Pelatis CRM Reviews & Product Details

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.