ERP & CRM modules

The complete ERP & CRM module list

Every module your business needs — sales, CRM, GST billing, purchase, inventory, manufacturing, accounting and AI — connected in one free, all-in-one platform.

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Module group

Sales & CRM

Win, quote and close — from first enquiry to signed order.

CRM & Lead Management

Capture leads from IndiaMART, Justdial & Sulekha, automate follow-ups, track deals and pipelines.

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Quotations & Proforma

Branded quotations and proforma invoices with approval flows — built from an RFQ in seconds.

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Sales Orders & Dispatch

Convert quotes to sales orders, delivery notes and dispatch tracking in one flow.

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Help Desk & Support

Ticketing, SLAs and customer support history connected to every account.

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Module group

Billing & Finance

GST-ready billing and books that stay in sync with every sale.

GST Billing & e-Invoicing

GST-compliant invoices, e-invoicing and payment recording generated in seconds.

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Accounts & Finance

Ledgers, receivables, payables and financial statements — audit-ready across branches.

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AMC & Recurring Billing

Contracts, recurring invoices and renewal reminders so no revenue slips.

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Module group

Purchase & Inventory

Buy right and know your stock to the last unit.

Purchase & Vendors

Purchase orders, GRN, three-way matching and supplier ledgers.

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Inventory & Warehouse

Real-time stock, batch & expiry tracking, multi-warehouse and stock transfers.

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Module group

Manufacturing

Plan and run the shop floor with full visibility.

BOM & MRP

Bill of materials, material requirement planning and costing.

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Job & Work Orders

Work orders, process tracking and real-time production status.

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Module group

Intelligence & Platform

AI, reporting and access — everywhere your team works.

AI Sales Assistant

Instant quotations from an RFQ, smart follow-ups and lead scoring.

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Reports & Dashboards

Live dashboards and detailed reports across every module.

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Web & Mobile Apps

Full access on the browser and the Catalystk mobile app.

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