All-in-One Technology Solutions for Your Business.
E-mail sales@purlieu.tech to schedule your demo today.
Purlieu’s Modules
Purlieu offers a suite of powerful cloud based modules, each designed to address specific operational needs and drive your business forward. Lets explore how each module can transform your workflows, enhance productivity, improve visibility, and contribute to your overall success.
Sales
Centralizes sales documents and project data, automates the sales cycle, imports and auto-assigns leads, streamlines internal communications, and effortlessly transitions deals into project execution
Contacts
Comprehensive repository for all contacts, vendors, and customer accounts, allowing attachment throughout the platform, management of usage and access, and activity tracking.
Projects
Role-based autonomous task assigning, Gantt chart automation, real-time project visibility and reporting, enhances project control and reduces stress.
Documents
Streamlines file management by automatically placing uploaded documents into the correct project folders, ensuring essential information is always accessible directly within the workflow.
Quote & Specs
Custom quote and spec templates, quick bulk spec and cost updates, advanced pricing tools, detailed reporting and comprehensive activity logging. See Vendor Portal.
Reporting
Generates real-time insights on project progress, financials, and operational metrics, enhancing decision making and resource management.
Orders
Track multiple shipments on PO’s, integrated task management, automated escalation of PO’s at risk, comprehensive activity logging, automated delivery schedule reporting. See Vendor Portal.
Vendor Portal
Platform for vendors to update specifications, purchase orders, and contact details, with notifications and seamless data integration upon client approval.
Mission
To empower project management, procurement, and order fulfilment businesses by providing them with powerful, user-friendly software tools that simplify sales, project management, quoting, and order fulfilment. Our goal is to help businesses thrive in the competitive digital age by reducing operational complexities and enabling them to focus on their core strengths.
Vision
To free businesses from system inefficiencies and empower them to focus on core objectives. We aim to create seamless, stress-free operations that enhance work culture and provide clear project and pipeline visibility. Our goal is for customers to lead their industry with exceptional service, efficient processes, and feeling empowered to excel without constraints.
Values
To foster a culture of exceptional service and genuine partnership. We stand with our customers, understanding their challenges and proactively addressing them. With integrity, transparency, and proactive problem-solving, we anticipate needs and provide solutions that resolve current issues while preventing future ones, ensuring a consistently superb customer experience.
Before & After Purlieu
What our customers are saying about their experience with Purlieu, before and after implementation.
“Building quotes in excel was very time consuming and each employee would build them in their own unique way leading to a multitude of errors, omitted items, incorrect quantities, specs not translating to POs accurately, and just one of these mistakes could result in tens or hundreds of thousands of dollars in errors. Now, quotes are standardized, and checks and balances reduce human error.”
“Before using Purlieu, the lack of visibility and of portfolio view created an environment of preference over process. Documents were not always stored in the same location from project to project, or project manager to project manager, we relied on post it notes, and sometimes even people's memory. Now our processes are standardized, and we can monitor each project in a unified manner.”
“It used to be that there was a lot of "fire fighting" because we only knew we were behind when a client would bring something to our attention and often it was already too late to properly adjust course. Now with Purlieu we are advising clients ahead of time when their projects are at risk and taking corrective action before there’s a problem.”
“Previously, it was difficult to know what was in the pipeline heading my way I would often feel overwhelmed and depressed due to the large number of projects being carried. Now with Purlieu, I have visibility into tasks/time requirements, I know exactly what my workload looks like and can plan accordingly; the stress impact of my overall workload has been diminished and has disappeared.”
