Send my day: the day in figures, what is pending and why, and a schedule
Send my day in Charcha has grown into a proper daily report. It opens with the day's figures in the same blocks as your dashboard, then shows what you did today in every module, what is still open for tomorrow with the reason it moved, and what is coming up. It can go to any one colleague, and on a schedule you set, and each reader sees only what their role can open.
14 days free · nothing to install · your data exports whenever you want
What changed
The day in figures
Tasks done and pending, visits done and pending, calls and follow-ups, new leads, deals won and their value, quotations and invoices sent, money received and what is overdue to collect, in the same blocks as your dashboard. Every amount is exact.
Read it in five seconds
The day in one line at the top, a red Needs attention line for overdue work, missed follow-ups, deals going cold and money overdue, and what the person needs help with.
Every module
Done today now covers deals, proposals, sales orders, invoices, bills of supply, retainer and recurring invoices, payments, purchase bills, subscriptions, scanned cards and Cross-sell, with the notes and outcomes written today.
Pending, with the reason
Anything still open for tomorrow says if its date was moved today and from when, and shows the last note written on it. A quotation or invoice a customer opened today comes first, to call while it is fresh.
Coming up
Money to collect and bills to pay this week, orders to deliver, quotations and proposals running out, renewals, warranties ending this month and deals with no change in 14 days.
Any colleague, on a schedule
Send it to your manager, any one colleague, a group or a channel. Choose On a schedule, tick the days and set the hour, and it goes by itself.
Each reader sees their part
A report holds only what your role can open, and each person reading it sees only the parts their own role opens, so a storekeeper in the group sees no invoice figures.
Does this change anything you already have?
Reports already sent look as they did. A schedule you set keeps going, now with the new report. A phone on an older version of the app shows new reports in the earlier layout until the app updates.
More in release notes
All release notesStock in hand on the balance sheet
The goods on your shelves are now in the books. At each month end the stock…
Debit notes to customers, for an invoice that charged too little
A rate revised upward, freight left off, a short count: when a sent invoice charged too…
Hanu keeps track of the record you are talking about, and checks a name he may have misheard
Hanu added a lead and was asked to set its follow-up for tomorrow, and he asked…
A locked period now stays locked in Sales, Purchases and Banking too
Transaction locking offered Sales, Purchases, Banking and Everything, but only manual journals obeyed it. Now every…
Charcha: a ring before every visit, spoken visit notes, and Send my day
A reminder before every visit with where to go and who to meet, visit notes you…
Reports on the financial year, and totals that count only what you may see
Reports offer This financial year, Last financial year and Last half year, and a report run…
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.