14-day full-access trial:
Includes Free Trial, plus:
Includes Starter, plus:
Includes Growth, plus:
Includes Business, plus:
Top tier support
| Free TrialEverything included • 14 daysGet Started | StarterCore operationsGet Started | GrowthGrowing teamsGet Started | BusinessAdvanced operationsGet Started | EnterpriseCustom scaleGet a quote | |
|---|---|---|---|---|---|
◇OperationHQ | |||||
| HIT (Internal Tickets)Manage internal tasks, issues and requests with clear ownership, deadlines and accountability. | |||||
| Live Operational Dashboard i | ✓ | Basic view | Advanced view | Advanced view | Custom view |
| Internal Ticket Creation i | ✓ | ✓ | ✓ | ✓ | ✓ |
| Ticket Assignment & Reassignment i | ✓ | Up to 10 members | Unlimited | Unlimited | Unlimited |
| Assigned to Me View i | ✓ | ✓ | ✓ | ✓ | ✓ |
| Assigned by Me View i | ✓ | ✓ | ✓ | ✓ | ✓ |
| Ticket Priority Tracking i | ✓ | ✓ | ✓ | ✓ | ✓ |
| Ticket Status Tracking i | ✓ | ✓ | ✓ | ✓ | ✓ |
| Due-Date Tracking i | ✓ | ✓ | ✓ | ✓ | ✓ |
| SLA & Aging Tracking i | ✓ | Basic | Advanced | Advanced | Custom rules |
| Ticket Activity & History i | ✓ | Last 30 days | Last 6 months | 1 year | Unlimited |
| Team & Individual Performance Visibility i | ✓ | Own tasks only | Team view | Advanced analytics | Custom reports |
| Recurring Task ManagementPlan, schedule, verify and track repeatable operational responsibilities across individuals and teams. | |||||
| Recurring Task Creation i | ✓ | ✓ | ✓ | ✓ | ✓ |
| Task Scheduling i | ✓ | Daily / weekly / monthly | All frequencies | All frequencies | All + custom rules |
| My Recurring Tasks View i | ✓ | ✓ | ✓ | ✓ | ✓ |
| Team Recurring Tasks View i | ✓ | Up to 10 members | ✓ | ✓ | ✓ |
| Manager Approval on Recurring Tasks i | ✓ | — | ✓ | ✓ | ✓ |
| Checker Workflow i | ✓ | — | 1 checker | Multi-level | Custom workflow |
| Task Completion Tracking i | ✓ | Basic | Advanced | Advanced | Custom views |
| Recurring Task History i | ✓ | Last 30 days | Last 6 months | 1 year | Unlimited |
| Team & Individual Performance Visibility i | ✓ | Own tasks only | Team view | Advanced analytics | Custom reports |
| Workflow (FMS – Flow Management System)Build, execute and track structured multi-step business processes with routing, approvals and turnaround-time control. | |||||
| Workflow BuilderDesign reusable no-code business processes with stages, routing, approvals and step-level controls. | |||||
| Visual No-Code Workflow Builder i | ✓ | — | Basic builder | Advanced builder | Advanced + custom |
| Multi-Step Business Processes i | ✓ | — | Up to 10 steps | Unlimited steps | Unlimited |
| Role-Based Task Routing i | ✓ | — | ✓ | ✓ | Custom routing |
| Multi-Level Approval Workflows i | ✓ | — | Basic approval | Multi-level | Custom approval rules |
| Step-Level Configuration i | ✓ | — | Core controls | Full controls | Full + custom |
| Reusable Process Templates i | ✓ | — | Up to 5 | Unlimited | Unlimited |
| Workflow Execution & TrackingRun configured workflows and monitor every assigned action, stage, history and turnaround time. | |||||
| Dedicated Run Screen i | ✓ | — | ✓ | ✓ | ✓ |
| Live Workflow Tracker i | ✓ | — | Basic | Advanced | Custom views |
| My FMS Tasks Queue i | ✓ | — | ✓ | ✓ | ✓ |
| Pending Action Tracking i | ✓ | — | ✓ | ✓ | ✓ |
| Step Completion Tracking i | ✓ | — | Basic | Advanced | Advanced |
| Workflow History i | ✓ | — | Last 6 months | 1 year | Unlimited |
| TAT Tracking i | ✓ | — | Workflow level | Workflow + step | Custom TAT & SLA |
| InventoryManage items, stock movement, replenishment, valuation and inventory-linked operational processes. | |||||
