Powerful features to supercharge your business

Reconcile payments and maintain a clear audit trail to ensure accurate and compliant records.

Analyze payment data and collection trends to improve cash flow and recovery planning.

Record advance payments and adjust them against future invoices without manual reconciliation.

Allocate payments against invoices accurately to adjust outstanding balances automatically.

Accept and record payments using multiple modes to match customer payment preferences.

Analyze invoice data and trends to improve billing control and financial decisions.

Create credit notes and adjust invoices to handle returns, discounts, or billing corrections.

Set invoice due dates and reminders to ensure timely payments and reduce follow-up effort.

Share invoices with clients easily and maintain clear communication throughout the billing cycle.

Track invoice status and payments to maintain clear visibility over receivables and collections.

Create, manage, and share invoices easily to ensure timely and accurate billing.

Analyze quotation performance and trends to improve sales planning and decision-making.

Convert approved quotations into invoices instantly without re-entering data.

Share quotations with clients easily and keep communication clear during the sales process.

Maintain multiple quotation versions to manage revisions without losing previous details.

Track quotation status and approvals to monitor progress and improve sales follow-ups.

Assign leads to sales team members to define clear ownership and ensure timely follow ups.

Capture and store leads from multiple sources to manage sales opportunities in one place.

Create, manage, and share professional quotations quickly to speed up sales decisions.

Use a single item catalog across quotations, invoices, and billing for consistent sales operations.

Import or update multiple items at once to save time and maintain catalog accuracy.

Create item categories and groups to structure catalogs and simplify item management.

Control item availability and status to keep catalogs clean and operationally accurate.

Set item prices and tax details accurately to ensure correct billing and compliance.

Create and organize product or service catalogs to manage items in a structured and searchable way.

Generate clear project reports to analyze progress, performance, and delivery outcomes.

Track project progress and status in real time to maintain visibility and delivery control.

Visualize project timelines and milestones to track progress and meet delivery goals.

Break projects into tasks, assign ownership, and track progress for timely project delivery.

Create projects with defined scope, timelines, and team assignment for smooth execution.

View client-wise invoices, payments, and outstanding balances in one clear account summary.

Create tasks and follow-ups for clients to ensure timely actions and consistent communication.

Store, organize, and access all client-related documents securely from a single location.

Categorize clients by status and type to manage priorities, follow-ups, and engagement effectively.

View all client calls, meetings, notes, and follow-ups in a clear chronological timeline.

Maintain complete client profiles with contact details, history, and key business information.

Track all role and permission changes to ensure transparency, compliance, and accountability.

Define approval rights for actions and requests to maintain control and accountability.

Control which data users can view to protect sensitive information and ensure clarity.

Control access to specific modules to ensure users only see what they need.

Control view, create, edit, and delete permissions to manage user actions securely.

Create roles and define permissions clearly to control access across modules and data.

Track user actions and changes to maintain transparency, accountability, and system control.

Track user login activity to monitor access patterns and improve system security.

Maintain complete user profiles with personal, role, and system-related details in one place.

Activate, deactivate, or suspend user access instantly to maintain system security and control.

Assign predefined roles to users to control access and responsibilities across the system.

Control item availability and status to keep catalogs clean and operationally accurate.

Set item prices and tax details accurately to ensure correct billing and compliance.

Group catalog items into categories to keep products and services well organized.

Create and manage product and service catalogs to keep offerings organized and easy to maintain.

Close projects formally and review performance to capture outcomes, learnings, and results.

Identify, track, and manage project risks and issues early to avoid delays and disruptions.

Track project budgets and costs to control spending and maintain financial discipline.

Link dependent tasks to manage execution order and avoid delays in project delivery.

Upload, store, and share project documents securely to keep all files accessible in one place.

Enable smooth collaboration and communication within projects to keep teams aligned and informed.

Create and manage user accounts with clear access control for secure system usage.

Track project progress and view clear reports to monitor performance and stay aligned with goals.

Plan project timelines and milestones to track progress clearly and meet delivery goals on time.

Create tasks, assign them to team members, and track progress to ensure timely project delivery.

Create projects and view a clear overview to manage scope, timelines, and responsibilities effectively.

Add internal notes and comments to client profiles to support collaboration and informed decisions.

Store and manage client related documents and attachments securely within each client profile.

Track all client interactions in a clear timeline to understand engagement and follow-ups easily.

Maintain detailed client profiles and records to manage relationships and business history efficiently.

Import contacts in bulk and export contact data easily to keep information updated and portable.

Identify duplicate contacts and merge records to keep your contact directory clean and accurate.

Track contact interactions and notes to maintain complete relationship history in one place.

Organize contacts using categories and tags for faster access and better relationship management.

Store and manage all business contacts in one centralized directory for quick access and better coordination.

Control note visibility and editing rights to protect sensitive information and maintain privacy.

Collaborate on shared notes with teams to keep information aligned and updated in one place.

Organize notes using categories and search tools to find information quickly and stay productive.

Create and manage digital notes to record important information, ideas, and daily updates centrally.

View visitor data through clear reports to analyze entry patterns and improve workplace security.

Pre-register visitors and approve entries in advance to ensure smooth check-ins and better security.

Track visitor check-out time and total visit duration to maintain accurate and complete visitor records.

Record and manage visitor entries with a simple check-in process to ensure security and traceability.

Share documents securely and control downloads to ensure safe and controlled document distribution.

Control who can view, edit, or download documents using role based access permissions.

Track document changes with version history to avoid confusion and maintain accurate records.

Organize documents using categories and tags for faster access and better document management.

Store and manage all business documents securely in one centralized location for easy access.

Export expense data and integrate with accounting systems for accurate reporting and reconciliation.

Control business expenses by defining clear policies and budgets to prevent overspending

Analyze expense data with detailed reports to understand spending patterns and control costs.

Review and approve expense entries through a structured process to ensure accuracy and policy compliance.

Track business expenses accurately with clear records to improve cost visibility and control.

Process approved reimbursements smoothly with clear settlements and accurate payout records.

Create and manage reimbursement policies with clear rules, limits, and eligibility controls.

Submit reimbursement claims directly from mobile for faster reporting and quicker approvals.

Track reimbursement claims with clear reports to monitor expenses, approvals, and payouts effectively.

Approve reimbursement claims through a structured workflow to ensure accuracy, control, and transparency.

Define expense categories with limits to control reimbursements and ensure policy driven spending.

Calculate travel reimbursements using odometer readings to ensure accurate fuel expense claims.

Manage travel expense claims accurately with approvals, limits, and clear reimbursement records.

Export payroll data easily and integrate with external systems for accounting, compliance, and reporting needs.

Manage salary revisions and increments smoothly with clear records and controlled effective dates.

Access detailed payroll reports and analytics to review salary data, costs, and payout trends clearly.