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Home Release notes Event reports: what every stall was worth, and which to book again

Event reports: what every stall was worth, and which to book again

Every event now has a full report: spend against money received month by month, the journey from card to cash, follow-up and the team. And a new Events dashboard in Reports ranks every event, so you know which to book again.

14 days free · nothing to install · your data exports whenever you want

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What was wrong

An event’s report said very little: a count of cards, a Received figure and an owed figure. It could not say when the money came, whether the stall or the follow-up was the weak part, or how one event compared with another. And it was not always right: removed cost lines still counted as spent, staff days were left out, and cancelled or void invoices counted as received.

One event: the whole journey

📈

Spent, received, return

Money that reached the bank against what the event cost, with a verdict and how far through its counting window it is. A young event says Too early instead of looking like a loss.

📅

When the money arrived

Month by month against the cost, so you can see the month it paid for itself.

➡

Card to cash

Cards taken, read, filed, contacted, turned into deals, quoted, won, invoiced and paid, with what each step kept.

👥

Follow-up and the team

Days to first contact, everyone never called by name, and who took which cards and what came of them.

🤝

Already yours

Existing customers who came to the stall, what they are worth, and the ones nobody had spoken to in months.

₹

Cost per result

Per card, per record, per lead, per deal and per rupee received: the honest way to compare a small stall with a big one.

Every event: Reports, Events

✅

Ranked, with a verdict

Book again, Paid its way, Watch, Reconsider, Too early, Not costed or Not held yet, for every event.

🔍

Where the surprises are

Return by kind of event and by city, payback curves, spend against received, year by year and by person.

📤

Export and schedule

Five Events reports in the Reports catalogue: spent and returned, by kind, by city, the team and follow-up.

Does this affect anything you already have?

The Returned figure on the events list may change. It now leaves out removed cost lines and cancelled or void invoices, adds staff days to the cost, and counts still owed as invoiced-and-unpaid plus won-not-invoiced. The list, the event’s report and the Reports catalogue now agree. Lock to the stall has moved from the report to the event’s header, beside Scan into this folder.

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.