50+ features built and live

Everything PragatiCRM can do for your business.

Built specifically for Indian manufacturers, traders, and service businesses. Every feature on this page is designed around how Indian MSMEs actually operate.

50+ features live 5 team portals All features in every plan ₹0 setup fee
Live Margin

Know your margin before you hit send

Real profit, calculated the moment you build a quotation or invoice — not after dispatch, not at month-end. Before.

Five portals, one system

Everyone sees their job. Nobody sees everything else.

Sales sees leads. Backend sees dispatch. Manufacturing sees the production queue. Nothing sensitive leaks between roles.

MCA Audit Trail compliant

Built for the audit you didn't plan for

Every invoice, payment, and edit — logged with who, when, and exactly what changed. Your auditor finds nothing to qualify.

Multi-location GST

Multiple locations. One correct GST number.

Head office, warehouse, factory floor — CGST, SGST, IGST calculated correctly for every location, every time. No manual overrides.

That's the headline. Here's the complete toolkit — everything else PragatiCRM handles, in one place.

CRM & Sales10 features

Leads, customers, quotations, orders — the complete sales cycle

Lead management — capture, assign, follow up, convert
Customer records with full order history
Quotation management — draft, send, track, convert to order
Sales order processing with status tracking
Product variants — size, grade, pack size, colour
Credit limits — warn or block orders over customer credit limit
Pickup list — batch multiple orders for one warehouse run
Delivery challan — non-tax transit document (GST compliant)
WooCommerce order sync Coming
REST API for custom integrations Coming

GST & Invoicing13 features

GST-compliant invoicing that works alongside Tally

GST invoice — B2B and B2C, with HSN codes
CGST/SGST/IGST auto-calculated based on customer state
Proforma invoice — GST-suppressed, convertible to invoice
Credit notes — linked to original invoice, GST reversed
GSTR-1 Excel export — ready for CA to file directly
Tally XML export — import into Tally with one click
Professional PDF invoice — logo, T&C, discount column, charges
E-invoice IRN — built to NIC specification, enable when required
E-way bill generation
TDS on payments (Section 393 (1))
GSTR-2B reconciliation
Opening balance import from Tally
Business Tools — HSN/SAC lookup, GST calculator, EMI calculator, TDS threshold checker

Inventory & Purchases10 features

Real-time stock tracking, purchase orders, and cost management

Purchase orders to suppliers with goods receipt
Inventory management — stock in/out on every transaction
Cost price — snapshotted at invoice creation for historical accuracy
Margin tracking — shown before quotation is sent
Low stock bell alert on dashboard
Bulk product import from Excel spreadsheet
Multi-warehouse — separate stock per location, inter-branch transfers
Batch numbers + expiry date tracking (FEFO deduction)
Serial number tracking per unit — warranty and service history
Advance payments — link to invoice when raised

Finance & Operations3 features

Expense approvals, recurring billing, and price control — the operational layer under your GST records

Expense Tracking — approval workflow, auto-categorised, GST-linked
Recurring Invoices — always draft, never auto-sent, admin approves each cycle
Price Lists — volume-based pricing per customer tier

Reports8 features

Your CA stops calling. Your accountant has everything.

Sales report — by period, product, customer, salesperson
GST summary report — CGST/SGST/IGST breakdown
Outstanding receivables — ageing analysis (30/60/90 days)
Profit report — revenue vs COGS, margin per product line
Inventory valuation report — current stock value
Customer statement of account — full ledger per customer
Purchase Report — supplier-wise, product/HSN-wise, AP ageing, ITC summary
Full P&L Statement — Revenue → Gross Profit → Operating Expenses → EBIT

Team Portals8 features

5 separate panels — every team sees exactly what they need

Admin panel — full visibility, all modules, all reports
Sales portal — salesperson's own leads, customers, quotations
Backend portal — incoming orders queue, dispatch management
Manufacturing portal — production queue, mark ready for dispatch
Customer portal — invoice download, order tracking, support tickets
Native Android app for salesman portal Coming
Native iOS app for salesman portal Coming
Share invoices, quotations & payment reminders on WhatsApp — one tap opens a pre-filled message on your own number. Plus: real-time alerts on your dashboard the moment something needs following up.

AI Suite5 features

Included in all plans — every morning, before your first meeting

AI Morning Digest — 5 specific business insights every morning: collections overdue, low stock, margin drops, expiring quotations, revenue trends
Revenue forecasting — AI-predicted demand by product and customer
GSTR Assistant — flags mismatches, suggests corrections before filing
Sales Coach — AI-suggested follow-up timing and talking points per lead
OCR invoice scan — photograph a purchase bill, auto-extract data
See it live

Ready to see it live?

Book a 15-minute demo. The founder will walk through the features relevant to your business specifically.