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Additional features

Integrated Customer Data Management

Unifies customer data from marketing to sales for business insights.

Streamlined Customer Management

Handles the entire customer journey from initial contact to deal closure.

Enhanced Team Collaboration

Connects teams, clients, and vendors seamlessly, allowing project oversight, discussion strategizing, and instant responses without platform changes.

Seamless Integrations

Features integrations that enhance productivity.

Tailored Features for All Scales

Caters to businesses of all sizes, from startups and freelancers to small and large enterprises.

Data-Centric Customer Service

Elevates customer service through insights derived from data.

Efficient Communication Tools

Empowers teams with tools for better communication.

Real-time Customer Data Capture

Easily captures customer data in real-time.

Business Workflow Enhancement

Improves team collaborations and business workflows.

Project Reports

Provides insights into project progress, deadlines, and team activities.

Time Tracking

Estimates and logs time spent on tasks, distinguishing between billable and non-billable hours.

Schedules

Plans activities, sets reminders, and ensures timely follow-ups.

Goal Tracking

Sets and monitors sales targets for individuals, pipelines, or the entire company.

Invoice Creation

Generates personalized invoices seamlessly with auto-filled data.

Document & File Centralization

Centralizes sales collateral for easy access and sharing.

Recurring Invoices

Automates the creation of repeated invoices based on set intervals.

Customer Management

Records and manages all customer information, including GSTIN/VAT for accurate billing.

Staff Management

Allows adding staff users, assigning roles, and setting permissions.

Invoice Overdue Notice

Sends automated or manual reminders for overdue invoices.

Estimates

Quickly generates estimates and converts them to invoices upon approval.

Proposal Creation

Creates detailed and attractive proposals for potential clients.

Merging Invoices

Consolidates multiple invoices into one for simplified billing.

Helpdesk Functionality

Organizes and manages customer support with an integrated ticketing system.

Print or Email Invoice

Directly prints or emails invoices with integrated templates.

Customer Statement

Shares a comprehensive statement detailing a customer's transactions.

Contract Management

Documents and manages service contracts with automated expiry reminders.

Customer Reminder

Sets personalized reminders for any customer-related tasks or information.

Credit Notes

Issues credit notes for returned payments, which can be utilized later.

Personal To-do List

Organizes daily tasks with an easy-to-use interface.

Calendar

Displays company events, payment schedules, and other key dates in one place.

Data Export

Exports data (including invoices and proposals) based on specific criteria.

Reporting

Generates detailed monthly reports on sales, expenses, and other vital metrics.

GST Ready

Easily generates GST-compliant invoices and expense records.

Document Tracking

Tracks when and who viewed your documents to strategize follow-ups.

OT and IoT Monitoring

(Mentioned in IT services pricing)

Network Asset Management

(Mentioned in IT services pricing)

Automated Email & SMS Alerts (IT Services)

(Mentioned in IT services pricing)

Monthly Executive Reports (IT Services)

(Mentioned in IT services pricing)

Annual Cyber Security Surveys (IT Services)

(Mentioned in IT services pricing)

Cyber-expert Incident Response (IT Services)

(Mentioned in IT services pricing)