Reports that run, and arrive on their own
Nine Sales and CRM reports with charts and detail rows, exportable as CSV or PDF, and schedulable by e-mail.
14 days free · nothing to install · your data exports whenever you want
What changed
Reports was previously a page of links pointing at other modules’ pivot views. “Sales by customer” was an invoice list with a grouping applied: no period to choose, no chart, nothing to export, and no way for the figures to reach anyone who was not going to open the app and go looking.
There are now nine reports that each answer one question over one period, with the rows behind every figure.
The nine
Pipeline by stage
Open deals by stage, owner, source or pipeline, with the weighted value alongside the raw one.
Lead funnel
How many enquiries reach each stage and how many convert.
Lead sources
Which sources bring volume, and which bring conversion. Rarely the same ones.
Win and loss
What was won and lost, by owner, reason given and competitor.
Sales over time
Invoiced against collected, month by month.
Sales by customer
Who buys most, what they paid, what is still owed.
Quotation conversion
Read from the document chain, so a quote turned into an order by hand still counts.
What sells
Items by value and by quantity, from invoice lines.
Receivables ageing
Who owes you, in bands, with days overdue per invoice.
Scheduling
A report nobody remembers to open is a report nobody reads. Schedules run one and send it without anybody doing anything.
- Daily, weekly, monthly, quarterly, half-yearly or yearly, at an hour you choose
- PDF, CSV or both, attached, with the headline figures in the message itself
- Any mix of staff and plain e-mail addresses: your accountant needs no login
- The period resolves when it fires, so a monthly report always covers the month that just ended
Does this affect anything existing?
No data changes. Reports only read; nothing in this release writes to your records.
One new table was added to store schedules. If you had bookmarked a link on the old Reports page, four of them pointed at addresses that did not exist and have been corrected. Those bookmarks will now resolve.
Mail must be configured for schedules to deliver. Until SMTP is set up, a scheduled report is produced and logged rather than sent, and the schedule list says so against each run.
More in release notes
All release notesA removed person can be added again, and an invitation says what is actually wrong
Remove somebody from your workspace, then try to add them back with the same email address,…
The schedule that runs while nobody is watching
A recurring invoice is raised at a quarter to one in the morning. Five things were…
Two of three arrived and there was nothing to click
A warehouse taking delivery of two boxes out of three had no way to say so.…
Revise a document, and see who it is for
A sent quotation can be replaced by a numbered revision. Billing details reach the document and…
Save sits at the top in Settings, and stays there as you scroll
Save changes and Save order in Settings moved from a bar along the bottom to the…
The Delete button works, and the leads board counts the same leads as the list
Tick a few records and press Delete: it now deletes them. And the leads board no…
Start with what you need. Grow into the rest.
Per user, per month. Every plan carries the whole product’s foundations (custom fields, roles, reports, documents and notifications) and differs only in how many modules are switched on. Change plan whenever you like; nothing is re-entered and nothing is lost.
CRM + Sales Documents
Leads, customers and deals, with quotations and GST invoices
Pay annually
+ 18% GST: ₹175.82 / user / month incl. GST
Pay monthly
+ 18% GST: ₹234.82 / user / month incl. GST
- Leads, customers, companies and deals
- Quotations, sales orders and GST invoices
- Your own mailbox, with replies filed against the record
- Reports, dashboards and exports
- Documents, folders and sharing
- Exhibitions: visiting card scanning, and what each fair earned
- Integrations: IndiaMART, Just Dial, Tally, Google Drive and Dropbox
7 modules switched on
- CRM
- Sales documents
- Settings
- Reports & analytics
- Documents
- Notifications
- Exhibitions
1 GB storage per workspace (organisation)
CRM + Sales Documents + Subscriptions + Warranty
For a business that bills on a cycle and stands behind what it sells
Pay annually
+ 18% GST: ₹352.82 / user / month incl. GST
Pay monthly
+ 18% GST: ₹470.82 / user / month incl. GST
- Everything in CRM + Sales Documents
- Recurring billing, plans, add-ons and coupons
- Warranty registration and claims
- Items and stock, which warranty is held against
- Recurring revenue reporting
- Integrations: IndiaMART, Just Dial, Shopify, Tally, Google Drive and Dropbox
10 modules switched on
- CRM
- Sales documents
- Subscriptions
- Warranty
- Inventory
- Settings
- Reports & analytics
- Documents
- Notifications
- Exhibitions
1 GB storage per workspace (organisation)
Full Suite
Every module, switched on
Pay annually
+ 18% GST: ₹588.82 / user / month incl. GST
Pay monthly
+ 18% GST: ₹706.82 / user / month incl. GST
- Every module in the product
- Procurement, Inventory, Manufacturing and Quality
- Books, GST returns, TDS and payroll
- Projects, timesheets and billing
- Integrations: IndiaMART, Just Dial, Shopify, Tally, Google Drive and Dropbox
21 modules switched on
- CRM
- Subscriptions
- Sales documents
- Vendors
- Procurement
- Inventory
- Manufacturing
- Quality
- Books
- Accountant
- Projects
- Warranty
- Documents
- Notifications
- Reports & analytics
- Settings
- Point of sale
- Exhibitions
- Channel Partners
- Cross-sell
- Targets & Commission
5 GB storage per workspace (organisation)
Only want this one module?
Individual modules are sold on their own alongside the plans. See every module’s price.
What about storage?
A single module includes 1 GB of storage per workspace (organisation) and Full Suite includes 5 GB per workspace (organisation): documents, attachments, file versions and photographs, counted together for everyone in it, not per user. Add more at any time in tiers, or move to Full Suite and take the larger allowance with it. Nothing is deleted if you run close; uploads are refused with a reason, and what you already have stays exactly where it is.
Annual or monthly?
Both. Annual works out cheaper per month and is charged once at the start; monthly costs a little more and can be stopped at the end of any cycle. The card shows the per-user-per-month figure on both, so the two are comparable at a glance rather than by arithmetic.
See it with your own data
Start free, import a spreadsheet of your customers, and raise a real GST invoice in the first ten minutes. No card, no sales call.