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
📋

🧾
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 telecaller
  • Work order and billing summaries
  • Export all reports to CSV
  • Outstanding ageing analysis
📊

All These Features — One Platform

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