The smart revenue engine designed for high-conversion sales teams. Intelligently score leads, generate GST-compliant estimates in 30 seconds, and manage staff accounts with quota isolation.
From initial contact to final payment, automate repetitive sales workflows and maintain complete pipeline visibility.
Prospects are ingested via API or bulk forms with zero duplicate entry. Automatically route leads to available sales reps by territory or deal size.
Calculate smart followup timings and prioritize hot leads with deal scoring based on prospect activity, company profile, and engagement.
Pick items from your product catalog. The tax engine applies correct HSN/SAC codes and calculates Interstate IGST or Intrastate SGST/CGST instantly.
Transform approved quotes into final GST tax invoices with one click. Attach dynamic UPI QR codes and log payments with full audit tracking.
Explore the core operational modules built to centralize sales, tax calculations, and multi-user communication.
Maintain a transparent deal pipeline. Overdue items auto-escalate to managers, ensuring prospective clients receive timely followups.
Eliminate manual spreadsheet formulas and tax computation errors. The platform dynamically validates State Masters to compute correct IGST or CGST/SGST splits.
Help sales reps focus on prospects most likely to close. The pipeline automatically calculates intent signals, timeline delays, and deal velocity.
Recommendation: High engagement on quote #QT-902. Followup call scheduled today to close payment.
Ensure pipeline privacy. Prevent team members from exporting contacts, modifying quotes, or accessing accounts outside their assigned territories.
Every business master, permission policy, and operational record is modularized and ready to configure in your admin console.
Multi-channel prospect intake with AI duplicate prevention & routing.
Daily agenda scheduler, status reminders, and audit history logs.
HSN/SAC smart calculation & 30-sec PDF estimate generation.
Convert approved quotes to Tax Invoices with a single click.
Unified timeline tracking client calls, proposals, and responses.
Head-wise cost monitoring to secure high operating net margins.
Multi-user roles with View/Add/Edit/Delete granular ACL limiters.
Master inventory items, HSN numbers, and customizable tax slabs.
Custom logos, bank terms, authorized signatures & UPI barcodes.
Define customizable measurement units (Nos, Kg, Sqft, Lots).
Automatic Interstate IGST or Intrastate SGST/CGST tax splits.
Territory mapping for streamlined field sales rep allocation.
Customizable deal funnel (Hot, Warm, Qualified, Closed Won).
Capture custom metadata unique to your business vertical.
Dynamically grant or restrict features per team hierarchy.
Customize CRM color accents to match your company logo.
Granular permission enforcement across all database queries.
Explore all features during the unrestricted 10-day trial. Activate subscriptions anytime with instant payment gateways.
Full CRM access for growing teams
Best value with 2 months free
Best value with 2 months free
Everything you need to know about setting up your workspace and user accounts.