Features

One tool for the whole client relationship

From the first enquiry to the final payment and a review. Here is everything it does today.

Leads and clients

Know where every enquiry stands and keep each client’s history on one page.

Pipeline board: Drag enquiries through your own stages, from New to Won. See the value of your open pipeline at a glance.
Follow-ups: Set a follow-up date on a lead and it appears on your dashboard on the day.
One page per client: Contact details, GSTIN and state, projects, invoices, notes and the conversation, together.
Won lead → client: Convert a won lead into a client in one step, without retyping anything.

Plan the work and show clients progress without a status call.

Tasks with due dates: Add, reorder and tick off tasks. Overdue and due-today work shows on the dashboard.
Client-visible tasks: Choose which tasks the client sees in their portal; keep your internal list private.
Updates and approvals: Post an update or ask for approval. The client answers Approve or Request changes, and the answer is kept as a record.
Meetings in two time zones: Schedule a call and see it in your time and the client’s, with a calendar file and a WhatsApp reminder.

Invoices that are right the first time, whoever the client is.

The right tax, automatically: CGST + SGST for the same state, IGST for another state, zero-rated exports under LUT, Bill of Supply for composition dealers.
Numbering per financial year: Consecutive numbers with no gaps, restarting each April, even when two people send invoices at the same moment.
Locked once sent: An issued invoice can’t be quietly changed. Cancel it and issue a new one, as the rules expect.
PDF, print and share link: Download a PDF, print it, or send a private link the client opens without logging in.
UPI QR and bank details: Every invoice carries your UPI QR code; on a phone the client taps once to open their UPI app.
Other currencies: Bill overseas clients in USD, EUR, GBP, AUD, CAD, SGD or AED.

See what you’re owed and get paid without awkward chasing.

Part payments and refunds: Record each payment as it arrives. The invoice moves to Partially paid or Paid by itself.
Outstanding and overdue: Your dashboard shows what’s outstanding, what’s overdue and what came in this month.
WhatsApp reminders: A polite, ready-written reminder with the amount, due date and invoice link opens in WhatsApp for you to send.
Expenses you can bill: Log expenses, mark the billable ones, and add them to the client’s next invoice once, never twice.

A private page for each client, so “where are we?” answers itself.

Projects and progress: Clients see their projects, the tasks you share and how far along things are.
Invoices and payments: Every invoice, what’s been paid and what’s due, with the PDF and UPI button.
Messages: One conversation per client, instead of threads lost across email and chat.
Invite by link: Send a single-use invite on WhatsApp. Turn a client’s access off at any time.

For when it’s more than just you.

Roles that hold: Admins see everything. Members see only the projects you assign them, never invoices, leads or other clients.
Member payouts: Agree what a teammate earns on a project, record what you’ve paid, and they see only their own.
Retainers: Monthly, quarterly or yearly fees draft their own invoice a few days ahead, for you to review and send.
Client reviews: Clients review a completed project from the portal. Show the reviews on a public page and a badge for your own website.

We’d rather tell you now than have you find out after signing up.

Free for 5 clients and 3 open projects. No card needed. Everything in Pro is free while we are in beta.