Digital transformation, one process at a time
Transformation is a journey, not a destination. We start with the process that costs you the most, automate it on the cloud, and build from there as your business grows.
Find the process
Together we look at how enquiries, orders and support requests move through your business today, and pick the one where automation pays back first.
Automate it on the cloud
Sales and support usually come first. Our hosted CRM, live chat and support desk go live in days, with no development team needed on your side.
Grow from there
Each step changes habits as well as tools. Once one process runs itself, the next is easier, until the whole organisation works digitally.
Sales automation
A cloud CRM that captures every enquiry, follows every deal and sends the invoice, so your team sells from anywhere and nothing is lost in a spreadsheet.
Every enquiry captured
Website forms, e-mails and WhatsApp messages become leads automatically, each with an owner and a follow-up date.
One pipeline for the team
Deals on a board with the probability of each stage, activities and a shared calendar, visible to managers as it happens.
Quote to GST invoice
Quotes, orders and GST invoices from the same record, numbered by financial year, with PDFs, e-mail and payment tracking.
Campaigns that follow up
E-mail, SMS and WhatsApp campaigns to the right list, with opens and clicks tracked back to the deal.
Support automation
After-sales support decides whether customers stay. Give them a help desk, live chat and a knowledge base that answer quickly, and give your team one queue to work from.
Tickets from every channel
Web forms and e-mails become tickets with an owner, a priority and a resolve-by time, and replies stay in the same thread.
Live chat on your website
A “Need help?” tab answered from one team inbox or the Android agent app, so questions are answered while the visitor is still on the page.
Answers before tickets
A knowledge base customers can search, suggested to them while they type, so common questions never become tickets.
Reports you can act on
First-response and resolution times, customer ratings and overdue reminders, by category and team member.
Accounting automation
Books that keep themselves from the documents your business already produces: invoices post as they are raised, bank entries match themselves, and the GST return is built from the ledgers rather than typed into a portal.
Invoices that post themselves
GST invoices raised in the CRM or the accounting app post straight to the ledgers, with e-invoices and e-way bills generated from the voucher.
Bank entries matched
Statements imported or fed from the bank, matched to vouchers automatically, with a reconciliation statement that explains the rest.
GST returns from the books
GSTR-1 and GSTR-3B prepared from your entries, validated and filed from the app, with GSTR-2B reconciled against purchase bills.
Reports without month-end
Trial balance, profit and loss, balance sheet and cash flow at any moment, each figure drilling down to the voucher behind it.
Human resource automation
The payroll month runs itself: attendance arrives from the employee app, the statutory deductions are computed with the rules kept current, and payslips, bank files and returns come out of one run.
Attendance from the app
Check-in and check-out by selfie and location, leave and work-from-home requests with balances, all feeding the month’s run.
Deductions computed for you
PF, ESI, professional tax by state, labour welfare fund and TDS under either regime, with ceilings and slabs maintained by us and dated.
One run, every output
Payslips to each employee, the salary bank file, the PF ECR, the ESI return and Form 16, from a run you can review, post and rerun.
Self-service for employees
Payslips, tax declarations and proofs, leave balances and bank details kept by the employee, so HR stops answering the same questions.
Expenses automation
Expense reports from claim to reimbursement with nothing typed twice: employees submit from their phones, approvals follow your policy, the GST credit is checked, and the books are posted.
Claims from the phone
A photo of the receipt, attendees named, amounts split across projects or cost centres, submitted from the CATEYE Finance app or the web portal.
Approvals that follow your policy
Manager approval, then extra steps when the amount or the policy calls for it. Limits by grade and city tier, duplicates and missing receipts flagged.
GST credit checked per entry
The supplier GSTIN validated, blocked categories excluded, and the entry matched against GSTR-2B before finance confirms the credit.
Paid and posted
Approved reports grouped into payment batches with a bank file for IMPS or NEFT, and each report posted as a journal into the books or exported to Tally.
Explore CATEYE Expense Manager Talk to us about your expense policy
How we work with you
Understand
We map the process with the people who run it, and agree what better looks like: faster replies, fewer lost leads, less re-typing.
Plan
We choose the platform, the integrations and the order of work, with a fixed scope and price before anything is built.
Implement
We host and set up the software, bring your data across, connect your website, e-mail and WhatsApp, and train your administrators.
Support
Our support desk and live chat stay with you after go-live, and the next process is planned once the first one runs smoothly.
Built to scale with you
The platforms we automate on have to grow as you do, in users, data and security, without a rebuild.
Hosted on the cloud
Every customer has their own installation, run and backed up by us, open to your team from anywhere.
Security at every layer
Role-based access, two-step sign-in and your own installation, so security grows with the organisation instead of lagging behind it.
Performance as you grow
More users, more records and more companies on the same platform, with the backups and monitoring to match.
Start with the process that costs you the most
Tell us how enquiries or support requests reach you today. We will show you what automating that one process looks like, with a fixed scope and price.
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