CRM: first lead to the final invoice
Leads, follow-ups, deals and projects that turn into orders and invoices.
CRM & Project Management
From the first enquiry to the final invoice — every deal in one place.
Leads, calls, meetings, opportunities, proposals, projects and tasks sit on one CRM screen, tied to the same customers, orders and invoices as the rest of your books. Whoever opens a record next sees the whole story — and nobody types the company’s name twice.
Leads from your website
Lead to deal in one step
Won & lost pipeline
Estimates become orders
Projects billed from hours
Tasks by org chart
What’s new
New in CRM & Projects
Shipped this year: a pipeline that counts what you win, documents that follow the lead, and task lists shaped by your organisation.
New
Task lists that follow your org chart
Draw your reporting lines once in Roles & Permissions. Each role then sees its own, its direct reports’ or its whole team’s tasks and todos — in its own branch or all of them — and never its seniors’.
New
Deals marked Won or Lost
Every opportunity can now be closed as Won or Lost. The Won card counts the deals and their value straight away, and a lost deal stays on record instead of being deleted.
Watch the walkthroughNew
Proposals for leads, not just customers
Price a proposal for someone who is still a lead. It stays on the lead, shows the lead’s name, and moves across to the customer when the lead converts.
Watch the walkthroughLeads from your website form
Design the enquiry form in CRM settings — labels, button text, thank-you message, source and owner — paste it into your site, and protect it with reCAPTCHA.
Watch the walkthroughNew
The CRM overview
Leads, conversions, pipeline value, projects, overdue tasks and past reminders on one screen, with charts by source, activity over six months and project health.
Watch the walkthroughTodos with their own tab
A checklist inside every task, with who ticked each step and when — and a Todos tab and summary report across the whole team.
Watch the walkthroughTask comments that reach people
A comment on a task emails the people on it and sends a browser notification, so the discussion stays with the work instead of in a chat.
Watch the walkthroughBranch & department on every record
Leads, opportunities and tasks carry a branch and department, filled in from the user, with filters on the lists, the overview and the task reports.
New
Open the portal as the customer
From the customer’s view, open their portal exactly as they see it — invoices, deliveries, statement — to help them over the phone.
Learn more
Without a connected CRM
Where deals and billable hours slip away
Most deals are not lost to a competitor. They are lost to a follow-up nobody remembered and work nobody billed.
Enquiries buried in an inbox
A website form emails one person, a trade-show card sits in a drawer, a referral is a WhatsApp message. Nobody owns them, so nobody calls back.
Cost: leads you paid to attract, going cold in a week.
The deal lives in one head
What was promised on the last call is known only to the salesperson who made it. The day they are on leave, the customer starts again from zero.
Cost: customers who feel forgotten — and deals that leave with the employee.
A pipeline nobody trusts
Deals sit in a spreadsheet with no close date, no owner and no result. Lost deals are deleted, so the numbers only ever look good.
Cost: next month’s revenue is a guess, not a forecast.
The quote typed again as an order
The agreed estimate is in a document; the order is keyed into the accounts by someone else. A price or a quantity changes on the way.
Cost: an invoice that does not match what the customer agreed.
Hours worked, never billed
Time on a project is logged in a timesheet nobody reconciles with the invoice. Extra work is done as a favour because nobody can prove it happened.
Cost: projects that look busy and earn little.
Everyone sees everyone’s work
As branches grow, the reception desk sees head-office tasks and managers cannot pick out their own team’s. Lists get long and accountability blurs.
Cost: cluttered screens and tasks that belong to nobody.
With TamilAccounting
One deal, one record, start to finish
What goes into the lead is what appears on the customer, the opportunity, the order and the invoice — each step picks up the one before it.
EnquiryWebsite form, Excel import or typed in
LeadSource, status and an owner who is told
ActivitiesCalls, meetings and reminders logged
OpportunityCustomer and deal created together
ProposalPriced, revised and shared by link
Sales orderMake Order carries every line
ProjectTasks, todos and hours on the job
InvoiceFixed price or billable hours
How it works
Every stage of the deal, in depth
Overview, leads, opportunities, calls, meetings, reminders, proposals, estimates, projects, tasks and todos are tabs on one CRM screen.
Leads & activities
Every enquiry has an owner and a history
A lead holds the name, company, contact details, source, industry, status and the person who manages it — who is emailed the moment it is assigned. From the first call on, every contact is logged against it, so whoever opens the lead next sees the whole conversation.
