Platform features

ERP Features Built for Real Operations

The capabilities below are delivered and configured as part of each implementation, based on your requirement.

Deployment & Scale

Cloud-ready

Hosted on the cloud or on your own server, accessed securely through a browser.

Multi-company

Separate books for each legal entity with shared masters where needed.

Multi-branch & multi-location

Branch-wise operations with consolidated reporting at head office.

Multi-warehouse

Stock by warehouse and location, with transfers and valuation.

Mobile-friendly interface

Responsive screens for approvals, dashboards and field entries on phones and tablets.

Control & Security

Role-based access

Users see only the menus, branches and data their role allows.

Approval systems

Multi-level approvals for purchase, sales, expenses, leaves and more.

Audit logs

Who created or changed a record, and when.

Document management

Attach quotations, drawings, invoices and certificates to records.

Automation & Insight

Workflow automation

Rule-based steps move documents forward and reduce manual follow-up.

Real-time dashboards

Live KPIs by role -- sales, stock, collections, production and more.

Reports & analytics

Standard reports with filters, comparisons and Excel / PDF export.

Notifications

Email, SMS and WhatsApp alerts for approvals, dues, expiries and events.

Customisation & Integration

Custom fields

Capture the extra information your business needs on any form.

Custom workflows

Processes designed around how your teams actually work.

Custom reports & print formats

Reports, invoices and documents in your own formats.

API integration

REST APIs to connect apps, portals and partner systems.

Third-party integration

Payment gateways, SMS, WhatsApp, GPS, barcode, biometric and accounting tools.

Online payments

Customers pay invoices online through Razorpay, PayUmoney, PayPal, Stripe and other gateways.

Import / export

Bring in clients, leads, projects, tasks, expenses and deposits from CSV or Excel; export to PDF and Excel.

Productivity & Collaboration

Kanban boards

Drag-and-drop boards for leads, opportunities and project milestones.

Gantt charts & time tracking

Plan projects on a timeline and log billable hours with start/stop timers.

Chat, announcements & meetings

Internal chat, company announcements, meeting scheduling and a shared calendar.

To-dos & reminders

Personal to-do lists with due dates and automatic reminders.

Real-time notifications

Instant in-app, email and SMS alerts as work moves forward.

Knowledge base

Help articles for customers and staff, organized by category.

Portals & Personalization

Client & staff portals

Clients view and pay invoices, estimates and proposals and follow projects and tickets; staff see payslips, leave and tasks.

Role workspaces

Separate workspaces for HR, finance, projects and sales teams.

Themes & dashboards

Customize colors, fonts, layouts and dashboard widgets.

Multi-language & multi-currency

Work in several languages and currencies.

Automatic backups

Scheduled database backups with one-click download.

SaaS deployment option

Can be delivered as a multi-tenant subscription platform for businesses that resell ERP.

See These Features in Action

Book a demo and we will walk you through the features most relevant to your business.