“Their own records” now means their own records
In Roles you can say a person sees only their own records. For activities, POS sales, POS shifts and timesheets, that setting was saved but not applied. It is applied now, so some people will see fewer records than they did yesterday.
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What was wrong
Every role lets you choose how much a person sees: their own records, their team’s, or everything in the business.
In four places the choice was saved and then ignored. A salesperson set to “their own records” could still read every colleague’s calls, emails and meetings. A cashier could see every other cashier’s sales and shifts. The screen said one thing and the app did another.
Now applied in
Activities
Calls, emails, meetings and notes: the person who logged it.
POS sales
The cashier who rang the sale.
POS shifts
The person who opened the till.
Timesheets
The person whose hours they are.
And where it could never apply
Some records belong to the business, not to a person: a warehouse, a tax rate, a price list. “Their own” means nothing there, so the choice is no longer offered instead of being offered and quietly ignored.
Entries the system writes by itself (an invoice being cancelled, a quotation accepted by the customer) stay visible to everyone who can see the record, because they are its history, not anyone’s personal work.
Does this affect anything you already have?
Yes, some people will see fewer records. Anyone on a role set to their own or their team’s records now sees only those in the four areas above. Nothing was deleted. If a role should see everything, set it to Everything in the business in Settings → Roles.
New workspaces also give the Sales executive role the Events module, since they are the people who work the stall. In an existing workspace, tick it on the role.
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Reports that run, and arrive on their own
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Dashboards for every part of the business, with periods, comparisons and the records behind every number
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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
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