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A lead comes in, you make the call — the moment they show interest, a company profile is created for them automatically. From there, the Performa Invoice auto-fills, the invoice is generated, expiry reminders go out on their own, and the service team gets assigned — all from one dashboard.
Trusted by teams across industries
Log every lead and every call made to them. The moment a lead shows interest, its company profile is created on its own — no separate step, no re-entering details later when the first invoice needs them.
Add a lead the moment it comes in and log every call made to them, so nothing about that conversation is lost by the time they're ready to move forward.
Every call — interested, undecided, or not ready yet — stays attached to the lead, so the next follow-up picks up exactly where the last one left off.
When a lead confirms interest on a call, its company profile is created right away, carrying over the details already captured — nothing typed twice.
Since the company is created at the point of interest, it's already in place by the time anyone needs to raise a Performa Invoice for them.
Once a company exists, it's ready to be picked up the moment a PI needs it — no separate "add company" step down the line, and no digging through old lead notes.
Every company still carries the lead and call history that created it, so the full story is there if anyone needs to look back.
Start typing a company name while raising a PI — if it already exists, every saved detail fills in on its own. If it doesn't, a new company is created right there, and the PI is generated automatically once it's confirmed.
Typing a company name on the PI screen checks it against saved companies. A match fills GSTIN, address, contact and rate automatically, so the PI is almost ready before you've typed anything else.
If the company isn't found, it's added as a new record right from the PI screen. Once it's confirmed, the Performa Invoice for it is generated automatically — no separate step to build it from scratch.
Once a PI is assigned, the invoice is generated automatically, and a reminder email goes out before it expires. The service company and its team get assigned to the job at the same time, with reports split separately for employees and managers.
As soon as a PI is assigned, its invoice is generated automatically, and a reminder mail goes out to the client before the invoice expires — no manual follow-up needed to catch it in time.
Assigning the job also assigns the service company and its team — creating that team record if it doesn't already exist — so the right people are linked from day one. Employees see their own daily reports, while managers get a separate, rolled-up view, and suggestion settings let you control what auto-fills versus what needs manual confirmation.
Give each team only what it needs. Sales logs leads and calls, accounts opens Company & PI, service teams see their assignments — or run all three from one unified dashboard.
Log every lead call, and let interested leads turn into ready company profiles automatically.
Search a company and watch its GSTIN, address and rate fill the PI — or create a new company on the spot.
Expiry reminder mails, service team assignment, and reports split for employees and managers.
Lead, company, PI, invoice and service team stay linked, so nothing needs re-entry between stages.
Expiry reminder mails go out on their own, before an invoice runs out — no separate tracker needed.
A lightweight app your sales and service team can pick up in a day, even offline.
Choose what auto-fills and what needs confirmation, right from account settings.
"A lead used to sit in a call log while accounts waited to hear about it. Now the moment someone's interested, the company and PI are already there."
"We stopped retyping GSTIN and address on every PI. Search the company once, and it's all filled in — new companies get added just as fast."
"Once a job is assigned, the invoice, the reminder mail and the service team all happen on their own. My team just checks their daily report."
No hidden fees — move to the paid plan whenever your business is ready.
Bring in a lead and watch it turn into a company, a PI, an invoice and an assigned service team — no commitment needed.
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