Free CRM, Accounting, and HRMS for growing businesses. Pipeline, quotes, invoices, bills, journal entries, fixed assets, financial reports, payroll, automations, webhooks, role-based access — all in one platform. No spreadsheets. No separate software.
Capture every conversation, qualify in one click, never lose a name.
Public web form, manual entry, or POST /api/leads. Honeypot + IP rate-limit built in. Routes straight into the qualification queue.
Company-level records with multi-address, parent-account hierarchy, tier, churn flag. Companies House / EIN / GST identifier per country.
Per-account contact list with persona + DMU role, email opt-out, mailing address, primary flag, full activity history.
One click — creates Account (or links to existing), Contact, and Pipeline atomically. Nothing duplicated, nothing forgotten.
Track every opportunity by stage, with line-item pricing that flows through every doc.
Kanban board or table view. Customisable stage names, probability, and win/loss tracking. Free plan includes 1 pipeline; paid unlocks multiple pipelines per workspace.
Each opportunity has a product breakdown with qty, unit price, discount. Cost centre and department dimensions flow through to the GL automatically.
Probability + close date on every opportunity. Weighted forecast rolls up by stage, by rep, and by close month.
Live view from pipeline value → won deals → cash collected. Spot stalling stages and underperforming reps.
Professional, versioned, immutable. No “which version did I send last?” panic.
Auto-numbered QUO-YYYY-#####. Each revision creates a new immutable version — full audit trail.
Quote items frozen at generation. Price changes on the product master don't affect historical quotes.
Professional templates via Dompdf. Letterhead with your logo. Send as email attachment from the app.
Contract document derived from the accepted quote. Sign-off tracking, expiry dates, renewal reminders. Available on paid CRM plan.
When the deal closes, everything downstream is one click away.
Closing a deal as “Won” auto-generates a Sales Order. Items snapshot from the accepted quote or pipeline. Sales Orders available on paid CRM plan.
One or many per Sales Order. Country-aware tax applied at the document rate. Partial-payment aware throughout. Send as a real email with PDF attached, straight from the app.
Bank transfer, card, cheque, direct debit, cash. Auto-reduces invoice outstanding balance. SO flips to Paid when balance hits zero.
Full customer statement view. Raise credit memos against any paid invoice. AR aging across all open invoices by customer, date range, and currency. Available on paid Accounting plan.
Track every supplier invoice and purchase commitment end to end.
Raise POs against vendor accounts. Approve, send, and track delivery status. Line items link through to bills when goods are received. Available on paid Accounting plan.
Record vendor bills with line-item expense coding to the chart of accounts. Approval workflow before posting. Multi-currency support.
Record payments against bills. AP aging view by vendor, bucket (current / 1–30 / 31–60 / 60+ days), with grand totals.
Raise and apply vendor credits. Full AP aging and outstanding balance tracking per supplier.
A complete double-entry accounting engine behind every transaction — no separate accounting software needed.
Fully customisable COA seeded per country (UK, US, India). Every invoice, bill, payment, and journal entry posts automatically to the ledger.
Manual journal entries with multi-line debit/credit. Approval workflow before posting. JE templates for recurring entries. Dimension tagging per line.
Trial Balance, Profit & Loss (Period, YTD, vs Prior Period, vs Prior Year), Balance Sheet, Cash Flow Statement (indirect method), AR Aging, AP Aging, GL Detail, Sales by Customer, Expense by Vendor, 1099 report — all exportable to CSV, Excel, or PDF.
Asset register with straight-line, declining balance, and units-of-production depreciation. Category templates, partial disposals, transfers, and inter-department reclassification. Available on paid Accounting plan.
Granular cost tracking, budget vs actual, and year-end controls — without enterprise complexity.
Tag any GL line with Department, Cost Centre, Project, or custom dimensions. Filter every financial report by dimension for slice-and-dice analysis.
Set budgets per account and period. Track actual spend vs budget in real time across any date range.
Define custom fiscal years. Lock closed periods to prevent back-dating. Automatic year-end close journal.
Import bank statements via CSV, OFX, or QFX (supports both OFX 1.x SGML and OFX 2.x XML). Auto-match transactions to payments and receipts. Bank rules for auto-categorisation. Full reconciliation audit trail.
Schedule invoices and bills to auto-generate daily, weekly, monthly, or annually. Pause, resume, or cap at a max number of occurrences. Runs automatically every morning.
