CRM for SMEs

Lead→ Quote → Invoice → Revenue Insights

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Leads

Deals & Quotes

E-invoice

One click Invoice- Zero hassle.
Automatic due date reminders

Task Management

Dashboards & Reports

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GRAPE GARDEN, Koramangala, Bengaluru, Karnataka, India

Mon-Fri - 09:00-18:00

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.

Terms & Conditions + Privacy Notice

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-go SaaS platform that may include CRM, quotations, invoices, reports, and related document workflow tools.

3. Prepaid Credits Only

DocuProjects operates strictly on a prepaid credit basis. Users must purchase credits in advance before using any paid feature or service. No postpaid usage, deferred payment, outstanding balance facility, 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 one company only. Separate companies must register separately. Multi-company usage is not allowed 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 risk, or breach of these Terms is identified.

7. Data Hosting and Security

Data may be hosted using AWS or other approved infrastructure selected by DocuProjects. Reasonable security measures are applied, but uninterrupted availability and absolute security cannot be guaranteed.

8. Data Retention and Inactivity

Data may be retained for up to 2 years or longer where required by applicable law, regulation, audit, dispute, enforcement, or tax obligations. If an account remains inactive for 2 continuous months with no login, no 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 responsible for the legality, accuracy, backup, and proper use of their data, records, and activity within the platform.

10. Governing Law and Jurisdiction

These Terms are governed by the laws of the United Arab Emirates. Any dispute shall be subject to the courts of Dubai or another mutually agreed jurisdiction within Dubai.

11. Privacy Notice

By registering, you consent to the collection, storage, and use of account, usage, and operational data reasonably required to provide, maintain, secure, and improve the service.

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