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Home Release notes Choose who uses the workspace email, and turn any email into a deal, task, meeting or reminder

Choose who uses the workspace email, and turn any email into a deal, task, meeting or reminder

The workspace address (info@) is now used only by the people you choose: they read what comes in and send from it, and nobody else sees it. From any email you can make a lead, a deal, a task, a visit, a call or a meeting, each carrying a short note from the email and linked both ways, so the email shows what came of it and the deal shows the email it came from.

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What changed

🔐

Who uses the workspace email

Settings › Email › Workspace email: Private (the owner), Everyone, or Chosen people. The people chosen read what comes in to the workspace address and send from it; nobody else sees that mail or can send as it.

⭐

A fuller Make a lead

The sender’s name (or one worked out from their address), their company and website, a mobile from their signature, source Email, and the email itself in the lead’s Notes.

🔗

Deals, tasks, visits and calls from an email

Create a deal named after the subject, a follow-up task, a visit or a logged call, each with a short note from the email. The email lists what was made from it.

📅

Meetings from an email

Book a meeting opens the Calendar’s new meeting with the sender as a guest and the subject as its title, and links the two. Inside the meeting, people who may read the email see its opening lines; guests never do.

⏰

Remind me about an email

A note for yourself and a time: in 20 minutes, tomorrow at 9, next Monday, or any day and time. It rings like a Charcha reminder, on your phone too, and opens the email.

👁

Linked both ways, as far as you may read

A deal, task or meeting made from an email shows it came from that email and opens it, for people who may read it. Everybody else sees only that it came from an email.

♻

A deleted record lets go

Delete a lead made from an email and the email stops pointing at it, so Make a lead appears again.

💬

Ask Hanu about an email

Ask Hanu now shows the email in the chat and waits for what you want done with it.

📈

Mail trends, your way

Pick any dates, press a person in Who writes most to see all their mail, and see the team only where you may read their mail.

🕓

Schedule an email, and snooze to the real next working day

Schedule an email opens a reply with Send later set to tomorrow at 9. Snooze’s Next working day now skips your weekly days off and holidays from Settings › Calendar, not only Sundays.

⚠

A mailbox that cannot be read says why

Settings › My email used to say only “Command failed” when a connected mailbox could not be read. It now gives the mail server’s own reason, and for Gmail says that an app password is needed.

Does this change anything you already have?

Until an administrator chooses in Settings › Email, the workspace email is used by the owner, the Administrator and Manager roles, and anybody who sent from it in the last 90 days, so nobody who relies on it today is cut off. Mail AI on a business’s own AI key now starts on the recommended model for each mail task; choose another or set it back to Included in Settings › AI writing.

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.