60 features · SMB CRM OS

60 production-grade CRM features for salons, restaurants, PGs, events, education, farms, NGOs, temples & studios.

Contacts, pipeline, WhatsApp campaigns, GST invoicing, 80G receipts, multi-vertical modules — typed JSON outcomes, optional Postgres via API, Storybook demos.

Data

CRM capabilities

Everything your SMB needs to grow revenue.
Nothing it doesn't.

Layer-1 core CRM plus nine vertical OS modules — copy tracks `apps/mdbook/smb-crm-os.md` (60 features).

Layer 1 · Contacts

One registry. Every entity.

Contact/entity registry, custom fields engine, KYC documents, timeline, tags & segments, import/export — mdbook features 1–6.

Contact registry

👤 Contacts: 3,240

🏷️ Segments: 12

📎 KYC verified: 89%

📥 Import job: done

Layer 1 · Pipeline

Deals move. Workflows run.

Pipeline stages, deal & case tracker, tasks, workflow automation, reminders, and lead capture forms — features 7–12.

Pipeline

NewQualifiedProposalWon

Open deals: 42 · Weighted ₹1.2Cr

Layer 1 · Outreach

Omnichannel. One inbox.

Messaging hub, WhatsApp & email campaigns, booking engine, feedback & reviews, notification center — features 13–18.

Campaign

📣 WA delivered: 1,840

✉️ Email opens: 34%

📅 Bookings today: 18

Layer 1 · Revenue

Quote, invoice, collect.

Quotations & invoices, payment links, loyalty, revenue dashboard, receipts & 80G — features 19–23.

Revenue

Invoices MTD₹28.4L

Collected₹21.1L

Layer 2 · Vertical OS

Nine industries. Sixty features.

Salon through Worship vertical modules (features 28–60) plus RBAC, org settings, connectors, and audit — 24–27 + Layer 2.

Vertical packs

SalonRestaurantPropertyEventWorship

60 components · 9 vertical OS modules

Core · Feature 1

Contact / Entity Registry

CRM stub: Contact / Entity Registry — submit typed outcomes; enrich UI later.

Core · Feature 2

Custom Fields Engine

CRM stub: Custom Fields Engine — submit typed outcomes; enrich UI later.

Core · Feature 3

KYC Document Manager

CRM stub: KYC Document Manager — submit typed outcomes; enrich UI later.

Core · Feature 4

Contact Timeline

CRM stub: Contact Timeline — submit typed outcomes; enrich UI later.

Core · Feature 5

Tag & Segment Manager

CRM stub: Tag & Segment Manager — submit typed outcomes; enrich UI later.

Core · Feature 6

Contact Import & Export

CRM stub: Contact Import & Export — submit typed outcomes; enrich UI later.

Core · Feature 7

Pipeline Stage Manager

CRM stub: Pipeline Stage Manager — submit typed outcomes; enrich UI later.

Core · Feature 8

Deal & Case Tracker

CRM stub: Deal & Case Tracker — submit typed outcomes; enrich UI later.

Core · Feature 9

Task & Activity Tracker

CRM stub: Task & Activity Tracker — submit typed outcomes; enrich UI later.

Core · Feature 10

Workflow Automation Builder

CRM stub: Workflow Automation Builder — submit typed outcomes; enrich UI later.

Core · Feature 11

Auto-Reminder Engine

CRM stub: Auto-Reminder Engine — submit typed outcomes; enrich UI later.

Core · Feature 12

Lead Capture Form Builder

CRM stub: Lead Capture Form Builder — submit typed outcomes; enrich UI later.

Core · Feature 13

Omnichannel Messaging Hub

CRM stub: Omnichannel Messaging Hub — submit typed outcomes; enrich UI later.

Core · Feature 14

WhatsApp Campaign Manager

CRM stub: WhatsApp Campaign Manager — submit typed outcomes; enrich UI later.

