Brightpearl Nominated for Web App of the Year

netawardsBrightpearl has been selected for the .net magazine 2010 Best of the Web Awards in the “Web app of the year” category.

There are ten applications in the category with a definite emphasis on tools for web designers including sites that give information about web browsers, access to more fonts, free fonts, site building and quick site wire frame generation.

Two of the entries in the more business focused area are Wufoo and Mailchimp which are partner companies to Brightpearl.

Wufoo is a great tool for creating web forms and collecting information which can be fed into your Brightpearl contacts database. The forms can be on your Brightpearl web site or on any other site you control.

Mailchimp is an email marketing application which also integrates with the Brightpearl CRM features allowing you to seamlessly manage mailing lists from within Brightpeal and also get the benefit of the full feature set of the Mailchimp marketing tools.

These partner applications are great, that’s why we integrate with them, so we know this will be a tough competition to win.

If you are a user or just a fan of Brightpearl, help us out by going to the site and voting for us. It’s easy to do and you don’t need to vote in all the different categories.  The page loads with the Web App of the Year section open so just click on the Brightpearl radio button and then click the Submit button below all the other categories.

And while we are on the subject of voting, there is a site called KillerStartups.com where people vote on the web apps that they like. Brightpearl has just been added to their list so if you are in a voting mood, you can mosey over to KillerStartups and add a vote or comment.

Vote for Pearl

Vote for Pearl Software in the Software Satisfaction Awards 2010!

The whole team at Pearl has been working hard to ensure that we continue to listen to what out customers want and to provide an excellent ongoing level of service. Well now is the chance to have your say!

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Pearl has been nominated in two categories at the Software Satisfaction Awards 2010. Previous winners have included Salesforce.com and Smartpoint, with the focus of the awards having very much shifted to software-as-a-service (i.e. web-based software) and cloud services over the last few years.

If you believe that Pearl has given you access to excellent web-based capabilities as well as a high level of customer support, please complete the survey below (it should only take a minute of your time).

Thanks for your support and we look forward to continuing to support you. Click here to vote in both categories*

Pearl (Accounting and Finance)

Pearl (CRM and Customer Management)

The survey closes at 5.00pm on Wednesday 14 July 2010.

* The customer survey is very straightforward, with every entrant having their own unique survey. The survey consists of five simple questions, all on one screen.

Welcome to 2010! Important VAT news

Further to our post back in December about the VAT rate increases, we’ve made some changes to all our UK client accounts.

We originally thought that the automated rate change should be opt-in, ie all your items would stay 15% VAT unless you manually changed them yourself.

Even with blog posts and a direct email newsletter, we only had 9 people that wanted their products changed for them. OK, we thought, everyone is on the ball, they’ll take care of it themselves. Looking at the logs this morning, we see that lots of you are still selling items at 15% vat. You can’t do this now that the rate has changed!

The repercussions of having lots of incorrect sales on your system would be a bigger headache than having to tweak your prices, so we’ve updated all T5 15% items to be T1 17.5%. This means that your gross prices (including tax) have gone up by about 2%, but your net (ex tax) prices have not changed.

If you want to update your prices, use the powerful spreadsheet import tools in Pearl. If you’re running on the latest version, you can use the data manager, otherwise use the price list import tool.

Multiply your current net prices by 0.9787 to keep your gross price the same as it was before.

Pearl Office: Cloud CRM & Accounting

Pearl is now even easier to use.
Web based accounting and CRM in one system. Anywhere, anytime.

We’ve created a new pay plan called Pearl Office, which makes Pearl more straightforward to use for businesses who need web-based CRM & Accounting and don’t need advanced features of Pearl, such as stock control and purchasing. Pearl Office is web-based and simple to use enabling you to quickly understand your contact, sales and financial information over the web, anywhere, anytime. Pearl Office costs from just £20 / month.

If you signed up for a free trial of Pearl in the past or have tried out the demonstration on our website, why not click here to trial Pearl Office (it’s free and there’s no commitment), or watch the video to see how easy Pearl has become.


Click here to watch the video

One company using Pearl Office is Doug Richard’s School for Startups, the leading provider of business training for entrepreneurs in the UK. Doug’s team work in several offices and spend a lot of time on the road, so Pearl allows all of the team to access information about their contacts (such as customers, partners or suppliers) and manage their money when out and about.

“Most small businesses take little advantage of the software that they have, usually because it is difficult to use. Pearl is the newest, freshest and most simple Accounting and CRM package available on the web.” Doug Richard, BBC Dragon’s Den.

Use your user voice on our Uservoice

One of the best things about web based software is that we can listen to what users need, and react faster than traditional installed systems. Currently we’re releasing improvements about once every 3 months (see the recent post about the upcoming mods).

To have your say, click Help : Feedback from within your Pearl account to reach our Uservoice forums where you can suggest and vote on what you’d like to see.

