Features

Everything, module by module

Available modules follow each company's plan and feature switches. Roadmap modules are clearly marked Coming soon; the plan pill shows where each feature will first appear.

Customers

Customer records and custom fields.

Controlled customer merge
Consolidate duplicates while retaining financial history.
Starter
Customers
Create and manage customer records.
Free
Custom fields
Add company-defined custom fields to customer records.
Starter

Tasks

Field task assignment, proof of work and tracking.

Tasks
Assign and track field tasks.
Free
Geofencing
Check field staff location against a task's geofence.
Starter
Photo proof
Require a photo when completing a task.
Starter
OTP proof
Require a customer OTP when completing a task.
Team
Signature proof
Require a customer signature when completing a task.
Free
Selfie proof
Require a technician selfie when starting or reaching a task.
Starter
Recurring tasks
Generate tasks on a repeating schedule.
Team
Task expenses
Compatibility feature for task-linked expense capture.
Growth
Live position
Show a field staff member's live position on an active task.
Growth
Customer linking
Link a task to a customer record.
Starter

Expenses

Employee expense claims, settlements and payouts.

Expense claims
Capture and review employee expense claims, including claims without a task.
Growth
Expense settlements
Batch approved claims into employee settlement runs.
Growth
Payout profiles
Manage encrypted employee bank and UPI payout destinations.
Growth

Sales

Leads, activities, quotations and the sales daily plan.

Renewals and retention
Create owned renewal, recovery and dormant-customer opportunities.
Starter
Customer orders
Manage the handoff from accepted quotation to customer delivery.
Starter
Sales calendar
Schedule meetings and connect your personal work calendar.
Starter
Follow-up cadences
Manual follow-up sequences that stop on closure or an inbound reply.
Starter
Forecasts and targets
Period revenue forecasts, owner/team targets and weekly snapshots.
Starter
Leads
Capture and track sales leads.
Free
Opportunities
Qualified deals and multi-pipeline boards.
Starter
Activities
Log sales activity (calls, visits, follow-ups).
Free
Daily plan
A salesperson's planned visits/calls for the day.
Starter
Quotations
Create and approve customer quotations.
Starter
Products
Maintain the product/price catalogue used on quotations.
Starter
Lead intake
Public lead-capture form / webhook intake.
Free
Email lead intake
Connect shared mailboxes, keyword rules, and the email review queue.
Team
WhatsApp
Send WhatsApp messages to leads and customers.
All plansComing soon

Sales intelligence

Official sales methodology extensions and assessments.

Sales intelligence
Enable official sales methodology extensions and assessments.
Team
Advanced extensions
Additional official extensions on higher plans.
Growth

Sales purchasing

Vendor purchase orders, goods receipts, and margin reconciliation.

Sales purchasing
Vendor master, purchase orders, and goods receipts.
Business
Purchase approvals
Exception approval workflow for purchase orders.
Business
Purchase reconciliation
Landed cost allocation and margin reconciliation widgets.
Business

Service desk

Complaints and service contracts.

Collections
Assign collection owners, promises, statements and customer advances.
Starter
Order billing schedules
Invoice accepted customer orders in controlled stages.
Starter
Complaints
Create and manage service complaints.
Business
Service contracts
Maintain recurring service contracts.
Business
Service invoices
Issue service invoices and track customer payments.
Business

Reports

Reporting, CSV export and scheduled reports.

Order contribution
Separate booked, invoiced, collected and observed costs.
Starter
Reports
Built-in operational reports.
Free
CSV export
Export report/list data as CSV.
Free
Scheduled reports
Email a report on a recurring schedule.
Growth

Team

Users, roles and the audit log.

Audit log
View the company's activity audit log.
Growth
Guided practice sandbox
Private, guided use of real application workflows. Enabled by the platform administrator.
Admin-enabled pilot

Branding

White-label branding and custom domains.

Custom domain
Serve the company workspace on its own domain.
Business
Remove platform branding
Hide "Powered by Slary CRM" style footers.
Business