Grow Your Business SMARTER.
Sales, payments, and expenses, everything in one place. Drive real business growth with real-time reports, team targets, and birthday reminders.
Single Platform, Total Control
No need for different apps — everything from sales to expenses is right here.
Everything Your Business Needs
Six 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 — New to Won/Lost
- ✓ Lead source tracking (WhatsApp, Referral, Website, Walk-in, Exhibition, Cold Call)
- ✓ Follow-up reminders with task integration
- ✓ Full activity log — calls, meetings, notes, emails
- ✓ Team-wise lead assignment & reassignment
- ✓ Lead age tracking — spot stale leads instantly
- ✓ Bulk import via Excel / CSV
- ✓ Lead source analytics — 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 ✓ | ₹2,00,000 |
| Mehta & Sons | Exhibition | Qualified | ₹3,50,000 |
Purchase Module
Record every purchase from every supplier. Track pending payments, monitor margins, and never pay an invoice twice.
- ✓ Purchase entry with item, quantity, rate & GST
- ✓ Supplier-wise purchase ledger & history
- ✓ Pending supplier payment tracking
- ✓ Purchase vs sales comparison (margin analysis)
- ✓ Product & category-wise purchase breakdown
- ✓ Item-wise price history & trend
- ✓ Bulk upload via Excel / CSV
- ✓ Unit-wise tracking (kg, box, pcs, litre, etc.)
- ✓ Monthly & yearly purchase reports
- ✓ Export to Excel / PDF
| Supplier | Amount | Paid | Status |
|---|---|---|---|
| Ravi Distributors | ₹3,50,000 | ₹3,50,000 | Cleared |
| Shree Agencies | ₹1,80,000 | ₹1,00,000 | Partial |
| National Traders | ₹95,000 | ₹0 | Pending |
| Alpha Wholesale | ₹2,60,000 | ₹2,60,000 | Cleared |
| Bharat Impex | ₹4,20,000 | ₹2,10,000 | Partial |
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 ✓ |
| Priya Patel | ₹61,500 | ₹75,000 | 82% Done |
| Amit Singh | ₹45,000 | ₹70,000 | 64% |
| Neha Gupta | ₹93,200 | ₹90,000 | Achieved ✓ |
| Vivek Mehta | ₹1,05,800 | ₹1,00,000 | Achieved ✓ |
Payment Collection
See who owes what, collect faster, and keep cash flow healthy — 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 — auto-generated
- ✓ Bank ledger & journal management
- ✓ Fixed expense budgeting per category
- ✓ Budget vs actual comparison alerts
- ✓ Contra entry (cash ↔ 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, 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 — daily 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 ✓ |
| Collect payment — Sharma | Neha G. | High | Pending |
| Monthly target review | Vivek M. | Medium | Done ✓ |
Simple, Fair Plans
Pay only for what you use. Start free — no credit card, no lock-in.
Everything your business needs in one powerful platform — Lead to Cash, fully connected.
- ✓All Features of Purchase Module
- ✓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
- ✓Vendor Bill entry with HSN/SAC + auto GST split (CGST / SGST / IGST)
- ✓Inter-State vs Intra-State auto-detect from Place of Supply
- ✓Reverse Charge (RCM) toggle per vendor bill
- ✓GST-inclusive / exclusive rate switch on every line
- ✓Multi-line items per bill with Qty · Rate · per-line GST percentages
- ✓Vendor master with GSTIN · State · Email · Address · Bank details
- ✓Vendor Bill Number + Bill Date + Date Received split (back-dated entries supported)
- ✓Round-off adjustment on every bill
- ✓Edit · Delete · Cancel a purchase with FULL atomic effect-reversal
- ✓Auto-reverse on edit: vendor payable + Journal Voucher both unwind cleanly
- ✓Stock-In automatic on every vendor bill (when Stock module is on)
- ✓Vendor outstanding (payable) ledger with running balance
- ✓Vendor-wise aging buckets (0-30 / 31-60 / 61-90 / 90+)
- ✓ITC Register report — every Input Tax Credit claim listed for GSTR-2
- ✓GSTR-2 / GSTR-2A-ready reconciliation data — exportable summary
- ✓Auto Journal Voucher posted for every purchase (Vendor + ITC entries)
- ✓Top vendors report — who you spend the most with, by month / year
- ✓Product-wise purchase history with rate-trend (price drift detection)
- ✓Purchase-vs-Sale price comparison per product (margin protection)
- ✓Cancel-with-reason workflow — audit-trail preserved
- ✓Notes / GRN reference per bill (transport details, PO #, etc.)
- ✓PDF print of vendor bill with company logo + signature block
- ✓WhatsApp / Email the bill to vendor in 1 click
- ✓Per-bill attachments (scan of original vendor invoice for compliance)
- ✓Pre-022 schema compatibility — works without Stock module too
- ✓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
Trusted by Their Experience
Your Business in Your Pocket.
Run your entire business from your phone. Track sales in real time, get instant payment alerts, monitor team targets, and review reports — on Android and iPhone, anywhere, anytime.
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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 — 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 internet.
Take your business to the Next Level
Try Track Flows today — built for Indian businesses to grow smarter, faster, and without guesswork. Start your 15-day free trial now.
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