Core · Feature 15

Email Campaign Builder

CRM stub: Email Campaign Builder — submit typed outcomes; enrich UI later.

Core · Feature 16

Booking & Scheduling Engine

CRM stub: Booking & Scheduling Engine — submit typed outcomes; enrich UI later.

Core · Feature 17

Feedback & Review Engine

CRM stub: Feedback & Review Engine — submit typed outcomes; enrich UI later.

Core · Feature 18

Notification Center

CRM stub: Notification Center — submit typed outcomes; enrich UI later.

Core · Feature 19

Quotation & Invoice Builder

CRM stub: Quotation & Invoice Builder — submit typed outcomes; enrich UI later.

Core · Feature 20

Payment Link & Tracker

CRM stub: Payment Link & Tracker — submit typed outcomes; enrich UI later.

Core · Feature 21

Loyalty & Rewards Engine

CRM stub: Loyalty & Rewards Engine — submit typed outcomes; enrich UI later.

Core · Feature 22

Revenue & Reports Dashboard

CRM stub: Revenue & Reports Dashboard — submit typed outcomes; enrich UI later.

Core · Feature 23

Receipt & 80G Generator

CRM stub: Receipt & 80G Generator — submit typed outcomes; enrich UI later.

Core · Feature 24

RBAC Permission Manager

CRM stub: RBAC Permission Manager — submit typed outcomes; enrich UI later.

Core · Feature 25

Organization Settings Manager

CRM stub: Organization Settings Manager — submit typed outcomes; enrich UI later.

Core · Feature 26

Integration Connectors Hub

CRM stub: Integration Connectors Hub — submit typed outcomes; enrich UI later.

Core · Feature 27

Audit Log Viewer

CRM stub: Audit Log Viewer — submit typed outcomes; enrich UI later.

Salon · Feature 28

Salon Appointment Calendar

CRM stub: Salon Appointment Calendar — submit typed outcomes; enrich UI later.

Salon · Feature 29

Salon Service Menu Builder

CRM stub: Salon Service Menu Builder — submit typed outcomes; enrich UI later.

Salon · Feature 30

Salon Staff Performance Tracker

CRM stub: Salon Staff Performance Tracker — submit typed outcomes; enrich UI later.

Salon · Feature 31

Salon Tip & Package Wallet

CRM stub: Salon Tip & Package Wallet — submit typed outcomes; enrich UI later.

Restaurant · Feature 32

Restaurant Table Reservation Manager

CRM stub: Restaurant Table Reservation Manager — submit typed outcomes; enrich UI later.

Restaurant · Feature 33

Restaurant KOT / KDS Order Manager

CRM stub: Restaurant KOT / KDS Order Manager — submit typed outcomes; enrich UI later.

Restaurant · Feature 34

Restaurant Menu & Modifier Builder

CRM stub: Restaurant Menu & Modifier Builder — submit typed outcomes; enrich UI later.

Restaurant · Feature 35

Restaurant Guest Profile & Diner CRM

CRM stub: Restaurant Guest Profile & Diner CRM — submit typed outcomes; enrich UI later.

Property · Feature 36

Property Unit Inventory Manager

CRM stub: Property Unit Inventory Manager — submit typed outcomes; enrich UI later.

Property · Feature 37

Property Tenant Lease Manager

CRM stub: Property Tenant Lease Manager — submit typed outcomes; enrich UI later.

Property · Feature 38

Property Rent Collection Tracker

CRM stub: Property Rent Collection Tracker — submit typed outcomes; enrich UI later.

Property · Feature 39

Property Maintenance Ticket System

CRM stub: Property Maintenance Ticket System — submit typed outcomes; enrich UI later.

Event · Feature 40

Event Venue & Date Booking Manager

CRM stub: Event Venue & Date Booking Manager — submit typed outcomes; enrich UI later.

Event · Feature 41

BEO Event Order Builder

CRM stub: BEO Event Order Builder — submit typed outcomes; enrich UI later.

