Module E · Mini CRM and billing
From enquiryto invoice, in one place.
Every enquiry from your profile becomes a lead you can follow up, quote and invoice with GST. Built for small businesses, without enterprise complexity.
- Leads from your profileEnquiries, WhatsApp and QR scans.
- GST invoicesCGST + SGST or IGST, sent as PDF.
- Included in Business ProFrom ₹199/month. Team features on Business Team.
How a customer moves through.
Your public profile and your CRM are connected, so nothing gets lost between a scan and a payment.
- 1
Enquiry
A visitor taps Enquire or WhatsApp on your profile.
- 2
Lead
It lands in your leads with the source and the message.
- 3
Follow-up
Set a status, a follow-up date and a reminder.
- 4
Invoice
Turn the lead into an invoice with GST in a few taps.
- 5
Paid
Mark it paid and see what's still outstanding.
See every lead at a glance.
Leads sit in stages you can follow. Try it: move a lead to its next stage. Sample data
Open pipeline₹0
Won₹0
New0
-
RMRohan M.₹1,900
Celebration cake, 1 kg
Profile enquiry
-
PSPriya S.₹8,400
Office breakfast, 40 people
WhatsApp
Contacted0
-
MJMeera J.₹22,500
Corporate gift boxes
QR scan
Quoted0
-
TATanvi A.₹4,200
Birthday party order
QR scan
Won0
-
AKArjun K.₹12,750
Diwali hampers
WhatsApp
GST invoices in under a minute.
Edit the sample below. Totals, CGST and SGST or IGST update as you type. In the product, the invoice is saved, numbered and sent as a PDF.
Kesar & Co. BakehouseGSTIN 08AAAAA0000A1Z5 · Jaipur, Rajasthan
Billed toMeera Jain
| Item | Qty | Rate (₹) | Amount |
|---|---|---|---|
| ₹0 | |||
| ₹0 | |||
| ₹0 |
- Subtotal
- ₹0
- Discount
- −₹0
- Taxable value
- ₹0
- CGST
- ₹0
- SGST
- ₹0
- IGST
- ₹0
- Total
- ₹0
Pay to UPI kesar.sample@upi · Sample invoice, nothing is sent
- Download PDF
The GST rate depends on what you sell. Check the rate for your goods or services with your accountant.
What's in the CRM.
Everything a shop, clinic, studio or small firm needs to keep track of customers and money owed.
Customer records
Contact details, notes and full history for every customer, with tags and search.
Leads from every source
Profile and product enquiries, WhatsApp and QR scans, each labelled by source.
Tasks and reminders
Follow-up dates, call-backs and to-dos with reminders by email and in the app.
GST invoices
Products and services, quantities, discounts, CGST/SGST or IGST, with your GSTIN printed.
PDF, email and WhatsApp
Download an invoice as PDF or send it by email or WhatsApp.
Sales summaries
Invoiced, collected and outstanding amounts, by month and by branch.
Pro for one team. Team for many.
The CRM comes with both business plans. Business Team adds staff, branches and roles.
| Feature | Business Pro₹199/month | Business Team₹499/month |
|---|---|---|
| Customer records and history | Included | Included |
| Leads with source and status | Included | Included |
| Tasks and reminders | Included | Included |
| GST invoices as PDF | Included | Included |
| Payment status and outstanding | Included | Included |
| Assign leads to staff | Not included | Included |
| Leads and invoices by branch | Not included | Included |
| Role-based access to CRM | Not included | Included |
| Sales summaries | Basic | By branch and staff |
Proposed launch pricing in Indian rupees, shown before tax. Final prices and limits will be confirmed at launch.
CRM questions.
Moving from a notebook or spreadsheet? Write to support@a2zqrcard.com.
Stop losing enquiries.
Profile, leads and invoices in one business account.