The card scanner, rebuilt as a drive
Everything about the card scanner has changed shape. An event is a folder you open and the cards are what is inside it. You can search every folder at once, by typing or by holding a card up to the camera. And each folder now says what it returned: money actually received against what the stand cost, which is the figure that decides whether you book the hall again.
14 days free · nothing to install · your data exports whenever you want
Events are folders now
The events screen was a grid of boxes. It is a list of folders, one row each, with the numbers lined up in columns: how many cards, how many still to file, what they became, and what the event returned.
A grid cannot be read down a column, and comparing one exhibition against another is the whole reason the list exists. One event taking the most cards and returning the least is the single most useful sentence this module can produce, and it was invisible in boxes.
Opening a folder now takes you inside it rather than sliding a panel over the top. The cards are in the middle, where they belong, and everything about the event (what it cost, the report, the photographs of the stand) is a tab.
Inside a folder
Still to file
The cards nobody has dealt with yet. It opens here by default, because it is the only tab with work in it. Select several and make them leads, customers or suppliers in one go.
Filed
What each card became and a way through to it. A card that became a lead now says so and links straight there. Before, it said “became a record” and gave you no way to find out which.
Photographs
A competitor’s stand, a rate card on an easel, a banner. Half of what is worth photographing at an exhibition is not a visiting card, and these never join the queue or count against how much filing is left.
Suppliers, not just buyers
At a stall you meet people you buy from as well as people you sell to. A machine-tool company at a print fair is a supplier. Until now a card could only become a lead or a customer, so it went somewhere wrong or was binned.
A card can now become a supplier, and it lands in the vendor pool rather than approved: somebody met at a stand has not been through whatever checking you do before raising a purchase order against them.
Search every folder, or hold a card up
One search bar above the events list, with a camera inside it. Type a name, a company or a number and it searches every folder, plus your leads, customers and suppliers, because the real question is whether you already know this person, and the answer is as often a customer from two years ago as a card from last month.
Or hold the card up to the camera. It reads the card, tells you whether you have met them before, and keeps nothing. Looking is not filing. If they are new to you, one button keeps the card in today’s folder using what it has already read, so nothing is scanned twice.
And where you already deal with the firm, it says so and names the people you know there. “You already deal with Medibrand” on its own is trivia; “you already deal with Medibrand, and you know Rajesh in purchase” changes the next sentence out of your mouth.
What the event returned
Every folder carries a return figure: money received against what the stand cost.
Received, not agreed. A deal marked won has been agreed; a payment has arrived. Reporting the first as a return is how a stall pays for itself on paper and not in the bank, and that is precisely the answer this was built to stop anybody giving. What has been won but not yet paid is carried separately.
And when an existing customer walks up to your stand, that is now recorded as a visit against them. “Four new leads” argues for booking the hall again; “four new leads, and the customers who came to see us are worth thirty-one lakh” does not have to.
It also names the one who has been ignored the longest. A customer who came to your stall and whom nobody has telephoned in fourteen months is the most useful line the report can carry, and it is the line that makes somebody walk over. Being spoken to means a call, an email, a meeting, a note or a visit, not an invoice going out, because a customer billed every month has been billed and not spoken to.
The camera, and working with no signal
The camera has three modes on a slider (Card, Shot and Look up) and always opens on Card. The card outline, the photograph taken when the card is in place, and the background cropped away all arrived earlier this week.
The voice note now sits on the photograph it belongs to. Hold the picture to record, let go to stop. It is offered after a conversation and stays out of the way during a run of stacked cards. You were not in those conversations, and a microphone flickering past on every capture is noise.
And the app opens without a signal. A phone holding a valid sign-in could not get in at an exhibition with no reception, because there was no way to confirm who you were. It now opens from what it already knows, with a bar saying plainly that nothing is reaching the server, and it never lets a revoked sign-in through.
Does this affect anything you already have?
No card, event or cost was changed. Everything already scanned is where it was, shown in the new shape.
Return figures may read lower than you would guess, because they count money received rather than deals agreed. That is deliberate. Where an event has no costs recorded it says so rather than showing a nought, since an uncosted event has not failed: it has not been costed.
Install version 1.3.20. All of this lives in the screens the app carries inside it. Settings → App update.
More in release notes
All release notesA Mark to column in an import now marks the people it names
An import with names in its Mark to column failed as a whole, with a server…
A lost deal's reason from your own list, a visit's arrival, departure and outcome, and every stage move in the history
Losing a deal asked for a reason in free text and glued the remark onto it,…
Expenses are paid when you record them, blocked GST stays out of your credit, and invoices paid online are settled
A new expense asks which account paid it and records the payment as it saves, so…
Hanu records payments, journals, proposals, subscriptions, assets and production
Hanu now fills in the last modules he could not: a payment received, matched to the…
A mailbox like Gmail: drafts, conversations, reply all, forward and Trash
The mail panel now looks and works like Gmail. Folders down the side, a list you…
Save sits at the top in Settings, and stays there as you scroll
Save changes and Save order in Settings moved from a bar along the bottom to the…
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.