1. [Home](https://www.g2.com/) 2. ... 3. [CRM Software](https://www.g2.com/categories/crm) 4. [Pelatis CRM Discussions](https://www.g2.com/products/pelatis-crm/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_6c4b386642d45246d0ecfc802a0e5ac5/pelatis-crm.png "Product Avatar Image") ](/products/pelatis-crm/reviews) [ Pelatis CRM ](/products/pelatis-crm/reviews) 0 ratings Pelatis is a CRM built for agencies and service businesses that handles the entire client journey, from the first lead to the signed contract to a finished onboarding, in one connected tool. Most CRMs are built around one job: managing the pipeline until a deal is won. But for agencies, studios, and consultants, "won" is where the real work begins. What typically happens next gets scattered across five different places: onboarding emails, intake forms sent separately, a standalone e-signature tool, a project board in Notion or ClickUp for kickoff, and Slack messages nobody can find again. Pelatis was built to close that gap. It connects lead capture, pipeline management, e-signatures, and client onboarding into a single flow, so a deal moving from "won" to "delivered" doesn't require five different logins. Core capabilities include customizable sales pipelines, a contact and lead timeline, native automation (trigger, condition, action, without needing a separate integration tool), email integration, smart lists and segmentation, and reporting. On top of that, Pelatis adds what most CRMs leave out: client intake forms, SOP and onboarding templates, project tracking, and built-in digital signing, so the handoff from sales to delivery happens inside the same system that tracked the deal. Pelatis is built for small, fast-moving teams, typically 1 to 15 people, including web design agencies, marketing and creative studios, and consulting practices currently relying on spreadsheets, Notion, or a CRM patched together with separate onboarding and e-signature tools. It's also a strong fit for small B2B sales teams that want a fast, no-bloat CRM without a lengthy rollout or a growing list of paid add-ons. The product is fast to set up (most teams are productive within a day, not after weeks of implementation) and pricing is flat and transparent, so unlocking automation, e-signatures, or reporting doesn't require jumping to a much higher tier as the team grows. Pelatis is hosted in Germany and fully GDPR/DSGVO-compliant, which matters both as a trust signal for security-conscious buyers and as a hard requirement for companies operating in the EU. In short, Pelatis is client onboarding software built into a real CRM: pipeline and deal management for the sales side, plus intake forms, e-signatures, SOPs, and project tracking for everything that happens after the deal closes. It's for teams that don't want their CRM to stop working the moment a client says yes. Show More When users leave Pelatis CRM reviews, G2 also collects common questions about the day-to-day use of Pelatis CRM. These questions are then answered by our community of 850k professionals. Submit your question below and join in on the G2 Discussion. * * * ### 0.0 Nps Score ### All Pelatis CRM Discussions Search Most CommentedMost HelpfulCommon QuestionsNewest All DiscussionsDiscussions with CommentsCommon QuestionsDiscussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Common Questions Newest Filter by All Discussions Discussions with Comments Common Questions Discussions without Comments Sorry... There are no questions about Pelatis CRM yet. ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/pelatis-crm/discussions/new) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/hd_favicon/45eab766ac5393f37e36397e0ef348f2/pelatis-crm.svg "Product Avatar Image") ### Have you used Pelatis CRM before? Answer a few questions to help the Pelatis CRM community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/login?context=product_review&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fpelatis-crm%2Fdiscuss%3Fsmall_ask%3Dpelatis-crm) No