Documents, redesigned to work on a phone
The company file store now fits a phone properly: one picker instead of six rows, tags that wrap, a row per file with one ⋯ menu, and columns that appear as the screen widens.
14 days free · nothing to install · your data exports whenever you want
What was wrong
On a phone, Documents was a computer screen shrunk to fit. The file table had seven columns, so the phone laid the whole page out at nearly twice its width and everything came out small. The six places (All files, Recent, Starred and the rest) took a full screen of rows before a single file showed, and every row carried a line of tiny buttons.
What is new
One picker, not six rows
On a phone and a tablet the places sit behind one button at the top, with the storage line beside it and the tags as chips that wrap.
A row per file
Name, size, date and owner on two lines, the tags beneath, and one ⋯ that opens a sheet from the bottom with every action, large enough for a thumb.
Columns as room allows
The list adds Modified and Size when there is room, then Owner and Access on a wide screen, so a name is never squeezed to three letters.
Upload in one place
New folder, and one Upload button for files, a whole folder or a link from Google Drive or Dropbox. The grid is two cards across on a phone.
Does this affect anything you already have?
No. Every file, folder, tag, share and link is where it was, and everything that could be done before still can. On a computer the rail on the left stays; the row actions now sit behind ⋯ beside Download and Share, and Select in that menu ticks files for tagging or trashing together.
More in release notes
All release notesA first look at the crystal design, on the Business overview and Customers
The Business overview and the Customers list are the first two screens in a new crystal…
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…
“Their own records” now means their own records
In Roles you can say a person sees only their own records. For activities, POS sales,…
A menu that opens beside the icon you are pointing at
The further down the icon, the further its menu appeared from it, and the last few…
Only administrators could raise a quotation from a record
The dialog opened with no fields in it, so nothing could be filled in and nothing…
A new lead no longer belongs to whoever happened to create it
Until now the owner of a new record was whoever created it, which is right when…
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.