- Leads arrive from your website form with their source and owner already set
- Import a list from Excel, or type a lead in; a duplicate mobile number or email is refused
- Status: Open, Contacted, Qualified, Unqualified, Nurture
- Calls, meetings and reminders by medium — call, meeting, WhatsApp, email
- Reminders past their date stand out before the deal goes cold
SourceWeb Site
StatusQualified
OwnerSales rep A
Call · pricing discussed12 SepCall
Meeting · site visit16 SepDone
Reminder · send revised estimate19 SepOverdue
Reminder · follow up on terms24 SepDue
Opportunities
A pipeline that counts what you win
When a lead turns out to be real, Convert to Opportunity creates the customer and the opportunity together, and the lead’s calls, tasks, files and proposals move across with it. The assignee is told by email — never yourself when you assign it to someone else.
- Amount and currency, expected close date, sales stage, probability and owner
- Summary cards: total deals, pipeline value, won, and this month’s
- Close a deal as Won or Lost — lost deals are kept, so the pipeline stays honest
- Branch and department on each deal, with filters on the list
Open deals14
Pipeline value₹42.6 L
Won5
Company A · packaging₹3,60,00060%
Company B · annual service₹1,20,000Won
Company C · fit-out₹8,75,000Closes 30 Oct
Company D · trial order₹45,000Lost
Proposals & estimates
Put it in writing — then make it the order
A proposal is a real priced document: items or services, quantities, prices and tax, valid until a date. It can go to a lead before they are even a customer. An estimate is the line-by-line quote you revise until both sides agree.
- Make Order turns an agreed estimate into a sales order with every line carried across
- A proposal does the same once its lead has become a customer
- Print it, or share a link by WhatsApp or email
- The list shows which proposals are still open and which have expired
Proposal · Lead: Company E₹95,000Valid 30 days
Estimate · Company A, revised₹3,42,000Agreed
Sales order created12 linesMake Order
Proposal · Company F₹60,000Expired
Projects & billing
Deliver the work, then invoice it from the project
A project holds the customer, how it is billed, the budget, the start and end dates, the members — users or employees — and its status and progress. When the next job looks like the last one, clone the project instead of setting it up again.
- Billing types: Fixed, Project Hours, Task Hours, Other
- The Invoice button raises a project invoice on the customer’s account, paid like any other
- Task-hours invoices are built from billable tasks and their logged hours, which are then marked as billed
- Expenses and reimbursements booked to the project show on its own tabs
- Comments and files on the project, with optional emails to members and the customer
Active9
Overdue2
Unbilled3
Website rollout · Fixed70%In Progress
Store fit-out · Task Hours42 h billableComplete
Annual audit · Project Hours85%Awaiting feedback
Tasks, todos & the org chart
Everyone sees their work — managers see their team’s
Tasks are assigned, prioritised from Low to Urgent, given a start and due date and tracked to Complete, with status and priority changed straight from the list. Each one links back to what created it — a lead, a project, a customer or a support ticket — and carries its own time sheet, files, comments and todo checklist.
- The assignee is emailed and notified in the browser; comments notify too
- A task can repeat on a schedule, so monthly jobs are never retyped
- With Org-Chart Task Visibility on, each role sees its own, its direct reports’ or its whole team’s tasks, in its own branch or all — and never its seniors’
- Off by default; anyone not placed on the chart keeps full visibility
General ManagerWhole teamAll branches
Accounts OfficerWhole teamAll branches
Branch Manager · Branch AWhole teamOwn branch
Team leadDirect reportsOwn branch
Reception · Branch AOwn tasks onlyFocused
Overview & reports
The whole funnel on one screen
The Overview tab opens with what needs attention — overdue projects, overdue tasks and past reminders — then the numbers: leads, conversions, opportunities, pipeline value, projects and tasks, with leads by source, activity over the last six months, and project status and health.
- Leads and Leads Summary
- Opportunities Summary
- Proposal and Project Invoice reports
- Tasks Summary and Todos Summary, filtered by branch and department
Watch it in action
Follow one deal, from lead to invoice
Recorded on a demo company: a lead from the website form, the calls and reminders, a proposal and a revised estimate, a won deal, a project with tasks and todos, and the project invoice.
Quick takes · under a minute or two
More features
The details that keep sales and delivery on the same page
Customer 360
The customer view gathers contacts, branches, activity, tasks, files, projects, proposals, estimates, opportunities and transactions as tabs.
Email Campaigns
Send campaigns to contact groups from email templates, with a log of what went to whom.
Import & Export
Bring leads and opportunities in from Excel, and export them back out whenever you need a list.
Custom Fields
Add your own fields to leads, opportunities, projects, tasks and project invoices.
