Psalm/Features
Everything, connected
Most small businesses run on a quotation template, a spreadsheet, an accounting package, a chat group and somebody's memory. Psalm is one system where each step hands over to the next, so nothing is retyped and nothing is forgotten.
Winning the work
The part of the business where money is either won or quietly lost, because a follow-up was forgotten.
Connect IndiaMART, Google Ads, Facebook, JustDial or your own website form in about a dozen clicks. Each enquiry lands on your pipeline and rings the phone of the person who should call it. A returning customer is merged into the enquiry you already have rather than becoming a second card.
Seven stages, each with its own colour, on a board you drag work across. On a phone the same board becomes a tap to move. Every salesperson has their own private space, and the owner sees the whole company and who is holding what.
Set a follow-up and it rings the right phone at the right minute, even with the phone in a pocket. Overdue ones stay marked as pending until somebody deals with them, rather than sliding quietly into the past.
Measured by length, width and pieces, or plain quantity and rate, or a fixed charge. The page layout works itself out so a short quotation is never a stranded page and a long one never orphans its terms. It comes out branded as yours.
Share on WhatsApp straight from the document. Or send a link the client opens in a browser, reads, and accepts or declines. Your team is told the moment they do, and the quotation records who said yes and when.
An accepted quotation becomes a sales order with one action, carrying every line, price and tax with it. Payment milestones are set from the advance you agreed, and the order reserves stock the moment it exists.
The money
The part most CRMs leave to somebody else. Psalm does it properly, because a quotation that never becomes a paid invoice was just an expensive piece of paper.
Indian GST with correct CGST, SGST and IGST splits decided by where your customer is, gapless invoice serials that reset with the financial year, credit and debit notes for corrections, and e-invoicing readiness. UK VAT and US sales tax are handled with the same care, down to the rounding.
Every outstanding order, aged into thirty, sixty and ninety days, totalled. No exporting to a spreadsheet on a Sunday evening to find out.
A UPI scan-to-pay code printed on Indian invoices, and a one-tap WhatsApp chase that writes the polite message for you with the amount and the days overdue already in it. Payment reminders ring your team at ten in the morning, not at midnight.
Advance requests as proformas, the full tax invoice on delivery, and proper credit and debit notes when something changes after the fact. An issued tax invoice is never edited or deleted, only cancelled, so your serial run stays clean.
Monthly, quarterly or yearly billing prepared automatically and issued with one tap. Nothing goes out to a customer without a person saying yes.
GSTR-1 workbooks and Tally XML exports carrying your own invoice numbers, so your accountant imports rather than retypes. Export everything, any time. It is your data.
Actually doing the work
Where a CRM usually stops and a second system begins.
An order reserves what it needs the moment it is placed, so you see free stock rather than a number that has already been sold twice. Stock is never a figure somebody typed, it is worked out from every movement in and out.
Raise a purchase order against a customer's order so you can see what was bought for which job. Receive partial deliveries, and stock rises as it arrives.
Turn an order into a job with a site address, a materials checklist and the crew on it with their day or project rates, so you know what a job actually cost you.
Your people
Priced for the company rather than per head, so putting everyone on it costs you nothing extra.
Channels and direct messages, files and photos, replies in threads, and mentions that ring a phone. Key moments post themselves: a new order, a payment received, a lead won.
Give each person exactly the parts of the business they need. A salesperson sees their own leads and quotations and no one else's. Your accountant sees the money and not your pipeline. You see everything.
Follow-ups, deliveries and payment dates on one calendar, with your own private notes. Leave requests, approvals and the public holidays for your region already in.
Yours, not ours
Upload one logo file. Psalm works out your icon, your logo and your two brand colours on its own, then repaints the entire product to match, light mode and dark. Your quotations and invoices carry your mark. Your team installs it on their phones and your icon is the one on the home screen.
Try it on this site. Drop your logo in and watch a real Psalm window become yours, right there in the page. Nothing is uploaded anywhere: it all happens inside your own browser.
Answer three questions when you sign up and Psalm configures your units, whether you price by measured area or plain quantity, your tax rules, and which menus you even see. Sheet goods by the square foot, paint by the litre, machinery by the unit, or services by the hour. A joiner and a paint supplier get two genuinely different systems out of the same product.
Guided imports from Excel, Google Sheets, Tally, Zoho, Salesforce, QuickBooks, Odoo and Vyapar. Customers, products, opening stock and even open invoices come across, keeping their original numbers so your history still reconciles. Most businesses are running the same day.
Psalm installs from the browser onto any phone, tablet, Mac or Windows machine like a real app, with real notifications. There is nothing to download from a store and nothing to keep updated.
Fourteen days free. No card, no sales call, and about an hour to be up and quoting.