Service & Consulting. Every engagement, enquiry to paid invoice.
Every consulting enquiry lands in the same 9-stage pipeline with its value in ₹ and next action visible, so no engagement stalls in an inbox. The AI drafts proposals from the lead's context, and fees flow into Tally-style vouchers with ageing that keeps collections honest.
The daily grind, handled
Enquiries stall in inboxes
Referrals and form-fills sat wherever they arrived. Fifteen lead sources feed one pipeline automatically, so nothing waits on someone checking email.
Proposals are copy-paste archaeology
Digging up last quarter's deck to rewrite it. The AI drafts from this lead's context, and you refine every line before it goes out as a branded PDF.
Fees chased from memory
Who owes what lived in the founder's head. Five ageing buckets and a Recovery role make follow-ups a queue, not a memory test.
Everyone sees everything — or nothing
Eight role-scoped dashboards: sales sees the pipeline, accounts sees vouchers, employees see their own work, and management sees all of it.
Your flow, without the friction
The enquiry lands
A form-fill or referral enters the 9-stage pipeline with its ₹ value and next action visible from day one.
The proposal goes out in minutes
AI drafts it from the lead's context; you edit and export a branded PDF that stays linked to the pipeline record.
Fees are collected, not chased
Won engagements flow into Tally-style vouchers, and receivables ageing queues the follow-ups before dues go stale.
What Service & Consulting runs on
See all of it working together — on your data
₹199 per user per month, GST included — every module, every dashboard. You'll never discover a feature you need lives on a higher tier.