CRM designed for? Is it only for businesses or can individuals use it as well?
DocuProjects CRM is primarily designed for businesses (SMEs) in the UAE that manage quotations, invoices, and client transactions. However, it is not limited to registered companies alone.
The platform is equally suitable for individual professionals, including:
- Freelancers
- Independent consultants
- Service providers
Any professional who needs to create quotations, send invoices, and manage client payments can effectively use DocuProjects CRM.
Which industries in the UAE can benefit from DocuProjects CRM for quotations, invoicing, and document management?
DocuProjects CRM is designed for SMEs in the UAE that manage quotations, invoices, and client transactions in a structured way. It is a flexible document-based CRM, which means it works best for businesses that sell products or services and generate invoices for customers.
While it can be used across many industries, it is an especially strong fit for the following sectors:
- Real Estate (B2B & B2C) – property sales, rentals, brokerage firms
- Interior Design & Fit-out Companies – customized project quotations and billing
- Maintenance & Facility Management – recurring service invoices and contracts
- Software & IT Services Companies – SaaS, development, and AMC contracts
- Manufacturing & Trading Businesses – bulk product listings and client pricing
- Consulting & Professional Services – project-based billing and proposals
- Construction & Contracting Companies – milestone-based invoicing
- Wholesale & Distribution Businesses – B2B sales and client-wise pricing
- Freelancers & Agencies – service-based quotations and invoicing
- Automotive & Equipment Suppliers – parts, services, and bulk deals
DocuProjects CRM supports unlimited product/service listings, making it ideal for businesses with customized offerings across different industries.
Is DocuProjects free to use?
- DocuProjects is free to use for managing your core sales activities. You can create leads, manage deals, generate quotations, and send them to customers in just a few clicks.
- As your business grows, you can upgrade with flexible prepaid features for advanced capabilities like invoice generation, so you only pay for what you use.
How do I get access to the platform?
- You can access DocuProjects by filling out the contact form available on our website. Simply provide your name, company name, and official business email address.
- Our team will perform a quick verification and share the steps to activate your free access, so you can get started without delay.
Do I need technical knowledge to use DocuProjects?
- No, you do not need any technical knowledge to use DocuProjects. The platform is designed to be simple, intuitive, and easy to use for managing your sales and business workflows.
- You can also access our quick training videos on our YouTube channel to help you get started and make the most of the system.
What is your support SLA and mode of support?
Our standard support SLA is 48 hours, and we primarily offer support via email to ensure timely and structured assistance for your queries. You can find our support email address via the support icon on the top right of the application, available on all pages.
We also offer online live support for more immediate assistance, which may be available at an additional cost depending on your requirements.
Apart from CRM, quotations, and invoicing, what else does DocuProjects offer?
- DocuProjects is a continuously evolving platform designed to support your end-to-end business operations. Beyond sales and billing, we are expanding into additional modules to further streamline your workflows.
- Exciting new features like ExpenseMate, ProjectMate, and DocuMate are coming soon, bringing enhanced capabilities for expense management, project tracking, and document handling in upcoming releases.
Is DocuProjects a cloud-based system or is an on-premise option available?
- DocuProjects is a 100% cloud-based platform, and on-premise deployment is not available. This allows you to access the system securely from anywhere without managing infrastructure.
- It operates on a flexible prepaid, pay-as-you-go model, giving you the freedom to use advanced features as needed without being tied to a fixed monthly subscription.
Which cloud does DocuProjects use and is my data secure?
- DocuProjects is hosted on AWS (Amazon Web Services), one of the world’s most reliable and scalable cloud platforms, ensuring high availability and performance.
- Your data is protected with enterprise-grade security, including encryption, GDPR compliance, and multiple backup locations, ensuring your information remains safe, secure, and always accessible.
Can I export my data if I stop using DocuProjects CRM?
Yes.
- You need to give a 1-month notice via official email to cancel
- Before cancellation, you can download all your data in Excel from the Reports section
- Data will be automatically deleted after 2 months of inactivity
- If you want immediate deletion, send an email from the Super Admin account
In simple terms:
You can take all your data anytime before leaving, and it will be deleted securely after cancellation.
Privacy - Policy
1. Acceptance of Terms
By creating an account and using DocuProjects, you confirm that you have read, understood, and agreed to these Terms and Conditions and the Privacy Notice.