| Item & Stock ManagementMaintain centralized item records and track stock availability, movements and item history. | |||||
| Item Master i | ✓ | — | ✓ | ✓ | Custom fields & scale |
| Category Management i | ✓ | — | ✓ | ✓ | Advanced hierarchy |
| Real-Time Stock Level Tracking i | ✓ | — | ✓ | ✓ | Advanced visibility |
| Stock In & Stock Out Tracking i | ✓ | — | ✓ | ✓ | Advanced controls |
| Day-by-Day Stock Movement Grid i | ✓ | — | — | ✓ | Custom views |
| Item Detail View with Full History i | ✓ | — | 6 months | 1 year | Unlimited |
| Inventory ControlControl replenishment, valuation and material movement with connected operational workflows. | |||||
| Low-Stock Threshold Alerts i | ✓ | — | Basic alerts | Advanced alerts | Custom alert rules |
| Reorder-Level Monitoring i | ✓ | — | ✓ | ✓ | Advanced controls |
| Live Inventory Valuation i | ✓ | — | Basic valuation | Advanced valuation | Custom valuation views |
| Material Issue Integration i | ✓ | — | ✓ | ✓ | Custom workflows |
| Procurement Integration i | ✓ | — | ✓ | ✓ | Custom workflows |
| Customer SupportManage external customer queries, service requests and complaints with dedicated SLA-driven support operations. | |||||
| Customer Support TicketingRun customer-facing support separately from internal HIT tickets with ownership, priority and SLA control. | |||||
| Client Support Ticket Queue i | ✓ | — | — | ✓ | Advanced queues |
| Ticket Assignment & Reassignment i | ✓ | — | — | ✓ | Rule-based routing |
| Priority Management i | ✓ | — | — | ✓ | Custom priorities |
| SLA Tracking i | ✓ | — | — | Standard SLA | Custom SLA policies |
| Ticket Status Tracking i | ✓ | — | — | ✓ | Custom statuses |
| Resolution Tracking & History i | ✓ | — | — | 1 year | Unlimited |
| Separate from Internal HIT i | ✓ | — | — | ✓ | ✓ |
| Support AnalyticsMeasure support workload, resolution performance, SLA compliance and overdue customer tickets. | |||||
| Support Dashboard i | ✓ | — | — | Standard dashboard | Custom dashboards |
| Average Resolution Time i | ✓ | — | — | ✓ | Advanced analytics |
| Agent-Wise Workload i | ✓ | — | — | ✓ | Custom reports |
| SLA Performance i | ✓ | — | — | Standard reports | Advanced reports |
| Pending & Overdue Ticket Tracking i | ✓ | — | — | ✓ | Advanced controls |
| FinanceControl employee expenses, reimbursements, payments and payroll finance verification from one connected workspace. | |||||
| Expense ManagementSubmit, review and analyze employee and organization-wide business expenses with structured approval controls. | |||||
| Employee Expense Claim Submission i | ✓ | ✓ | ✓ | ✓ | ✓ |
| My Expenses View i | ✓ | ✓ | ✓ | ✓ | ✓ |
| Team Expenses View i | ✓ | — | ✓ | ✓ | Advanced team views |
| All Expenses View i | ✓ | — | — | ✓ | Custom access |
| Manager Approval Queue i | ✓ | — | ✓ | Multi-level | Custom approval rules |
| Expense Category Management i | ✓ | Basic | Custom categories | Advanced | Advanced + custom |
| Category-Wise Expense Reporting i | ✓ | — | Basic reports | Advanced reports | Custom reports |
| Reimbursement & Payment TrackingTrack reimbursement and approved payment status from submission through settlement, including procurement-linked payments. | |||||
| Reimbursement Tracking i | ✓ | Basic | Full tracking | Full tracking | Advanced controls |
| Paid vs Pending Status i | ✓ | ✓ | ✓ | ✓ | ✓ |
| Approved Bills & Payments i | ✓ | — | ✓ | ✓ | Advanced controls |
| Procurement-Linked Payments i | ✓ | — | — | ✓ | Custom workflows |
| Payroll Finance ControlReview payroll, complete finance verification and track salary processing and payment status. | |||||
