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Tags you can see, apply in bulk, and fix everywhere

The tag box was there. What was missing was everything around it: no list showed tags, nothing suggested one, and a typo could not be fixed once it had spread.

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SellingBuyingDeliveringAccounting

What was wrong

Tags could be typed on a record and filtered on. That is where it stopped.

Nothing showed you what was already in use, so the fourth person to tag something spelled it their own way and a filter on “Priority” quietly missed every record tagged “priority”. No list showed tags at all, so the only way to learn what a record was tagged was to open it. And tagging fifty records meant opening fifty records, which is the entire reason anybody tags anything.

What changed

⌕

The box offers what exists

Every tag in use across the modules you can see, so the same thing gets the same name.

▤

Lists can show them

A Tags column on every module that has the field, off until you switch it on. A column costs width on a list that may not want it.

☑

Tag many at once

Select rows, press Tag, add or remove. Only the records you are allowed to change: one you can see but not edit is skipped rather than quietly tagged.

✎

Fix a typo everywhere

Rename a tag and every record in every module follows. A record already carrying both names keeps one rather than ending up with a duplicate.

⌫

Remove one everywhere

Takes the tag off everything and leaves the records alone.

◍

Same colour everywhere

A tag’s colour comes from its own name, so “Urgent” looks the same on a lead as on a deal without anybody choosing.

Where they work

Asked for on the sales side, but it reads the schema rather than a list of names, so it is wherever the field already was.

  • Leads, customers, companies, deals and tasks
  • Projects, project tasks, vendors, items and expenses
  • Sales and purchase documents
  • Any module you defined for yourself
SellingBuyingDeliveringAccounting

Does this affect anything existing?

Every tag you already have is kept. Nothing is renamed, merged or removed on its own.

Renaming or removing a tag everywhere needs permission to change fields, because it edits records across the whole business. Applying one needs only permission to edit that module.

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Pricing

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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

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  • 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

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  • 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)

Most businesses take this

Full Suite

Every module, switched on

₹499 / user / month

Pay annually
+ 18% GST: ₹588.82 / user / month incl. GST

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  • 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.

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