Dashboard
Live counts for customers, follow-ups, applications and revenue.
The platform we run our own business on — now available to other firms as a secure, multi-company subscription with your own branding.
Live counts for customers, follow-ups, applications and revenue.
Leads, prospects and customers with unique IDs and full history.
Today, upcoming, overdue and completed work across every team.
Requisitions, candidates, pipeline, interviews, offers and onboarding.
Applications, sanction, disbursal, repayments and lender masters.
Policies, premiums, renewals, claims and insurer masters.
Portfolios, transactions, SIPs, maturities and returns.
Categorised, versioned files with expiry alerts and audit trail.
Rate masters, GST, received vs pending and leakage prevention.
Executive and module reports with Excel, CSV and PDF export.
Role-based access with module-level permissions per company.
Company profile, logos, colours and business preferences.
Every company's records are isolated at database level — no cross-company access.
Company logo, colours and name apply across the whole application.
Plans switch modules on and off automatically for each company.