One platform for customers, leads, payments, WhatsApp follow-ups, documents & daily operations.
Fill out the form — we'll reach out within 24 hours.
Your customer data and documents are encrypted and accessible only by you and your authorized staff.
We never share, sell, or access your customer records. Your data belongs entirely to your business.
Never lose a receipt or document again. Everything is automatically backed up to secure cloud servers.
Easy Onboarding
Fill out the form above. Our expert will contact you to show you a live walkthrough of the portal tailored to your needs.
Log in to your new dashboard. Add your business details, the services you provide, and create accounts for your staff members.
Begin adding new customer works instantly. Generate receipts, track pending payments, and let the system send WhatsApp updates for you.
Stop manually messaging customers to pick up their documents or pay pending balances. Let the system do the heavy lifting.
Business Account
Core Features
Maintain a complete digital record of every customer, their services, documents, and history.
Auto-send reminders and updates to customers directly on WhatsApp — no copy-pasting needed.
Track pending, partial, and completed payments. Generate receipts instantly.
Upload and organise Aadhaar, PAN, certificates, and all service documents securely.
Set automatic reminders for renewals, follow-ups, and deadlines.
View daily, weekly, and monthly reports on earnings, services, and staff performance.
Track inquiries, follow-ups, and conversions from a single dashboard.
Record daily expenses and monitor business profitability with ease.
Monitor pending, in-process, completed, and follow-up works in real time.
Create tasks, assign responsibilities, and track completion progress.
Track daily, weekly, monthly, and yearly income with detailed reports.
Manage customer meetings, service appointments, and follow-up dates.
Create professional receipts and invoices instantly for every transaction.
Manage multiple services, pricing, requirements, and workflows from one place.
Never miss renewals with automated alerts and reminder notifications.
Create staff accounts and monitor performance, work assignments, and activity.
Get a complete overview of customers, revenue, expenses, and pending work.
Access your CRM securely from anywhere using your computer or mobile phone.
Wall of Love
"Before this portal, tracking who owed me money for passport and PAN services was a nightmare. Now I track every rupee effortlessly."
"The WhatsApp receipt feature is magic. Customers trust my shop much more when they instantly get a digital bill on their phone."
"Managing staff work used to be hard. Now I can see exactly which employee completed which application. Highly recommended!"
Got Questions?
Not at all! Our CRM is completely cloud-based. You can access it from any computer, laptop, tablet, or mobile phone with an internet connection.
Yes. The CRM is designed for non-technical users. Most staff members can learn daily operations such as adding customers, tracking work, and managing payments within minutes.
Absolutely. The CRM is fully responsive and works seamlessly on Android and iPhone devices without requiring a separate app.
Yes. With the WhatsApp Plan, you can automatically send status updates, payment reminders, follow-up messages, renewal alerts, and customer notifications.
The Basic Plan includes customer management, lead tracking, work management, payment tracking, expense management, reports, reminders, and receipt generation.
The WhatsApp Plan includes all Basic CRM features plus WhatsApp automation for customer communication, reminders, and status updates.
Yes. Our team will guide you through the complete setup process, including adding services, creating users, and configuring your business settings.
Yes. You can create separate staff accounts and assign roles and permissions according to your business requirements.
Absolutely. Your data is stored securely on cloud servers with regular backups and access controls to keep your information safe.
Yes. The CRM helps you track paid, unpaid, and partially paid works along with complete payment history.
Yes. You can view income reports, expense reports, customer reports, service-wise reports, and staff performance reports.
Yes. We provide ongoing support to help you use the CRM effectively and resolve any issues you may face.
Yes. Book a free live demo and see how the CRM works before making a decision.
This CRM is ideal for CSC Centers, Maha e-Seva Kendras, Online Service Centers, Cyber Cafes, Insurance Agents, Real Estate Consultants, Coaching Classes, and other service-based businesses.
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