Platform capabilities

Every feature your business needs

CRM Wing packs CRM, ERP, HR, and Finance into one tightly integrated platform — no duct tape, no data silos.

CRM & Sales

Kanban Pipeline

Drag-and-drop lead pipeline with deal values, probability scores, and stage automation.

Contact Management

360° contact profiles with activity history, notes, and linked deals.

Activity Timeline

Chronological log of calls, emails, meetings, and follow-ups per contact.

Deal Forecasting

Revenue forecasting by stage, rep, and time period with ₹ INR values.

ERP & Inventory

Live Inventory

Real-time stock levels across multiple warehouses with HSN codes and GST rates.

Serial Number Tracking

Full lifecycle from Received → QC → Available → Sold → Repair with warranty dates.

GRN & Procurement

Goods Receipt Notes linked to purchase orders, vendor invoices, and QC checklists.

Vendor Management

Vendor master with GSTIN, PAN, bank details, and purchase history.

GST & Invoicing

Tax Invoices

GST-compliant invoices with auto CGST/SGST/IGST calculation and interstate detection.

Quotations & Proforma

Convert quotations to proforma to tax invoice in one click.

Delivery Challans

Dispatch documents with courier tracking and challan numbering.

Payment Tracking

Track partial payments, outstanding balances, and payment history per invoice.

HR & Payroll

Employee Profiles

Full Indian compliance — PAN, Aadhaar, UAN, ESIC, PF, and bank details.

Leave Management

Apply, approve, and reject leaves with balance tracking and leave types.

Payroll Register

Monthly payroll with auto-calculated net salary, deductions, and mark-paid workflow.

Attendance Tracking

Check-in/check-out logging with working hours calculation and reports.

Operations

Task Management

Task lists with status, priority badges, overdue highlighting, and project progress cards.

Support Tickets

Status and priority filters, inline updates, and create dialog for customer issues.

Technical Support

Product receiving, QC checklist, repair and diagnosis linked to serial numbers.

Company Settings

GSTIN, PAN, CIN, bank details, and document numbering prefixes — all configurable.

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