One System. Every Number. No Guessing.
Stop chasing numbers across Excel, WhatsApp, and five different apps. Track Flows brings Leads, Sales, Collections, Accounting, and Tasks into one system, so you know exactly what's happening in your business, every single day.
What Actually Changes for You
Not a feature list. These are the six things that stop being a problem once you switch.
Everything Included, One Platform
No need for different apps. Everything from sales to expenses is right here.
Everything Your Business Needs
Five powerful modules, one unified platform. Start with what you need, add more as you grow.
Lead Management
Capture every lead, track follow-ups, and move deals through a visual pipeline. Never let a prospect slip through the cracks again.
- ✓ Visual Kanban pipeline with drag-and-drop stages
- ✓ Customisable pipeline stages, from New through to Won or Lost
- ✓ Lead source tracking (WhatsApp, Referral, Website, Walk-in, Exhibition, Cold Call)
- ✓ Follow-up reminders with task integration
- ✓ Full activity log covering calls, meetings, notes and emails
- ✓ Team-wise lead assignment & reassignment
- ✓ Lead age tracking, so stale leads stand out instantly
- ✓ Bulk import via Excel / CSV
- ✓ Lead source analytics showing which channel converts best
- ✓ Won / Lost analysis with reason tracking
| Lead | Source | Stage | Value |
|---|---|---|---|
| Arjun Traders | Proposal | ₹1,20,000 | |
| Neha Industries | Referral | Negotiation | ₹85,000 |
| Punit Stores | Website | New Lead | ₹45,000 |
| Surya Enterprises | Walk-in | Won โ | ₹2,00,000 |
| Mehta & Sons | Exhibition | Qualified | ₹3,50,000 |
Sales Module
GST invoicing, team targets, and real-time performance. Manage your entire sales operation from one screen.
- ✓ GST-compliant sales invoice generation
- ✓ Party-wise & team-wise sales entry
- ✓ Monthly target setting per team member
- ✓ Live target vs achievement dashboard
- ✓ Daily, weekly & monthly sales reports
- ✓ Team member performance comparison charts
- ✓ Sales party birthday reminders
- ✓ Invoice printing & WhatsApp / email sharing
- ✓ Commission tracking per sales rep
- ✓ Export to Excel / PDF / CSV
| Member | Sales | Target | Status |
|---|---|---|---|
| Rahul Sharma | ₹82,000 | ₹80,000 | Achieved โ |
| Priya Patel | ₹61,500 | ₹75,000 | 82% Done |
| Amit Singh | ₹45,000 | ₹70,000 | 64% |
| Neha Gupta | ₹93,200 | ₹90,000 | Achieved โ |
| Vivek Mehta | ₹1,05,800 | ₹1,00,000 | Achieved โ |
Payment Collection
See who owes what, collect faster, and keep cash flow healthy, with party-wise pending dues always front and centre.
- ✓ Party-wise payment entry (Cash / UPI / Cheque / NEFT)
- ✓ Pending dues & received amount reports
- ✓ Daily collection summary dashboard
- ✓ Team-wise collection view & comparison
- ✓ Credit limit management per party
- ✓ Overdue alerts & ageing analysis
- ✓ WhatsApp payment receipt sharing
- ✓ Collection target vs achievement tracking
- ✓ Partial payment tracking with invoice linkage
- ✓ Export to Excel / PDF
| Party | Total | Received | Status |
|---|---|---|---|
| Dinesh Traders | ₹1,20,000 | ₹1,20,000 | Cleared |
| Sharma Wholesale | ₹85,000 | ₹60,000 | Partial |
| Bharat Stores | ₹45,000 | ₹0 | Overdue! |
| Ganesh Enterprises | ₹2,00,000 | ₹1,50,000 | Partial |
| Shiv Traders | ₹3,60,000 | ₹3,60,000 | Cleared |
Accounting Module
Daily income & expense entries. Automatic P&L at month-end. Know if you actually made money this month, not just what you sold.
