Skip to content
Precizor
Business OSEvery department, one workspace

Your entire business.One connected system.

Bring sales, projects, people, operations, and business intelligence together in one platform built for growing businesses. Spend less time coordinating tools and more time moving your business forward.

Get startedExplore the platform

Built for growing teams. Designed for the way Indian businesses work.

  • ₹ INR and April–March financial years
  • Indian payroll components: EPF, ESI, PT, TDS
  • Works alongside TallyPrime and BUSY
Sample data
Search or ask Copilot…

Wednesday, 21 October

Good morning, Ananya

Open pipeline

₹48.6L

+12% vs last month

Active projects

14

3 need attention

Pending approvals

7

2 waiting on you

Open tickets

23

2 near SLA

Weighted pipeline

Last 12 weeks · ₹ lakh
Aug 1Aug 15Aug 29Sep 12Sep 26Oct 10Oct 17

Qualified

18 · ₹14.2L

Proposal

9 · ₹17.9L

Negotiation

5 · ₹11.3L

Won (Oct)

4 · ₹5.2L

Precizor AI

3 insights
  • 3 projects are approaching their deadlinesProjects · due within 7 days
  • 6 opportunities have no follow-up in 14 daysCRM · ₹9.4L in pipeline
  • 2 items are below their reorder levelsInventory · Pune warehouse
How much did we sell this month?

Why Precizor

Your business has grown. Your tools haven’t caught up.

Most growing companies run on a patchwork: a CRM here, spreadsheets there, approvals in chat, and the books in a separate system. Every handoff between them is manual, and someone on your team pays for it in time.

Showing disconnected tools: spreadsheets, chat, email threads, exported files and notes.

Spreadsheet

leads_final_v3.xlsx

  • Orbit Fintech · 98xxx
  • Mehta Retail · ??
  • Sahyadri Foods · call back
Three versions in circulation
Team chat

#delivery

  • “Any update on Mehta?”
  • “Checking with Arjun…”
  • “Who owns this task?”
Status lives in messages
Email

Re: Re: Fwd: leave?

  • Approved? Please confirm
  • Balance not updated
  • Manager on leave
Approvals lost in threads
Accounting export

tally_export_oct.csv

  • Emailed by accounts team
  • Out of date by Friday
  • Re-keyed into reports
Finance separated from operations
Sticky note

Follow up Orbit

  • …when?
  • Who was meant to call?
Follow-ups depend on memory
Spreadsheet

stock_pune_count.xlsx

  • Counted last month
  • Reorder level: ?
  • PO status in email
Stock checked by hand

Before

  • Customer data in one place, projects in another
  • Employee records somewhere else
  • Accounting disconnected from operations
  • Repetitive updates and manual reporting
  • Managers chasing people for information

With Precizor

  • Business functions connected in one workspace
  • Shared visibility across departments
  • Clear ownership, approvals and accountability
  • Reporting built from the records your team already keeps
  • TallyPrime or BUSY kept as your books, where supported

The platform

Everything your business needs to move forward.

One connected workspace for the work that keeps your business running. Explore each area below.

Sales & CRM

Every lead has an owner. Every deal has a next step.

Capture leads, convert them into companies, contacts and opportunities, and move deals through pipelines you configure. Follow-ups surface on the right day, for the right person.

  • Leads with sources, assignment and duplicate detection
  • Kanban pipelines with stage history and won/lost reasons
  • Follow-ups with today, upcoming and overdue views
  • Quotes with revisions and branded PDFs

Included in every plan

Sample data
Pipeline
Search or ask Copilot…
Qualified₹14.2L

Sahyadri Foods

₹3.4L

Follow-up today

Nexa Logistics

₹2.1L

Proposal₹17.9L

Orbit Fintech

₹8.6L

Quote v2 sent

Vriddhi Health

₹4.8L

Overdue 2d
Negotiation₹11.3L

Mehta Retail

₹6.2L

Closing this week
Won₹5.2L

Lumen Studio

₹2.9L

Project created

Today’s follow-ups

5
  • Call Sahyadri Foods11:00
  • Send revised quote to Orbit14:30
  • Demo for Nexa Logistics16:00
  • Check in with Vriddhi HealthOverdue

How it connects

Not just more tools. A more connected business.

Having many features is not the same as having connected work. In Precizor, modules share the same customers, people and records, so information moves forward instead of being copied across.

Shared records,
roles & workflows

From first enquiry to leadership view:

Every step above works in Precizor today. Hover or focus a module on the map to see what it shares with the rest of the business.

