Features

Everything to run a services business, connected

Each part works on its own, and better together: a won deal becomes a project, its hours become an invoice, the invoice becomes a payment, and the payment reaches your books.

Business Pulse

The owner's screen

Nine indicators tell you, in plain words, what needs attention: money owed and overdue, MSME suppliers due, projects at risk, utilisation, approvals waiting, cash collected, pipeline coverage, accounting sync and compliance due this week.

The Business Pulse with nine indicators, each marked act now, watch or on track
Your own thresholdsDecide when utilisation or overdue money turns amber or red.
Compliance calendarGST returns, TDS, PF, ESI, PT and MSME Form I, with reminders before each date.
Monday digestA short email with the week's numbers and what's due.
Sales

Leads, pipeline and proposals

Capture enquiries from anywhere, move deals across your stages and send proposals your clients sign online. Accepted proposals become projects with milestones, in one click.

The sales pipeline board with deals by stage and their value
Leads with follow-upsSource, owner, estimated value and the next follow-up date, so nothing goes cold.
Pipeline boardYour own stages with win chances, weighted forecast, won and lost reasons.
Proposal templatesYour scope, terms and price lines, reused in seconds.
E-signatureThe client types their name to accept. You get a certificate and a signed PDF.
Client 360Projects with budget burn, money owed and ageing, deals, proposals and the full timeline.
Products and servicesYour catalogue with SAC or HSN codes and GST rates, ready for proposals and invoices.
The proposals list: accepted, waiting, draft and declined
Client 360 for Nova Retail: projects, money owed, payments and history
Delivery

Projects, templates and time

Plan the work on a board or a list, track milestones and budgets, and log time against tasks. Approved hours flow into invoices automatically.

A project board with columns for each stage of work
Boards and listsYour own columns, drag and drop or keyboard only, priorities, labels and due dates.
Sub-tasks and dependenciesBreak work down, and see what's waiting on what.
MilestonesWith amounts or a share of the fee; completed milestones are ready to invoice.
Industry templatesReady-made projects with milestones, tasks, roles and a document checklist.
Document checklistTrack what the client still has to send; compulsory documents stop a milestone being closed early.
Timesheets and timerWeekly timesheets with manager approval, and a timer that runs from any page.
Billing ratesRates per person and per project, with cost rates for true margins.
BudgetsHours and money used against budget; projects running over are flagged as at risk.
The weekly timesheet with hours by project and day
A project's document checklist with pending, received and verified documents
Finance

Invoicing, payments and expenses

GST-correct invoices from time, milestones or items, with CGST and SGST or IGST worked out by place of supply. Clients pay by UPI, card or net banking into your own account, and payments settle invoices automatically.

A GST tax invoice with a part payment received by UPI
Invoices from your workPull in approved time, completed milestones and billable expenses.
Credit and debit notesLinked to the original invoice, with the tax reversed correctly.
Online paymentsRazorpay or Stripe, straight into your own merchant account. MSMEPulse never holds your money.
TDS on receiptsRecord TDS deducted by clients and track Form 16A certificates.
Payment links and remindersEvery invoice has a link to pay online; overdue ones are flagged, with a reminder email in one click.
Expenses and vendor billsReceipts, input tax, project costs and vendor payments, with MSMED Act 45-day tracking.
Employee claimsManager then finance approval, paid directly or with salary.
E-invoicingComing soon IRN from the IRP.
Expenses and vendor bills with input tax
Clients and support

A portal for clients, and a desk for their requests

Clients sign in with a link sent to their email, with no password. They see their projects, proposals and invoices, pay online and raise support tickets.

Client portalBranded with your logo and colour. Portal users are free and unlimited.
Proposals and paymentsClients accept proposals and pay invoices from the portal.
Support deskTickets from email or the portal, with SLAs, priorities and canned replies.
Business hours and holidaysSLA clocks pause outside your working hours.
HR and payroll

People, attendance, leave and payroll

Employee records, shifts, attendance and leave by state rules. Payroll works out PF, ESI, Professional Tax, LWF and TDS on salary, and produces payslips, ECR, ESIC, PT and bank files.

Payroll is an add-on on Starter and Growth, included in Business
A payroll run with gross, deductions, net pay and employer cost per person
AttendanceClock in from the phone, shifts with grace times, corrections with a reason.
LeaveLeave types and balances set up for your country and state, with approvals.
HolidaysPublic holidays for 14 states from official notifications, per office.
Payroll runsCalculate, review, approve, finalise. Joiners, leavers and unpaid leave handled.
Every figure explainedOpen any payslip line to see how it was worked out.
Self-servicePayslips, tax declarations and proofs from the employee's phone.
Full and finalLeave encashment, gratuity and notice recovery when someone leaves.
Year-endForm 24Q data and Form 16 Part B.
A payslip with earnings, deductions, employer contributions and net pay
Attendance and leave for the team
Reports

Reports that answer real questions

Which projects make money? Who is over-utilised? Who owes what, and for how long? Export any report to Excel or schedule it to your inbox.

The project budget versus actual report with hours used, tasks done and documents
ProfitabilityProject margin from revenue, cost of time and expenses.
DeliveryTime, utilisation, budget versus actual and document checklists.
ReceivablesAgeing, collections and DSO, TDS receivable.
TaxSales register and GSTR-1 summary.
Sales and peoplePipeline, win rate, attendance, headcount and attrition.
Activity logWho changed what, and when, across the workspace.
Workspace and integrations

Set up once, connected to what you already use

Roles and permissionsAdmin, manager, finance and employee roles, or your own; decide who sees money.
ImportClients, projects and invoices from Excel, CSV or Tally, checked before saving.
AccountingTally Prime export and Zoho Books sync.
CalendarMeetings, milestones and leave, with a feed for Google or Outlook.
NotificationsIn-app and email, each person choosing what they get.WhatsApp coming soon
REST API and webhooksFor your own tools and automations (Business plan).
Your brandLogo and colour on invoices, proposals, payslips and the portal.
AI assistantComing soon Ask questions about your own data.

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