| Payroll Review i | ✓ | — | — | ✓ | Advanced controls |
| Finance Sign-Off on Payroll i | ✓ | — | — | ✓ | Custom approval flow |
| Payroll Payment Status i | ✓ | — | — | ✓ | Advanced tracking |
| ProcurementManage the complete purchasing journey from indent and vendor selection through PO, GRN, invoice and payment tracking. | |||||
| Purchase Requisition – IndentRaise purchase requirements, route approvals and track each indent through approval. | |||||
| Indent Raising i | ✓ | ✓ | ✓ | ✓ | ✓ |
| Role-Based Indent Approvals i | ✓ | — | Basic approval | Multi-level | Custom approval flow |
| Indent Status Tracking i | ✓ | ✓ | ✓ | ✓ | ✓ |
| Vendor & Quotation ManagementMaintain vendors, collect quotations, compare commercial terms and finalize the preferred supplier. | |||||
| Vendor Management i | ✓ | Basic | Centralized | Advanced | Advanced + custom |
| Vendor Quotation Collection i | ✓ | — | ✓ | ✓ | Advanced controls |
| Quotation Comparison i | ✓ | — | Up to 3 quotes | Up to 3 quotes | Custom comparison |
| Vendor Finalization i | ✓ | — | ✓ | ✓ | ✓ |
| Purchase Order ManagementCreate purchase orders and track order status, delivery progress and historical purchasing records. | |||||
| Purchase Order Creation i | ✓ | — | ✓ | ✓ | Custom PO controls |
| PO Status Tracking i | ✓ | — | ✓ | ✓ | ✓ |
| Delivery Tracking i | ✓ | — | — | ✓ | Advanced tracking |
| Vendor & PO History i | ✓ | — | Standard history | Full history | Full + export |
| GRN, Invoice & PaymentVerify received goods, match invoices and monitor payment status against purchase orders. | |||||
| Goods Receipt Note (GRN) i | ✓ | — | — | ✓ | Advanced GRN controls |
| GRN & Invoice Matching i | ✓ | — | — | ✓ | Advanced matching |
| Invoice Tracking i | ✓ | — | ✓ | ✓ | Advanced controls |
| Payment Status Tracking i | ✓ | — | — | ✓ | Advanced finance controls |
| Procurement Analytics & IntegrationConnect procurement with inventory and measure purchasing cycle performance from indent to payment. | |||||
| Material Issue Integration i | ✓ | — | — | ✓ | Custom integration |
| Turnaround-Time (TAT) Report i | ✓ | — | — | Standard report | Advanced analytics |
| Procurement Status Visibility i | ✓ | — | Indent to PO | Indent to payment | End-to-end + custom |
| HRManage employee records, leave operations and payroll from one connected HR workspace. | |||||
| Employee ManagementMaintain employee records, documents, organization structure and bulk onboarding. | |||||
| Employee Directory i | ✓ | ✓ | ✓ | ✓ | Advanced directory |
| Employee Profiles i | ✓ | Basic | Complete profiles | Advanced profiles | Custom fields |
| Employee Document Management i | ✓ | — | ✓ | ✓ | Advanced controls |
| Document-Completion Tracking i | ✓ | — | ✓ | ✓ | Custom requirements |
| Visual Organization Chart i | ✓ | — | — | ✓ | Advanced hierarchy |
| Bulk Employee Onboarding via CSV i | ✓ | — | ✓ | ✓ | Advanced import |
| Leave ManagementHandle employee leave requests, approvals, leave history and team availability. | |||||
| Apply Leave i | ✓ | ✓ | ✓ | ✓ | ✓ |
| My Leave History i | ✓ | ✓ | ✓ | ✓ | Full + export |
| Manager Leave Approvals i | ✓ | ✓ | ✓ | ✓ | Custom approval flow |
| Team Leave Calendar i | ✓ | — | ✓ | ✓ | Advanced calendar |
| Whereabouts View i | ✓ | — | ✓ | ✓ | Org-wide + custom |
| Payroll ManagementConfigure employee salary, process monthly payroll and provide controlled salary-slip access. | |||||
| Salary Assignment i | ✓ | — | ✓ | ✓ | Advanced structures |
| Monthly Payroll Processing i | ✓ | — | — | ✓ | Advanced payroll |
| My Payroll View i | ✓ | — | ✓ | ✓ | ✓ |