Business intelligence & Precizor AI

See what’s happening. Understand what needs attention.

Scattered operational data becomes one view of the company. Dashboards show where things stand, and Precizor AI points out what deserves a closer look.

Sample data

Sales pipeline

₹48.6L

32 open deals

Project health

14 active

9 on track · 3 at risk · 2 late

Outstanding tasks

126

18 overdue

Support activity

61 resolved

This week · 23 open

Inventory alerts

2 items

Below reorder level

Billable hours per week

Last 10 weeks
W33W35W37W39W41W42

Team workload

Planned vs capacity
  • Delivery96%
  • Design81%
  • Sales68%
  • Support74%
  • Finance52%

Needs attention

Precizor AI
  • Three projects are approaching their deadlines.Projects · milestones due within 7 days
    View projects
  • Several sales opportunities have no recent follow-up.CRM · 6 deals, no activity in 14 days
    Schedule follow-ups
  • Two inventory items are below their configured reorder thresholds.Inventory · Pune warehouse
    Draft a request

Try Copilot

Example answers from sample data
  • 7 items are waiting for your decision: 3 leave requests, 2 purchase requests and 2 timesheets.
  • The oldest is a ₹1.8L purchase request from Priya Nair, waiting 2 days.

Source: Workflows · your approval inbox

Ask in plain language

Copilot understands everyday business questions and answers from your own records, using your time zone and financial year. If a question is unclear, it asks you to clarify instead of guessing.

Every number explained

Metrics come from one documented set of definitions, so a number means the same thing on every screen. Forecasts and synced figures are labelled, and stale data is flagged.

Private by design

Precizor AI runs inside the platform. Your business data is not sent to an external AI service, and answers only include records the person asking is allowed to see.

Recommendations are advisory. When one suggests an action, such as scheduling a follow-up, you see a preview first and nothing changes until you confirm. Copilot doesn’t change data. Precizor AI is included in the Business plan.

Integrations

Modernize your operations. Keep the tools you trust.

Connect your business workflows with your existing systems instead of rebuilding everything from scratch. Every connection below is labelled with exactly where it stands today.

Built for Indian accounting workflows

Keep TallyPrime or BUSY as your books. Connect them to the rest of the business.

Keep your established accounting workflows while connecting supported financial information with the wider business. Your accounting software stays the source of truth; Precizor keeps a read-only copy so receivables, payables and invoiced sales can sit next to your pipeline and projects.

  • Read-only. Precizor never writes to your accounting software.
  • Every finance figure shows where it came from and how fresh it is.
  • Excel and CSV imports are validated and previewed before anything is saved.
  • Payroll can produce a balanced journal file to import into your books.
  • TallyPrime
    BetaExcel / CSV available

    Direct connection through Tally’s XML server is in beta. Excel and CSV import is available today.

  • BUSY
    Excel / CSV

    Import ledgers, parties and documents from Excel or CSV exports. BUSY publishes no API.

  • Other accounting software
    Excel / CSV

    Bring data in from any system that exports Excel or CSV, including Zoho Books.

Precizor Finance
  • ReceivablesLinkable to CRM companies
  • PayablesSupplier bills and ageing
  • Invoiced salesIn dashboards & Copilot

Included from the Growth plan.

More connections

Marketing & analytics

Campaign, ad and website data next to the leads and deals they produce.

  • Google AdsBetaCampaign and spend sync. Changes need explicit confirmation.
  • Meta AdsBetaCampaign and spend sync, kept separate per platform and currency.
  • Google Analytics 4BetaRead-only website analytics for attribution and reports.
  • Facebook & InstagramBetaPublish and schedule posts, read metrics and comments.
  • LinkedIn PagesBetaPublish and schedule company page posts.
  • SendGrid / SMTPBetaEmail campaigns with consent, suppressions and unsubscribe.

Commerce & payments

Read-only order and payment data for revenue attribution.

  • RazorpayBetaRead-only payments with signed, de-duplicated webhooks.
  • ShopifyBetaRead-only orders for marketing attribution.
  • WooCommerceBetaRead-only orders for marketing attribution.
  • StripeBetaRead-only payments with signed webhooks.

Work & service

Bring engineering and inbound email into the same workspace.

  • GitHubAvailableRepository issues become project tasks. Verified against the live GitHub API.
  • Email to ticketAvailableA signed inbound webhook any mail relay can call. Replies stay threaded.
  • Excel / CSV importAvailableCompanies, contacts and products, with validation, duplicate flags and safe re-runs.

