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CRM & Billing Software

CRM and billing software that grows revenue, not admin work

Leads in one tool, invoices in another, follow-ups in someone's head. We build custom CRM and GST-ready billing systems that put your entire revenue engine — from first enquiry to final payment — on one screen.

Discuss your project Call +91 988 6161611

What we deliver

CRM & billing capabilities we build

Configured to your sales process — not a generic pipeline you have to fight.

Lead & Pipeline Management

Capture leads from web, WhatsApp and calls; track every deal through your stages with automated follow-up reminders.

GST Billing & Invoicing

Quotes to invoices in one click — GST, e-invoice/IRN, recurring billing, credit notes and payment tracking.

Marketing Automation

Segmented campaigns over email/SMS/WhatsApp with open, click and conversion tracking.

Customer Service Desk

Tickets, SLAs, AMC/warranty tracking and a self-service customer portal.

Sales Analytics

Funnel conversion, salesperson performance, receivables ageing and revenue forecasts in live dashboards.

Integrations

Telephony, payment gateways, Tally/ERP sync, email and WhatsApp Business API.

Why Athavita

Why custom CRM beats another subscription

Generic CRMs charge per user forever and still don't match how you sell. A custom CRM pays for itself and becomes an asset.

Your process, encodedStages, approvals and fields exactly as your team works.
No per-user taxUnlimited users — one-time build plus light maintenance.
Billing built inCRM and GST invoicing in one system means zero re-entry.
Adoption guaranteedSimple screens your field team will actually use.

Live in 4–6 weeks

Core pipeline + billing shipped fast.

Mobile-first

Field sales app with offline support.

Data stays yours

Hosted on your cloud, exportable anytime.

Our process

From idea to production

Sales audit

We map your lead sources, stages and billing flows.

Blueprint

Screens, automations and integration plan agreed.

Build

CRM core, billing engine and mobile app developed.

Migrate & train

Contacts and open deals imported; team onboarded.

Optimise

Automations tuned based on real usage data.

FAQ

Frequently asked questions

Why build a custom CRM instead of using Zoho or Salesforce?

If a SaaS CRM fits your process and budget, use it — we'll say so. Custom wins when per-user fees compound, when your process doesn't fit their pipeline, or when you need CRM + billing + field app tightly integrated without three subscriptions.

Is the billing software GST compliant?

Yes — GST rates and HSN codes, e-invoice/IRN generation, e-way bills, credit/debit notes and GSTR-ready reports are standard.

Can it work with WhatsApp?

Yes — lead capture from WhatsApp, automated follow-ups and invoice/receipt delivery via the WhatsApp Business API.

Can our field team use it on mobile?

Yes — a companion Android/iOS app covers visits, orders, collections and expenses, with offline capture for low-network areas.

Can you migrate data from our current CRM or Excel?

Yes — contacts, companies, deal history and open invoices are cleaned, mapped and imported as part of every rollout.