Proface CRM runs your clients, quotations, tasks, GST invoices and payments together — and lets you decide exactly which menus each team member can open.
Leads, delivery, billing and compliance stay connected, so nothing lives in a spreadsheet beside the CRM.
Capture leads, log every follow-up, and convert them into clients without losing context.
Send professional quotations and turn accepted ones into assignments with one click.
Track every engagement from onboarding through delivery, for each client in one place.
Auto-calculated CGST, SGST and IGST, sequential invoice numbers by financial year, and clean PDFs.
Classic or Modern. Pick one in Company Settings, preview both with sample data, and every PDF follows it.
Tick exactly the menus each Staff or Accountant user can open. Nothing is granted by role alone.
Correct an invoice number when you need to. Duplicates are blocked, and ledger entries follow along.
Drag tasks to reorder them, add comments, set categories and priorities, and get due-date reminders.
Record payments against invoices, print receipts, and keep a running client-wise ledger.
Log business expenses by category to see what each engagement really costs.
Keep client logins for the GST portal, income tax and MCA in one secure place, not scattered notes.
Purpose-built reports that make monthly and quarterly GST filing straightforward.
Bring in clients and leads from a spreadsheet, and export invoices, payments and clients any time.
Deleted records wait in the trash, so a mistaken delete is one click away from undone.
Your own logo, your own subdomain, and data that no other business on the platform can see.
Start with the classic bordered layout, or switch to the modern one. Preview both before you choose, and your invoices and proformas follow the setting.
A full bordered grid with the GST breakdown built into the table. Familiar to every accountant.
A cleaner look with a dark header band and a bold total, the same GST details, easier to scan.
When you add someone, pick their role, then tick the menus they should open. Roles don't decide access on their own, so you stay in control of every account.
One record follows the client the whole way through, so there's nothing to reconcile.
Log inbound leads and track every interaction until they're ready to convert.
Put together a proforma in minutes and share it for approval.
An accepted quotation becomes an assignment, with tasks your team tracks to completion.
Generate a GST-ready invoice, record the payment, and the ledger updates itself.
Proface CRM isn't a shared, generic tool. Every account gets its own private workspace, with your logo and your own subdomain, visible only to you and your team.
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