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Sales & CRM

Every lead followed up. Every invoice collected.

Leads, quotations, invoices and collections in one pipeline — so nothing slips between WhatsApp, Excel and your accountant.

Leads

A CRM your sales team actually uses

  • Leads from your website, WhatsApp, calls and campaigns in one list
  • Follow-up reminders, activities, tags and statuses
  • Caller automation and call logs from the app
  • See conversion and pipeline by source and salesperson
Billing

GST invoices in seconds

  • Quotations to invoices in one click, with HSN and the right GST split
  • Credit and debit notes, delivery challans and e-way bills
  • Send invoices as PDF on WhatsApp or email
  • Track what's paid, what's due and send reminders

Also in Sales & CRM

Quotation versions

V1, V2, V3 and online acceptance by the customer.

Warranty certificates

Generate warranty certificates for what you sell.

Receipts & advances

Record payments and advances against orders and invoices.

Ask Bantu

"Which invoices are overdue?" — answered from your data.

Never lose a lead again

See Sales & CRM with your own data.