CRM
One view of every customer and supplier: what they buy, owe, and how they perform.
Learn moreSales and Marketing
Price it, quote it, ship it, bill it, and reward the customer who comes back.
Quotations with revisions, orders, GST or VAT invoices, price lists and trade schemes. A field team runs beats and journey plans from the same data.
What is inside
9 capabilities, each one a real screen.
Quotations with revisions
Every revision is kept; the customer sees the latest, you see the history.
Sales orders and invoices
Delivery challans, GST or VAT invoices and PDFs in your letterhead.
Recurring invoices
Subscriptions and retainers billed on a schedule.
Price lists and price trace
Customer and channel price lists, and a trace that shows why a line got the price it got.
Trade schemes and claims
Schemes you fund, accrual per customer, claim settlement.
Beats and journey plans
Route plans for field staff with order capture on the visit.
Loyalty
Points and tiers for repeat customers, redeemable at the counter.
WhatsApp and SMS send
Send an invoice or a reminder from the invoice screen. Broadcasts respect consent.
Sales returns
Returns against the original invoice with the correct credit note.
Included in
Part of the recommended set for: Retail and Distribution, Consumer Packaged Goods.
Not included
- Email-campaign or social-media marketing tools.
We list gaps on purpose. If one matters to you, tell us in your inquiry.
Works with
Retail POS and Counter
A fast till that keeps books, stock and GST right without a second system.
Learn moreAccounting
Books that close themselves from the work your team already did.
Learn moreAdd Sales and Marketing to your cart.
Build the whole shortlist, then send one inquiry. We reply within one working day.