FULL FEATURE LIST
6 Modules to Scale Your Business
Six powerful modules. One unified platform. Everything from lead capture to payment collection, accounting, and team management — built specifically for Indian businesses.
✅ GST-ready
✅ Made in India
✅ 15-day free trial
✅ No credit card needed
✅ Works on mobile
6 Core Modules
A Module for Every Need
Start with one module. Add more as your business grows. Pay only for what you use.
Lead Management
Sales CRM & Pipeline
Stop losing ₹3 lakh in potential sales to forgotten follow-ups. Capture every lead, track every touchpoint, and move deals through a visual pipeline from first contact to closed invoice.
✓Visual Kanban pipeline with drag-and-drop stages
✓Customisable pipeline stages (New → 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 — see stale leads instantly
✓Lead tags for quick filtering and grouping
✓Lead-to-customer conversion in one click
✓Bulk lead import via Excel / CSV
✓Web capture forms — embed on your website
✓Lead source analytics — which source converts best
✓Won / Lost analysis with reason tracking
✓Export reports to Excel / PDF
Sales Module
GST Invoicing & Team Targets
Set monthly targets for every team member. See live performance. Generate GST-compliant invoices in seconds — not the 20 minutes it takes in a notebook. No more ₹10,000+ GST penalties from manual errors.
✓GST-compliant sales invoice generation (CGST/SGST/IGST)
✓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
✓Sales party ledger with outstanding balance
✓Commission tracking per sales rep
✓Bulk upload for sales entries
✓Year-wise sales comparison
✓Product-wise & category-wise sales breakdown
✓Export to Excel / PDF / CSV
Payment Collection
Outstanding Dues & Collection Tracker
Every morning, see exactly who has outstanding balances. Overdue payments no longer get overlooked — party-wise pending dues are front and centre so your team collects before extending more credit. Healthier cash flow, every month.
✓Party-wise payment entry with mode (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
✓Payment mode-wise breakdowns
✓Monthly payment trend charts
✓Outstanding vs collected comparison
✓Cash flow forecasting
✓Export to Excel / PDF
Accounting Module
P&L, Income & Expense Tracker
Daily income & expense entries with category-wise breakdown. Automatic monthly P&L so you know whether you actually made money this month — not just what you sold. No CA needed for the basics.
✓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
✓Profit margin trend analysis
✓GST breakdown reports
✓Expense photo attachment support
✓Income type custom categories
✓Export to Excel / PDF / CSV
Purchase Module
Supplier Management & Purchase Tracking
Know exactly what you bought, from whom, and what you still owe. Record purchases with party-wise ledgers, track supplier payments, and never pay an invoice twice.
✓Purchase entry with item, quantity, rate & GST
✓Supplier-wise purchase ledger
✓Purchase invoice management
✓Pending supplier payment tracking
✓Product & category-wise purchase breakdown
✓Purchase vs sales comparison (margin analysis)
✓Vendor contact & party management
✓Item-wise purchase history & price tracking
✓Bulk upload for purchases via Excel
✓Monthly & yearly purchase reports
✓Supplier payment schedule management
✓Unit-wise purchase tracking (kg, box, pcs, etc.)
✓Purchase budget vs actual comparison
✓Export to Excel / PDF
Task Management
Team Tasks, Goals & Daily Rituals
Assign tasks with deadlines and priorities. Build daily habits and rituals that compound into real, measurable team performance. Automated reminders ensure no commitment is ever missed.
✓Create & assign tasks to team members
✓Priority levels — High, Medium, Low
✓Deadline tracking with visual status indicators
✓Recurring task templates (Daily/Weekly/Monthly/Yearly)
✓Email & system reminders for pending tasks
✓Sub-task assignment (Owner + Team Lead)
✓Custom task categories (User Types)
✓Drag-and-drop task reorder
✓Team-wise task completion reports
✓Daily rituals & habit tracking
✓Morning Action email (daily priority list at 8 AM)
✓Evening Daily Brief (business day summary at 8 PM)
✓Goal setting & progress tracking
✓Performance analytics by task completion rate
Platform Features
Built for Indian Businesses
Beyond the modules — features that every Indian SMB needs baked right in.
📊
Real-Time Dashboards
Live charts update instantly
🔒
Role-Based Access
Admin, Team & Partner panels
📱
Mobile Ready
Works on any smartphone
📥
One-Click Export
Excel, PDF, CSV anytime
🎂
Birthday Reminders
Auto daily client alerts
📲
WhatsApp Notifications
Receipts via WhatsApp
🏷️
Refer & Earn
Points on every referral
💳
Razorpay Checkout
UPI, Cards, Net Banking
🌐
Public REST API
Connect your own systems
🔐
Two-Factor Auth
TOTP + Email OTP login
📧
Custom SMTP Email
Your brand sender identity
🧾
GST-Ready Invoices
Tax-compliant in one click
📤
Bulk Excel Import
Upload thousands of rows
🌍
Multi-Language UI
English, Gujarati, Hindi
⌨️
Keyboard Shortcuts
Navigate without a mouse
🎙️
Voice Input
Speak to fill form fields
🔄
Auto-Pay Mandate
Never miss a renewal
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Daily Brief Email
Morning business digest
❓
In-App Help Guide
Step-by-step on every page
🤝
Partner Dashboard
Dedicated partner panel
👑
Super Admin Panel
Full platform control
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Audit PIN Security
PIN for sensitive actions
📋
Tally Sync
Export data to Tally ERP
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Commission Tracking
Auto team commission calc
📈
Target Management
Set & track team targets
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Bank Ledger
Account-wise cash tracking
💸
Income & Expense
Daily cash flow entries
📦
Product Master
Complete item price catalog
📝
Credit & Debit Notes
Invoice adjustments fast
💰
Cheque Tracker
Pending cheque follow-ups
💹
Pricing Intelligence
Customer-wise rate cards
☁️
100% Cloud-Based
Access from any browser
🇮🇳
Made for India
Indian GST & biz rules
🆓
14-Day Free Trial
No credit card required
🔍
Smart Search
Filter any report instantly
📅
Date Shortcuts
t / y / ±N quick entry
🔔
What's New Feed
In-app feature updates
🔗
Module Add-Ons
Buy only what you need
🛡️
Data Isolation
Strict per-tenant security
⏰
Task Reminders
Auto follow-up scheduling
Dedicated Panels
A Panel for Every Role
Each user sees exactly what they need — no more, no less.
Admin Panel
The company owner's complete control center
- Full team management — add, edit, assign team leads
- All module access as per your plan
- Real-time reports & performance charts
- Monthly target assignment per team member
- Client birthday reminders & CRM
- Data export to Excel / PDF
- WhatsApp & email settings
- 2FA & security audit trail
Sales Team Panel
The sales team's daily workspace
- Daily sales entry & invoice creation
- Add & manage sales parties
- View own monthly target & progress
- Personal performance reports
- Lead pipeline management
- Task list with reminders
- Daily rituals tracker
- Field-ready mobile interface
Payment Team Panel
For your collections & accounts team
- Daily payment collection entry
- Party-wise outstanding view
- WhatsApp receipt sharing
- Collection target tracking
- Overdue follow-up list
- Payment mode summary
- Cash & bank reconciliation
- Daily collection report
Partner Panel
For resellers & business partners
- Dedicated partner dashboard
- Customer referral tracking
- Commission & wallet management
- Partner-wise performance reports
- Withdrawal request management
- Referral link generation
- Revenue analytics
- Partner profile management
See Every Feature Live
Create a free account and explore every module, every screen, every chart. No credit card. No commitment.
15 days full access · No credit card · Cancel anytime