sopo1
Multi-tenant CRM · HR · Accounts · AI

Run your entire business from one dashboard

Leads, staff, clients, invoices, and an AI analyst — all connected, all in real time, built for teams of any size on any device.

Explore Features

Everything your business needs

Five core modules, fully connected — a lead becomes a client, a client gets an invoice, and Sopo AI watches it all.

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Lead Management

B2B & B2C pipelines, follow-up timelines, staff assignment, one-click conversion.
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HR & Staff

Attendance, salary structures, leave approvals, and wage tracking in one tab.
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Clients

Converted leads land here automatically with a full notes and work-log timeline.

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Accounts

Estimates, branded invoices, receipts, payments, purchases, live statement.
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Products & Services

Categorized pricing with tax and HSN codes, ready for invoices and leads.
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Sopo AI Beta

An instant AI-written breakdown of conversion trends and staff performance.
Module 01

Never lose a lead again

Sopo splits every lead into B2B or B2C from day one, so your team always sees the right pipeline. Every call, note, and follow-up date lives on the lead's own timeline — nothing gets forgotten, and nothing gets buried in someone's notebook.

  • check_circle Separate B2B / B2C pipelines with custom statuses
  • check_circle Full follow-up timeline — calls, outcomes, next dates
  • check_circle Owners & Managers assign leads directly to Staff
  • check_circle One click converts a won lead into a Client
  • check_circle Filter by date range and export to Excel anytime

B2B Pipeline

6 leads

Hashir

Rayath Interiors

Interested

George

Tesla Retail

RNR

Arjun

Coral Bay Resorts

New

This Week's Attendance

Net Salary — Ramya ₹32,400
Leave — Casual Approved
Module 02

Run HR without the spreadsheets

Owners create Manager and Staff accounts in seconds, with usernames and passwords generated automatically. From there, attendance, salary structures, leave requests, and daily wages all live in one place — no more chasing people for their hours.

  • check_circle Auto-generated staff logins, module access per person
  • check_circle Daily attendance marking with check-in / check-out
  • check_circle Basic salary structures — allowances & deductions
  • check_circle Leave requests with Owner/Manager approval
  • check_circle Daily-wage entries with auto-calculated totals
Module 04

Billing that actually looks professional

Send a quote, convert it to an invoice with one click, and watch payments land on a live statement with a running balance — automatically. Every invoice carries your logo, address, and brand color, so it's ready to send to a client the moment it's created.

  • check_circle Estimates that convert into Invoices in one click
  • check_circle Branded, printable invoices — logo, address, tax details
  • check_circle Receipts, Payments, and Purchases fully tracked
  • check_circle Live account statement with running balance
  • check_circle Date-range filters and Excel export on every ledger

Invoice

INV-0001

Sent
Sample Product × 2₹9,000
Sample Service × 1₹1,500
Total Due ₹12,075

Engraved Panel

₹4,500

GST 15% · HSN 7016

Consultation

₹1,500

Service · HSN 9983

Module 05

One catalog, used everywhere

Set up your products and services once — with pricing, tax, and HSN codes — and reuse them everywhere: tag them on a lead, drop them straight into an estimate or invoice line item, no retyping.

  • check_circle Organize by category, mark items as goods or services
  • check_circle Price, tax %, and HSN code stored per product
  • check_circle Same catalog powers Leads, Estimates, and Invoices
Beta

Your own AI business analyst

Owners can pick any date range and ask Sopo AI to look at that period's leads and staff performance. In seconds, it writes back a plain-English breakdown: what's converting, what's not, and which staff need support — no spreadsheets, no manual number-crunching.

  • check_circle Date-range lead & conversion statistics
  • check_circle Specific, actionable improvement suggestions
  • check_circle Staff-wise performance commentary
  • check_circle 3 analyses per Owner per month, included free in Beta
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Sopo AI is analyzing...

## Statistics

Conversion rate is 16.7% this period, with B2B outperforming B2C 2:1...

How it works

From setup to daily use, in four steps.

01

Get onboarded

Super Admin creates your Company and Owner login with auto-generated credentials.

02

Build your team

Owner adds Managers and Staff, choosing exactly which modules each person can see.

03

Run daily work

Capture leads, mark attendance, send invoices — all from one dashboard, any device.

04

Get smarter

Ask Sopo AI to analyze any period and tell you what to fix next.

Built for teams like yours

If you sell products or services and manage a team, Sopo fits.

storefront

Retail & Studios

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Real Estate

school

Education

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Manufacturing

campaign

Agencies

construction

Contractors

Multi-tenant

Every company's data is fully isolated and secure.

Role-based access

Owner, Manager, and Staff each see exactly what they should.

Mobile-ready

Full functionality on phones, tablets, and desktops alike.

Ready to get started?

Contact our advisor for getting details and enroll in our system.

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