Features

Everything In One Platform

All the tools your business needs to manage customers, team, invoicing and operations — working together seamlessly.

🎯
Lead Management

Sales Pipeline

  • ✓Visual funnel: New → Contacted → Interested → Won/Lost
  • ✓One-click stage movement from list view
  • ✓Conversion rates at every stage
  • ✓Quick add prospect in 3 fields
  • ✓Bulk CSV import of prospect list
  • ✓Call logs, follow-ups and feedback per prospect
🎯

📋
Personal Planning

My Action Plans

  • ✓Work Plans, Call Plans and Meeting Plans per user
  • ✓Physical, Online and Phone meeting modes
  • ✓Venue field for meetings — sort by area for route planning
  • ✓Outcome tracking with automatic follow-up chain
  • ✓Reminder alerts with sound notification
  • ✓Bulk upload via CSV
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🧾
Tax Compliance

GST Invoice

  • ✓Tax Invoice / Bill of Supply / Composition Dealer
  • ✓Auto CGST+SGST (same state) or IGST (inter-state)
  • ✓RCM — Reverse Charge clearly marked on invoice
  • ✓Sequential invoice numbers: SIM/2025-26/001
  • ✓Amount in words, bank details, signature block
  • ✓Print or save as PDF directly from browser
🧾

👥
HR Features

Team Management

  • ✓Add employees with role assignments
  • ✓Role-based menu access (6 roles)
  • ✓Leave management with balance tracking
  • ✓Asset register and assignment per employee
  • ✓Birthday and anniversary reminders
  • ✓Announcements with sound notifications
👥

⏰
Auto Check-in/out

Smart Attendance

  • ✓Auto check-in on login, check-out on logout
  • ✓Office timings per employee — not universal
  • ✓Grace period and late threshold per employee
  • ✓Half-day and full-day hours configurable per person
  • ✓Apply template to all employees in one click
  • ✓Full attendance report with CSV export
⏰

💰
Financial Tracking

Work Orders & Billing

  • ✓Track work from proposal to payment
  • ✓Record invoice, payment received, TDS
  • ✓Outstanding report with ageing (0-30, 31-60, 61-90, 90+ days)
  • ✓Payment mode and reference per payment
  • ✓CSV export for CA — no re-entry in Tally
  • ✓Balance due shown clearly on every invoice
💰

📞
CRM Core

Customer Management

  • ✓Prospect and client master records
  • ✓Call logs with duration and outcome
  • ✓Follow-up scheduling and tracking
  • ✓Feedback recording per customer
  • ✓Bulk CSV import — upload thousands at once
  • ✓Status tracking: New → Contacted → Interested → Won
📞

📊
Business Intelligence

Analytics & Reports

  • ✓Attendance trends and team performance
  • ✓Sales funnel analytics and conversion rates
  • ✓Call statistics per sales specialist
  • ✓Work order and billing summaries
  • ✓Export all reports to CSV
  • ✓Outstanding ageing analysis
📊

All These Features — One Platform

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