Sell & Bill
POS & GST BillingBill in 30s · GST invoices · wallets · returns Online StoreYour branded shop · cart · UPI / COD Quotations & OrdersQuote → order → invoice in one flow
Run & Track
Inventory & WarehouseMulti-store stock · batches · barcodes Accounting & GST FilingDouble-entry books · P&L · GSTR-1/2B/3B SpendHub — ExpensesBills · vendors · assets · depreciation MoneyHub — Banks & CashEvery bank, drawer & petty cash
People & Grow
HRM & PayrollAttendance · salary · EPF/ESI/TDS Saathi AI AssistantAsk your data · OCR scan · Hindi voice WhatsApp Business SuiteSend invoices · dues reminders · broadcasts GrowthPilot — MarketingWhatsApp · email · SMS · social · AI studio
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Saathi AI Assistant

Talk to your business — “what does Ramesh owe?”, “today’s collection?” — answered live, in Hindi or English.

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CRM & LeadsEvery enquiry in one list · follow-ups · UPI links IndiaMART & JustDial LeadsEnquiries in by themselves · instant reply Follow-up AutomationsInstant reply · timed nudges · tasks
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WhatsApp Business SuiteBills on WhatsApp · dues reminders · broadcasts Notification CenterOrder, payment and service updates
Get seen
GrowthPilot — MarketingFacebook · Instagram · email · SMS · AI Saathi AI AssistantAsk your data · OCR scan · Hindi voice Onboarding & Setup HelpA real person helps you start
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From enquiry to paid bill

Post on Facebook and Instagram, catch every enquiry, follow up on time and bill the customer, in the app that runs your business.

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Shops & Retail
Retailer / KiranaPOS, GST, udhaar, online store Supermarket & DepartmentalMulti-counter, loyalty, branches Medical Store & PharmacySalt-wise, batch, expiry, GST Wholesaler & DistributorB2B pricing, bulk orders, ledgers
Food & Hospitality
Restaurant, Café & HotelKOT, menu, rooms, delivery Catering & Cloud KitchenQuotes, advances, recipe costing Salon, Spa & ClinicAppointments, packages, reminders Hostel / PGBeds, residents, rent, mess Housing SocietyMaintenance bills, dues, books
Services & Industry
Event Management & BookingsEnquiries, quotes, advances, vendors Service & RepairJob cards, equipment, service bills ManufacturerBOM, work orders, QC, batches Road Carriers & LogisticsTrips, LR, invoices, fleet — full ERP Professional ServicesRetainers, recurring invoices, clients
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Operate
Multi-branchPer-branch data isolation Barcode & LabelsScan & print custom labels Roles & PrivacyGranular staff permissions
Grow & Move
Reports & AnalyticsP&L, profitability, KPIs Data MigrationExcel, CSV & database imports Mobile AppsRun your business on your phone
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GST without the headache

One-click GSTR-1 JSON, auto GSTR-2B match, e-Invoice IRN + QR on every B2B bill.

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Home · Guides · Digital marketing
Digital marketing

Set up Digital Marketing

The owner adds the keys and preferences that posts, AI, WhatsApp, email and SMS campaigns use.

Steps

  1. The owner opens Settings under 1 Connect in the Digital Marketing menu.
  2. Social Platform API Keys: Facebook and Instagram connect in Social Accounts. With Official WhatsApp on in Settings → WhatsApp, the WhatsApp card locks its boxes and offers the Daily message limit.
  3. AI & Creative APIs: Included AI this month shows how much free AI writing is left. Pictures made with AI need your own OpenAI API Key or Stability AI Key.
  4. SMS & Email Campaign APIs: for SMS add the MSG91 Auth Key and Sender ID (6 chars). Email goes out from the sender in main Settings, under Email Sender.
  5. Preferences: Brand Voice guides AI writing, Default Hashtags fill posts that have none, and Auto Watermark adds your Watermark Text to template pictures. Click Save Settings.
  6. Send WhatsApp offers only to customers who agreed (off at first) sends broadcasts only to customers who said yes; the line under it shows how many have.

Good to know

Lead Reminders holds Run follow-up automations, which pauses or restarts every automation at once, and Remind me about due follow-ups.
Theme: tick Use Main Project Theme to use your main Saathi colours, or pick your own.
Google Ads, YouTube and Brevo keys are only stored for later. Nothing uses them yet.
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