| Salary Slip Access i | ✓ | — | ✓ | ✓ | Full archive |
| Payroll Approval Workflow i | ✓ | — | — | ✓ | Custom multi-level flow |
| CRM – Lead ManagementCapture, organize and progress leads, contacts and companies through a connected CRM workspace with WhatsApp and pipeline analytics. | |||||
| Lead ManagementCentralize lead intake, assignment, follow-ups, ownership and complete lead activity history. | |||||
| Lead Inbox i | ✓ | ✓ | ✓ | ✓ | Advanced triage |
| Lead Capture i | ✓ | Manual + forms | Multi-source | Automated capture | Custom sources |
| Lead Assignment i | ✓ | ✓ | Rules-based | Advanced routing | Custom hierarchy |
| Lead Follow-Up Tracking i | ✓ | ✓ | ✓ | Advanced reminders | Custom automations |
| Full Lead Profile i | ✓ | Standard | Complete profile | Advanced profile | Custom fields |
| Lead Stage Management i | ✓ | ✓ | Custom stages | Advanced pipelines | Custom pipelines |
| Bulk Owner Reassignment i | ✓ | — | ✓ | ✓ | Advanced controls |
| Contacts & CompaniesMaintain structured contact and account records with complete relationship and interaction history. | |||||
| Contact Management i | ✓ | ✓ | ✓ | ✓ | Advanced controls |
| Company / Account Management i | ✓ | Basic | ✓ | ✓ | Advanced accounts |
| Contact-to-Company Mapping i | ✓ | — | ✓ | ✓ | Advanced relationships |
| Complete Interaction History i | ✓ | 90 days | 1 year | Full history | Full + export |
| CRM Data ManagementImport CRM records in bulk and maintain clean data through duplicate detection and merge controls. | |||||
| Bulk CSV Import i | ✓ | ✓ | ✓ | ✓ | Advanced import |
| Duplicate Record Detection i | ✓ | — | ✓ | ✓ | Advanced matching |
| Duplicate Review & Merge i | ✓ | — | — | ✓ | Advanced merge controls |
| WhatsApp CRMManage WhatsApp conversations inside CRM and connect chats directly with lead and contact records. | |||||
| Built-in WhatsApp Chat Inbox i | ✓ | — | — | ✓ | Advanced + custom |
| Lead-Linked Conversations i | ✓ | — | — | ✓ | Advanced mapping |
| Contact-Linked Conversations i | ✓ | — | — | ✓ | Advanced mapping |
| CRM AnalyticsMeasure CRM activity, pipeline movement, ownership and conversion performance. | |||||
| CRM Dashboard i | ✓ | Standard | ✓ | Advanced | Executive + custom |
| Pipeline Analytics i | ✓ | — | Standard | Advanced | Custom analytics |
| Lead Performance Visibility i | ✓ | Individual | Team | Team + managers | Organization-wide |
| Sales & Pre-SalesQualify opportunities, manage deals and quotations, control commercial approvals, and hand won business to delivery. | |||||
| Pre-Sales ManagementStructure qualification and pre-sales activities before opportunities enter the active deal pipeline. | |||||
| Pre-Sales Qualification Workflow i | ✓ | — | Standard | Advanced | Custom workflow |
| Qualification Tracking i | ✓ | Basic | ✓ | Advanced scoring | Custom criteria |
| Pre-Sales Activity Tracking i | ✓ | ✓ | ✓ | Advanced history | Full + export |
| Opportunity & Deal ManagementManage active sales opportunities through defined stages with complete deal context and activity history. | |||||
| Opportunity / Deal Pipeline i | ✓ | Basic pipeline | Custom stages | Advanced pipelines | Multi-pipeline |
| Deal Profile View i | ✓ | Basic | Complete | Advanced | Custom fields |
| Deal Stage Tracking i | ✓ | ✓ | ✓ | ✓ | Advanced controls |
| Deal Activity History i | ✓ | 90 days | 1 year | Full history | Full + export |
| Quotation & Commercial ApprovalCreate quotations and control pricing, commercial terms and discount approvals. | |||||
| Quotation Creation i | ✓ | — | ✓ | Advanced templates | Custom templates |
