Live demo · Professional Services

This is roughly what professional services looks like running on a system

Not a screenshot. Click through it — move an enquiry, check the stock position, run the automation. Every screen holds data from this kind of business.

Choose a business — every screen below changes with it

Active engagements

38

▲ 5.6%vs last month

Billed this month

₹6.2L

▲ 9.8%vs last month

Filings due (7 days)

11

▲ 22.2%statutory

Unbilled work

₹2.8L

▼ 14.7%WIP

Revenue

LAST 8 MONTHS
₹5.2L
Jan
₹4.8L
Feb
₹12.4L
Mar
₹8.9L
Apr
₹6.1L
May
₹5.8L
Jun
₹6.4L
Jul
₹6.2L
Aug

Where enquiries come from

Referral58%
Website19%
Existing client15%
Direct8%

Recent enquiries

  • NNova TextilesReferral · 2d ago₹1.8L
  • BBright Kids AcademyWebsite · 3d ago₹65K
  • CCorex LogisticsReferral · 6d ago₹2.4L
  • AAnagha FoodsCall · 8d ago₹96K

Capacity needing attention

Everything is above reorder level.

Every name, number and record here is representative sample data, not a real customer.

Next step

Configure something like this for professional services

Look as credible online as you are in the room, and stop chasing clients for documents.

Get an indicative estimateDiscuss on WhatsAppBack to Professional Services

Dashboard

The numbers that matter, without waiting for month-end.

Pipeline

Every enquiry visible, with a stage and an owner. Click a card to move it.

Inventory

Live stock position with reorder alerts before you run out.

Billing

One ledger for what was sold and what has actually been collected.

Service

Jobs, complaints and follow-ups that stop living in someone's head.

Automation

Press the button in that tab and watch an enquiry handle itself.

Tell us what should work better in your business.

Describe the problem in plain language. We will tell you whether technology is the right answer, and what it would realistically take.

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