Advanced search finds the record you choose, and a scheduled email goes once
Choosing a customer, lead, vendor or company under Filed on in the mail panel’s advanced search now keeps the name and finds every email filed on it, sent or received. A scheduled email can no longer be sent twice, and it is tracked like any other.
14 days free · nothing to install · your data exports whenever you want
What was wrong
In the mail panel’s advanced search, clicking a name under Filed on closed the search instead of choosing the name. Where the name did stick, as on a phone, the search looked only in the folder that happened to be open, usually the Inbox, so a customer you had emailed many times seemed to have no email at all. Pressing Enter in the name box searched without the name.
Separately, a scheduled email could be sent twice: if the database stumbled just after the mail server had taken it, the next round sent it again. Scheduled email also went without the open and click tracking that an email sent at once gets.
What is new
Choose a record
Click or tap a name under Filed on and it stays, as a chip. Search then finds only email filed on that lead, customer, vendor or company.
All email to start with
Advanced search now starts on All email, sent and received, so the email you sent a customer is found too. Pick a folder under Search to narrow it.
Enter chooses
Enter in the name box chooses the highlighted name, and the arrow keys move between names. A name typed but never chosen says so, rather than being quietly left out.
A scheduled email goes once
Each one is taken, sent and then recorded in separate steps, so a hiccup afterwards cannot send it again. One that stopped part-way is marked in Failed for you to check, never sent a second time.
Tracked like the rest
Opens and clicks are now counted on scheduled email, as on email sent at once.
Does this affect anything you already have?
No email or record changes. If a scheduled email is ever interrupted while it is being sent, it now shows in Failed with the words “It may or may not have gone”. Check the Sent folder of your own mail program before sending it again.
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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.