Every customer carries a running credit ledger, a credit limit and a history. Capture leads and inquiries, run WhatsApp, SMS and email campaigns, book appointments, and let automatic reminders chase overdue payments for you.
All reports export as PDF or CSV.
| Feature | Starter | Growth | Scale |
|---|---|---|---|
| Customer CRM | — | ||
| Inquiries | |||
| Leads and configurable status flow | |||
| Lead assignment to team members | — | ||
| Follow-up tracking | |||
| Customer credit limits | |||
| Appointment calendar | |||
| Create and manage appointments | |||
| Appointment history | |||
| Personal reminders | |||
| In-app appointment reminders | |||
| Party-linked notes | |||
| Assign follow-ups to team members | — | ||
| Campaign management | — | ||
| Feedback and support-ticket linking | — | ||
| Global search |
Yes. Automatic reminders for overdue invoices go out over WhatsApp, SMS or email once you configure the provider credentials.
You can share a business-level UPI QR code. Per-invoice payment links with the amount embedded are not available.
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