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Home Release notes Shared mail for the team, mail trends, and email in your meeting briefings

Shared mail for the team, mail trends, and email in your meeting briefings

Where your business shares mail, a conversation can now be given to a colleague, talked about in team notes the customer never sees, and you are warned when somebody is already replying. Mail trends show what came in and went out, how quickly you answer and what waits. Meeting briefings say whose email waits on whom, a meeting can be booked straight from an email, attachments appear on the record's Files, and Hanu sends a short mail brief each morning.

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

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What changed

🤝

Give it to a colleague

On a shared conversation, Give to hands it to anybody who reads the shared mail. It lands in their Assigned to me, on their bell and their phone.

📝

Team notes

A note under the conversation for the team: “Spoke to him, send the revised rate”. It is never sent to the customer.

⚠

Somebody is already replying

Open a shared conversation while a colleague is writing a reply to it and the mailbox says so, so the customer does not get two answers.

📈

Mail trends

Received and sent per day, the middle time to your first answer, how many waited past your limit each day, and who writes most. Where mail is shared, a team view lists each mailbox.

📅

Email in meeting briefings

The briefing fifteen minutes before a meeting with a lead or customer now says whose email waits on whom: “their email of 12 Oct has no reply yet”.

🕓

Book a meeting from an email

Book a meeting on a conversation opens the Calendar with the sender as guest, the subject as the title and their record attached. The invitation goes from your own mailbox.

📎

Attachments on the record

The files that came with, or went with, the emails on a lead, customer, vendor or deal are listed in that record’s Files under From emails, for everybody who may read that mail. Nothing is copied, so nothing uses your storage twice.

🌅

Hanu's morning mail brief

Each morning Hanu says what waits for your reply, what of yours waits on others and what comes back from Snooze today. Ask him “what needs my reply?” or about the email you are reading.

Does this change anything you already have?

Nothing you already have changes. The team inbox appears only where your business shares mail (Settings › Email, Everyone or Chosen people); a business that keeps mail private sees no difference. Files already on emails filed on a record appear under From emails at once. The morning brief follows Hanu’s email notes switch, and costs nothing.

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.