For customer support teams
The whole history of a customer on one screen, before you pick up.
14 days free · nothing to install · your data exports whenever you want
What the day looks like
A customer calls. Before you have finished saying hello you can see what they bought, what is still owed, what was promised on the last call and who promised it.
On your desk, specifically
One record per customer with every document
Note, call and e-mail against it.
What is outstanding and what is overdue
Without asking accounts.
A customer portal
So straightforward questions — “send me that invoice again” — answer themselves.
Tasks assigned to whoever should actually handle it
With a due date that is visible.
Files and agreements attached to the customer
Files and agreements attached to the customer rather than in a folder somebody has to find.
This desk sees this desk
Everyone starts seeing what they own or are assigned to. Widening that is a change to a role, and it never requires handing somebody the settings.
- Their own records, their team’s, or everything
- Permissions per action, not one blanket switch
- A module that is off is not offered to anybody
What customer support gets judged on
Each of these runs on demand, over any period, and can arrive by e-mail on a schedule so nobody has to open the app to see it.
- Open tasks by owner and age
- Activity per customer
- Documents shared and when
What to switch on for this desk
CRM · Documents · Sales documents · Notifications. No purchasing, no payroll — just the customer and everything attached to them.
See pricingThe same system, other angles
More in by team
All by teamFor HR & people teams
People, payroll and the paperwork, in the system the rest of the business already uses.
For purchase & procurement teams
Ordered, received, billed — and told when the three do not agree.
For ecommerce teams
Orders, stock and GST that keep up with a channel that does not stop.
For operations & delivery teams
What was promised, what is late, and what it is costing.
For sales teams
Every enquiry answered, every follow-up kept, and a pipeline the whole team can see.
For warehouse & stores teams
A stock figure that is true, because it moves when the goods move.
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.