Documentation

Everything the platform does, written down.

Eight industry suites, sixty-four modules and a shared core underneath. Start with the section that matches what you are trying to do — and if the answer is not here, our engineers will give it to you directly.

Common tasks

The four questions we get most

Short answers to the things every new administrator asks in the first month. Your implementation team walks through each one at rollout.

Set up roles and permissions

Permissions are enforced down to the field. Start from the role templates in your suite, then trim rather than add — the safest role is the smallest one that lets the job get done.

Migrate your existing records

Our implementation team imports and reconciles your data against your own reports before go-live, so opening balances, stock and master records match on day one.

Connect an add-on

Add-ons are switched on inside the same suite — no separate login. Verification for the WhatsApp Business API and gateway onboarding are handled with you during setup.

Export for an audit

Every module writes a tamper-evident audit trail. Filter by user, date or record, then export — a compliance review takes hours rather than weeks.

Add-ons, documented

Every add-on ships inside the suite rather than beside it, so there is no second system to reconcile. Each one is covered on the industry pages it applies to.

  • Meta Verified WhatsApp

    Official WhatsApp Business API

  • Admin Plus App

    Your business in your pocket

  • Lead Plus App

    Field-ready lead capture

  • Smart Notifications

    SMS, email & push alerts

  • Payment Gateway

    UPI, cards & net banking

  • Customer Portal

    Self-service for your clients

Can't find what you need?

Configuration guides, API details, data dictionaries and implementation runbooks are shared directly with customers. Tell us what you are looking for and we will send it.