- ✓ Daily income & expense entry with categories
- ✓ Category-wise income & expense breakdown
- ✓ Monthly P&L summary, generated automatically
- ✓ Bank ledger & journal management
- ✓ Fixed expense budgeting per category
- ✓ Budget vs actual comparison alerts
- ✓ Contra entry (cash โ bank transfers)
- ✓ Month-over-month comparison charts
- ✓ Year-wise financial performance view
- ✓ Export to Excel / PDF / CSV
| Category | Amount | Type |
|---|---|---|
| Product Sales | ₹4,80,000 | Income |
| Commission Earned | ₹32,500 | Income |
| Office Rent | ₹28,000 | Expense |
| Staff Salary | ₹1,20,000 | Expense |
| Net Profit | ₹3,64,500 | Profit |
Task Management
Assign tasks, set priorities, track deadlines. Build daily habits that compound into measurable team performance and on-time delivery.
- ✓ Create & assign tasks to team members
- ✓ Priority levels: High, Medium and Low
- ✓ Deadline tracking with visual status
- ✓ Recurring task templates (Daily / Weekly / Monthly / Yearly)
- ✓ Email & system reminders for pending tasks
- ✓ Sub-task assignment (Owner + Team Lead)
- ✓ Drag-and-drop task reorder
- ✓ Team-wise task completion reports
- ✓ Daily rituals & habit tracking
- ✓ Morning Action email with your priority list at 8 AM
| Task | Assigned To | Priority | Status |
|---|---|---|---|
| Follow up with leads | Rahul S. | High | Pending |
| Submit weekly report | Priya P. | Medium | In Progress |
| Update party list | Amit S. | Medium | Done โ |
| Collect payment from Sharma | Neha G. | High | Pending |
| Monthly target review | Vivek M. | Medium | Done โ |
Simple, Fair Plans
Pay only for what you use. Start free, with no credit card and no lock-in.
Everything your business needs in one powerful platform, from lead right through to cash.
- ✓All Features of Lead Management Module
- ✓All Features of Sales Module
- ✓All Features of Collection Module
- ✓All Features of Accounting Module
- ✓All Features of Task Management Module
- ✓Capture leads from WhatsApp, Walk-in, Website, Phone & Referral
- ✓Drag-and-drop pipeline with 8 stages (New ? Qualified ? Won/Lost)
- ✓Lead source ROI dashboard — see which channel pays back
- ✓Follow-up reminders with auto WhatsApp + SMS nudges
- ✓Click-to-Call · Click-to-WhatsApp · Click-to-Email on every lead
- ✓Custom inquiry form builder — public link, QR code, embed snippet
- ✓Team assignment with per-team-member permissions
- ✓Auto-assign leads round-robin or by territory
- ✓Lead activity timeline (every call, note, email logged)
- ✓Convert "Won" lead to Sales Invoice in 1 click
- ✓Lead-aging report — surface stale leads that need attention
- ✓Conversion % tracking by source, team-member & period
- ✓Mobile-first interface — capture on the road
- ✓Bulk-import existing leads from Excel / CSV
- ✓Tag-based segmentation for re-engagement campaigns
- ✓Smart business insights — auto-suggest next action per lead
- ✓Tax-Invoice entry with HSN/SAC, auto GST split (CGST/SGST/IGST)
- ✓Multi Bill-Number Series — Tax / Retail / Export / SEZ in one place
- ✓Auto bill-number generation OR manual override per series
- ✓Inter-State vs Intra-State auto-detect from State of Supply
- ✓Reverse Charge (RCM) toggle per bill
- ✓GST-inclusive / exclusive rate switch on every line
- ✓Minimum Sales Price guard — blocks under-floor pricing
- ✓Per-product Print-name (different from internal SKU)
- ✓Edit · Delete · Cancel · Print on every saved invoice
- ✓Auto reverse of all side-effects when invoice is edited / deleted
- ✓Customer-wise outstanding with aging buckets (0-30 / 31-60 / 61-90 / 90+)
- ✓Party-wise sales report (daily / monthly / custom range)
- ✓Product-wise sales report with city / team / party filters
- ✓Sales-target setup — Owner + every team member
- ✓Daily / monthly sales-target vs achieved dashboard
- ✓Top-10 customers / products / cities ranked by revenue
- ✓Inactive customer report — who has stopped buying
- ✓Profit / Loss per invoice (with optional landed cost)
- ✓WhatsApp / Email the invoice to the customer in 1 click
