28 modules One system, one set of books

Every lead.
Every invoice.
One system.

Leads, quotations, invoices, payments, attendance and payroll in one place — replacing the spreadsheets and half-connected apps a growing business runs its day on.

Free plan · no card required

Invoices — all issuing companies
₹8,42,000
Basic value
₹6,10,400
Received
₹2,31,600
Due amount
NumberClientIssuing companyTotalPaymentDispatch
INV-41Meridian MotorsSterling Steel₹2,40,000PaidDispatched
INV-40Kalyani EngineeringSterling Steel₹86,500PartialIn process
BE/12Gulf Metals FZESterling Exports$4,200DuePending
PI-208Orient AppliancesSterling Steel₹54,750Due
₹2,40,000 matched to INV-41
Settled — this company settles on the spot

Instead of paying for

  • Spreadsheet CRM
  • Invoice software
  • Payment follow-ups
  • Attendance register
  • Payroll sheet
  • Expense book
  • Complaint inbox
  • Shared drive
How it works

One thing, from enquiry to payslip

Each stage hands the next one everything it already knows, so nobody retypes a client, a rate or a line item to move the work forward.

Lead

Owned and chased

Quotation

A proforma out

Tax invoice

Converted, not retyped

Payment

Chased and matched

Payslip

For whoever did it

One record at the centre

Everything about a client, in one place

A lead becomes a client without anybody retyping it. From then on the client carries its own history — every quotation and invoice raised against it, what has been paid, the complaints logged, and the notes your team writes but the client never sees.

Leads & clients

Every lead is owned by somebody, with the follow-ups logged against it. Transfer it, share it, reopen it — the log says who did, and when.

TMMeridian Motors₹2,40,000
KLKalyani Engineering₹86,500
GBOrient Appliances₹54,750

Quotes & invoices

Raise a proforma and convert it to a tax invoice when the order lands — the same lines, the same figures, a new number.

Payments

Payment links, part payments against one invoice, and reminders that chase whatever is still owed.

Attendance & leave

Punch in from the app, file a daily work report, and ask for leave in the same place the leave is approved.

Payroll

Salary runs that produce a payslip from the company that actually pays it, with unpaid leave already accounted for.

Reports

What was raised, what came in, what it cost and what is still owed — with an export for whoever wants it in a spreadsheet.

Meetings, calls & chat

Video meetings and calls — peer-to-peer while a room is small, on a media server once it grows — plus messages with attachments and voice notes, a shared calendar and a booking page, against the same client record.

Complaints

A register of what went wrong, how long it took to settle, and whose error it turned out to be — closed with a satisfaction verdict, and its own log afterwards.

And, on the same record

  • Targets
  • Incentives
  • Contests
  • Recurring invoices
  • Vendors
  • Office assets
  • Complaints (CMS)
  • Approvals
  • Notice board
  • Newsletters
  • Daily work reports
  • Meetings, chat & calls

And six audit logs

  • Lead log
  • Proforma log
  • Invoice log
  • Complaint log
  • Leave log
  • User log
Billing & tax

One document, carried through to the money

A proforma becomes a tax invoice without anybody retyping it, the tax is worked out line by line, and the payment settles against the same document.

  • A numbering series per registered company, with no gaps in it
  • Your letterhead, stamp and bank details on the PDF
  • Print, preview and download are the same document
  • Recurring invoices raise themselves on the schedule you set

Proforma PI-208

01 · quotation

Raised from the lead, on Sterling Steel’s letterhead, numbered in the proforma series.

Brass fittings · 120 units₹1,80,000
Steel casing · 40 units₹36,000
Quoted₹2,16,000
Proforma — not a tax invoice

Tax invoice INV-41

02 · converted

The order is confirmed. The same lines and the same figures take the next number in the sales series — nothing is keyed a second time, and the proforma still points here.

Brass fittings · 120 units₹1,80,000
Steel casing · 40 units₹36,000
GSTIN27AABCB1234C1ZX
Place of supplyMaharashtra (27)
Converted from PI-208

Tax, worked out per line

03 · GST

Same state, so it splits. Interstate and the whole thing would be IGST instead — the document decides, not the person typing it.

Basic (taxable) value₹2,16,000
CGST 9%₹19,440
SGST 9%₹19,440
IGST
TDS
Invoice total₹2,54,880
Stamp, signatory and bank details print on the PDF

Payment received

04 · settled

Matched to INV-41 and settled. A company that would rather check first can make an Admin approve every match instead — it is a setting, not a different product.

Invoice total₹2,54,880
Received · NEFT · 12 Sep₹2,54,880
Due₹0
Paid in full · posted to the client’s account
More than one company

A domestic arm and an export arm, in one account

Each registered company keeps its own GSTIN, its own numbering series, its own letterhead and stamp, its own bank account and its own billing currency. They never share a number and never print each other's details.

BSSterling Steel Pvt Ltd
GSTIN
27AABCB1234C1ZX
Invoice series
INV-41
Proforma series
PI-208
Billing currency
INR
Bank on the PDF
HDFC ····5678

✓ Pays the salaries — payslips are issued from here

BESterling Exports LLP
GSTIN
27AAECB9876D1Z2
Invoice series
BE/12
Proforma series
BEP/4
Billing currency
USD
Bank on the PDF
ICICI ····2210

Invoices in USD, with an INR equivalent at the live rate

People

The people who did the work, on the same system

Punch in from the app, file a daily work report, and ask for leave in the place the leave is approved. Approved days come out of a paid-leave account, and whatever the balance cannot cover is named as unpaid when it is approved — not discovered on the payslip.

  • Attendance and daily work reports, per employee
  • Leave requests, approvals, and a log of both
  • Salary runs and payslips, with an export for your accountant
  • Approval rights handed to whoever you name
Attendance · September22 present · 2 leave · 1 absent
1234567 891011121314 15161718192021 22232425262728
Present Approved leave Absent
Control

Everyone sees exactly what you gave them

28
Modules an employee can be given or refused — leads, proforma, invoices, payments, salary, each on its own.
112
Ticks on the rights screen: every module against view, create, edit and delete.
16
Named permissions beyond the grid — transfer a client, settle a payment, download the accounting export.
8
Billing currencies. A company that bills abroad invoices in its own, with an INR equivalent at the live rate.
Who can see what

A grid, not a job title

Every employee gets their own answer for all 28 modules, against view, create, edit and delete — plus sixteen named permissions for the delicate acts, like transferring a client or settling a payment. Copy one person's rights onto another, or onto everybody.

  • Checked by middleware on every request, not by hiding a button
  • Staff see their own book until you widen it; team heads see their team's
  • Internal notes never reach the client they describe
Module rights — Riya Sharma28 modules
ModuleViewCreateEditDelete
Leads·
Clients··
Proforma··
Invoices···
Payments···
Leave approvals··
Salary runs····
…and 21 more, plus 16 named permissions

Put the whole business in one place.

Start on the free plan and move up when the book grows.

Free plan · no card required