CRM + Sales
From lead to invoice: CRM, field visits, quotations, invoices and discount approvals.
- 10 Users
- 2 Branches
- 5 GB Storage
Included in CRM + Sales
Plus the essentials in every plan: company and branches, users and roles, dashboard, notifications, announcements and the audit log.
CRM
Leads, opportunities, pipelines, contacts, meetings, activities
- Leads, opportunities, pipelines, contacts, meetings
- Lead capture forms
- Field visits and map
Collaboration
Company announcements and the employee wall
- Announcements
- Employee wall (posts, comments, reactions)
Sales
Quotations, sales orders, invoices, payments, discounts, client portal
- Quotations, sales orders, invoices, payments
- Discount limits and approvals
- Online payment links on invoices
- Automatic payment reminders
- GST e-invoice (IRN and QR)
- E-way bill from the IRN
E-mail & WhatsApp
Business e-mail and WhatsApp included in the plan, or the company's own accounts
- E-mail sending included (our service)
- Own e-mail server (SMTP)
- Own WhatsApp API keys (Twilio / Cloud API)
Mobile app
GoDigitally One app for employees (Android): attendance, leads, visits and more
- Mobile app for employees
Grow when you need to
Add these to CRM + Sales at any time from your subscription page.
Related plans
CRM Starter
Lead and deal management for small sales teams, with lead capture forms.
- 5 Users
- 1 Branch
- 2 GB Storage
- CRM
- Collaboration
- E-mail & WhatsApp
- Mobile app
CRM + Sales + Marketing
The complete sales engine: CRM, sales, e-mail and WhatsApp campaigns, social inbox.
- 15 Users
- 3 Branches
- 10 GB Storage
- 10,000 Campaign e-mails / month
- 2,000 WhatsApp messages / month
- CRM
- Collaboration
- Sales
- Marketing
- E-mail & WhatsApp
- Mobile app
Full ERP
CRM, sales, purchase, inventory, accounts, HR with payroll and projects in one system.
- 25 Users
- 5 Branches
- 5 Warehouses
- 20 GB Storage
- 50 Active projects
- 5,000 Tasks / month
- CRM
- Collaboration
- Sales
- Purchase
- Inventory
- Finance
- HR & Payroll
- Projects
- E-mail & WhatsApp
- Performance
- Mobile app
See GoDigitally One working on your business
A 30-minute walkthrough with our team: your workflow, your questions, no obligation.