On the roadmap

Planned

Listed so you can see where we’re heading. These can’t be connected yet.

  • QuickBooks
  • Zoho CRM
  • HubSpot
  • Salesforce
  • Google Workspace
  • Microsoft 365
  • Slack
  • Jira
  • Asana
  • Trello
  • Google Drive
  • OneDrive
  • Freshdesk
  • Zendesk
  • greytHR
  • Darwinbox
Available
Verified end to end and ready to use.
Beta
Built and tested against the provider’s documented interface. Being verified with live accounts, so confirm your setup with us before relying on it.
Excel / CSV
Exchange data with guided Excel or CSV imports, with validation before anything is saved.
Planned
On the roadmap. Not connectable yet.

Product names are trademarks of their respective owners and are used only to describe compatibility. No partnership or endorsement is implied.

Solutions

Built around the way your business works.

The same platform serves a five-person startup and a multi-department company. Choose your business to see where it fits.

Founders and early teams

Manage growth without adding operational complexity.

Set up the basics properly from day one: one place for customers, projects and team responsibilities, so the business doesn’t depend on whoever remembers what.

  1. 1Lead
  2. 2Deal
  3. 3Project
  4. 4Dashboard

What you can do

  • Keep customers, deals and follow-ups organised from the first sale
  • Track projects and tasks with clear owners
  • Run leave and attendance without spreadsheets
  • Establish repeatable workflows before the team doubles

Modules you’d use

  • CRM & sales
  • Projects & time
  • HR & employee self-service

Typical starting point: Starter plan

Every business type uses the same platform. Pipelines, roles, approval rules and workflows are configured to fit how you work.

Pricing

Powerful business operations. Without enterprise-level complexity.

Choose a plan that fits the way your business works today, with room to grow as your team expands. Simple per-user pricing in rupees.

Starter

For founders, freelancers, and small teams.

₹99/ user
/ month

Billed annually, ₹1,188 per user per year. Saves ₹25 per user each month.

Choose Starter

A practical starting point for getting organised.

  • Core CRM: leads, pipeline and follow-ups
  • Projects, tasks and time tracking
  • Employee directory, leave and attendance
  • Dashboards built from your own records

From 5 users · ₹495 a month before GST

Growth

Recommended

For growing teams that need connected operations.

₹199/ user
/ month

Billed annually, ₹2,388 per user per year. Saves ₹50 per user each month.

Choose Growth

Sales, delivery, people and operations working from one record.

  • Everything in Starter
  • Workflow and approval automation
  • Marketing and customer support
  • Inventory, procurement and suppliers
  • TallyPrime and BUSY data import for finance insights
  • Up to 2 group-company workspaces

From 5 users · ₹995 a month before GST

Business

For established companies with more complex operations.

₹349/ user
/ month

Billed annually, ₹4,188 per user per year. Saves ₹88 per user each month.

Choose BusinessTalk to sales

Payroll, business intelligence and room for group companies.

  • Everything in Growth
  • Indian payroll with EPF, ESI, PT and TDS estimates
  • Precizor AI: Copilot, forecasts and recommendations
  • Detailed reports and saved analyses
  • Up to 10 group-company workspaces
  • Priority Support

From 5 users · ₹1,745 a month before GST

Prices are per user per month in Indian rupees, exclusive of 18% GST. Minimum 5 users. Payments are processed securely by Razorpay, and you can add your GSTIN at checkout.

Estimate your cost

Annual billing, shown per year. Final amounts are confirmed at checkout.

Starter

₹14,018

₹11,880 + ₹2,138 GST · per year

Growth

₹28,178

₹23,880 + ₹4,298 GST · per year

Business

₹49,418

₹41,880 + ₹7,538 GST · per year

Pricing questions

Yes. Every plan starts at 5 users, so a founder with a small team can begin on Starter and add people as the business grows.

Yes. Each plan builds on the one before it: Growth adds workflows, marketing, support, inventory and finance data, and Business adds payroll and Precizor AI. Your records stay in the same workspace. Talk to us about moving between plans.

Yes, and we recommend it. Your accounting software stays the source of truth. Precizor imports a read-only copy for finance insights and never writes back. TallyPrime can also connect directly (beta); BUSY works through Excel or CSV exports.

GitHub, email-to-ticket and Excel/CSV imports are available today. TallyPrime direct connection, Google Ads, Meta Ads, GA4, social publishing, Razorpay, Shopify, WooCommerce and Stripe are in beta. See the integrations section for each status.

