A finished task now shows on the lead, deal or customer it was for
Marking a task Completed on its own page, in the Tasks list, on the board or in a bulk change wrote nothing on the lead, deal or customer it was for. Only ticking it off in the Calendar or a Charcha checklist did. Now every way of finishing a task writes Task completed on that record. And tasks and visits that came across when a lead became a customer now report on the customer, not on the converted lead, which nobody opens.
14 days free · nothing to install · your data exports whenever you want
What changed
Task completed, from every screen
Set a task to Completed on its page, in the Tasks list, by dragging it on the board or in a bulk change, and Task completed with its title appears on the timeline of the lead, deal or customer it was for, dated when it was done.
Carried work reports on the customer
Tasks and visits that moved across when a lead was converted write Task completed, Visit made or Visit called off on the customer’s timeline, not on the converted lead.
Once, and only when done
Saving a finished task again, or moving it between two finished statuses, adds nothing. A task that is cancelled writes nothing, as before.
Does this change anything you already have?
Only what happens from now on. Tasks finished before today do not get a line added, and a line already written stays where it was. A lead that has not been converted keeps its own tasks and visits.
More in release notes
All release notesInvitation links now say what actually went wrong
Opening an invitation link showed "That invitation has expired" whenever anything went wrong, even when the…
Bills and expenses that repeat
Rent, a retainer, a subscription, an internet line: set up the bill or the expense once…
Expenses are paid when you record them, blocked GST stays out of your credit, and invoices paid online are settled
A new expense asks which account paid it and records the payment as it saves, so…
One thing made of several: kits and assemblies
A gift box of three cosmetics sold as one line. A table built from legs and…
Debit notes become vendor credit: spend it on another bill or record the refund
A debit note is now money the vendor owes you back, the way Zoho Books keeps…
Once a lead becomes a customer, the work belongs to the customer
A lead that became a customer could still be edited, and new tasks could be added…
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.