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What's inside

Every app shares one set of customers, people, items and numbers. A won quote becomes a project, a signed site test becomes an invoice, and an approved leave reaches the payslip on its own.

Sales

From the first enquiry to a signed order.

  • Pipelines with your own stages and win chances
  • Enquiry forms on your website that land in the pipeline
  • Quotes with margin and discount checks before they go out
  • Price list with HSN and SAC codes, GST and cost
  • Contracts with renewal dates, and e-signature by link
  • Delivery challans for part deliveries
  • Sales emails and follow-up sequences
  • Customer records with contacts, sites and history

Projects

Plan the work and see what is late before it is.

  • Tasks with owners, followers and checklists
  • Timeline with blockers, critical path and drag to move
  • Boards, sprints and a calendar
  • Timesheets and hours against budget
  • Workload by person, with leave taken off
  • Project templates for the work you repeat
  • Payment stages that tell Books when to invoice
  • Close-out with sign-offs and lessons learned

Support and field service

Tickets in, engineers out, reports back the same day.

  • Tickets from email, web forms and the customer portal
  • Dispatch board: drag a job onto a person and a day
  • Site visits on the engineer's calendar
  • Service reports with photos and the customer's signature, even without signal
  • Equipment at customer sites, with warranty and AMC dates
  • Customer ratings after each resolved ticket

Purchases, stock and manufacturing

Buy what the work needs and know where it is.

  • Purchase requests against a project's budget
  • RFQs to several suppliers, compared side by side
  • Purchase orders, part receipts and serial numbers
  • Stock in several places, with counts and reorder levels
  • Supplier ratings for time and quality
  • Bills of materials, production orders and job cards
  • Tools and instruments with calibration dates

People and payroll

Everything about your team, in one place.

  • Profiles, org chart and positions from the owner down
  • Leave with clash checks, holidays and attendance
  • Hiring with interview scores and offer letters
  • Joining and leaving checklists
  • Training courses, quizzes and skills
  • One-to-ones and feedback
  • Payroll with PF, ESI, professional tax and TDS
  • Payslips everyone can open themselves

Books

Accounts that follow Indian rules and your CA can check.

  • GST invoices with CGST and SGST or IGST
  • Credit and debit notes, receipts and payments
  • Supplier bills matched to orders and receipts
  • Bank statement import and matching
  • Recurring invoices and payment reminders
  • Foreign-currency invoices and bills
  • Fixed assets with depreciation
  • P&L, balance sheet, trial balance and ageing
  • GSTR-1 and 3B data, and vouchers for Tally

Running the company

Decide together and keep everyone pointed the same way.

  • Approvals with rules per kind of request and amount
  • Company and department goals
  • Weekly numbers and review meetings
  • Reports you build and share
  • Knowledge base with search that forgives spelling
  • Notice board and polls
  • Expense claims and travel requests
  • Audit log and a full export of your data

See it with your own records.

14 days free, every app included.

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