Skip to main content

CRM inside your books

A CRM that sees the money

Lead, deal, invoice and payment are the same record, so your pipeline shows collected reality, the stage moves to Won when you get paid, and every deal carries a next action so nothing slips.

No signup needed — explore with clearly-labelled sample data. Sign up any time to keep your work. Real payments and messages stay off until you do.

One record, lead to cash

Capture a lead, work the deal, raise the invoice and see the payment, all on one client with a single unified timeline.

Follow-up discipline built in

A next action on every deal, red when overdue, plus rotting indicators on stale stages and speed-to-lead alerts on new leads.

AI reads your funnel

Ask 'how's my funnel?' and get an answer from your live data, using your own Anthropic, OpenAI or Google AI key if you'd rather.

Scan to open this page

Share this page

Print it as a one-pager, or send the link on WhatsApp or by email. Anyone who opens it starts free with this exact setup.

Ready to ditch the spreadsheet?

Free for solo users until 31 Dec 2026 — no partner code needed. ₹99/month after that. No credit card. Your books stay yours.