Every export now carries ids and names, ready to import back
A deal export used to show the customer as a long random number and no company at all. Every linked record now comes out twice, as an id to import against and a name to read.
14 days free · nothing to install · your data exports whenever you want
What was wrong
An export wrote a linked record as its id under the field’s own name, so the Customer column of a deal export held a string like 65939383-b21e… and nothing a person could read. A linked field hidden on screen was left out entirely. Tasks and visits exported no lead, customer, deal or company. Payment and expense exports named people but gave no ids, and several reports gave neither.
What every export gives now
Its own id, first
The record’s id in the first column, labelled with the module: Deal id, Invoice id, Payment id.
Id and name for each link
Customer id and Customer, Company id and Company, Lead id and Lead, Deal id and Deal, Vendor id and Vendor, Project id and Project.
The owner too
Owner id and Owner, instead of a name alone or a bare id.
Nothing left out
A linked field hidden on screen is still exported, so a file can always go back in.
Across the suite
CRM: leads, customers, companies, contacts, deals, tasks and visits. Tasks and visits now carry Lead, Customer, Deal and Company, the company being the customer’s or the deal’s.
Sales and purchase documents: quotations, orders, invoices and the rest add deal, lead, project, the document they came from and the owner. Purchase documents, vendors, projects and items give every link as id and name.
Payments and expenses: payments received and made give the payment id, the customer or vendor id and the ids of the documents paid. Expenses and bills give their id, category id and payee id.
Reports: stock valuation, ageing, movement, reorder, expiry, vendor supply, stock balances, packing history and price lists give item, vendor, batch, warehouse and order ids. Receivables and payables ageing, payments, TDS and bank statements give document, party and reference ids.
Subscriptions, plans, warranties, quality records, manufacturing orders and your own custom modules export the same way.
New columns on Tasks and Visits
Lead, Customer, Company and Deal are now columns you can switch on under Columns, so you can sort and scan by them instead of reading the line under each title.
Does this affect anything you already have?
No data changes. Import reads the “… id” column for a linked field, so an export goes straight back in. An older file with ids under the plain heading still imports as before.
More in release notes
All release notesYour mailbox now says what needs a reply, what is waiting, and cleans itself
The mailbox used to be a list of everything that came in. Now it tells you…
What the tests found once they could run
The suite could not run at all for want of a database. With one, it found…
Badges, chosen options and highlights now show in the brand colour
Some badges, borders and focus rings asked for the brand colour without saying which shade of…
Roles that know who reports to whom
A role hierarchy, organisation-wide defaults per module, and sharing rules, so a manager sees their team…
Warnings, errors and notices on cards now show their colour
Many screens put a warning or an error in a coloured card: amber when something needs…
No quotation, invoice or sales order could be raised at all
Quotations, invoices and sales orders all stopped saving at once, with “that value is already in…
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.