Yes. IT services, agencies and consulting firms use the CRM, projects, timesheets and approvals together, from winning the work to delivering it.

You pay per user per month for the plan you choose, plus 18% GST. Annual billing is charged once a year at a lower monthly rate. Everyone who signs in to your workspace counts as a user, including group-company workspaces; a person in several of them counts once, and pending invitations count too.

There is no free trial at the moment. If you’d like to see Precizor with your own use case before subscribing, talk to our team and we’ll walk you through it.

Trust & security

Built to bring your business operations together.

Your customer, employee and financial records belong in one place only if that place is built carefully. Here is how Precizor is designed.

  1. 01

    One operational view

    Departments share the same customers, people and records.

  2. 02

    Clear responsibility

    Owners, approvals and history on the work that matters.

  3. 03

    Fits what you already use

    Accounting stays in TallyPrime or BUSY where supported.

  4. 04

    Practical for growing teams

    Set up module by module, configured to your way of working.

  5. 05

    Predictable pricing

    Published per-user prices in rupees, GST shown separately.

Tenant isolation, enforced twice

Every request is checked against your membership, and the database applies row-level security as a second barrier between organizations.

Roles and record-level permissions

Editable roles with record scopes, individual grants and denials. Sensitive HR and payroll fields are shown only to people with permission.

Strong sign-in protection

Argon2id password hashing, 2-step verification with an authenticator app, recovery codes, and temporary lockout after repeated failures.

Single sign-on, when you need it

Connect an OpenID Connect provider such as Microsoft Entra ID or Google Workspace alongside regular accounts.

Append-only audit log

Sign-ins, membership and access changes, and data exports are recorded in a log the database refuses to modify or delete.

Encrypted credentials

Integration tokens and secrets are encrypted by the application and never shown again after you save them.

Two-person approvals

Payroll needs a second approver, and the person who starts a workflow can’t approve it themselves.

You keep access to your data

If a subscription ends, your team keeps access to existing records; only invitations and paid modules pause.

Payroll calculations use statutory rules that your administrator verifies before any payroll run can be approved. For details on hosting, backups and data handling, talk to our team.

FAQ

Questions, answered.

Can’t find what you’re looking for? Contact us.

Precizor is one workspace for running a business: CRM and sales, projects and time, HR and Indian payroll, marketing, inventory and procurement, customer support, workflow approvals, and business intelligence. The modules share the same customers, people and records, so work moves between departments without being re-entered.

Indian startups, small businesses and medium-sized companies, including IT services firms, digital agencies, consultancies and trading businesses. It suits a founder with a small team as well as a company with several departments and group companies.

Separate tools each hold part of the picture, so people copy data between them and chase each other for updates. In Precizor, a won deal can become a project, approvals follow one set of rules, and reports draw on the same records. You also manage one subscription instead of several.

Yes, though plans start at 5 users, so it fits best once you have, or expect, a small team. Starter covers the CRM, projects and HR basics.

Yes. Roles with record-level permissions, approval workflows, an audit log, optional single sign-on and separate workspaces for group companies are built for organisations with several teams. The Business plan adds payroll and Precizor AI.

Yes. TallyPrime, BUSY and other accounting software stay your books of record. Precizor imports a read-only copy for finance insights and never writes back. TallyPrime can connect directly (beta), and any system that exports Excel or CSV can be imported.

GitHub, email-to-ticket and Excel/CSV imports are available. TallyPrime direct connection, Google Ads, Meta Ads, GA4, social publishing and commerce connectors are in beta. Others, such as Zoho CRM, HubSpot and Slack, are planned. The integrations section lists each one with its status.

Modules come in plans rather than individually: Starter (CRM, projects, HR), Growth (adds workflows, marketing, support, inventory and finance data) and Business (adds payroll and Precizor AI). You only set up the modules you need. If you need a different combination, talk to us.

A price per user per month, depending on the plan, plus 18% GST. Annual billing costs less per month than monthly billing. Everyone who signs in to your workspace counts as a user.

Create an account, set up your organisation and choose a plan. The setup checklist walks you through your business profile, legal entities, financial year and document numbering. Prefer a guided start? Talk to our team.

Your data belongs to your organisation and is kept separate from every other customer’s. Access follows the roles you set, important changes are recorded in an audit log, and Precizor AI processes data inside the platform without sending it to an external AI service. If a subscription ends, your team keeps access to existing records.

Your business is growing.
Give it a better system to grow with.

Bring your operations into one connected workspace and build a clearer picture of your business, your team, and your next move.

Get startedExplore the platform

Sample data