Business & Enterprise CRM

Accounting CRM that keeps invoices, payments and clients in sync.

Track invoices, payments and outstanding dues in one dashboard, with automated payment reminders sent directly to clients.

What's included

Everything a business needs, nothing it doesn't.

01

Invoice management

Create and track GST-ready invoices per client.

02

Payment tracking

See paid, pending and overdue amounts at a glance.

03

Automated due reminders

WhatsApp reminders sent automatically for pending payments.

04

Expense tracking

Log business expenses against categories and projects.

05

Client-wise ledgers

Full payment history per client, always up to date.

06

Exportable reports

Reports ready for your CA at month or year end.

Who it's for

Small businesses to growing enterprises.

Small businesses

Replace manual bookkeeping with automated tracking.

Service agencies

Keep client invoices and payment status organized.

Growing enterprises

Standardize accounting workflows as transaction volume grows.

Data & security

Your data, handled the way this business needs it to be.

Access-controlled logins

Role-based accounts for owners, staff and admin — no shared passwords.

Encrypted storage

Records are encrypted at rest and transmitted over HTTPS only.

Daily backups

Automatic backups so data is never lost to a device failure or accidental deletion.

See our Privacy Policy for how your data is stored and processed.

See the Accounting CRM configured for your business.

15-minute walkthrough, no obligation.