The permissions manual, checked line by line
Eight pages covering the part of the product people get wrong most often, and three bugs found while writing them, because a page has to name the screen you use and twice there wasn’t one.
14 days free · nothing to install · your data exports whenever you want
What is there now
Roles and permissions, who sees what, the org chart, owner and assigned and marked, restricting somebody to their own location, sharing rules, circles and groups, and giving one person more or less. They replace three older pages, one of which still described a Teams screen that no longer exists.
Every page carries a worked example with real figures, the thing that catches people out, and what each setting will not do, which is usually the half that costs an afternoon. The pictures are the running product, not drawings.
Written a day ago and held back
These were finished yesterday and not published, because the pass that checks them against the code stopped early and reported no corrections, which reads exactly like clean, and meant never checked.
Checked properly, the same pages needed 169 corrections across 542 traced claims, and a second reviewer reading adversarially rejected 26 of the proposed corrections as themselves wrong. Publishing a confident wrong sentence about permissions is how somebody ends up sharing what they meant to keep.
Three bugs came out of writing it
A page has to say which screen you use. Three times there was no screen, and once the screen refused what it offered: the custom-module grant above, a sharing rule matching on conditions that could not be saved by any route, and a warehouse that could not be put in a branch.
None of them threw an error anybody would see. They are the reason the documentation took a day longer than writing it should have.
More in release notes
All release notesFilter the audit log by module, person, action, record, automation and IP address
The audit log keeps its look and gains its filters: module, type of record, what happened…
Three settings the product asked for and gave you nowhere to answer
Three things the product needed to know, took correctly when told, and gave you no way…
Every record opens like a lead, and every document shows where it is
The lead page layout is now on customers, companies, deals, tasks, visits and warranties: a cleaner…
Documents in another currency carry their exchange rate, and bank screens match the books
Choosing a currency other than rupees on a quotation, invoice, order or bill now asks how…
Hanu searches the web, with the pages he read
Hanu can now look up current public facts on the web, such as a GST rate,…
Nothing reaches the shelf unchecked
Without a gate, a run that finishes puts whatever came off the line onto the shelf,…
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.