27 features built · 22 coming soon

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.

CRM & Sales

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 soon
REST API for custom integrations Coming soon

GST & Invoicing

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 — mandatory for turnover >5 Cr Coming soon
E-way bill generation Coming soon
TDS / TCS on transactions Coming soon
GSTR-2B reconciliation Coming soon
Opening balance import from Tally Coming soon

Inventory & Purchases

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, transfers Coming soon
Batch numbers + expiry date tracking Coming soon
Serial number tracking per unit Coming soon
Advance payments — link to invoice when raised Coming soon

Reports

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

Team Portals

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
WhatsApp integration — send invoices, get order alerts Coming

AI Suite

Coming in Phase 12 — included for Enterprise and Founder Price clients

OCR invoice scan — photograph a purchase bill, auto-extract data Coming
Sales forecasting — AI-predicted demand by product and customer Coming
AI GSTR assistant — flag mismatches, suggest corrections Coming
AI sales coach — suggest follow-up timing and talking points Coming

Ready to see it live?

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

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