The Intelligent All in One PlatformThe Intelligent
Automating Platform

Powered by a state-of-the-art Conversational AI and semantic context engine. Resolves customer inquiries 24/7 with strict PII masking and context retention.

Human-like inbound and outbound calling — speech-to-text, LLM dialog management, and voice synthesis for natural conversations, qualification checks, and CRM logging. On the product roadmap, not available today.

Unifies leads, deals, contacts, communications, and projects in a single database. Features automated lead scoring, objection analysis, unified omnichannel inbox, and predictive sales forecasting.

Handles storage, categorization, metadata tagging, and auto-generation of compliance agreements, permits, and financial documents. Connects files directly to customers and projects.

Maintains real-time catalog tracking for products and components. Logs stock movements and emits alerts when inventory drops below reorder levels.

Streamlines every stage of project execution — automatically schedule and track tasks, optimize team assignments, and adjust timelines proactively.

Intelligently generates invoices from customer and project data. Forecasts cash flow, optimizes payment cycles, and enhances revenue collection with tax compliance.

Revolutionizes client interactions with 24/7 instant responses through intelligent chatbots and voice agents — handling routine inquiries and troubleshooting.

Win more clients with instant, customizable quotation estimates, pricing configurations, and project ROI projections generated directly from lead records.

Unifies employee records, department structures, and operational assignments to simplify resource planning and workforce operations.

Dedicated tracking of geofenced clock-ins, leave requests, timesheets, and shift scheduling. Integrates seamlessly with project assignments and payroll processing.

Dedicated processing of employee salaries, tax deductions, reimbursements, and automated pay slips generation directly linked to timesheet data.

Centralized control panel for organization administrators to configure module settings, define Role-Based Access Control (RBAC), and monitor system audit trails.

Aggregates triggers across all modules (Billing, Stock, Projects) to dispatch alerts. Supports messaging templates, email, WhatsApp, and in-app feeds.

Unifies CRM, project management, billing, and inventory tools into a single live dashboard — giving businesses full visibility over metrics.

Create, track, and manage multi-channel marketing campaigns, campaign budgets, and lead acquisition costs. Monitor return on ad spend (ROAS) and marketing ROI in real-time.

A robust task management workspace providing Gantt, Calendar, and Workload views. Standardize operations with task templates, assign checklists, and monitor team SLA compliance.

Streamline employee expense submission, manager approval workflows, and corporate spending policies. Links approved expenses directly to accounting periods and ledger journals.

Generate custom, line-item quotations and sales estimates directly from CRM deals. Send professional estimates, track approval status, and convert approved estimates to invoices with a single click.

Manage all sales and transactional documents, including credit notes for sales returns, delivery challans, and tax invoices.

A robust, double-entry general ledger system. Setup custom Charts of Accounts, manage multi-line journal entries with post/reverse lifecycles, and generate Trial Balance and General Ledger reports.

Import bank statements in standard formats and use confidence-scored matching to reconcile bank transactions against ledger journal entries and invoices.

Manage payments received from customers and payments sent to suppliers. Features invoice allocation engine, customer credit ledgers for overpayments, and payout automation.

Integrate with payment providers like Cashfree to accept online customer payments via dynamic UPI QR codes and automate vendor bank transfers using payouts.

Centralise your corporate bank accounts. Track current balances, configure IFSC codes, link UPI IDs, and designate primary accounts for collections or payouts.

Design rooftop solar layouts fast, preview them in interactive 3D, and drop the finished design straight into a customer-ready proposal. Tightly integrated with the Proposals module and evo7 pricing agents, so the design, BOM, and quote always stay in sync.