Everything you need to manage clients, create quotes, and grow your business.
Capture and track every inquiry. Manage lead statuses, requirements, and deal stages to ensure no opportunity is missed.
A centralized database for all your clients. Store contact details, transaction history, and preferences for a personalized touch.
Build professional quotes with multi-item support for products and services and export to PDFs in seconds.
Manage your products and services in a centralized catalog. Track SKUs, categories, and brands to standardize your quoting workflow.
Generate GST-compliant invoices directly from quotes. Handled professional billing with custom terms and automated numbering.
Record and track payments for every invoice. Keep a clear trail of partial and full payments with automated balance updates.
Track your business overheads and supplier payments. Monitor your business profitability with integrated expense reporting.
Collaborate with your team using integrated task management. Set deadlines, assign owners, and track progress across your team.
Scale your business with team member accounts. Manage permissions, user limits, and team performance from a single master dashboard.