Pearl on Uservoice

Pearl on Uservoice

Pearl Office brings you a whole load of treats

So, we’ve been looking at what’s been good and what’s not so good in Pearl and have been busy … Pearl Office is a new Pay Plan that replaces Pearl Starter, and is designed to be better suited to companies that don’t have any stock control needs. Office costs £20 per concurrent user per month, a total snip for a completely integrated CRM and accounting solution.

There’s a full list of extra features and changes at the bottom of this post. Want it sooner? Just send us an email and we’ll upgrade your account ahead of the crowd.

Charts now available fullscreen

Charts now available fullscreen


Full screen charts

Many of the dashboard widgets can get a bit crowded when you set them up to show a lot of stuff, so we’ve given you the option to view them in full screen mode. Click the grey link underneath the widget.

Project costing now on all Pay Plans

Project costing now on all Pay Plans


Project costing at all Pay Plans above Express

Now this is a really nice one. We’d been toying with the idea of bringing some of the top end project management tools into the rest of Pearl, and for starters we’ve let you choose from a list of projects when you create quotes, sales and accounting transactions, at every pay plan above Express.

To set up your projects, go to the accounting zone and click “setup->projects”.  Only open projects are shown in the drop down menus. You can pull up a full profit and loss report for projects, using the filters in the report centre.

Pearl CRM with email marketing

Pearl CRM with email marketing


Overhauled Email Marketing, with new templates

Long overdue, we’ve put a lot of effort into making the MailChimp email marketing integration neater and tighter. In addition to the open and bounce reporting we announced in September, you can now segment your lists using tags.

The whole process of sending a new campaign is a lot simpler too.

If you use MailChimp, you really need to read the updated documentation here.

Watch a video

Watch a video

Simple quotes and Estimates

Many of you don’t need full-blown stock control and order processing, so we’ve created a much lighter, simpler screen for service based companies.

Create, send and invoice quotes really quickly and easily.

Click here for a video overview

Managing your funnel : Contact Pipeline Stages

We have introduced 5 stages through which all contact leads will flow. This is in addition to the familiar contact “status”.

Suspect – Prospect – Lead – Customer – Failed

You can put all your statuses into one of these 5 stages, to make reporting simpler. Every time that a contact changes status, Pearl tracks this change. A number of reports are in progress that allow you to see the trending as contacts move down your sales funnel, and also reports that show you where on the funnel you are getting the most drop-off. We’ve been tracking all this data for you from day 1, so that soon everything will come burning out in full colour!

And also in the CRM space…

  • You can now choose from the “email 2″ and “email 3″ as your from email address when sending out emails from the popup window. Edit yourself as a staff member and add them in. Very handy.
  • Choose a short 11-character “from name” when sending SMS messages. Your company name is used and truncated to 11 characters otherwise.
  • Marketing “lead sources” are now managed in the report centre, in conjunction with a popup edit screen… and remember if it’s in the report centre you can export to Excel or PDF too.

Forecast your upcoming revenue

We’ve got a great new widget in the Sales area where you can see at a glance what you’ve got due from customers in the next few months. This uses the “weighting” figure that you can edit on sales and orders:

Sales pipeline forecasting

Sales pipeline forecasting

In the Accounting …

  • Upload OFX files from your online banking. No need to hassle with Excel any more – just wham bam and all your transactions are in Pearl, ready to be matched or quickly added to your accounts.

We’ve integrated with CreditCall for back-office credit card processing as well as SecureTrading. CreditCall do a great deal for just £30 a month which includes up to 300 transactions. One of the nicest things about the Creditcall integration is the ability to store the card information within the system to allow you to reprocess sales again without needing to capture card details a second time. This is how simple it is within Pearl:

Creditcall integration

Creditcall integration

Multi-stage payments now fully supported

Perhaps the biggest step forwards for many users is the ability for Pearl to handle multi stage payments, before and after the sale is invoiced. Whereas before you used to have to allocate payment to an invoice only after it had been raised, you can now record entries in your accounts as a Sales Receipt for an order or quote, at any date in time, with or without a matching invoice. As soon as the sale is invoiced, Pearl tidies up and allocates the prepayments to the correct invoice reference.

Full payment history is shown inline withe the sale status notes:

Payment history notes

Payment history notes

You’ve probably spotted the new buttons creeping in too. They will be spreading gradually around the system, as we can’t quite stretch to the man-hours required to blitz it in one go. The idea to to clean things up, make the UI nicer and also give us powerful features such as the hover-over “more” button in the sales quote screen:

Advanced buttons incoming!

Advanced buttons incoming!

Expense management is just around the corner

Not ready quite yet, but as a taster, here’s what it’s going to look like.

Web based expense management

Web based expense management

Upload away!

We’ve updated our uploader script – for your product and template images, website CSS files and media content.

If you don’t run your website in Pearl yet, have a look at the features here. We do everything from B2B portals through to event booking and ecommerce.

Upload images and CSS files

Upload images and CSS files

How “Cloud” technology helps small companies grow

Cloud Computing (also known as Software as a Service) has heaps of benefits, one of which is cost. There is no need to buy expensive software or worry about keeping up to date with the latest version upgrades. All you need is a computer (PC or Mac), a web browser and an internet connection. There is nothing to install and you can be started in minutes.