Event · Feature 42

RSVP & Guest Manager

CRM stub: RSVP & Guest Manager — submit typed outcomes; enrich UI later.

Event · Feature 43

Vendor & Catering Coordinator

CRM stub: Vendor & Catering Coordinator — submit typed outcomes; enrich UI later.

Portfolio · Feature 44

Media Kit & Rate Card Builder

CRM stub: Media Kit & Rate Card Builder — submit typed outcomes; enrich UI later.

Portfolio · Feature 45

Project & Shoot Pipeline

CRM stub: Project & Shoot Pipeline — submit typed outcomes; enrich UI later.

Portfolio · Feature 46

Brand Deal & UGC Tracker

CRM stub: Brand Deal & UGC Tracker — submit typed outcomes; enrich UI later.

Education · Feature 47

Student Admission Pipeline

CRM stub: Student Admission Pipeline — submit typed outcomes; enrich UI later.

Education · Feature 48

Attendance & Timetable Manager

CRM stub: Attendance & Timetable Manager — submit typed outcomes; enrich UI later.

Education · Feature 49

Fee Collection Tracker

CRM stub: Fee Collection Tracker — submit typed outcomes; enrich UI later.

Education · Feature 50

Exam & Report Card Engine

CRM stub: Exam & Report Card Engine — submit typed outcomes; enrich UI later.

Farmer · Feature 51

Farmer & Farm Profile Manager

CRM stub: Farmer & Farm Profile Manager — submit typed outcomes; enrich UI later.

Farmer · Feature 52

Crop Planning & Season Tracker

CRM stub: Crop Planning & Season Tracker — submit typed outcomes; enrich UI later.

Farmer · Feature 53

Mandi Price & Scheme Tracker

CRM stub: Mandi Price & Scheme Tracker — submit typed outcomes; enrich UI later.

Welfare · Feature 54

Beneficiary & Case Manager

CRM stub: Beneficiary & Case Manager — submit typed outcomes; enrich UI later.

Welfare · Feature 55

Donor & Fundraising Pipeline

CRM stub: Donor & Fundraising Pipeline — submit typed outcomes; enrich UI later.

Welfare · Feature 56

Grant & Impact Reporter

CRM stub: Grant & Impact Reporter — submit typed outcomes; enrich UI later.

Worship · Feature 57

Devotee Registry Manager

CRM stub: Devotee Registry Manager — submit typed outcomes; enrich UI later.

Worship · Feature 58

Darshan Booking & Slot System

CRM stub: Darshan Booking & Slot System — submit typed outcomes; enrich UI later.

Worship · Feature 59

Donation, Seva & 80G Manager

CRM stub: Donation, Seva & 80G Manager — submit typed outcomes; enrich UI later.

Worship · Feature 60

Temple Event & Festival Manager

CRM stub: Temple Event & Festival Manager — submit typed outcomes; enrich UI later.

Pick a brand

Click a brand to switch the page theme instantly.

Everything included

Under the hood.

Contacts & KYC

Entity registry, custom fields, timelines, tags, segments, and import/export.

Pipeline & deals

Stages, deal/case tracking, tasks, workflows, reminders, and lead capture.

Omnichannel outreach

Messaging hub, WhatsApp and email campaigns, and booking where it fits.

Revenue stack

Quotes, invoices, payment links, loyalty, receipts, and revenue dashboards.

Nine vertical packs

Salon, restaurant, property, event, portfolio, education, farmer, welfare, and worship flows.

Integrations

Connectors hub, organization settings, and automation across the stack.

Trust & control

RBAC, audit logs, and operational visibility for growing teams.

Production ready

TypeScript, themeable UI, Postgres path, and Storybook-backed components.

npm run storybook

npm run build:with-storybook

Get started

Simple enough to see.
Powerful enough to ship.

Join teams building with one design system. One codebase, any brand, every vertical.

919+ components14 verticals0 themes