Real-time business overview with KPIs, revenue charts, lead funnel tracking, team activity, pending tasks, outstanding payments, and complete performance analytics — all on a single intelligent screen.
Dashboard
Leads
Capture and manage every enquiry from META, Google, IndiaMart, and TradeIndia automatically. Assign leads to team members, track status, set priority, and monitor the full lead journey in one organised view.
Calls
Log every inbound and outbound call against a lead. Schedule follow-up calls, set reminders, add call notes, and maintain a complete interaction history so no conversation is ever lost or forgotten.
Items / Products
Manage your complete product or service catalogue with item name, description, unit of measure, GST rate, HSN or SAC code, and pricing. Used across quotations, invoices, and all billing documents.
Quotations
Generate professional, branded quotations in seconds using your saved item catalogue. Customise terms, add notes, apply discounts, and share directly via WhatsApp or email with a single click.
Proforma Invoice
Create and share proforma invoices for advance payments, import-export documentation, or client approvals before raising a final tax invoice. Fully aligned with your company branding.
Invoices
Generate GST-compliant tax invoices with automatic sequential numbering, GSTIN fields, payment terms, and due dates. Share via WhatsApp or email and track payment status in real time.
Payment Receipt
Record payments received against invoices, generate official payment receipts, track full and partial payments, monitor outstanding dues, and maintain a clean accounts receivable record.
Delivery Challan
Issue delivery challans against invoices with complete item details, quantities, and dispatch information. Useful for goods dispatched before or alongside invoicing.
Credit Note
Handle product returns, invoice corrections, or client refunds with linked credit notes issued against original invoices. Keeps your billing records accurate and audit-ready.
Tasks
Create and assign tasks to team members with clear deadlines, priority levels, and descriptions. Track progress, get reminders, and ensure no action item is delayed or overlooked.
Reports
Access deep analytics across leads, sales, revenue, outstanding payments, team performance, and lead source efficiency. Export data and share reports with management with complete ease.
