Move a lead’s stage and set its follow-up from the lead itself
A lead's page now shows every stage in a line you can press, keeps the next follow-up beside the lead on every tab (red when it is late, amber on the day), and sets out the details in sections. Changing either no longer means opening Edit.
14 days free · nothing to install · your data exports whenever you want
What was slow
Moving a lead from Contacted to Qualified, or putting off a follow-up by two days, meant opening the form, finding the field among thirty and saving. Those are the two things a salesperson does to a lead most often.
What is new on a lead
Every stage, by name
The stages run across the top in order, with Won and Lost at the end. Press one and the lead moves there. Lost asks why, if you want to say; Won asks whether to convert it into a customer now or just mark it won and convert it later.
The follow-up, always in sight
A card beside the lead on every tab shows the next follow-up: red with Overdue once it has passed, amber on the day. Today, Tomorrow, 3 days or 1 week in one press, the calendar for any other day, the cross to clear it.
Details in sections
Contact, Sales, Address and Notes, then the fields your business added, instead of one long grid.
A clearer header
Name, what they do and where, their phone and email, and Send email, Task and Visit in one place. On a phone the actions sit in one row.
Does this affect anything you already have?
Nothing about your leads changes. Edit still opens the full form, and the stages and their meanings are the ones set in Settings, Fields & rules. A lead marked won without being converted now keeps its Convert to customer button. Customers, deals and the other records look as before for now.
More in release notes
All release notesA plan changed in the morning was back to its old numbers by lunch
The pricing page was blamed for not reflecting plan changes. It could not reflect what the…
Email many leads, customers or vendors at once, now or at a time you choose
Tick people on the Leads, Customers or Vendors list, write one email or start from a…
Choose your colour: twelve themes, or a colour code of your own
The Appearance panel now has twelve colours to choose from, gradients and solids, and a colour…
Filter the audit log by module, person, action, record, automation and IP address
The audit log keeps its look and gains its filters: module, type of record, what happened…
One thing made of several: kits and assemblies
A gift box of three cosmetics sold as one line. A table built from legs and…
Everything still to do on a lead, late ones first, and each one opens
A lead's Overview now ends with Next actions: the follow-up, open tasks, planned calls, meetings and…
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.