The answers to all your questions

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What is Puwapi?

What exactly is Puwapi?

A platform that brings together in a single product the tools small businesses and SMEs need day to day: quotes and invoices, customers and CRM, projects, support, appointments, mail and files, team chat. Every module shares the same data, with no syncing or copy-pasting between them.

Who is it for?

For small businesses and SMEs of 1 to 50 people in services or retail: agencies, practices, consulting and IT services firms, shops, tradespeople. See what Puwapi does for your industry.

How is Puwapi different from HubSpot or Salesforce?

Those tools are built for sales teams with an IT budget. Puwapi is built for a small team running its business with no training and no integrator. The interface is made to be opened in the morning and closed at night, without six months of setup.

Do I have to take every module?

There is nothing to pick: your plan includes every module. A practice will mostly use appointments, an agency will lean on projects and invoicing, and the other modules stay available the day you need them. The add-ons (storage, e-invoicing documents, AI actions) only matter beyond your plan’s quotas.

How long has Puwapi been around?

Puwapi has just launched. You can create your account today and try the full platform for 14 days, no card required. If you like, we can show you Puwapi on your own data.

Free trial and sign-up

How does the free trial work?

You get the whole Business plan for 14 days, with your team and no restrictions. No card is required at sign-up. If you don’t choose a plan at the end of the trial, your workspace becomes read-only and your data is kept for 30 days.

How long does setup take?

Signing up takes two minutes and importing your clients a few more. Richer modules, such as invoicing or projects, may need a few hours to set up your catalogue.

Do I have to install anything?

No. Puwapi runs in the browser. If you prefer, files and chat also come as apps for Windows and macOS.

Can my employees use Puwapi from their phone?

Yes. The management modules work from the browser of any phone.

Pricing and billing

Are there any hidden fees?

No. The prices shown on the pricing page are complete. The only variable costs are your clients’ online payments and SMS, pay as you go.

Can I cancel at any time?

Yes, with no notice period and no cancellation fee. You cancel from your workspace, and your data can still be exported before the account closes.

Are there any paid add-ons?

Nothing mandatory. You can add storage, e-invoicing documents or AI actions if you go beyond your quota. A summary invoice is sent to you each month, with a line-by-line breakdown.

Can I get an invoice in my company’s name with VAT?

Yes, automatically. Prices are excl. VAT, French VAT at 20% is added for businesses based in France, and an invoice is available in your workspace every month.

I’m a sole trader, is Puwapi a good fit?

Yes. The Starter plan, at €29 excl. VAT a month, is made for getting started on your own and opens every module. Quotes and payment reminders start with Business.

Data and security

Where is my data stored?

In the European Union: the application and its databases in Munich, with Contabo, the files and backups in Paris, with Scaleway. Only what you write to the AI assistant, which is optional, is processed in the United States. The details are on the Security and GDPR page.

Is my data safe?

Yes. Connections are encrypted, two-factor authentication is available for every account, and an encrypted backup is made every night. Every business is isolated: no other Puwapi user has any access to your data.

What if I want to get my data back?

You can export all your data (clients, invoices, appointments, history) from your workspace at any time, in CSV or JSON format.

Is Puwapi GDPR-compliant?

Yes. Puwapi acts as a processor: you remain the controller of your clients’ data. The data processing agreement can be read at puwapi.com/dpa.

Can my clients ask to have their data deleted?

Yes. You can delete a client record at any time. The data is erased within 30 days of the request.

Modules and features

Does the booking module replace Calendly?

For the vast majority of cases, yes, with the added benefit that your appointments go straight onto the client’s record. Calendly doesn’t know who your client is, Puwapi does.

Can I have several professional email addresses?

Yes. Every member of your team gets a mailbox on your domain, in the form firstname@yourdomain.com. You can also create generic addresses such as contact@ or booking@.

Can the AI assistant act on my behalf?

Ask in plain English: it looks up a client, creates a task or books an appointment. It only opens what your role allows, including from Claude through the connector, which is off by default. See the Assistant and Claude page.

E-invoicing

What changes on 1 September 2027?

Small businesses and SMEs will have to issue their e-invoices through an approved platform. Since 1 September 2026, every business already has to be able to receive them. The full timeline is on the E-invoicing 2027 page.

Do I need to register anywhere?

Your business must be listed in the Directory. Puwapi registers you from your settings, with your location’s details.

How many e-invoices can I send?

60 documents a month on Starter, 300 on Business and 1,200 on Scale. Beyond that, you add a block of 100 documents for €12 a month. Nothing is billed automatically for going over.

Support and guidance

How does support work?

By email for all subscribers, within 48h on Starter and 24h on Business. Dedicated chat on Scale, within 4h. A service level agreement and an account manager for Enterprise.

Is any training available?

User guides walk through each module step by step. The Scale plan includes a 45-minute onboarding session, and Enterprise tailored guidance.

I’m not very comfortable with software. Will it still be OK?

Yes. Puwapi is built for professionals with no IT background. The interface is designed to be understood at first glance. If you get stuck, support is there, with no technical jargon in the answers.

Integrations and compatibility

Does Puwapi integrate with Google Calendar and Outlook?

Yes, by subscription: your Puwapi calendar is added to Google Calendar, Outlook or Apple Calendar with an address you copy from your settings.

Will my accountant be able to keep up?

Yes. Puwapi produces the FEC export and the VAT summary that your accounting firm imports into its own software.

Can I keep my current email address?

Yes. You connect your domain in Puwapi, we tell you which records to add at your registrar, and every member gets their mailbox on your domain.

A question left unanswered? Write to us.

We reply without jargon. Or just get started, it’s free for 14 days.

The simplest way is still to try it

14 days with the whole Business plan and your team. No card required.

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