Every module. One workspace. Every plan.

Pipelines, quotes, contracts and email in one CRM. Forecasts built from your real pipeline, and an Ami sales agent that qualifies leads and drafts outreach.

• Weighted forecast & next steps. Every open deal is weighted by its stage probability, and leads going stale are flagged with a suggested next step.
• Follow-ups on stage changes. A deal changing stage can trigger a workflow that sends a templated email or creates a task, and the sales agent drafts outreach for you to review.
• Forecasts from your real pipeline. Built from your open deals, their values and stage probabilities — not a separate spreadsheet.
• Quote → contract → cash. Quotations, contracts with signature capture, and invoicing in one tool.
• Inbox + sequences, native. Email and sequences live inside the CRM.
• Clean data, automatically. Keep contacts and companies on one record.

Boards, timelines and OKRs share a single data model. Ami summarises your sprint and project status, so the update is written for you.

• Boards, lists, timeline, calendar. Same data, four views. Switch in one click. Labels, swimlanes and dependencies, all included.
• OKRs aligned to work. Link projects to goals and align team OKRs under company OKRs, so you can see which work moves the needle.
• Ami · project summaries. Ami summarises project status and sprints on demand, from the data you can see.
• Time, capacity & billing. Track time per task and project; timesheets feed billing.
• GitHub repo linking. Link a GitHub repository to a project so the code sits next to the work.
• Automate the boring. Use the workflow builder to send an email, post to Slack or create a follow-up task when a task is assigned.

Invoices, expenses, payments and books in one place. India-ready with GST and TDS tracking built in.

• Expense categories. Admins set up expense categories once, and every claim is filed against one of them.
• Cash-flow view. Built from your invoices, expenses and payroll, with payments due in the next 30 days.
• Multi-currency. Multiple currencies with exchange rates, on the same ledger as everything else.
• GST · TDS tracking. India-native: GSTR-1/3B filing tracker, TDS deduction and deposit summaries.
• Invoices and payments. Create, send and track invoices in Finance, and record payments against them.
• Audit-ready, always. Full audit log and a journal ledger. Your auditors get a clear trail.

ATS, onboarding, attendance, payroll, reviews — sharing the same employee record as your CRM, your finance, your projects. No more re-keying.

• Screening questions. Attach screening questions to each opening so every candidate answers the same ones.
• Full ATS. Job requests, openings, a candidate pipeline, interview scheduling and structured interview feedback.
• Self-serve everything. Leaves, expenses, payslips, documents, addresses — your team handles it. People team unblocked.
• Attendance & shifts. Check in from the web or Slack, tagged office or remote, with shifts and leave balances alongside.
• Payroll runs. Gross, deduction and net payroll runs on the same employee record.
• Reviews & performance. Goals, one-to-ones and performance reviews on the same employee record.

Ticket queue, SLA timers, a knowledge base, and client communication — on the same record as your CRM, not a separate helpdesk silo.

• Email-client ticket queue. Conversation thread + client/priority/status side panel — reply, reassign, and change status in one view.
• SLA timers, not just due dates. Every ticket is measured against its SLA target, and breached tickets are flagged right in the queue — not buried in a report.
• Knowledge base, built in. Publish knowledge-base articles by category — no separate KB tool to keep in sync.
• Ami triage. The Ami support agent can triage tickets, draft replies and flag what needs escalating.
• Escalation in one click. Bump priority to urgent, add an internal note, and reassign to a senior agent without leaving the thread.
• SLA dashboard. SLA compliance by priority tier, against your own policies or the default targets.

Nested wiki pages, folders, templates, and SOPs — one search across all of it, workspace-scoped like the rest of your business, not a separate docs tool with its own login.

