Key Features
- Invoice generation and tracking
- Payment status and overdue-payment alerts
- Expense tracking and categorization
- Basic financial reports (revenue, outstanding, expenses)
- Client-wise payment history
- GST-ready invoice formatting
Benefits
- Clearer visibility into outstanding payments
- Faster invoice generation and follow-up
- Reduced manual bookkeeping effort
- Better cash-flow visibility for decision-making
Who This Is For
Small businesses needing organized invoicing and payment tracking without a full accounting department.
Pricing
Pricing depends on your specific requirements — number of users, integrations needed, and whether you want a configured off-the-shelf platform or a fully custom build. Most accounting crm projects start in the ₹40,000 – ₹2,50,000 range, confirmed with an itemized quote after understanding your workflow.
Get an exact quote →Frequently Asked Questions
How long does it take to set up a Accounting CRM?+
Configuring an established platform for your workflow typically takes 2–4 weeks; a fully custom build takes longer depending on scope — we'll give a realistic timeline after a short discovery call.
Can this integrate with tools we already use?+
Yes, integrating with your existing website, WhatsApp, payment or accounting tools is a standard part of setup — we'll scope this during discovery.
Do you provide training after setup?+
Yes, team training and onboarding is included so your staff can use the system confidently from day one.