Time Sheets
Log start and end times on each task, mark tasks billable with an hourly rate, and bill the hours from the project.
Support Form
A public support form sends requests into Leads with their own source, and a ticket can raise a task that links back to it.
Attachments
Files on leads, opportunities, projects, tasks and customers — and they travel with a lead when it converts.
Faster Role Setup
Copy permissions from another role, apply them to every sub-role, or flip View, Create, Edit or Delete across all screens at once.
Side by side
A stand-alone CRM vs. CRM inside your ERP
| Spreadsheet or stand-alone CRM | TamilAccounting | |
|---|---|---|
| Won deal | Customer typed again into the accounts | Customer created on conversion, used by every later document |
| Agreed quote | Re-keyed as an order by someone else | Make Order carries every line into a sales order |
| Project billing | Timesheets totalled by hand at month end | Invoice built from billable tasks and logged hours |
| Customer history | Calls in the CRM, invoices in the books | Activities, documents and transactions on one customer view |
| Team visibility | Everyone sees everything, or only their own | Visibility follows your org chart and branches |
| Reporting | Pipeline and revenue in two systems | Pipeline, projects and sales reports from one database |
Works with
Modules and apps that work with the CRM
Sales & ReceivablesThe orders and invoices your estimates and projects turn into, with payment reminders for what is overdue.Explore One PortalCustomers see their invoices, deliveries and statement from their own login — and you can open it as them.Explore HR & PayrollEmployees can be project members, and the same org chart shapes roles across the company.Explore Ticket SystemSupport tickets that raise CRM tasks, so the fix is tracked like any other work.Explore CalendarCRM reminders, tasks and project deadlines on one calendar.Explore WhatsAppQuotations, orders and invoices sent to the customer’s WhatsApp from your own templates.Explore Payment RemindersFollow-ups and promises to pay for overdue customers, next to the CRM’s own reminders.Explore Service PlusService requests tied to what the customer bought, with warranty and parts.Explore
Why businesses stay
Bring your data. We’ll keep it right — and keep making it better.
Switching software is the hard part. We help you move, keep your records sound, and keep improving the system with you.
Data migration & opening balances
Move across from Tally, Zoho, QuickBooks, Xero, Sage 50 or SMACC, or from Excel templates for items, customers, suppliers, employees, chart of accounts and opening balances. You preview every row before it is saved — and our team helps you through it.
Your data, kept right
Your database is backed up three times a day — every 8 hours — and your files are backed up too. Each company keeps its own separate database; roles decide who can see, enter, approve or void; every change is on the audit trail; and everything exports to Excel or PDF whenever you want it.
Always improving, with you
We follow up regularly with the businesses that use it, and their requests become features. Updates arrive on your account automatically — nothing to download or reinstall.
Connected to what comes next
GST e-invoice and e-way bill, ZATCA, WooCommerce, WhatsApp, biometric devices, online payment gateways, mobile apps and an AI assistant — and new connections are added as the market moves.
FAQ
CRM & projects: common questions
Yes. In CRM settings you set up an enquiry form — its field labels, button text and thank-you message, and the source and owner every new lead gets — and copy the integration code into your website or share its link. Each enquiry arrives in the Leads list ready to follow up, and the form can be protected with reCAPTCHA.
Convert to Opportunity creates the customer and the opportunity together, with the amount, expected close date, probability and owner. You can also convert a lead to a customer only. Either way, its activities, tasks, files and proposals move across, so the history follows the deal.
Yes. Each opportunity has a status that can be set to Won or Lost. The Won card on the Opportunities tab counts won deals and their value straight away, and lost deals stay on record so the pipeline reflects what really happened.
Yes. Make Order turns an agreed estimate into a sales order with every line carried across. A proposal can do the same once its lead has become a customer. From there it is delivered and invoiced like any other order.
Each project has a billing type — Fixed, Project Hours, Task Hours or Other. When it is complete, the Invoice button raises a project invoice on the customer’s account. For task-hours billing, the lines come from billable tasks and the hours logged on their time sheets, and those hours are marked as billed.
Yes. Switch on Org-Chart Task Visibility in company preferences and give each role a team visibility (own records, direct reports or whole team) and branch access (own branch or all branches). Task and todo lists, and their reports, then follow your organisation chart. It changes what people see, not what they are permitted to do.
Yes. Leads and opportunities can be imported from Excel and exported back out, so a list kept in a spreadsheet becomes your starting pipeline.
Keep every deal in one place.
Start free with your own leads and projects — and invoice the work from the same system that runs your books.