2. Nature of Service
DocuProjects is a cloud-based, pay-as-you-use SaaS and not a monthly subscription platform that includes CRM, quotations, invoices, reports, OCR features, workflow automation, and related document management tools.
3. Prepaid Credits Only
DocuProjects operates strictly on a prepaid credit basis. Users must purchase credits in advance before using paid features or services. CRM and quotation features may be provided free of charge. Credits are required for invoice generation and certain premium features. No postpaid usage, deferred payment facility, outstanding balance arrangement, or credit line is provided unless expressly approved in writing by DocuProjects.
4. Payments, Credit Activation, and Refunds
Credits are added only after payment is received and confirmed by DocuProjects. All payments are final and non-refundable. This includes credit purchases, feature usage, service fees, and any other charges paid to DocuProjects.
5. One Company Per Account
Each account is intended for use by one company only. Separate companies must register separately. Multi-company usage is not permitted unless expressly approved in writing by DocuProjects.
6. Suspension, Restriction, and Termination
DocuProjects may suspend, restrict, disable, or terminate access, with or without notice, where suspicious activity, misuse, fraud, payment concerns, security concerns, legal risks, abuse of services, or breaches of these Terms are identified.
7. Data Hosting and Security
DocuProjects may host and process customer data using AWS infrastructure or other approved cloud infrastructure providers selected by DocuProjects. Reasonable technical and organizational security measures are implemented to protect user data; however, uninterrupted availability and absolute security cannot be guaranteed.
7.a) International Data Hosting and Processing
DocuProjects is operated and managed from India. Customer data may be stored, processed, or transferred using infrastructure located outside the United Arab Emirates, including AWS Mumbai Region (India) or other infrastructure regions selected by DocuProjects or its infrastructure providers. By using the service, users acknowledge and consent to such cross-border data storage and processing.
8. Data Retention and Inactivity
Data may be retained for up to 2 years or longer where required for legal, regulatory, audit, dispute, enforcement, tax, or security purposes. If an account remains inactive for 2 continuous months with no login activity, no operational activity, and no official communication from the customer, DocuProjects reserves the right to disable the account and permanently delete associated data.
9. User Responsibility
Users are solely responsible for the legality, accuracy, backup, integrity, and proper use of their data, records, uploaded documents, and activity within the platform.
10. Governing Law and Dispute Resolution
These Terms shall be governed by the laws of India. In the event of any dispute, the parties agree to first attempt resolution through good-faith discussions and mutual communication. If the dispute cannot be resolved amicably, it shall be subject to the jurisdiction of the competent courts in India.
11. Privacy Notice
By registering and using DocuProjects, users consent to the collection, storage, processing, and use of account information, operational data, usage activity, uploaded content, and related information reasonably required to provide, maintain, secure, improve, and support the service.
11.a) Account and Data Deletion Requests
Users may request account and data deletion at any time by contacting support at hello@docuprojects.com or hrtechadvisory@gmail.com. Upon verification, associated account data may be deleted unless retention is required for legal, tax, audit, dispute, fraud prevention, or security obligations.
12. Camera and Gallery Permissions
The mobile application may request access to the device camera and photo gallery solely for business-related features such as OCR processing, business card scanning, document uploads, profile uploads, and related workflow actions initiated by the user. DocuProjects does not access the camera or gallery without user interaction and permission.
13. OCR and AI-Based Extraction
Certain features may use OCR (Optical Character Recognition), AI-assisted extraction, or automated document processing technologies to process business cards, invoices, images, documents, or uploaded content for workflow automation and lead capture purposes. Users are responsible for reviewing and verifying extracted information before use.
14. Third-Party Services
DocuProjects may rely on third-party infrastructure, payment processors, analytics providers, email delivery services, OCR providers, AI providers, and cloud services for platform functionality. Such services may process limited operational data as necessary to provide functionality.
15. Limitation of Liability
To the maximum extent permitted by applicable law, DocuProjects shall not be liable for indirect, incidental, special, consequential, data-related, or business interruption losses arising from the use of the platform, including but not limited to downtime, data loss, unauthorized access, third-party failures, or user misuse.
16. Changes to Terms
DocuProjects reserves the right to modify, update, or revise these Terms and Privacy Policy at any time. Continued use of the platform after updates constitutes acceptance of the revised Terms.
17. Contact Information
For support, privacy-related concerns, or legal inquiries, users may contact:
Email: hello@docuprojects.com
Website: DocuProjects