- ✓PDF invoice with company logo, signature & bank QR
- ✓Stock auto-deduct on every sale (when Stock module is on)
- ✓GSTR-1 ready data — export-friendly summary
- ✓Daily collection entry in 4 modes — Cash · Bank · UPI · Cheque
- ✓Auto-reconcile collection against open invoices (oldest-first / pick-list)
- ✓Post-Dated Cheque register with Pass / Bounce lifecycle
- ✓Cheque-bounce penalty + auto re-aging of party outstanding
- ✓Bank deposit slip generator (group multiple cheques)
- ✓Customer Outstanding Aging Report (0-30 / 31-60 / 61-90 / 90+)
- ✓Bank ledger · Cash ledger · Customer ledger drill-downs
- ✓Auto Journal Voucher posted on every receipt
- ✓Collection target — Owner + each team-member, daily / monthly
- ✓Daily Receipt Register with one-click print / WhatsApp
- ✓Email / WhatsApp the receipt to the party automatically
- ✓Edit · Delete · Cancel a collection with full effect-reversal
- ✓Pending-Cheque dashboard popup so nothing slips through
- ✓Top defaulters report — who owes the most & how long
- ✓Collection-source mix donut (Cash vs Bank vs UPI vs Cheque %)
- ✓Multi-bank account ledger with running balance
- ✓Customer · Vendor · Bank · Cash ledger with running balance
- ✓Trial Balance with drill-through to any account
- ✓Profit & Loss statement — period-selectable
- ✓Balance Sheet — Assets / Liabilities / Equity view
- ✓Income vs Expense category-wise donut + trend
- ✓Daily Income entry — Cash · Bank · UPI · Cheque modes
- ✓Daily Expense entry with category + party + receipt scan
- ✓Fix-Expense (rent / EMI / subscription) recurring scheduler
- ✓Auto Journal Voucher for every Sales / Purchase / Receipt
- ✓GSTR-1 / GSTR-3B-ready data — exportable summaries
- ✓Multi Bill-Number Series — Tax / Retail / Export ladders
- ✓Pending-Cheques status (Pass / Bounce) lifecycle tracking
- ✓Multi-bank account ledgers with reconciliation tools
- ✓CA-ready exports — Excel / CSV / PDF
- ✓Period-locking (close FY) so old vouchers can't be edited
- ✓Edit / Delete with full atomic effect-reversal
- ✓Detailed audit trail of every voucher edit
- ✓Multi-year financial-year history retained
- ✓Today's Task list + Daily Rituals (recurring habits)
- ✓Google Calendar 2-way sync — never miss a meeting
- ✓8 AM Action mail with today's top 6 priorities
- ✓8 PM Summary mail with today's wins + tomorrow's carry-over
- ✓Team task assignment with per-user permissions
- ✓Task categories (Sales call / Bank / GST / Family etc.)
- ✓Pending / Done / Snoozed status with deadline alerts
- ✓Recurring tasks — Daily / Weekly / Monthly / Yearly
- ✓Leaderboard — points + badges for streaks
- ✓Productivity report per category & per person
- ✓Mobile push reminders for high-priority tasks
How Business Owners Use Track Flows
Illustrative examples of how each module solves a real day-to-day problem. They are not attributed customer quotes.
Your Business in Your Pocket.
The Track Flows Android app is live. Run your entire
business from your phone. Track sales in real time,
get instant payment alerts, monitor team targets, and
review reports, anywhere. Free to download,
works with your existing account.
iPhone app is on the way.
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Push Notifications Instant alerts for payments received, task reminders, and renewal due dates.
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Biometric Login Sign in with Fingerprint or Face ID, so there are no passwords to remember.
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Camera Receipt Capture Snap a photo of any bill and attach it directly to your expense entry.
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Works Offline Add tasks, check today's report, and review data, even without an internet connection.
See your real numbers in 15 days, free.
No credit card, no sales call, no commitment. Set up Track Flows today and see exactly where your business stands. If it does not help, you do not pay a rupee.
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