Technology & SaaS
(+91) 99981 00017
Run your IT company smoothly with tools built for digital teams
From projects to payments, manage every part of your tech business without stress. 💻 Our system fits perfectly into how IT companies in India work — helping you track tasks, teams, clients, and deliverables all in one place. Whether you’re a small startup or a growing tech firm, we’ve got you covered. 🚀
How one Technology & SaaS business found a better way to work
India’s Go-To CRM for Growing Tech, SaaS & IT Teams
- 🧠 Project requirements discussed on calls, then lost
- 📅 Clients keep asking “What’s the status?”
- 📁 Proposal sent but not found during follow-up
- 📞 No record of internal discussions on client issues
- 🧾 Invoice sent without project delivery clarity
- 🔁 Team redoes the same tasks for different clients
- 📉 Not sure which client gives the most recurring work
- 📤 Client forgot to send assets or logos
- ✍️ Changes discussed but not tracked
- 🧍 Project gets stuck if key developer is on leave
- 📎 Email threads lost — can’t find earlier feedback
- 🧾 GST invoice made manually each time
- 🧑💼 New clients not onboarded systematically
- 🔍 Bugs reported, but can’t find who resolved them
- 📬 Important alerts missed by the team
- 🖥️ Team uses 4–5 tools for 1 small task
- 💬 Team communication happens on WhatsApp — gets lost
- 📁 Can’t trace previous versions of code/test files
- 🧾 Monthly support work not billed properly
- 🤝 Handover becomes messy between teams or shifts
- 📋 Notes, goals, and features saved under each project
- 📆 Timeline with current stage, pending items, and ETA shared
- 📂 All shared docs stored with date, version, and tags
- 💬 Internal comments saved with timestamp on every ticket
- ✅ Billing linked with milestones, signed-off stages, and logs
- 🔁 Save reusable task templates for similar service packages
- 📊 Report by MRR, contract type, and task volume
- 📥 Request asset link with auto-reminder until done
- 📋 Change requests logged with “who asked, when, what” clearly
- 👥 Task, notes, and commits visible to full team with access
- 📁 Attach all client feedback and revisions to specific task
- 💳 Auto-filled invoices with GST, client name, and project ID
- 📄 Onboarding checklist saved per product or service flow
- 🐞 Ticket history shows status, developer name, and fix summary
- 🔔 Internal notifications with read log and reminder option
- 🧭 One place to handle tasks, clients, files, billing, notes
- 💻 Internal chat under client/project with logs for reference
- 🗂 Files uploaded version-wise with notes and date
- 📊 Hours logged auto-linked to billing with remarks
- 📘 Full project trail with tasks, files, issues, and progress shown
Earlier, when I was in a meeting or in product mode, leads would go cold. Now, every enquiry is logged, assigned, and followed up with soft reminders. CRM ensures nothing drops — even when I’m not looking.
- • Lead capture from demo form, chatbot, email
- • Auto-follow-up queue with next date
- • Team knows what to say, when to call
We used to say “he signed up” and forget to check what happened next. Now we track usage stage: setup done, stuck, upgraded, or ghosted. This helps us take timely actions.
- • Status stages inside the user profile
- • Triggers based on inactivity
- • Helps convert trials without pressure
Chat support was in one app, emails in another, feedback in Slack. Now it all sits under one client profile — and anyone from the team can respond with full context.
- • Tickets linked to user history
- • Assign to support, product, or success team
- • Makes replies faster and more relevant
Earlier, we noted requests during calls — then forgot them. Now, they’re saved per user, tagged to modules, and visible to the product team while planning sprints.
- • Request tagging by client and feature
- • Linked to roadmap or release version
- • Keeps product aligned with real users
Users forgot to renew, and we forgot to remind. Now, reminders go out before expiry. We know who’s due, who’s renewed, and who needs a call — with less stress.
- • Renewal cycle set per client
- • Email + SMS reminders enabled
- • Revenue stays predictable, not last-minute
Earlier, I was in every email, every WhatsApp group, every update. Now, I just check the CRM and see what’s moving, what’s stuck, and what’s done — without slowing anyone down.
- • Dashboards by stage, owner, product
- • Activity logs per user or deal
- • Gives visibility without micromanaging
When team changes, onboarding quality drops. Now, there’s a shared checklist. Whoever handles the new client, they know exactly what’s been done — and what’s left.
- • Custom onboarding steps per plan
- • Team sees progress and notes
- • Reduces churn from poor handover
When someone asks “How many active users?”, “What’s our churn?”, we don’t fumble. CRM shows ready reports — clean, updated, and printable.
- • Key metrics auto-tracked
- • Filters by date, plan, or product line
- • Saves founder time and builds confidence
Earlier, sales said “client asked for this,” and product said “we didn’t hear that.” Now, everything from feedback to bugs to pre-sales promises is logged in CRM. No stories. Just shared truth.
- • Notes saved inside the deal
- • Tags like “custom request” or “bug blocker” added
- • Cross-team trust improves automatically
In early days, hustle worked. Now with 50+ users, we need flow. CRM brings that. Fewer manual checks. More timely action. Quiet background structure so we can grow with grace.
