CATEYE CRM
Sales, billing, support, projects and marketing in one system, with GST invoicing built in, and accounting and payroll when you need them.
Everything from the first enquiry to the final payment
One place for your customers and the work you do for them, so nobody has to copy details between spreadsheets.
Sales
Leads that convert to contacts, organisations and deals. A pipeline board with the probability of each stage, activities and a shared calendar.
Inventory and billing
Products with stock, HSN and GST rates, and services with SAC. Quotes, sales orders, invoices and purchase orders with PDF, e-mail and payment tracking.
Support
Tickets with resolve-by targets for each priority, a knowledge base, service contracts that count tickets or hours, and customer assets.
Projects
Projects, tasks and milestones, with progress worked out from the tasks, task boards and a timeline view.
Marketing
E-mail, SMS and WhatsApp campaigns to hand-picked or rule-based lists, with open and click tracking and one-click unsubscribe.
Reports and automation
A report builder with charts, dashboards and scheduled report e-mails. Workflows that send messages, update records, assign work or call a webhook.
Made for the way Indian businesses work
GST, financial years and WhatsApp are part of the CRM from the start, not something your team has to work around.
- GST on each line or on the whole document, split into CGST and SGST or IGST
- The amount in words on invoices, and numbering by financial year, such as INV/2026-27/0001
- Recurring invoices, stock movements and low-stock alerts
- WhatsApp campaigns with approved templates, and replies saved on the customer’s record
- Sign-in codes and website-form checks by WhatsApp
- SMS through MSG91, Textlocal, Twilio or any HTTP gateway
Add accounting and payroll when you’re ready
Two optional add-ons use the records already in your CRM, so invoices, bills and salaries are never entered twice.
Accounting
- Double-entry books kept from your invoices, payments, bills, expenses and credit and debit notes
- A chart of accounts for Indian businesses, GST input and output, and TDS
- Bank statement import, matching rules and reconciliation
- Profit and loss, balance sheet, trial balance, cash flow and ageing reports
- GSTR-1 and GSTR-3B summaries to prepare your returns
HR and payroll
- Employees, salary structures from the CTC, leave, attendance, holidays and timesheets
- Monthly pay runs with PF, ESI, professional tax by state and TDS under the new or old regime
- Payslip PDFs, and files for the bank, EPFO, ESIC, professional tax and TDS
- Expense claims with receipts
- Self-service for employees: payslips, leave, attendance and timesheets
Set up to fit your business
Bring your data
Import CSV or Excel files into any module, with ready-made settings for exports from vtiger, Zoho, Salesforce, HubSpot, Pipedrive, Tally and QuickBooks. Imports can be undone.
Follow the setup guide
A step-by-step guide inside the CRM takes your administrator from company details to each module, and ticks steps off as they are done.
Make it yours
Add custom fields, arrange layouts, edit picklists and rename modules. Roles, profiles and sharing rules decide who sees and changes what.
Questions about CATEYE CRM
Which features are included?
Sales, inventory and billing, support, projects, marketing, reports and automation are all included. Accounting and HR and payroll are add-ons that can be switched on when you need them.
How do you keep our data safe?
Every customer has their own CRM installation. Users can sign in with two-step verification through an authenticator app or a WhatsApp code, and you decide what each role can see and change.
Do we need a Meta account for WhatsApp?
Yes. WhatsApp messages go through Meta’s official WhatsApp Cloud API, so you need a WhatsApp Business account and message templates approved by Meta. We help you set it up.
How many users can we have?
As many as your licence includes. Only active users count, so people who have left can be made inactive and their records are kept.
See CATEYE CRM in a live demo
We will show you the parts that matter to your team, from leads to GST invoices, and answer your questions.