Apps
Twenty-two apps, one set of records
Start with one app or switch on the whole suite. Every app uses the same directory of people, the same customers, vendors and items, and the same sign-in, roles and approvals.
People and work
HR and payroll, collaboration, projects, documents and the workplace.
People (HR and payroll)
HR, time, leave and India payroll with statutory returns, in one app for employees, managers and HR.India payroll with PF, ESI, PT, LWF and TDSForm 16, Form 24Q pack, ECR and ESIC filesAttendance with geo-fencing, shifts and swapsLeave policies, accruals, comp-off and encashmentSangam (chat and meetings)
Team chat, calls, meetings and webinars on Thoshika, with approvals you can act on from the conversation.Channels, direct messages, threads, reactions and searchApproval cards with Approve and Reject in chatMeetings with lobby, breakouts, polls and Q and AWebinars with view-only audiencesWorkplace
Visitors, desk and room booking, facility requests and IT assets for Indian offices, factories and campuses.Visitor invites, kiosk check-in and badgesMaterial gate passes and parcel logDesk, room and parking booking on floor plansHybrid week planner and who is inForms and Workflows
No-code forms with Indian validations, multi-step approvals, automation rules and simple data apps.Drag-and-drop builder with 27 field typesPAN, GSTIN, IFSC and Indian mobile checksMulti-step, parallel and conditional approvalsAutomation rules and signed webhooksProjects
Plan project work, track time against budgets and bill clients with GST invoices from approved hours.Tasks, boards and Gantt with dependenciesFixed fee, time and material and retainersOne timesheet shared with PeopleRate cards and cost from CTCDocuments and e-sign
Generate documents from templates, send them for signature with OTP and keep a sealed, verifiable record.Templates with merge fields from every appSequential and parallel signing orderEmail OTP and access code authenticationSealed PDF with an audit certificate
Finance and governance
Accounting with GST and TDS, company law compliance, purchasing and reporting.
Books (accounting)
Double-entry accounting for Indian businesses, with GST, TDS, banking, inventory and payroll posting.Schedule III chart of accounts and edit logGST invoices across multiple GSTINsGSTR-1, GSTR-3B and 2B reconciliationTDS, TCS, 26Q and 27Q filesCompany Compliance
Directors, cap table, board meetings, statutory registers and the MCA filing calendar for Indian companies.Directors, KMP and DIR-3 KYC trackingCap table, allotments and transfersBoard meetings, resolutions and minutesStatutory registers generated from dataProcurement
Requisitions, quotes, purchase orders and vendor onboarding, with three-way match against Books bills.Requisitions with budget checkConditional approval routingRFQs with sealed bids and TCO scoringRate contracts and blanket ordersAnalytics
Cross-app dashboards, governed metrics, alerts, budgets and cash forecasts, with each person’s access respected.Catalogue of certified cross-app metricsRole packs for CEO, CFO, CHRO and moreDashboard builder with drill-downThreshold and anomaly alerts
Customers
Selling, marketing, support, appointments and retail billing.
CRM
Leads, deals, GST quotes, forecasts and commissions, connected to Books customers and People payroll.Web-to-lead forms, import and dedupeAssignment rules and lead scoringMultiple pipelines with kanban boardsGST quotes with discount approvalsMarketing
Email campaigns, journeys and landing pages, with consent built in and ROI measured on real revenue.Email builder with A/B tests and pre-send checksAutomation journeys with branches and goalsPurpose-based consent and erasure for the DPDP ActLanding pages, embeddable forms and pop-upsSupport
A customer help desk with email, web forms, chat, SLAs, a knowledge base and a customer portal.Email, web form, chat and portal ticketingSLAs on business hours with state holidaysRound-robin, load and skill-based routingKnowledge base, help centre and communityBookings
Booking pages that know your team’s holidays, leave and calendars, with video rooms built in.One-on-one, round robin, collective and group eventsPeople holidays and approved leave block slotsGoogle, Microsoft 365 and ICS calendar syncVideo rooms with guest join, no login neededPOS and Retail
Counter billing for shops, cafés and restaurants that keeps working offline and closes into Books.MRP-inclusive GST billing with scale barcodesOffline billing with numbered bills and later syncCash, UPI QR, card, account, wallet and vouchersRestaurant mode: tables, KOTs and kitchen display
Operations
Stock, production, plant maintenance, dealer networks and field teams.
Inventory and Warehouse
One stock ledger for the suite, with bins, lots, picking, GST-correct transfers and valuation tied to Books.Warehouses, zones and bins with putaway rulesBatch, serial and expiry tracking with FEFOWaves, pick lists, packing and shippingTransfers with delivery challans or tax invoicesManufacturing
BOMs, routings, MRP and a shop-floor view, with GST job work and production costs posted to Books.Multi-level BOMs with versions and ECO approvalManufacturing orders and a shop-floor tablet viewMRP, master schedule and finite capacity planningJob work challans, return limits and ITC-04Maintenance and Quality
Keep plant equipment running and product within specification, from PM schedules to NCRs and CAPA.Equipment tree with criticality and QR stickersTime, meter and condition-based maintenanceWork orders with checklists, permits and costsIncoming, in-process and final inspectionsDistribution and Dealers
Run your channel: distributors, retailers, beats, schemes, field reps and claims, with a partner portal.Distributors, retailers, territories and beatsSchemes engine with a simulator and budgetsPrimary orders with Books credit checksDistributor stock and secondary billingField Service
Service jobs, AMC contracts and technicians in the field, from dispatch to signed job card and invoice.Customer sites and assets with QR tagsAMC contracts with billing and PM visitsDispatch board, map and assignment suggestionsOffline job card with photos and signature
IT
An internal IT service desk, and time tracking for remote and hybrid teams.
IT Service Management
An ITIL-based IT desk for employees: incidents, requests, changes, CMDB, on-call and a self-service portal.Incidents and requests from portal, email and chatService catalogue with forms and approvalsChanges with risk scoring, CAB and a calendarCMDB and service map on Workplace IT assetsRemote
Time tracking for remote and hybrid teams that fills People timesheets, designed around the DPDP Act.Timers on Projects tasks or People time codesIdle handling: keep, remove, meeting or breakPre-fills People timesheets for approvalAttendance for remote and WFH days
How the apps connect
Records flow between apps
When both apps are switched on for a company, work done in one shows up in the other. A few of the common paths:
| From | What moves | To |
|---|---|---|
| CRM | Accepted quote becomes a sales invoice; customers are shared as Books parties | Books |
| People | Payroll and approved expense claims post journals by cost centre | Books |
| Projects | Approved timesheets become billable hours and project invoices | Books |
| Procurement | Approved purchase orders and matched bills flow into payables | Books |
| POS and Retail | Counter sales, cash and stock movements post to the ledger | Books |
| Manufacturing | Material issues, output and costing variances post to stock and WIP | Books |
| Support | Tickets that need a site visit become field jobs | Field Service |
| Marketing | Landing-page forms create leads with their campaign and source | CRM |
| Documents and e-sign | Offer letters, quotes and board resolutions are sent for signature | People, CRM and Company Compliance |
| Workplace | IT assets assigned to employees appear on their People record | People |
| Bookings | Booked meetings get a Sangam video room; hosts’ holidays come from People | Sangam |
| Analytics | Reads every app’s records for cross-app dashboards and plans | All apps |
Not sure where to start?
Most companies begin with People or Books and add apps as teams are ready. We can help you plan the order.