A deal’s expected close is set from its page
A lead's next follow-up has always been set from a card beside the lead, without opening the form. A deal's expected close now works the same way: a card beside the deal shows the date and how far off it is, and one press sets it 3, 5, 7, 10 or 15 days ahead (shown as 3D, 5D and so on), 3 weeks or 3 months, with Custom for any other day. Once the deal is won or lost, the card shows the day it closed and how that compared with the date expected.
14 days free · nothing to install · your data exports whenever you want
What changed
Set without editing
3D, 5D, 7D, 10D and 15D for days, 3W and 3M for three weeks and three months, Custom for any other day, and the eraser to clear it.
How far off
The card says how many days are left, and turns red with how many days ago once the date has passed while the deal is still open.
Won on, lost on
When a deal closes, the card shows the day it was won or lost, which the close asks for, and whether it closed early, late or on the day expected.
On a phone
The card sits under the deal’s name, with Set or Change opening the same choices.
Does this change anything you already have?
No. The expected close date is the same field it always was, kept on every deal as before; it has only moved from the Deal section into its own card. The deals list, its sorting, the dashboard’s closing-soon list and the win and loss report read it exactly as before.
More in release notes
All release notesHanu Sena: ready-made agents, agents from a file, and Hanu makes one when you ask
Hanu Sena now has ready-made agents for collections, sales, stock, mail, writing and reports. Use one…
A module for the thing we did not think of
Every business keeps a list the product never thought of. The answer used to be to…
The Delete button works, and the leads board counts the same leads as the list
Tick a few records and press Delete: it now deletes them. And the leads board no…
Webhooks now send all ten events they offer: signed, tried again, and only to the internet
Settings offered ten events to send to another system, and none of them was ever sent.…
The card reader is faster, and keeps phone numbers and emails
A card now starts being read the moment its photograph arrives, and numbers and email addresses…
Invoices and bills fall overdue on their due date, and quotations expire
An unpaid invoice, bill or expense past its due date is now marked overdue overnight, and…
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.