ERP Product Modules

The Connected Operating Platform Built for Service Businesses

Explore Dextrify's 7 integrated modules designed to handle your entire business lifecycle — from lead capture to project execution and final cash reconciliation.

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How All 7 Modules Connect

Data flows automatically across modules so you never re-enter information.

1

Lead

2

Client

3

Proposal

4

Project

5

Tasks

6

Time Logs

7

Expenses

8

Invoice

9

Payment

10

Finance

1

Lead

2

Client

3

Proposal

4

Project

5

Tasks

6

Time Logs

7

Expenses

8

Invoice

9

Payment

10

Finance

Explore Product Capabilities

Click into any module to see detailed features, workflows and interactive screenshots.

Sales & Pipeline

CRM

Capture leads, manage pipeline deals, log activities and keep a complete 360° history of every client relationship.

Lead capture & deal pipeline
Client directory & contact history
Activity logging & follow-ups
Pipeline conversion analytics
Explore CRM
Delivery & Time

Project Management

Plan scope, assign tasks, track team hours and monitor project-level profitability in real time.

Project planning & milestone tracking
Task assignments & due dates
Time tracking & weekly timesheets
Project profitability analysis
Explore Project Management
Proposals & Billing

Sales & Invoicing

Create sleek proposals, estimates, contracts and GST-compliant invoices with automated recurring billing.

Branded proposals & project estimates
Client agreements & scope contracts
GST-compliant customizable invoices
Automated retainer & recurring billing
Explore Sales & Invoicing
Overhead & Project Costs

Expense Management

Log company spend, tag project-specific costs, archive digital receipts and analyze expenditure patterns.

Operating overhead tracking
Project-level cost allocation
Expense categorization & tagging
Digital receipt archiving
Explore Expense Management
Cash Flow & Ledger

Finance & Cash Flow

Unify bank balances, incoming receivables, outgoing payables and cash flow forecasts in one dashboard.

Live bank account balance views
Accounts receivable aging reports
Accounts payable scheduling
Cash flow forecasting charts
Explore Finance & Cash Flow
Vendors & POs

Procurement

Issue purchase orders, manage vendor directories, match POs with incoming bills and streamline approvals.

Formal purchase order generation
Vendor database & tax details
PO-to-bill verification
Vendor payable scheduling
Explore Procurement
Files & Contracts

Document Management

Store contracts, briefs, design assets and receipts directly linked to their corresponding client, deal or project.

Central cloud file repository
Entity linking (Clients/Projects)
Role-based access security
Document search & tag filters
Explore Document Management
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Dextrify ERP

The business operating system for Indian service businesses. Manage leads, clients, projects, GST invoices, payments and finance in one workspace.

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