Getting Started

Set up your workspace and send your first quotation.

  1. Start your free trial. Sign up with your company name, work email, and WhatsApp number. No credit card required.
  2. Add your contacts and companies. Import or add the contacts and companies you sell to — they become the shared records every deal and quotation links to.
  3. Create your first deal. Add a deal to the pipeline, set its value in INR, and place it in the right stage.
  4. Move it through the pipeline. Drag the deal across stages on the Kanban board as it progresses — every move is recorded in the stage-history timeline.
  5. Send a quotation. When ready, create a quotation from the deal, generate the PDF, and email it to your customer.

Next

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