Pegatto is a modular business platform that brings CRM, Marketing, Sales, HRM, Projects, Support, Assets, Inventory, Finance and AI together in one connected ecosystem.
Manage leads, contacts, opportunities, customer relationships and follow-ups.
Build stronger customer relationships and convert more opportunities with a unified CRM platform.
Consolidate lead capture, pipeline tracking, and contact management into a single platform. Gain real-time visibility into customer interactions to prioritize prospects, respond faster, and turn opportunities into lasting relationships.
Growth
Marketing
Create campaigns, generate leads, automate communication and measure marketing ROI.
Plan and execute targeted marketing campaigns.
Execute targeted multi-channel campaigns with automated email, WhatsApp, and SMS workflows. Segment your audience, personalize engagement, and track every lead from initial inquiry to conversion while actively measuring your marketing ROI.
Growth
Sales
Manage enquiries, quotations, orders, sales pipelines, targets and revenue.
Manage customer enquiries from a single platform.
Streamline the entire sales cycle from creating professional quotations to tracking finalized orders. Assign targets, monitor pipeline stages, and leverage real-time revenue insights to drive faster business growth.
People
HRM
Manage employees, attendance, leave, payroll, appraisal, training and HR processes.
Manage complete employee information in one place.
Centralize employee management with automated attendance tracking, leave approvals, and accurate payroll processing. Streamline recruitment, onboarding, and performance appraisals while maintaining complete visibility through real-time workforce dashboards.
Operations
Ticket Management
Deliver faster customer support with tickets, SLAs, assignments, escalations and service tracking.
Capture customer issues and service requests as tickets.
Deliver exceptional support by automatically routing tickets, enforcing SLAs, and tracking resolution progress. Maintain a complete communication history and use automated escalations to ensure faster, higher-quality customer service.
Operations
Asset Management
Track assets from purchase and allocation to maintenance, transfer and retirement.
Maintain a centralised record of all business assets.
Manage the complete lifecycle of your assets from procurement to retirement. Seamlessly handle allocations, schedule preventive maintenance, monitor warranties, and track depreciation costs to maximize accountability and utilization.
Operations
Project Management
Plan projects, manage tasks, milestones, resources, budgets and project performance.
Plan and organise projects from initiation to completion.
Organize complex projects by assigning tasks, defining milestones, and tracking real-time progress. Optimize resource allocation, manage budgets tightly, and foster team collaboration through shared insights and centralized documentation.
Operations
Inventory & Purchase
Manage stock, warehouses, suppliers, purchase orders, receipts, transfers and reconciliation
Maintain real-time stock visibility across all locations.
Maintain real-time stock visibility across multiple warehouses while streamlining purchase orders and supplier management. Accurately record receipts, handle transfers, and perform routine reconciliations to reduce shortages and control inventory costs.
Control
Finance
Connect billing, receivables, payments, expenses and financial workflows.
Create and manage invoices, bills and credit notes.
Connect your entire financial workflow by seamlessly managing accounts payable, receivables, and business expenses. Automate payment reminders and track cash flow in real-time to maintain complete control over your financial performance.
Control
Analytics & BI
Turn business data into dashboards, KPIs, reports and actionable insights.
Bring business data together on a unified platform.
Transform complex business data into interactive dashboards and unified KPI tracking. Uncover trends, compare actuals against targets, and drill down into operational metrics to make faster, data-driven decisions.
Intelligence
AI & Automation
Use AI agents, intelligent workflows and automation to reduce repetitive work and accelerate decisions.
Use AI agents to support everyday business operations.
Accelerate operations by deploying AI agents to automate repetitive tasks and intelligent workflows. Leverage predictive insights and data pattern recognition to dramatically improve productivity and decision-making accuracy.
Process section
Start Small. Add More. Grow Seamlessly.
A foundation that gets more capable as your business grows. You don't need to replace your platform—just add to it.
1
Step 01
Start with Core
Create your organization and get started with the free Pegatto Core.
2
Step 02
Choose Extensions
Browse the Pegatto Extension Store and install the capabilities your business needs.
3
Step 03
Connect Your Business
Bring your teams, customers, processes and data together.
4
Step 04
Automate
Create workflows that eliminate repetitive manual work.
5
Step 05
Scale
Add more extensions as your business grows—without replacing your platform.
Process section
Start Small. Add More. Grow Seamlessly.
A foundation that gets more capable as your business grows. You don't need to replace your platform—just add to it.
1
Start with Core
Create your organization and get started with the free Pegatto Core.
Choose Extensions
Browse the Pegatto Extension Store and install the capabilities your business needs.
2
3
Connect Your Business
Bring your teams, customers, processes and data together.
Automate
Create workflows that eliminate repetitive manual work.
4
5
Scale
Add more extensions as your business grows—without replacing your platform.
The Pegatto Core
The Foundation of Your Business
Users & Organizations
Roles & Permissions
Workflow Engine
Notifications
Documents
Search
Dashboards
Audit Trail
API & Integrations
Extension Management
Extension Store
Your Business. Your App Stack.
Think of Pegatto Extensions like apps for your business.
Browse, install and activate new capabilities without changing your core platform.