Quotations, from first enquiry to final payment.
One workspace for leads, quotes, reports and invoices. Nothing re-typed, lost in WhatsApp threads or forgotten in a spreadsheet.
One workspace for the entire sales cycle
Every step a deal goes through lives in one app — nothing re-typed, lost in WhatsApp threads or forgotten in a spreadsheet.
Capture
Leads flow in from your website, IndiaMART, Meta and Google forms.
Quote
GST-ready quotations with a live A4 preview as you type.
Follow up
See when clients open quotes and get reminded what is due.
Measure
Live dashboard and team reports for any period.
Get paid
Proforma and tax invoices, UPI QR on every page.
Your business at a glance
- 📈18 live KPIsQuotes, value, invoices and payments.
- 🗓️One-click periodToday, month, quarter, FY or custom.
- 🍩Visual chartsStatus donut and monthly value.
- 🏢Company historyPlus a recent quotations feed.
Every lead captured and answered
Website form
Paste-in HTML form with spam protection.
Hosted form
Share on WhatsApp, social media or as a QR code.
Webhooks
IndiaMART, Zapier, Make, Meta and Google lead forms.
Import & manual
CSV import or add walk-ins and calls by hand.
Pipeline stages
Your day's follow-ups, delivered to your inbox
- ⏰Every morning, at your hourA branded digest email for each person.
- 📌Overdue and due todayLeads, follow-ups and expiring quotes.
- 🧾Overdue invoicesSent to Admin and Accounts.
- 👍Instant alertsWhen a client accepts or declines.
Know exactly what is working
People
Made, accepted and win rate per person.
Lead sources
11 sources and response time compared.
Quote views
Every client open logged with date and time.
Money
Invoiced, received, outstanding, overdue.
From quote to payment, without re-typing
Build
Live A4 preview, auto numbering, smart CGST/SGST/IGST and a product catalogue.
Send
Secure client link, one-tap WhatsApp, email from your own domain.
Close
Client accepts, declines or asks for changes online; follow-up reminders.
Get paid
Proforma to tax invoice, UPI QR, part-paid and overdue tracking.
Quote faster. Follow up smarter. Get paid sooner.
See Bhexa Quotes in action. We'll set it up for your business.