AI plugins with Forecast, BI & Intelligence

Pipeline leads with activities, status automation, and optional conversion to customer accounts.

• Lead + Lead Activity modules
• Convert to Account with one click
• Status-change automation to activities
• Optional Account module on import

Structured B2B accounts with contacts, hierarchies, and ties into leads, orders, and storefront buyers.

• Account master with types and ownership
• Links to Leads and Order Management
• Plug-and-play with ecommerce storefront accounts

Products, variants, details child rows, and media — the catalog backbone for B2C and B2B storefronts.

• Product + Product Details structure
• Categories, tags, and file fields via Tools plugin
• Feeds storefront grids, combo bundles, and detail pages
• Available inventory roll-ups when Warehouse Management (GRN-led) is enabled

B2C and B2B storefronts: shop, cart, checkout, combo packages, merchandising, and guest checkout.

• B2C channel: cart, checkout, shipping, and payment toggles
• B2B & B2B bulk channels: catalog, Get a Quote, and bulk-order flows
• Combo product builder (bundle lines + combo price) on live storefront
• Home merchandising: featured, best seller, categories, and discounts
• Cart, wishlist, compare, related products, and storefront accounts
• Multi-language and currency per site
• Sellable stock reflects Product Management inventory (GRN-led warehouse flow)

B2C checkout orders and B2B quote-driven orders with line items, states, and catalog sync.

• Order headers and line-item modules
• B2C orders from storefront checkout
• B2B orders linked to accounts and quote flows
• Rollups and processing workflows
• Storefront checkout and combo-line integration
• Outward inventory log lines from order fulfilment when stock is tracked

Warehouse sites, GRN receiving, and stock roll-ups — extends Product Management in GRN-led procurement mode.

• Warehouse master records with WH- auto numbers and location fields
• GRN module nested under Warehouse (receiving desk workflow)
• GRN lines linked to products — inward stock via Inventory Log
• Available inventory on products updated by formula events (Inward − Outward)
• Pairs with Purchase module for buying/selling price history in GRN-led mode
• Outward movements from order lines; manual stock adjustment when needed
• Auto-chained on GRN-led Product Management import

Shared reference data: categories, tags, and tax tables used across modules and plugins.

• Categories, tag types, and tags
• Tax configuration for pricing
• Installed baseline on new tenants

Recipes, raw material batches, production orders, and planner for SME and Enterprise factories.

• Product Recipe + Recipe Line modules (RAW Material nav group)
• Raw Material Batch + Batch Line with producible output qty
• Production Order planning and status tracking
• Self-manufacturing mode on Product Management
• Production planner Calculate from live inventory

Define companies, plants, departments, cost centres, and reporting lines across the business.

• Org unit master with parent/child hierarchy
• Department and location definitions
• Links to users, modules, and approval routes
• Foundation for multi-plant manufacturer & trading groups

Multi-step approvals with statuses that every department can see — purchase, production, dispatch, and finance.

• Configurable approval chains per module
• Status columns visible across departments
• Pending / approved / rejected with actor & timestamp
• Works with ORG units for plant-level routing
• Notification-friendly activity log hooks

Carrier rules, shipment states, and order dispatch aligned with warehouse and ecommerce checkout.

• Shipping methods and rate configuration
• Order-linked shipment status pipeline
• Pairs with Warehouse Management and Order Management
• Delhivery Courier plugin for last-mile integration

Vendor master, purchase-to-ledger posting, order revenue, manufacturing COGS, and full P&L accounting.

• Vendor master with optional GSTIN
• Purchase vouchers from ks_c_purchase (invoice PDF preserved)
• Sales vouchers when orders reach delivered status
• COGS journals on completed production orders
• Chart of accounts, vouchers, ledger, trial balance, P&L, balance sheet

Email, SMS, and WhatsApp templates with Kaleyra, field-triggered Communication Events, and tenant webhooks.

• Email templates with record tokens
• SMS and WhatsApp via Kaleyra vendor settings
• Communication Events on insert/update with flexible field triggers
• Incoming Webhook receiver on tenant CRM host
• Outgoing Webhook dispatcher linked to events
• All sends logged in Settings → Log → API log

Meta pages, scheduled posts, paid ads, social inbox, affiliate links, and analytics — inside your CRM.

• Meta OAuth for pages and ad accounts
• Campaigns, scheduled posts, and publish cron
• Dashboard KPIs, CSV export, and insights sync
• Paid ads — campaigns, ad sets, ads, and spend metrics
• Meta webhooks: comments and DMs in unified inbox
• Link inbox threads to Leads records
• Affiliate profiles, tracked links, and commission ledger
• Credentials, API presets, and full API logs

Payment capture, reconciliation, and gateway hooks for B2C checkout and B2B collections.

• Payment status on orders and accounts
• Gateway plugin slots (Razorpay, etc.)
• Works with ecommerce checkout and B2B quote conversion

Accept UPI, cards, and wallets on your D2C storefront via Razorpay.

• Razorpay checkout integration
• Order payment status sync
• Requires Payment Management plugin

Book Delhivery shipments and track AWB from order fulfilment.

• Delhivery API integration
• AWB and tracking on order/shipment records
• Requires Shipping Management plugin

Appointments, OPD queue, prescriptions, patient history, and clinic analytics for doctors and clinics.

• Appointments + public booking page per website
• OPD queue and process-appointment workflow
• Prescriptions with visit sub-IDs and merged PDF (reports + chart)
• Patient history, activity log, and symptom vs medicine trend chart
• Medicine master autocomplete and clinic analysis reports
• Prescription documents in My folders (Prescription / Rx ID)
• Appointment & prescription email/SMS via Communication Management

Counter checkout, single or multi-store POS, receipts, and order capture wired to Product Management.

• POS checkout screen with product search
• Single-store or multi-store configuration
• Receipt print settings per store and order type
• Orders created from counter sales (order channel picklists)
• Product pricing service tied to catalog SKUs
• Pairs with Product Management and Warehouse for stock truth
• Optional ecommerce storefront for omnichannel retail

Sell or share video, image, and PDF tutorials on your website — free login-gated or paid post-login — with DMS storage and view analytics.

• Tutorial Asset module with TUT auto numbers and DMS file storage
• Video, image, and PDF media with optional subtitles (Kischit Video Player)
• Free tier (login required) and paid tier linked to ecommerce products
• Pre-login preview: thumbnail + teaser only on public catalog pages
• Protected streaming — no download of video, PDF, or image assets
• Tutorial Entitlement and View Event modules for access and analytics
• Tutorial dashboard, page settings, and Website Tutorial page type
• Coexists with Ecommerce shop, cart, and storefront accounts on the same site