Tax returns, banking fields, and PDF templates that match where you actually do business.
UK VAT100 (HMRC), Germany UStVA (ELSTER), Canada GST34 (CRA), Australia BAS (ATO), India GSTR-3B (GSTN), UAE VAT201 (FTA), USA Sales Tax Summary, New Zealand GST (IRD), Singapore GST F5 (IRAS), South Africa VAT201 (SARS). Auto-computed from your invoices and bills.
Sort code + account number (UK), routing + account (US), IFSC + account (India), BSB (Australia), IBAN (Europe). Shown on invoices automatically per country.
Country-specific PDF templates — correct tax line, correct banking footer, correct legal small-print per country.
Trade in any currency. Set your base currency, edit FX rates from admin. All financial reports roll up to base currency automatically. Available on paid Accounting plan.
Prepare your tax return in minutes — figures auto-filled from your invoices and bills, printable and ready to file.
Output tax, input tax, net sales, net purchases — all pulled automatically from your posted invoices and bills for the selected period. No manual totalling.
UK VAT100 (9-box), German UStVA (Kz lines), Canadian GST34 (Lines 101–114), Australian BAS (G1–G20), India GSTR-3B (Tables 3.1/3.2/4/5 with ITC), UAE VAT201, and more. The right form for your country, every time.
Boxes that require manual input — EU acquisitions, RCM, ITC reversals — are pre-labelled and editable inline. Formula boxes recalculate automatically when you edit.
Mark returns as Filed, then Paid. Full history of every period’s return with net amount, status, and date. Print or export for your accountant.
A real rules engine for the busywork — scheduled and event-driven, editable from admin.
Run rules on a cron. E.g. “quotes sent 5+ days ago, still no response” → reminder email to the contact.
Fire instantly on data changes. E.g. “invoice status → paid” → thank-you email with receipt PDF attached.
Built-in, ready to use: upcoming-payment reminder plus staged overdue notices, fully editable from Settings. Runs automatically every night.
Tweak thresholds, edit email body with {{contact_first}} templates, change frequency. Run-history shows what fired and when.
Push CRM events to any HTTP endpoint in real time. Slack, Zapier, your data warehouse, custom scripts — connected in minutes.
lead.created, pipeline.won, invoice.paid, payment.received, and 23 more. Each subscription picks the events it cares about — no spam.
Every request signed with HMAC-SHA256. Your receiver verifies authenticity in one line of code — no shared secrets in URLs, no trust gymnastics.
Failed deliveries retry on a gentle curve. Full audit log with one-click replay for anything that didn't land. Inspect HTTP responses, headers, signatures.
Add, rotate, disable subscriptions from the admin UI. Send a test ping anytime to verify your receiver. Multiple subscriptions per workspace.
Pre-built reports for the metrics that matter. Build your own. Export everything to CSV, Excel, or PDF.
Pipeline by stage, revenue by month, win/loss by rep, quote conversion, lead source ROI — all available on the free CRM plan.
Unlocks AR aging, AP aging, Trial Balance, P&L, Balance Sheet, Cash Flow, GL Detail, and more on paid CRM or Accounting plans.
Pick an entity, pick columns from a curated join library, add filters, see live preview as you build. Financial report templates (P&L, Balance Sheet, Cash Flow) are fully customisable — drag rows, add formulas, create variance columns. No SQL, no waiting.
Every entity list and every report exports to CSV, Excel (styled), or PDF — with a single Export button. Financial PDFs include a header, footer, and repeat on every page.
Send quotes, agreements, and invoices straight from the CRM, through your own connected mailbox.
One-click send on Quotes, Agreements, and Invoices — the PDF is generated and attached automatically, sent through your own connected mailbox.
Real Google/Workspace connection via OAuth, or classic IMAP/SMTP for any other provider. Office 365 coming soon.
Default subject and message for each document type, customisable per tenant from Settings. All system emails use your app name, not ours.
Sent it manually outside the CRM instead? Mark any draft as sent without needing a connected mailbox at all.
Per-tenant database isolation, mandatory 2FA, granular role-based permissions, and a full audit trail.
Every workspace lives in its own PostgreSQL schema — a query bug in one tenant can never leak data to another. 2FA enforced for every user on first login.
