The product
One suite. Every part of the business.
SDU One covers the day from the first enquiry to the year-end return. Each module works on its own, and all of them share the same customers, items, people and books.
Invoice paid in full
CRM and leads
From enquiry to customer, with nothing forgotten.
Leads carry their source, requirement, budget, owner and next follow-up. A path across the top shows the stage, and every call, visit, WhatsApp message and note is logged on the record.
- Lead list with filters by status, priority, source and owner
- Activity log: calls, site visits, meetings, WhatsApp, notes
- Your own stages and fields for leads
- One click to convert into a customer and a quotation
Sales and billing
Quotation, order, invoice, payment.
A quotation becomes a sales order and then a GST invoice without retyping. Payments are recorded against invoices, partly or in full, and the receivables page shows who owes what and since when.
- Quotations with validity and status, converted in one click
- GST invoices, credit notes and debit notes
- Payment receipts by cash, UPI, NEFT or card
- Receivables ageing and overdue invoices at a glance
Stock
Every item, in every godown.
Stock moves with every sale, purchase, transfer and adjustment, and is valued as it goes. Low stock and out of stock items show up before a customer asks.
- Stock on hand by item and warehouse
- Transfers and adjustments with a reason
- Batches with expiry dates
- Reorder levels and fast movers
Purchases
Buy, receive, pay - and claim the credit.
Raise a purchase order, receive the goods against it, book the vendor's bill and pay it. Input GST is ready for your return, and payables ageing shows what falls due this week.
- Purchase orders, goods receipts and vendor bills
- Purchase returns and vendor payments
- Payables ageing and top vendors
- Input tax credit flows into GSTR-3B
Accounts and GST
Books that keep themselves.
Documents post their own vouchers to a ready chart of accounts. You record expenses and journals, import the bank statement and match it, and the reports are always up to date.
- Trial balance, profit and loss, balance sheet, day book
- Bank reconciliation from a statement file
- GSTR-1, GSTR-3B and 2B matching
- Tally XML and Excel exports
People and payroll
Your team, their days and their pay.
Employee records with departments and managers, attendance from the phone, leave with balances, and a monthly payroll run that is computed, checked, approved and paid.
- Employee register with documents and bank details
- Attendance register, leave and holidays
- Payroll with PF, ESI, professional tax and TDS
- Payslips and Form 16
Projects
Jobs delivered on time, and you can see it.
For installation, service and contract work: a project has a customer, a budget, a manager and tasks. The timeline shows each task as a bar, and the S-curve shows done against plan.
- Board, list and Gantt timeline for tasks
- Progress S-curve: done against planned
- Overdue tasks and workload per person
- Your own stages for projects
Support desk
After-sales service that customers notice.
Customers raise tickets on your support portal or by email. Each ticket has a category, a priority, an owner and response and resolution targets, and replies go back by email.
- Ticket list with response-time status
- A support portal with your name on it
- Replies by email, both ways
- Tickets linked to the customer
Approvals and settings
Your rules, your fields, your documents.
Decide who approves what, add the fields your business needs, rename the stages, and design how your invoices and quotations print - without asking a developer.
- Approval rules and one inbox for every request
- Custom fields and stages on leads, quotations, tickets, projects
- Print templates for every document, previewed live
- Team roles, two-step sign-in and sign-in history
Where the work happens
In the warehouse, the showroom and on the floor.
Distribution
Stock across godowns, batches and expiry, tracked.
Dealerships
Quotation to invoice to delivery, in one flow.
Manufacturing
Purchases, stock and payroll for the floor.
Simplify Business. Grow Faster.
Want to see your own process in it?
Tell us how you sell, buy and bill today. We will show you the same flow in SDU One.