The Business Operating System Built for Service Companies

Connect CRM, Projects, Time Tracking, Expenses, Invoices and Finance in one unified platform — zero double data entry, complete profit margin clarity.

Start 14-Day Free TrialBook Product Demo
14-Day Free Trial
No Credit Card Required
5-Minute Onboarding
Bank-Grade Security
Live Cash Flow
+24.8% vs last month
Invoice Received
#INV-2094 • $14,800.00 Paid
app.dextrify.com/dashboard

DEXTRIFY

Dashboard

CRM

Projects

Sales

Expenses

Finance

Documents

Business Overview

Monthly Revenue

₹4.2L

↑ 12% vs last month

Active Projects

18

3 due this week

Outstanding

₹1.1L

Active Clients

34

↑ 4 this month

Active Projects

Brand Revamp

Nimbus Labs

On Track

68% complete

ERP Integration

TechCore

At Risk

42% complete

UI Redesign

Aarav Digital

On Track

91% complete

Recent Activity

Invoice INV-1048 sent

Aarav Digital · ₹48,000

Project 'Brand Revamp' started

Nimbus Labs · Due Dec 15

Expense logged — Software

₹12,500 · Operations

Lead 'Peak Advisory' added

CRM · New

Vendor Bill — Adobe CC

₹5,999 · Procurement

PURPOSE-BUILT FOR:

Digital Agencies

IT & Software

Consulting Firms

Interior Studios

Architecture Firms

Event Management

Professional Services

CONNECTED LIFECYCLE

From First Lead to Bank Reconciliation

Stop switching between 6 disconnected tools. Dextrify connects every operational stage into one continuous pipeline.

01

Lead

Captured & Qualified

02

Deal

Proposal & Terms

03

Client

Contract Signed

04

Project

Scope & Timeline

05

Tasks

Team Execution

06

Time Log

Billable Hours

07

Expenses

Vendor Spend

08

Invoice

GST Compliant

09

Finance

Cash Reconciled

01

Lead

Captured & Qualified

02

Deal

Proposal & Terms

03

Client

Contract Signed

04

Project

Scope & Timeline

05

Tasks

Team Execution

06

Time Log

Billable Hours

07

Expenses

Vendor Spend

08

Invoice

GST Compliant

09

Finance

Cash Reconciled

Data moves automatically across stages. When a proposal is approved, a project and client record are created automatically with zero copy-pasting.

THE DEXTRIFY PLATFORM

Everything Your Business Needs. Connected.

Explore the 7 core ERP modules designed specifically for service-based companies.

CRM

Projects

Sales & Invoicing

Expenses

Finance

Procurement

Documents

CLIENT RELATIONSHIPS

Turn Opportunities Into High-Value Clients

Capture leads, track deal pipelines, schedule activity follow-ups and maintain a 360° record of every client relationship.

Lead capture & deal stage pipeline

Client directory & contact history

Pipeline win-rate & conversion analytics

Explore CRM Module
app.dextrify.com/leads

DEXTRIFY

Dashboard

CRM

Projects

Sales

Expenses

Finance

Documents

Leads Pipeline

+ Add Lead

New Leads

2

Peak Advisory

Consulting

₹85,000

Vertex Studio

Design

₹42,000

Qualified

1

Nimbus Labs

IT

₹1,20,000

Proposal

2

Aarav Digital

Agency

₹68,000

TechCore

Software

₹2,50,000

Won

1

Kala Agency

Agency

₹95,000

INDUSTRY SOLUTIONS

Purpose-Built Workflows for Your Sector

Service businesses don't operate like retail or manufacturing. Dextrify adapts to the exact operational needs of your business type.

🎨
Retainers & Creative Sprints

Digital Agencies

Manage creative retainers, designer time logs, media expenses and automated client billing.

View Digital Agencies Workflow

THE DEXTRIFY ADVANTAGE

Why Service Businesses Choose Dextrify

Service firms should not need to stitch together 6 different software subscriptions to manage daily operations.

DISCONNECTED TOOLS
The Old Way: 6 Separate Subscriptions

CRM Tool ($40/mo per user)

Project Management App ($25/mo per user)

Time Tracker App ($12/mo per user)

Invoicing & Billing Tool ($30/mo)

Expense & Accounting App ($50/mo)

Document Storage Cloud ($15/mo)

⚠️ Constant tab-switching, manual copy-pasting, data silos, lost billable time, and unbilled scope creep.

THE DEXTRIFY PLATFORM
The Modern Way: 1 Connected Operating System

CRM — Leads, Deals & Client Profiles

Projects — Scope, Tasks & Timesheets

Sales — Proposals, Contracts & Invoices

Expenses — Operating & Project Cost Allocation

Finance — Cash Flow & Aging Receivables

Procurement — Vendor POs & Bill Approvals

✓ Automatic data flow from Lead to Payment. Zero double data entry. Full project margin visibility.

READY TO TRANSFORM YOUR BUSINESS?

Bring Your Entire Business Into One Connected Operating System

Start your 14-day free trial. No credit card required. Experience all 7 ERP modules with zero risk.

Start 14-Day Free TrialBook a Product Demo
Dextrify

The complete business operating platform for service businesses. Manage clients, projects, sales, expenses and finances in one connected workspace.

Product

© 2026 Dextrify. All rights reserved.

Privacy PolicyTerms of Service