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Home Release notes Leads list: the header holds still, the page sits closer to the edges, and the table is square

Leads list: the header holds still, the page sits closer to the edges, and the table is square

Switching the Leads list between List, Kanban and Pivot made the header jump, and the information panel was cut off. Both are fixed, the grey margin is halved and the table now has square corners.

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What was wrong

After the Leads header became a single row earlier today, three things were not right. The pipeline value disappeared in the Kanban and Pivot views, so everything to its right shifted a little each time you changed view. The information panel beside the Leads title opened under the side menu and was cut off. And the page still kept a wide grey margin between the menu, the top bar and the list.

What you will see now

⇄

A header that stays put

The lead count and pipeline value show the same in List, Kanban and Pivot, and every button keeps its place when you switch. While a view loads, the last figures stay on screen instead of the word Loading.

☰

Icons for the views

The List, Kanban and Pivot switch shows only its three icons. Point at one, or press and hold on a phone, to see its name.

ⓘ

An information panel you can read

The panel beside the title opens inside the page, never under the side menu, and its Know more link sits on its own line.

↕

Half the grey margin

The space around the Leads list is half what it was, on a laptop and on a phone, so the list uses more of the screen.

▢

A square table

The table of leads has square corners and no box around it. A single line separates the column headings from the list.

Does this affect anything you already have?

No. Nothing about your leads, saved views, filters or columns changes. The tidier information panel shows on every screen that has one; the other changes are on the Leads list only for now.

Pricing

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

₹149 / user / month

Pay annually
+ 18% GST: ₹175.82 / user / month incl. GST

Start 14-day trial
  • 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

₹299 / user / month

Pay annually
+ 18% GST: ₹352.82 / user / month incl. GST

Start 14-day trial
  • 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)

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.