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Description
Psalm is a cloud-based CRM and business management tool designed specifically for small enterprises that require the ability to generate quotes prior to making sales. It efficiently handles inquiries, follow-up reminders, price quotations based on various factors such as size and quantity, sales orders, invoices, and payment processes. Customers have the convenience of accepting quotes online, which seamlessly transition into orders that include deposit and staged payment options, along with invoices that do not require re-entering any line items. Additionally, Psalm monitors outstanding balances and categorizes overdue amounts into intervals of 30, 60, and 90 days. Users can personalize documents by incorporating their business logos, colors, and letterheads. The platform also features a guided importer that works with Excel and Google Sheets, and those who subscribe to paid plans gain access to an AI assistant that leverages business records for enhanced efficiency. Pricing is structured per company, offering a free tier for a single user to manage invoices, quotes, and customer relations, while paid options are available at £39/month for up to three users, £99/month for up to fifteen, or £199/month for up to fifty users. A risk-free 14-day trial is offered without requiring a credit card, allowing businesses to explore the features before committing. This flexibility ensures that small businesses can find a plan that suits their unique needs while taking advantage of useful tools to streamline their operations effectively.
Description
Spindlewise is an innovative cloud-based quoting tool specifically designed for small CNC milling and turning businesses. Users can customize their rates for machines, labor, materials, and overhead, allowing them to generate detailed quotes that include various quantities and distribute setup or programming expenses across each order. The application is capable of analyzing STEP and IGES models to determine parameters like blank size, volume, and features such as holes, slots, and pockets, while also extracting relevant information from engineering drawings. Teams can easily share quote links with clients for online review and acceptance, complete with a purchase order number for seamless transactions. Once a job is secured, the integration of job travelers and time tracking on the shop floor links estimates to actual production, enabling businesses to evaluate the difference between quoted and real costs as well as hours worked. Additionally, the platform facilitates the importation of shop data from spreadsheets and allows for the export of successful quotes into accounting software or CSV files, streamlining financial management. This versatility ensures that shops can maintain accurate records while enhancing their overall quoting and production processes.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Facebook
Yes
Google Ads
Yes
IndiaMART
Yes
Justdial
Yes
MYOB
No
QuickBooks Online
No
WhatsApp
Yes
Xero
No
Integrations
Facebook
No
Google Ads
No
IndiaMART
No
Justdial
No
MYOB
Yes
QuickBooks Online
Yes
WhatsApp
No
Xero
Yes
Pricing Details
£39/month
Free for one person using invoices, quotes and customers. Monthly company plans: £39 for up to 3 people, £99 for up to 15, and £199 for up to 50. Annual billing is £390, £990 and £1,990 respectively (two months free). The 14-day trial requires no card. Jordan Labs Ltd is not VAT registered, so prices include everything.
Free Trial
Yes
Free Version
Yes
Pricing Details
$99/month
The Free plan costs $0 and includes 1 user and up to 5 quotes per month. In the US, Shop costs $99 per shop per month for up to 5 users, and Pro costs $199 per shop per month for the whole team. Each new workspace gets a 30-day trial of Pro features without a credit card. Annual billing gives you 12 months for the price of 10. There is no setup fee; applicable taxes are additional.
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Jordan Labs Ltd
Founded
2026
Country
United Kingdom
Website
psalmcrm.com
Vendor Details
Company Name
Spindlewise
Founded
2026
Country
China
Website
spindlewise.com
Product Features
Billing and Invoicing
Billing Portal
No
Contact Database
No
Contingency Billing
No
Customer Portal
No
Customizable Invoices
No
Dunning Management
No
Hourly Billing
No
Invoice History
No
Mobile Payments
No
Multi-Currency
No
Online Invoicing
No
Online Payments
No
Payment Processing
No
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
No
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Quoting
Automated Quoting
No
Catalog Management
No
Client Portal
No
Contact Management
No
Customer Accounts
No
Customizable Branding
No
Discount Management
No
Forms Creation
No
Pricing Management
No
Product Configurator
No
Proposal Management
No
Product Features
Quoting
Automated Quoting
No
Catalog Management
No
Client Portal
No
Contact Management
No
Customer Accounts
No
Customizable Branding
No
Discount Management
No
Forms Creation
No
Pricing Management
No
Product Configurator
No
Proposal Management
No