| Quotation Tracking i | ✓ | — | ✓ | ✓ | Advanced tracking |
| Commercial Approvals i | ✓ | — | — | ✓ | Custom multi-level flow |
| Discount Approval i | ✓ | — | — | ✓ | Custom approval matrix |
| Order & Handover ManagementConvert won deals into controlled customer orders and structured handovers to delivery teams. | |||||
| Order Management i | ✓ | — | — | ✓ | Advanced order controls |
| Sales-to-Delivery Handover i | ✓ | — | — | ✓ | Custom integration |
| Structured Handover Process i | ✓ | — | — | Standard workflow | Custom workflow |
| Sales AnalyticsMeasure sales performance, pipeline health and conversion from opportunity through successful order. | |||||
| Sales Performance Reports i | ✓ | Individual | Team | Advanced | Executive + custom |
| Pipeline Performance i | ✓ | — | Standard | Advanced | Custom analytics |
| Conversion Visibility i | ✓ | — | Basic | Advanced | Custom conversion reporting |
| Email & MarketingCreate, automate and measure email campaigns while managing audiences, templates and marketing communication from one workspace. | |||||
| Email Campaign ManagementBuild guided campaigns, select audiences, schedule delivery and automate marketing communication. | |||||
| Campaign Wizard i | ✓ | Basic | ✓ | Advanced | Custom workflow |
| Audience Selection i | ✓ | ✓ | ✓ | ✓ | Advanced controls |
| Campaign Scheduling i | ✓ | — | ✓ | ✓ | Advanced scheduling |
| Campaign Automation Workflows i | ✓ | — | — | Standard automation | Custom automation |
| Email Builder & TemplatesDesign campaign emails without code and maintain reusable templates and campaign assets. | |||||
| Drag-and-Drop Email Builder i | ✓ | Basic | ✓ | Advanced | Advanced + custom |
| Reusable Template Library i | ✓ | Limited | Standard | Advanced | Custom library |
| Campaign Content Management i | ✓ | — | ✓ | ✓ | Advanced controls |
| Audience ManagementCentrally maintain recipients and organize marketing audiences into targeted segments. | |||||
| Audience Hub i | ✓ | Basic | ✓ | Advanced | Enterprise controls |
| Audience Segmentation i | ✓ | — | Standard | Advanced | Custom segments |
| Recipient Management i | ✓ | ✓ | ✓ | ✓ | Advanced controls |
| Marketing AnalyticsMeasure campaign delivery and recipient engagement across opens, clicks and overall campaign performance. | |||||
| Campaign Analytics i | ✓ | Basic | Standard | Advanced | Custom analytics |
| Open Rate Tracking i | ✓ | ✓ | ✓ | ✓ | Advanced reporting |
| Click Tracking i | ✓ | — | ✓ | ✓ | Advanced reporting |
| Engagement Tracking i | ✓ | — | Basic | Advanced | Custom analytics |
| Marketing InboxKeep marketing email communication separate and centrally visible. | |||||
| Dedicated Marketing Email Inbox i | ✓ | — | — | ✓ | Advanced inbox controls |
| Campaign Communication Visibility i | ✓ | — | Basic | ✓ | Organization-wide |
| Access CenterControl user, department, role, module and action-level permissions with complete access visibility and audit history. | |||||
| User & Role Access ManagementConfigure granular access at user, department, role, module, sub-module and action levels. | |||||
| Individual User-Level Access Control i | ✓ | Basic | ✓ | Advanced | Enterprise controls |
| Department-Based Access i | ✓ | — | ✓ | ✓ | Custom policies |
| Role-Based Access i | ✓ | Standard roles | Custom roles | Advanced roles | Enterprise RBAC |
| Module-Level Permissions i | ✓ | ✓ | ✓ | ✓ | Advanced controls |
| Sub-Module Permissions i | ✓ | — | Basic | Granular | Custom policies |
| Action-Level Permissions i | ✓ | — | — | Granular | Enterprise policies |