Last week we launched a series of free online web seminars nicknamed the Pearl “Wednesday Webinar“.  They run at 11:00 (BST British Summer Time) every Wednesday and are aimed to give business owners/managers the chance to find out how cloud computing can save them time and money. The first one was a hit – read the reviews here – so make sure you see our events calendar to see what topics we are covering in the coming weeks.

To join the webinar, all you need to do is register, grab a coffee and sit back.

This week we are looking at how to take complete control over your products, purchasing & stock… all in the same system as you handle E-commerce, till-point and telephone sales.

Traditionally, a system that does all this would normally cost a small fortune. Cloud technology allows us to provide small businesses with the systems to compete with their bigger competitors and make a name for themselves. After all, it was during previous downturns that several household names appeared…

  • Ryanair bought a fleet of jets during an aviation downturn.
  • Apple Computers demonstrated to the world that it can innovate during downturn when it launched its iPod in 2002.
  • Google who introduced cost-per-click (CPC) advertising in 2001

During tough times, most companies may stifle the innovation culture, but each of these successful companies adopted a ‘different’ approach.

Aisles, Bins, Debtors and AJAX

We’re pretty busy at the moment. It’s great to see plenty of new users coming on board, from startups to established businesses. Many users are using Pearl for their websites, too:  www.menskincare.org.uk (Free template) and www.ecokitchensonline.com (Premium template) are a couple of recent additions if you fancy a look.

The main power of Pearl of course is in the back-office administration and business management – as a heads-up, here’s what we’re finishing off for the next release, due around the start of September:

Multi warehouse stock locations
Aisle, bay, shelf and bin with minimum stock levels and reorder volumes set per warehouse. This runs all the way through your picking and packing notes as well as the batch processing screens.

Aged debtors and creditors in the Report centre
Moving all our old reports into the Report Centre (where you can produce smart PDFs, export to Excel and filter) has been really well received. Once we’ve added a few more we’ll be doing a full tutorial and demo set. One of the benefits of the report centre is that you can export pretty much anything – which allows for example a full Excel sales list which you can drop into Sage, perhaps.

Pearl CMS phase 2
We’re rebuilding the way that the website outputs it’s code – for better HTML and CSS quality, as well as the ability to load pre-built themes and templates. All existing websites will be supported as phase 1 indefinitely. The new phase 2 sites will feature options such as 1-page checkout and a whole host of widget configurations.

Full language control will be over to you too, so you can phrase the text on your site however you wish. There are some real improvements to the way that selling tickets online is managed – did you know that you have an integrated public calendar at www.yourpearlwebsite.com/?p=calendar  already?

The Contact Timeline is also proving a resounding success (read about it here), and we’re going to be adding more AJAX features to this, and of course the rest of the system.

Calendar integration is just around the corner, for full connectivity between your Pearl Activities/Events and your Outlook/iPhone/Mac

Following on from the announcement that we’re going to be discontinuing free support, we are working heavily on a documentation update, so that you can find out everything that you need from the online support area of our website.

We’ve been building fully customisable import/export tools – to allow you to get all sorts of crazy data into and out of Pearl with your own settings. Handy for our partners to help you with migrating your clients across to Pearl. Interested in becoming a partner? Click here.

… and that’s just a taster. We’re doing our best to make sure that any change doesn’t impact you more than it needs to, whilst also giving you a lot more power and visibility of your business information.

Pearl Wednesday Webinars and Bristol Workshops.

The Wednesday Webinar (starting on 5th August)

In response to popular demand, we are holding a 1 hour webinar every Wednesday at 11am GMT. The Wednesday Webinar is free and will include a brief talk by one of the Pearl team or a guest speaker, such as Doug Richard (Dragons Den), a short demo of Pearl and time for Q&A.

The Wednesday Webinar is your opportunity to find out how cloud computing can save your business time, money and give you at-a-glance access to key business information and put questions directly to the Pearl team.

All you need to do is sign up on the Pearl Events page, grab a coffee, sit back and watch. Easy.

Pearl event calendar

Pearl event calendar

Pearl Workshops

We are also running a series of Workshops in Bristol where you can meet the Pearl team in person and find out why Doug Richard ranked Pearl as the “best web-based software for growing businesses”.

The workshops will be run by the Directors of Pearl so it will be super interactive. We will show you how Pearl allows a business to run its entire operation from within one easy to use, cloud based application helping you speed up administration, making business more efficient.

The first two workshops will be in Bristol on 10th August. To sign up or find out more more information visit the Pearl Events page.

The workshop is designed for those who have been running businesses for some time and face specific problems with their IT systems such as the frustration of running a patchwork of isolated systems to manage finances, contacts, orders, projects, website, customer helpdesk, stock control and more. We will discuss the problems faced every day by business owners/managers and will demonstrate how Pearl replaces a patchwork of isolated systems with a single and easy to use cloud based application.