Can I bring my existing leads in?
Yes. Every list imports from a spreadsheet, and the wizard shows you what it is about to write — with the rows it cannot match flagged — before anything is saved.
CRM
Every enquiry, followed up by somebody, on a date.
Leads through to a closed order, with the conversation kept beside the record. Built for a team that sells, not for a team that reports on selling.
60 days free · no card · all three features
Leads
Capture, qualify, and convert prospects.
Tap the phone to open the live demo.Tap any row. It is a live demo, with demo data.
Why people buy it
Three things it is bought to put an end to.
Leads go quiet
Nothing says which enquiries have not been touched, so the ones nobody enjoyed calling are the ones that die.
The quote is in somebody’s laptop
Prices, discounts and the last version sent live in a spreadsheet only one person can find.
Nobody knows what is real
A pipeline number that is a feeling rather than a set of dated records is a number nobody plans with.
See it on a desktop
CRM, on the screen you will use it on. Try it here.
Demo data. Keep scrolling and it walks you through 5 screens, or tap any row, open a record and try it yourself. Everything here is the real interface, drawn small.
Each lead with its owner and stage, and a flag on the ones that have gone quiet.
Interactive demo— click anything
Leads
Capture, qualify, and convert prospects.
| Number | Name | Follow-up | Company | Stage | Owner |
|---|---|---|---|---|---|
| LD-2026-00067 | Lakshmi Iyer | Bharat Foods Pvt Ltd | Proposal | Kavita Desai | |
| LD-2026-00071 | Farhan Qureshi | No contact 16d | Sunrise Logistics | Qualified | Vikram Singh |
| LD-2026-00074 | Sunita Rao | Deccan Textiles | Contacted | Kavita Desai | |
| LD-2026-00078 | Manish Agarwal | Nimbus Retail | New | Arjun Nair | |
| LD-2026-00079 | Joseph Mathew | Kaveri Constructions | New | Vikram Singh | |
| LD-2026-00081 | Neha Kulkarni | No contact 9d | Silverline Hospitality | Contacted | Kavita Desai |
Interactive demo— tap to open
Leads
Capture, qualify, and convert prospects.
What is in it
The whole module, listed out.
Nothing here is coming soon. It is what an account opens with on day one of the trial.
Pipeline
One chain from an enquiry to an order.
- Leads, deals and configurable pipelines with stages you name
- Quotes built from a product catalog, with price books and quantity bands
- Sales orders created when a deal is won, never typed again by hand
- A share link for a quote, and a PDF printed from your own letterhead
- Import a list from a spreadsheet, with a review step before anything is written
People and follow-ups
Who you sell to, and staying in touch with them.
- Contacts and accounts, grouping a company’s people and its deals
- Activities — calls, meetings, notes — logged against the record
- Follow-ups with a date and a reminder that reaches the owner
- Needs Attention: the records that are not moving, which a pipeline chart hides
- A calendar of follow-ups, close dates and quote expiry on one grid
Routing and automation
The decisions you should not have to make twice.
- Assignment rules that send a new lead to the right person, first match wins
- Scoring rules and territories
- No-code workflows, with a run history you can actually read
- Web forms that turn a public enquiry into a lead
Insight
What the records add up to.
- A CRM home with today’s follow-ups and what needs a decision
- Reports across ten tabs on one date range, plus a builder for the rest
- Forecasts — commit, best case and pipeline against a quota, with drill-through
- Saved reports, and lists exported to Excel
Partners
For businesses that sell through other businesses.
- Partner organisations, tiers and channel terms
- Lead registration, with a conflict check when two people claim the same customer
- Commissions accrued, approved and paid, against a payment reference
One part at a time
Too much for one page, so here are two more.
Each of these is one part of the module above, on its own page, in its own words. None of them is sold separately.
Lead management
Every enquiry to the right person, and followed up on a date.
Leads from your website, a spreadsheet or a phone call, sent to a salesperson by rules you set and kept on a follow-up date — with the leads nobody has touched listed where a manager cannot miss them.
Quotations
Quotes from your price list, on your letterhead, in minutes.
Lines from your product catalog priced by the right price book, a discount and tax on each, printed with your logo, GSTIN, bank details and signature — or shared as a link — and turned into a sales order when the deal is won.
Price
CRM, by how many of you there are.
Bought on its own, or alongside the other two for 20% less than the three added together. Yearly, with the monthly figure beside it.
Up to 10 users
₹29,999/year
or ₹2,999 a month
Saves ₹5,989 a year
Up to 50 users
₹59,999/year
or ₹5,999 a month
Saves ₹11,989 a year
Up to 100 users
₹99,999/year
or ₹9,999 a month
Saves ₹19,989 a year
Above a hundred people, tell us how many of you there are. All three features are free for 60 days, and when a trial ends nothing is deleted — see pricing for what the week after looks like.
Free, no sign-up: Quotation generator
Comparing us with Excel and WhatsApp? See the two side by side →
Comparing us with Zoho CRM? See the two side by side →
Comparing us with Pipedrive? See the two side by side →
Comparing us with Zoho One? See the two side by side →
Read it before you buy it
6 written guides, open to everybody.
The same documentation the product ships with, published in full. No form, no account.
Setup
Start here
The foundation every other part of CRM reads.
16 min · 6 screenshots
Module
Pipeline
Leads, deals, quotes, orders — one chain, four screens.
18 min · 8 screenshots
Module
People & Activities
Who you sell to, and how you stay in touch with them.
11 min · 5 screenshots
Module
Partners
The organisations you sell through, and what they earn.
12 min · 5 screenshots
Module
Insight
The dashboard, the reports and the forecast.
11 min · 3 screenshots
Staff
For everyone
The short version. Send this one to your sales team.
7 min · 6 screenshots
What it does not do
Easier to read now than to discover in week three.
- There is no built-in dialler and no email inbox. Calls and emails are logged as activities; they are not placed or sent from here.
- Marketing campaigns, drip sequences and lead nurturing are not part of it.
- Quotes and orders do not post to an accounting ledger. Facto Lite is not a books-of-accounts system.
Questions
Asked before, answered here.
Can a salesperson see only their own records?
Yes. Leads and deals are visible to their owner and to Admins; activities are visible up the reporting line as well, so a manager can see the follow-ups their team logged.
Can I change the stage names?
Yes. Pipelines, stages, their order, their win probability and the fields each stage requires are all yours to set.
Does a quote come out as a PDF?
Yes, printed from your own logo, bank details and signatory, and it can be shared as a link as well as downloaded.
Put one month of enquiries through it.
Sixty days, all three features, no card. Import last month’s leads and see which ones nobody had called.