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Everything Included

Every feature, one plan

No feature-gated add-ons. Every plan tier just scales the limits, not the feature list.

Lead Pipeline

A pipeline your team actually uses

10 stages from first contact to won deal — with call logs, WhatsApp/email touchpoints, and priority all in one place.

  • Drag-and-drop stage transitions, auto-logged
  • Lead scoring ranks your hottest prospects
  • Leave-aware routing — no lead sits idle when a BDE is on leave
  • "Today's Calls" view for daily follow-ups
  • Lead capture webhook + IndiaMart integration
New
Contacted
Qualified
Quote Sent
Negotiating
Won

Every stage change is logged automatically, so nothing falls through the cracks between BDEs.

AI Quotations

From lead notes to a branded PDF in seconds

Feed in a lead's requirements and PatrixelCRM drafts pricing, scope, and terms — reusing your service catalogue.

  • AI-drafted pricing, scope, and timeline
  • Notes on a lead turn straight into a quotation
  • Branded PDF using your tenant's logo and letterhead
  • Reusable service catalogue with default pricing
Quotation #Q-2026-0142
Website Redesign + SEO Package
3 line items · GST-ready · Valid 30 days
GST Invoicing

Tax invoices that work out the GST for you

Set your GSTIN once — every new invoice works out CGST/SGST or IGST from your state and the client's.

  • Automatic CGST/SGST vs. IGST split
  • Retainer invoices for recurring clients
  • PDF invoices with your branded letterhead
  • Automatic, opt-in payment reminders for overdue invoices
Subtotal₹50,000.00
CGST (9%)₹4,500.00
SGST (9%)₹4,500.00
Total₹59,000.00
Commission Payouts

Commission that pays itself, through payroll

No month-end spreadsheet. Commission is earned when an invoice is paid, an admin approves it, and it lands in the next MyHR payroll run — TDS included.

  • Tiered commission bands, configurable per tenant
  • Calculated on the pre-tax subtotal, not the GST total
  • "My Earnings" view for every BDE
  • Paid automatically with the next payroll cycle
My Earnings — September
Deals closed4
Commission earned₹18,400
Payout viaNext payroll run
Payment Reminders

Chase overdue invoices without lifting a finger

Opt-in, capped, and respectful — reminders never spam a client, and retainer invoices are always created as drafts first.

  • Weekly reminder emails, capped at 5 per invoice
  • PDF invoice attached automatically
  • Off by default — you choose to turn it on
  • Runs on the same daily schedule as everything else
Reminder sent

"Invoice #INV-2026-0087 is 12 days overdue. A friendly reminder has been sent, with the PDF attached (2 of 5 max)."

See it running on your own data

Book a 20-minute walkthrough — no obligation, no pushy sales call.

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