Get set up, with help
Start the free trial, follow your first week for your kind of business, bring your data across, and message a real person on WhatsApp whenever you are stuck.
Help at every step of the start
30-day free trial
Every feature, no card needed.
Setup checklist
The app shows the next setup step for your trade, and your first week of marketing.
Data import
Customers, products, stock and balances from Excel or CSV yourself; from Tally or Vyapar with our team.
WhatsApp setup help
We help you connect WhatsApp in your first 30 days: the free QR link or Official WhatsApp.
Help on every screen
A How it works guide on each page, in English, Telugu and Hindi, and the Saathi assistant.
Demo in your language
English, Hindi or Telugu, on your own trade and your own screens.
What to set up first, for your kind of business
Five steps each. The app shows your next setup step as you go.
Retail shop
- Add your logo, GST number and store
- Import products from Excel and print barcode labels
- Enter opening stock with a purchase bill
- Make your first bill on the POS
- Connect WhatsApp and send the bill
Wholesale & distribution
- Set customer groups with their prices and credit days
- Import parties with opening balances
- Add stock per godown with a purchase bill
- Make a quotation, then the order and invoice
- Send statements and dues reminders on WhatsApp
Manufacturing
- Add raw materials and finished products
- Enter raw-material stock with a purchase bill
- Write the bill of materials for each product
- Run your first work order and quality check
- Bill a dealer at their price group
Sales & service workshop
- Add your services and spare parts
- Set your job statuses
- Open the first job card and send the tracking link
- Issue parts with a store request
- Send the quotation for approval, then invoice
Transport & logistics
- Add customers (GST & TDS), routes, vehicles and drivers
- Add market vehicle owners
- Book a trip and issue the LR
- Raise the invoice, per trip or monthly
- Record a receipt against the LR and see the trip's profit
Hotels, hostels, societies & firms
- Hotel or restaurant: rooms, menu and the first bill
- Hostel or PG: beds, residents and monthly rent
- Housing society: flats, maintenance bills and payments
- Professional firm: clients, retainers and reminders
- The rest we set up with you on the demo call
What a typical start looks like
Go at your own pace; our team is on WhatsApp the whole way.
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1
Day 1
Sign up and make your first entry
Register, choose your business type, add your logo and GST details, and make your first bill, job or trip.
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2
Days 2 to 3
Bring your data across
Import customers, suppliers, items and opening balances from Excel or CSV, with a preview and a 24-hour undo. Coming from Tally or Vyapar? Send us the export file.
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3
Week 1
Connect WhatsApp and add your team
Link your WhatsApp number so bills and reminders go from it, and add staff with only the screens you choose.
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4
Weeks 2 to 4
Start growing
Connect your Facebook Page and Instagram, switch on the follow-ups you want, and send your first offer.
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5
Any time
Help when you are stuck
Open How it works on that screen, ask the Saathi assistant, or tap WhatsApp: a person from our team replies, usually the same day.
Onboarding questions
Can you help me move my data?+
Which WhatsApp should I connect?+
Is there a phone app?+
Which languages can you help in?+
What if I get stuck later?+
Start with a person beside you
30-day free trial, every feature, no card.