Digital Pro

Billing & Payments

sales orders, invoices, full and partial payment tracking, outstanding amounts, credit notes, refunds and payment reminders.

Customer Support

tickets with owner, priority and status, complaint management, SLA monitoring, a knowledge base and satisfaction tracking.

Marketing

campaign management and performance, audience segmentation, marketing lists, lead attribution and referral tracking.

Projects & Appointments

customer-linked projects with milestones, team assignment and time tracking; appointment scheduling with reminders and outcome tracking.

Administration & Security

user, role and permission management, teams, departments, manager hierarchy, record visibility controls and database backup.

Lead Management

lead assignment and reassignment, lead scoring, High/Medium/Low priority, duplicate detection, aging analysis, response-time tracking and spreadsheet import with column mapping.

Contacts & Accounts

multiple contacts per company, decision-maker identification, account ownership and transfer, attached documents and statuses such as Active, Inactive, Prospect or VIP.

Pipeline & Forecasting

custom drag-and-drop stages, deal probability, weighted forecasting, competitor tracking, lost-deal reasons, deal aging, sales velocity analysis, targets and quotas.

Tasks & Activities

recurring tasks, reminders, call and meeting records, calendar, daily activity dashboard, overdue activity tracking and next-action tracking.

Quotations

templates, structured numbering, Draft/Sent/Accepted/Rejected statuses, discounts and taxes, PDF generation, revision control, validity periods, product catalog and quotation-to-order conversion.

Reports & Dashboards

executive, sales, lead, pipeline and customer dashboards; conversion, salesperson, revenue, forecast, source-wise, product-wise, territory and custom reports.

Customization

custom fields for leads, customers and opportunities, custom statuses, separate pipelines per product or division, dashboard widgets and branded document templates.

Gives management visibility into leads, activities, opportunities, conversions and salesperson performance without depending on individual status updates.

Links lead sources and campaigns to sales outcomes, helping identify productive acquisition channels.

Keeps customer history with the account when ownership changes, so customers are not repeatedly asked for information already provided.

Financial Accounting

double-entry accounting, chart of accounts, general ledger, journal, payment, receipt and contra vouchers, cash and bank books, trial balance, Profit & Loss, Balance Sheet and cash flow analysis.

Management Accounting

cost centres, departmental accounting, multi-company and multi-currency accounting with exchange rates, budget vs actual analysis, fixed asset depreciation, recurring entries and period closing controls.

Sales & Invoicing

quotation-to-invoice conversion, proforma and tax invoices, sales orders, delivery challans, credit notes, recurring invoices, customizable templates, PDF and email delivery, and partial and advance payment tracking.

Customers & Pricing

customer master with groups and credit limits, multiple price lists, customer-specific and quantity-based pricing, item or invoice-level discounts, salesperson commissions, follow-up records and customer statements.

Purchase & Suppliers

purchase requisitions, supplier quotation comparison, purchase orders with approval levels, goods receipt notes that update stock, purchase returns, supplier debit notes, landed cost allocation and purchase price history.

Inventory & Stock

batch, expiry and serial number tracking, unit conversion, FIFO and weighted-average valuation, reorder levels with low-stock alerts, dead-stock analysis, physical stock reconciliation and barcode-based billing.

GST & Tax

can support GST-oriented invoicing, including CGST, SGST and IGST calculation, HSN and SAC codes, GSTIN management, input and output tax tracking, tax summaries, and GST sales and purchase reports, subject to the exact implementation.

Reporting & Dashboards

business dashboard, daily sales and collection summaries, receivables and payables aging, stock valuation, gross and net profit, product and salesperson performance, financial ratios and transaction drill-down.

Security & Control

role-based access with module and report-level permissions, add/edit/delete restrictions, activity and audit logs, transaction validation, duplicate prevention, and backup and data recovery.

Designed to reduce repetitive data entry by linking quotations, orders, invoices, purchases, payments and stock transactions into connected processes.

Gives management a broader view of sales, purchases, inventory, receivables, payables, expenses and profitability through dashboards and reports, with less dependence on manually prepared spreadsheets.

Helps businesses reduce stock-outs, control excess inventory and improve purchasing decisions through integrated inventory, purchasing and accounting records.