| Enable / Disable Modules per Role i | ✓ | ✓ | ✓ | ✓ | Advanced controls |
| Access MonitoringReview current permissions and maintain a traceable history of access changes. | |||||
| Access Audit Trail i | ✓ | — | 90 days | Full history | Full + export |
| Access Change History i | ✓ | — | Basic | Detailed | Detailed + export |
| User Access Visibility i | ✓ | ✓ | ✓ | Advanced | Organization-wide |
| Apps & IntegrationsConnect OperationHQ with email, calendars, meetings, social communication, automation platforms and external systems. | |||||
| Google & Microsoft IntegrationsConnect core email, calendar and spreadsheet services with OperationHQ. | |||||
| Gmail Integration i | ✓ | ✓ | ✓ | ✓ | Advanced controls |
| Outlook Integration i | ✓ | — | ✓ | ✓ | Advanced controls |
| Calendar Sync i | ✓ | 1 calendar | Multiple calendars | Advanced sync | Enterprise sync |
| Google Sheets Integration i | ✓ | — | ✓ | Advanced sync | Custom sync |
| Communication & Meeting IntegrationsConnect meeting, collaboration and social communication channels to operational workflows. | |||||
| Zoom Integration i | ✓ | — | ✓ | ✓ | Advanced controls |
| Microsoft Teams Integration i | ✓ | — | — | ✓ | Advanced controls |
| WhatsApp Business Integration i | ✓ | — | — | ✓ | Advanced + custom |
| Facebook Integration i | ✓ | — | — | ✓ | Advanced controls |
| Instagram Integration i | ✓ | — | — | ✓ | Advanced controls |
| Automation & APIExtend OperationHQ through Zapier, APIs and a centralized integration catalog with connection monitoring. | |||||
| Zapier Integration i | ✓ | — | ✓ | Advanced | Enterprise controls |
| Custom API Access i | ✓ | — | — | Standard API | Advanced API |
| Integration Catalog i | ✓ | ✓ | ✓ | ✓ | ✓ |
| Live Connection Status i | ✓ | Basic | ✓ | Advanced monitoring | Enterprise monitoring |
| Guided Integration Setup i | ✓ | ✓ | ✓ | ✓ | Priority setup support |
| HQ Connect — Internal Team Chat & CallingBring team messaging, workspace record sharing, audio calling and video calling into OperationHQ. | |||||
| Team ChatCommunicate through direct and group conversations with mentions, notifications and organization-wide people search. | |||||
| 1:1 Direct Messages i | ✓ | ✓ | ✓ | ✓ | ✓ |
| Group Conversations i | ✓ | ✓ | ✓ | Advanced | Enterprise controls |
| @Mentions i | ✓ | ✓ | ✓ | ✓ | ✓ |
| Instant Notifications i | ✓ | ✓ | ✓ | ✓ | Advanced controls |
| Live Unread Badges i | ✓ | ✓ | ✓ | ✓ | ✓ |
| Organization-Wide People Search i | ✓ | ✓ | ✓ | ✓ | Advanced directory |
| File & Workspace SharingShare files and live OperationHQ records directly inside conversations without switching modules. | |||||
| File & Document Sharing i | ✓ | ✓ | ✓ | Advanced | Enterprise controls |
| Share from Workspace i | ✓ | — | ✓ | ✓ | Advanced sharing |
| Lead Card Sharing i | ✓ | — | ✓ | ✓ | Advanced sharing |
| Contact Card Sharing i | ✓ | — | ✓ | ✓ | Advanced sharing |
| Ticket Card Sharing i | ✓ | HIT tickets | HIT + support | ✓ | Advanced sharing |
| Purchase Order Card Sharing i | ✓ | — | — | ✓ | Advanced sharing |
| Audio & Video CallingStart audio and video calls from conversations and maintain centralized call records. | |||||
| One-Click Audio Calling i | ✓ | — | ✓ | ✓ | Advanced controls |
| One-Click Video Calling i | ✓ | — | — | ✓ | Advanced controls |
| Incoming Call Tracking i | ✓ | — | Basic | ✓ | Advanced history |
| Missed Call Tracking i | ✓ | — | ✓ | ✓ | Advanced history |
| Completed Call Tracking i | ✓ | — | ✓ | ✓ | Advanced history |
| Call Duration Tracking i | ✓ | — | — | ✓ | Advanced reporting |
| Full Call History i | ✓ | — | 90 days | Full history | Full + export |