- • Central control without friction
- • Fewer leaks in the funnel
- • Founders spend more time on vision, less on patchwork
Choose Your Perfect Plan
₹ 3000 / per month
₹ 30,000 / per year
₹ 150,000 / one-time
Number of Users
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Unlimited | Unlimited | Unlimited |
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Number of Clients
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Unlimited | Unlimited | Unlimited |
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User Roles
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+ Custom Roles | ||
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Client Portal
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+ Custom Portals |
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Pipeline View
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Lead Scoring
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Custom Deal Stages
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+ Custom Roles | ||
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Sales Forecasting
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Sales Goals
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Proposals
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+ Custom Templates | ||
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Estimates
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+ Custom Templates | ||
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Contracts
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+ Custom Templates | ||
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Digital Signatures
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Document Storage
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Unlimited + Custom Storage |
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Task Lists
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Project Timeline
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Team Collaboration
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File Sharing
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Time Tracking
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+ Advanced Reports |
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Invoicing
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+ Custom Templates | ||
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Expenses
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Payment Integration
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+ Custom Gateway | ||
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Multiple Currencies
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Tax Management
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+ Advanced Reports |
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Ticket System
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+ Custom Workflow | ||
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Knowledge Base
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Support Portal
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+ Custom Design | ||
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Auto Replies
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SLA Management
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Basic | Basic | Advanced |
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Email Integration
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+ Custom Setup | ||
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SMS Alerts
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Internal Chat
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Calendar
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Announcements
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API Access
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Basic | Basic | Full + Custom |
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Customisation
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Basic | Basic | Full |
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Source Code
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- | - | Full Ownership |
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Hosting
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Cloud | Cloud | Cloud/Local/Custom |
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Custom Development
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- | - |
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Response Time
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24h | 24h | 4h Priority |
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Support Channels
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Email, Phone, Direct | ||
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Training
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Basic | Basic | Custom & Advanced |
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Updates
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Regular | Regular | Custom Schedule |
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Technical Support
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Standard | Standard | Priority & Custom |
Yes. All legal files, proposals, and client notes can be uploaded and accessed only by your team — secure and organized. 🔐
You can tag them differently, assign a dedicated account manager, and even track branding or support needs per partner. 🧑💼
Yes. You can log tickets, assign statuses, add notes, and even integrate with other tools if needed — smooth for support-heavy teams. 📞
Yes. You can maintain internal roadmaps, assign release tasks, and track which clients are waiting for what — no more manual follow-ups. 🧭
Yes. You’ll get clear reports showing what got done, by whom, and how fast — helps in managing growing teams or external vendors. 📊
Definitely. You can log AMC details, due dates, hardware support, and client site history — all in one clean view. 🧰
All records stay intact — project status, messages, documents — the new person just picks up from there. 🔄
Yes. With fast responses, clear tracking, and regular check-ins, your clients feel supported — and they stay longer. 🤝
Yes. You can handle every new client, their onboarding tasks, and even support tickets — no scattered emails or confusion. 🧾
Definitely. You can log what each client requested, who replied, and what status it’s in — helps in planning product updates. 🛠️
Yes. You can assign bugs, feature tasks, or follow-ups to specific team members — and check progress anytime. 👨💻
100%. Whether you’re a solo founder or small team, it keeps your clients, tasks, and growth plans all in one system. 🚀
Yes. You can tag leads as trial users, check usage history, and set follow-ups to turn them into paying customers. 🔁
Yes. You can track subscriptions, renewal dates, invoices, and even send reminders before expiry. 💳
Absolutely. You can separate product lines, track leads or support by type, and run reports — one CRM, many services. 🧩
Technology & SaaS
In the tech world, you’re expected to move fast — but moving smart is the real game.
Whether you’re running a SaaS product, IT service company, dev agency, or startup — leads, demos, onboarding, renewals, tickets, payments, and feedbacks… they pile up real quick.
Most founders, team leads, and project managers say it straight:
“Client se call hua tha, but CRM mein entry nahi hua.”
“Support request aayi thi… but kisne reply diya yaad nahi.”
“Team kaunse task pe kaam kar raha hai, clear nahi hai.”
This CRM becomes your tech team’s silent co-founder — tracking everything from pre-sale to post-sale — while keeping the team, tasks, and clients in sync.
💻 Daily kaam where this CRM helps:
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Log every lead from email, WhatsApp, website
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Track demos, trial users, and deal progress
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Assign tasks to tech, design, or support teams
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Store contracts, proposals, feedback notes
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Track support tickets and response deadlines
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Remind yourself and team about follow-ups or renewals
Whether you’re solo or scaling — this brings structure without friction.
👨💼 For SaaS and product teams:
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Track user lifecycle from sign-up to subscription
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Manage team-wise task assignments
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Auto-reminders for renewals, feedback, and reviews
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Track payment status and invoice history
💼 For IT service companies and agencies:
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Capture every client brief with requirements
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Track quote sent, status, deadline, and notes
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Store all files — SOWs, NDAs, PPTs
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Share internal updates without WhatsApp clutter
👨💻 For freelance developers and consultants:
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Save client data with project status
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Set milestone reminders
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Log code deployment notes, bug reports
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Track payment stages — advance / final
✨ Why tech teams love it:
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It doesn’t slow you down
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No need for extra “training”
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Everyone knows what’s happening
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Clients feel you’re fully sorted, fully reliable
📱 Works on mobile and desktop
🔐 Secure for team and client data
🗂️ Keeps chaos away
From Ahmedabad’s startups to Bangalore’s agencies to Pune’s product teams — Indian tech players say:
“Ab project bhi manage hota hai, client bhi khush rehta hai.”
This isn’t a heavy software.
It’s a clear, flexible system that fits the way Indian tech teams actually work.
If you’ve ever felt —
“Leads aate hain, kaam chalu hota hai, but flow kabhi track nahi hota.”
This is exactly what you need — to keep the pulse without losing the peace.
📞 We’re here when you’re ready to clean up the backend and show up strong on the front.