Small & Medium Business
Customers, projects and money,
in one simple system.
ZarklyX replaces the spreadsheet, the invoice tool and the shared inbox with one place your whole team works in — simple enough to start this week, and it grows with you.
Revenue
₹24,75,000
+18.5%
Open invoices
36
-8.2%
Money in
- Invoice #INV-245 paid2m
- New customer added15m
Everything you need to run and grow
The parts a growing business actually uses — without paying for six tools that don’t talk to each other.
Customer management
One record per customer with contacts, history and every conversation, so anyone can pick it up.
Quotes & invoicing
Turn a quote into an invoice in a click, send it, and see who has paid without opening a spreadsheet.
Projects & tasks
Plan the work, give it owners and dates, and know what is due this week across the whole team.
Expenses & cash flow
Log costs against jobs and customers, so you can see what a piece of work actually earned.
Reports you can act on
Revenue, unpaid invoices, workload and margins — updated as your team works, not at month end.
Team collaboration
Everyone works in one place with the right access, and you can see what changed and who changed it.
Quote, invoice and chase — without a spreadsheet in the middle
- Quotes become invoices without re-typing anything.
- See at a glance what is paid, what is due and what is late — no month-end reconciliation to find out.
- Reminders go out on their own, so chasing money stops being someone’s Friday job.
- Costs sit against the job they belong to, so you know which work is actually profitable.
Invoices
36 openOne record per customer, so nothing lives in someone’s head
- Every customer’s projects, files, invoices and notes live in the same record.
- New team members see the full history instead of asking who dealt with this last.
- Work is assigned with owners and dates, so nothing sits waiting on “someone”.
- When a customer calls, whoever answers already has the answer in front of them.
Open projects
3
Unpaid
₹46,500
This year
₹2,10,000
Open work
Real impact for growing businesses
35%
Increase in overall productivity
28%
Faster invoice payments
40%
Reduction in manual work
98%
Customer satisfaction rate
Up and running in about a week
You don’t need an IT person or a three-month project to switch.
Bring your data in
Customers, open invoices and live projects come across from your spreadsheets or current tools — we help with the import.
Set it up your way
Your invoice template, your tax settings, your project stages. It should look like your business, not a demo.
Invite the team
Everyone gets the access their role needs. Most people are comfortable in it the same day.
Watch the numbers
Revenue, unpaid invoices and workload update themselves, so you stop rebuilding the same report every month.
Included from the first plan
What owners ask us
You switch on the parts you need. Most businesses start with customers and invoicing, then add projects or expenses when they are ready. Nothing you have not turned on gets in your way.
Your customer list, open invoices and live projects come across during setup, and our team helps with the import. You are not re-typing a year of history.
Most people find their way around the same day. We walk your team through it once, leave you material to keep, and stay reachable while everyone settles in.
No — it runs the business side: quotes, invoices, what has been paid and what a job cost. Your accountant still does the books, but with numbers that are already tidy.
That is the point. Add people, modules and workflows as you go — the same account carries on, so you are never migrating again because you got bigger.
Pricing is based on the team size and the modules you use, so a five-person business is not paying enterprise rates. Talk to sales and you will get a figure for your actual setup.
Ready to simplify and grow?
Show us how you run things today — the spreadsheets included — and we’ll show you the same week running in ZarklyX.