luckpandaCRM for small businesses
LuckPanda CRM keeps the people you sell to next to the documents and payments that involve them. Client records are live today; leads, the deal pipeline, forms and meetings are being built.
What CRM includes
What you can do with CRM
One record per client
Each client is one record with their contact details and every quote, invoice and receipt you have made for them. Typing a known client's name on a document links it to the same record.
See what a client owes
Each client shows their documents and the amount outstanding in each currency, so a sales conversation starts from the facts.
Capture enquiries in one place
In progress: forms, your website chatbot and outreach will create leads in the same CRM, with their source recorded.
Move deals to won
In progress: a pipeline will track each deal from first call to quote to won or lost, and a won deal will lead straight to a quote.
From first step to everyday use
- Type the client's name on a quote, invoice or receipt. LuckPanda creates the client record, or links to the existing one with that name.
- Agents and code can also create clients through the API and MCP.
- Open the client to see their documents and what they owe.
- Leads, pipeline, forms and meetings will feed the same client records when they ship.
CRM for your AI agent
With an API key, an agent can search your clients, read a client's documents and balance, and create client records through REST or MCP. As leads and the pipeline ship, agents will be able to draft follow-ups and quotes from meeting notes as suggestions for a person to review and send. Agents never send on your behalf.
- Same permissions as the app, through REST or MCP
- Agent work arrives as a suggestion until a person accepts it
- Issuing, posting, sending and paying stay with people
Try it free, no account needed
Quote generator
Send a priced quote to win the work, in any currency.
Invoice generator
Bill a client in any currency, with tax worked out as you type.
GSTIN checker
Check a GST number's format and check digit, and decode it.
Discount calculator
Sale price and savings for any percentage off, with stacked discounts.
Questions
Do I need the CRM to send invoices?
No. Client records are shared across LuckPanda, so the Sales module uses the same clients whether or not you use the rest of the CRM.
Is creating clients free?
Yes. Creating and editing clients and other data is free. You pay per module for actions such as issuing and sending documents.
Where will leads come from?
From forms, your website chatbot, outreach and manual entry. Each lead will keep its source, and becomes a client when they buy.
Can I keep clients in different countries and currencies?
Yes. Each client has its own country and tax ID, and their balance is shown per currency rather than converted into one number.
When will the pipeline be ready?
It is being built and no date is promised. Its page shows a Building seal until it is live.
The rest of the system
Keep everything you make
Sign in with your email and your drafts become documents in your own business, with clients, payments and books alongside.