No enquiryforgotten
Every enquiry, from IndiaMART to a walk-in, followed up until it is won or lost.
Where every enquiry stands.
Leads move from new to contacted, qualified and quotation sent, then won or lost. Note where each came from: IndiaMART, JustDial, WhatsApp, a referral, the website.
Follow up on the day you said.
Log each call, visit or WhatsApp message and set the next follow-up. The dashboard lists the follow-ups that are due, and each lead has a WhatsApp link that opens the chat.
From lead to quotation.
When they are ready, one click makes a draft quotation; if the lead is new, the customer is created from its details. Mark it lost and OSuite asks why.
More in OSuite
Invoicing and quotations
Tax invoices, quotations, proformas and credit notes, with GST worked out as you type.
GST returns
GSTR-1 and GSTR-3B from your posted documents, GSTR-2B matched to your bills, and the GSTR-9 summary.
E-invoicing and e-way bills
E-invoice JSON in the IRP format, checked first; IRN and signed QR on the print; e-way bills from the IRN.
