Every lead followed up, every invoice paid

Leads

Your customers and prospects, and everything about them.

Every person or business you sell to: contact details, billing addresses, follow-ups, notes, documents and a log of calls, emails and WhatsApp chats. Quotes, catalogue sales and support tickets are opened from the lead.

• Lead timeline. Calls, emails, WhatsApp chats, notes and documents on one record.
• Follow-ups. Schedule the next step and see what is due today in your tasks.
• Merge, split and reassign. Clean up duplicates and move leads between people, with approvals where you want them.
• Sell from the lead. Raise a quote or invoice and open a ticket without leaving the record.

Sales

Quote, invoice and get paid.

Quotes, proforma invoices and GST tax invoices for your leads, priced from your catalogue. Buyers pay online through your own Razorpay or Stripe account; paid invoices fulfil the sale automatically, and renewals are invoiced before they expire.

• Quotes to invoices. Turn an accepted quote into a proforma or tax invoice.
• GST-ready. Tax invoices with your business profile and registrations.
• Pay links. Buyers open a link and pay online, no login needed.
• Renewals. Recurring items are invoiced before they expire.

Performance

Targets, incentives, day-end reports and leaderboards.

Targets and incentives for your sales team, day-end reports with an automatic summary of the day's work, and leaderboards that show who is ahead.

• Targets. Per person and period, measured from real payments.
• Incentives. See what each target earns.
• Day-end reports. With an automatic summary of the day's work.
• Leaderboards. Who is ahead today and this month.

Catalogue

Everything you sell, priced and ready to invoice.

Sell services, desktop software, SaaS tools, goods, domains and hosting from one catalogue, priced in every currency you use and fulfilled automatically when an invoice is paid.

• Every kind of item. Services, goods, software licences, SaaS plans, domains and hosting.
• Multi-currency prices. Set a price per currency instead of converting.
• Stock. Goods track stock, which returns on a cancel or return.
• Fulfilment on payment. A paid invoice creates the order, licence, subscription or project.

Subscriptions

Licence keys and SaaS subscriptions.

Desktop licence keys and SaaS subscriptions sold from your catalogue: seats, activations, renewals and the signed webhooks your own SaaS tools receive.

• Licence keys. Issued on payment, with activations per computer.
• SaaS seats. Plans, seats and plan changes for the tools you sell.
• Renewal reminders. Customers are reminded before a key expires.
• Signed webhooks. Your software hears about every change.

Payments

Every payment, in and out.

Money in and out: gateway and manual payments, refunds, buyers' payment claims, your own Razorpay and Stripe setup, and a log of every pay attempt, webhook and reconcile run.

• Your own gateway. Connect your Razorpay or Stripe account.
• Manual payments. Record bank transfers, UPI and cash against invoices.
• Payment claims. A buyer says they paid; your team checks and approves it.
• Full log. Every pay attempt, webhook and reconcile run is kept.

Purchases

Bills, expenses and vendors.

Vendor bills, purchase orders, debit notes and expenses, with GST input credit, approvals above your threshold and recurring expenses.

• Bills and purchase orders. Track what you owe each vendor.
• Expenses. One-off and recurring, with receipts attached.
• GST input credit. Input tax flows into your returns.
• Approvals. Bills and expenses above a threshold wait for a yes.

Tasks

Everything waiting on you, from every app.

One live list of what needs you: tasks, follow-ups, tickets, chats and approvals from every app, sorted by due date, with a count in the header and a snooze for later. Approvals are decided right in the list, by the right person up the reporting line.

• From every app. Leads, sales, projects, support, WhatsApp and more.
• Act in place. Approve, reject or mark done without opening the app.
• Snooze. Hide an item until the time you choose.
• XP and streaks. Finishing work on time earns points and badges.