Admin, Finance, Sales, Viewer — or create your own custom roles (paid CRM). Each role's permissions are configured per entity with view / create / edit / delete granularity.
Sales reps see only the leads, deals, accounts, and contacts they actually own. Finance sees all accounting data. Admins see everything. All enforced at the query level.
Every create, update, delete, send, and status change recorded with who did it and when. Filter, search, and export the full audit trail.
Add fields, picklists, templates, and entire custom modules from the admin UI. No developer required.
Add your own fields to any entity — Leads, Deals, Accounts, Invoices, and more. Dropdowns, formulas, and calculated values, all from Settings. Available on paid CRM plan.
Track what a standard CRM was never built for — equipment, projects, subscriptions, anything — linked directly to your Deals and Accounts, with your own fields and cross-object formulas. Available on paid CRM plan.
Create as many roles as you need. Configure permissions per entity, per action — all from the Roles & Permissions UI. Available on paid CRM plan.
Per-tenant PDF letterhead and email template overrides. CSV import with column-mapping wizard for all major entities.
Update fifty records in a click. Remember the filter you actually use every Monday.
Bulk delete, status change, assign owner across Accounts, Contacts, Leads, Pipeline, Quotes, Invoices, Products, Users. Available on paid CRM plan.
Set picklist or free-text fields on selected rows with preview-confirm. Mistake-proof for 100-row updates.
Per-user filter presets on every list page. “My open deals over £10k”, “Overdue invoices > 30d” — one click. Available on paid CRM plan.
Bulk-bar works on touch. List pages reflow for phone screens. Tables scroll horizontally with a visible scrollbar. Read and act from anywhere.
Built for the way teams actually work — on phones, between meetings, in WhatsApp threads.
All core screens — dashboard, deal view, pipeline board, invoices, reports — work cleanly on your phone. Tables scroll horizontally with a visible slider.
Inline edit on lists. Bulk-bar slides up when rows are selected. Keyboard shortcuts on every page.
Every page has a clean title + action button layout that stacks gracefully on mobile. No clipped buttons, no overlapping controls.
Upload your logo, set brand colour, customise email footer signature. Your CRM looks like yours.
Full HR and India statutory payroll in the same platform. Leave, attendance, payslips, Form 16, PF ECR, ESIC — all automated.
Full employee profiles with designation, department, bank details, PAN, Aadhaar last-4, PF/ESIC/UAN numbers, emergency contacts, and document storage. Supports India, UK, and US employees.
Configure 8 leave types (CL, SL, PL, ML, PTL, COL, LWP, optional). Apply, approve, track balances, carry-forward rules. Manager and HR two-level approval workflow.
Daily bulk attendance marking (Present, Absent, WFH, Late, Half-day, On Leave). Month-wise reports. Manager approval and HR override. LOP deduction auto-calculated for payroll.
Dynamic salary components — PF (12%/12%), ESIC (0.75%/3.25%), Professional Tax (state-wise slabs), TDS (new and old regime). Payroll runs, payslip PDF, employer contribution tracking.
Every India statutory filing output — ready for the EPFO, ESIC, and TRACES portals without a separate tool.
Annual TDS certificate — Part A (quarterly deduction + deposit summary) and Part B (salary breakup, old/new regime deductions, tax slabs, cess). Employer certified and ready to issue.
EPFO pipe-delimited ECR file per payroll month. UAN, wages, EPF/EPS/EDLI wages, employee and employer share, NCP days. Upload directly to the Unified Portal.
CSV export for the ESIC portal with IP numbers, gross wages, employee and employer contribution per month. Due by 15th of following month.
Quarterly TDS summary for TRACES (Q1–Q4). Gratuity calculator per Payment of Gratuity Act — 5-year eligibility, ₹20L ceiling, 4.81% monthly provision. Statutory Bonus Act (8.33%–20%).
We ship continuously. Here’s what we’re actively building.
PAYE, NI, P60/P45 for UK; W-2, federal/state withholding for US. Auto-filed where regulation permits.
Customer support tickets linked to CRM accounts and contacts — with SLA tracking and a free tier for up to 3 agents.
iOS and Android apps with offline support for pipeline updates and contact lookups on the go.
Submit UK VAT returns directly to HMRC via the Making Tax Digital API — one-click filing without leaving ZeniGrowth.
Free CRM and Accounting for growing businesses. Upgrade when you’re ready.