• Nested pages, real hierarchy. Parent/child pages with breadcrumbs — organize documentation the way your team actually thinks about it, not a flat list.
• Folders, templates, and SOPs. Dedicated spaces for templates and standard operating procedures — not every page a floating one-off.
• Search across every page. Find a page by title or content without leaving the workspace — no separate wiki search tool to open.
• Categories and tags. Organize by category with color and icon, tag pages for cross-cutting topics.
• Trash and archive, not permanent delete. Soft-deleted pages land in trash first — recover a page removed by mistake.
• Draft → published, with an author trail. Pages move from draft to published; every edit tracks who last touched it.

Meetings, project milestones and your own leave in one view, with a team layer that shows whose day is already full.

• Meetings, plans, and leave together. One calendar view instead of three — meetings, project milestones and your own leave can all be layered onto the same view.
• Leave on the same view. Turn on the leave layer to see your own leave from HRMS next to the meetings and milestones it affects.
• Google account connection. Connect your Google account from Integrations today. Event sync between Google Calendar and AmDital is not live yet.
• Team-wide visibility. The team layer colour-codes events by teammate, so you can see who has back-to-back meetings before you schedule around them.

Channels and direct messages, with Ami available in every conversation — ask about a deal, a task, or an invoice without leaving the chat.

• Channels and direct messages. Team and project channels alongside one-on-one DMs — organized the way your team actually communicates.
• Ami beside every channel. Open Ami from the chat to catch up on a channel, pull out action items, or ask about a deal or task — in Agent mode it looks up real workspace data via tool calls.
• One login, one record. Chat sits on the same workspace membership as every other module — no separate chat app account to provision.

Courses, quizzes, certifications, learning paths and a skills matrix — sharing the same employee record as your HRMS. No separate LMS login, no CSV of completions to reconcile.

• Courses with modules & lessons. Structure content into modules and lessons. Attach quizzes, assignments and graded projects — not just a video.
• Assessments with a pass mark. Quizzes, tests and assignments are scored, and every attempt records whether the learner passed.
• Certifications with expiry dates. Record each certification with its issue and expiry date, and see which are active, expired or revoked.
• Skills matrix, tied to HRMS. Skills cross-link to employee profiles in HRMS — spot coverage gaps by team without a spreadsheet.
• Leaderboards & team progress. See who is ahead, who is stuck, and how far each course has got across the team.
• Completion reporting. Reports roll up by course, team and time period — the data compliance actually asks for.

Ami conversational agents, a trigger → condition → action workflow builder, and AI document generation — built on your real deals, tasks, and invoices, not a Zapier-style black box.

• Ami conversational agents. Five pre-built agents (sales, finance, support, dev and HR) plus custom agents — ask a question, get an answer backed by real tool calls into your workspace data.
• Trigger → condition → action builder. A step-by-step, no-code builder that connects a trigger to conditions and actions across modules — email, tasks, Slack or a webhook.
• AI document generation. Ami drafts an email, proposal, or report from a prompt plus real module data — not a blank-page generic template.
• Per-agent configuration. Set the default model, temperature, and tool permissions per agent — control what each one can actually do.
• Run history and logs. Every workflow tracks last run, success/failure status, and a full run log — no silent automation failures.
• AI usage and cost. Messages, tokens and AI cost for your workspace in one dashboard — automation you can measure.

Pre-built reports by module, a custom report builder, OKR goal tracking and PDF or CSV export — because the data already lives in one workspace, not four disconnected tools.

• Pre-built reports by module. CRM, HR, Finance, and Work reports ready out of the box — no dashboard to build from scratch on day one.
• Custom report builder. Pick a data source, choose a chart type, add filters, save it — point and click, not a SQL query.
• OKR goal tracking. Goals with progress bars and linked key results, owner, and target period — tracked, not just written down once.
• One set of data. Reports read the same workspace data as CRM, HR, Finance and Work — nothing to sync or reconcile first.
• Pin reports to your dashboard. Pin the reports you check daily to a personal dashboard instead of hunting through a gallery every time.
• Export as PDF or CSV. Export reports on demand — for a board deck or a raw data pull.