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One system for customers, sales, stock and finance.

Follow a customer from first inquiry to paid invoice — and see how inventory, purchasing and finance stay connected along the way.

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How it works

From lead to paid invoice — in one system

Six connected modules, all working from the same data.

Step 1 / 6Every lead captured in one place
erp.mehtatraders.in
teedeeMehta ERP
Leads
Pipeline
Billing
Inventory
Purchase
Reports
Leads
38 open leads
+ Add lead
COMPANYSOURCEVALUESTATUS
Ravi FoodsWebsite₹1.2LNew
Kiran TextilesWhatsApp₹86,000Contacted
Delta LabsReferral₹2.4LProposal
Nova RetailCall₹54,000Follow-up
Sunrise HotelsWebsite₹3.1LContacted
STEP 01 · LEADS

Every lead captured in one place

Leads from your website, WhatsApp, calls and walk-ins land in one list — with source, value and owner.

Lead captureSource trackingAssign owners
STEP 02 · PIPELINE

Move deals through your pipeline

See every deal by stage, follow up on time and know exactly what revenue is coming.

Deal stagesFollow-upsForecasting
STEP 03 · BILLING

Quote, invoice and get paid

Convert a won deal to a GST invoice in one click, share it on WhatsApp and track payment.

GST invoicesQuotationsPayment tracking
STEP 04 · INVENTORY

Stock that updates itself

Every sale and purchase updates stock automatically across warehouses — with low-stock warnings.

Multi-warehouseAuto stock updatesLow-stock alerts
STEP 05 · PURCHASING

Reorder before you run out

Low stock triggers a draft purchase order. Approve it, send to the supplier and receive stock against it.

Purchase ordersSupplier recordsGoods receipt
STEP 06 · FINANCE

See the whole business at a glance

Sales, receivables, expenses and profit in one dashboard — with reports ready for your accountant.

Profit & lossReceivablesGST reports
WHAT'S INCLUDED

Everything you get with CRM & ERP

Lead & customer management
Sales pipeline & quotations
GST billing & invoicing
Inventory & warehouses
Purchasing & suppliers
Expense tracking
Finance & GST reports
Role-based access
IDEAL FOR
DistributorsManufacturersTradersService companies
BUILT WITH
ReactSpring BootPostgreSQLRedisWhatsApp APIAWS
Typical timeline
8 – 16 weeks
Depends on scope. You get a clear plan and fixed milestones before we start.
WHY IT MATTERS

How this helps your business

When sales, stock and finance share the same data, every team makes better decisions — faster.

Everything connected

A sale updates stock, billing and reports automatically.

Get paid faster

Invoices go out instantly and overdue payments are flagged.

No stock surprises

Low-stock alerts and auto-reorder prevent lost sales.

Goodbye spreadsheets

One source of truth instead of files shared on email.

Taking on new projects

Have a project in mind?

Tell us what you're trying to build. We'll understand your requirements and help you identify the right digital solution.

Free consultationClear scope & timelineLong-term support
Get a quote