Features

Prompted drafts with guardrails, edit flow, and PDF export.

• Reusable prompts + variables
• Section-by-section edit & regenerate
• Export: PDF/Docx

Draft emails, summarize CRM notes, and extract data.

• Email drafts from context
• Call/meeting summaries
• Field extraction

Create quotes, convert to invoices, and email clients.

• Dual tax optional (IGST/CGST+SGST)
• Numbering prefix/sequence
• Email delivery

Branded portal to share proposals, quotes, and invoices.

• Secure links
• Status tracking
• Download history

Leads, contacts, companies, and basic pipeline.

• Leads → Deals
• Notes & activities
• CSV import

Basic SKUs, stock levels, and adjustments.

• SKU master
• Stock ledger
• Simple alerts

Simple order capture and fulfillment status.

• Order → Shipment
• Status timeline
• Comments

Carrier integrations and label tracking.

• Carrier rate shop
• AWB/label
• Tracking webhooks

Purchase orders, inbound shipments, and GRNs.

• POs & suppliers
• Inbounds & customs
• Landed cost (later)

Bins, locations, and putaway/picking.

• Bin locations
• Pick/pack
• Cycle counts

Per-tenant logo, colors, and email ‘from’ identity.

• Portal theming
• Login brand
• Email header logo

Per-module credit buckets with top-ups.

• Monthly quotas
• Overage controls
• Usage reports

Employees, roles, basic onboarding, and docs.

• Employee profiles
• Roles & permissions
• Document vault

Basics to support invoicing and ledgers.

• Chart of accounts (simple)
• GST/VAT fields
• Exports to CSV

Bring your own identity (SAML/OIDC).

• SAML/OIDC hooks
• Role mapping
• Audit trail

Leads, revenue, inventory, and team productivity KPIs.

• Saved views
• Export CSV
• Email reports

Basic campaigns with AI copywriting.

• Lists & segments
• AI copy helper
• UTM tracking