Built for modern sales teams

Run your
business with
clarity

One platform for leads, orders, finance, invoices — synced live with Google Sheets. Built for businesses that mean business.

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Trusted by 500+ businesses
Reletra · Dashboard · This month
TOTAL LEADS
142
↑ 18% vs last month
REVENUE
₹4.2L
↑ 24% vs last month
DEALS CLOSED
31
↑ 9% vs last month
FOLLOW-UPS DUE
7
3 overdue
MONTHLY GOAL PROGRESS
Revenue68%
Leads82%

Everything you need

Built for every corner
of your business

From first contact to paid invoice — manage it all in one place, with data that stays fresh automatically.

Multi-channel lead capture

Meta and IndiaMART leads flow in directly. JustDial and any other source that emails you are pulled in automatically too — every enquiry in one pipeline.

Lead management

Track every lead through your pipeline with notes and follow-up dates. A dedicated tab shows who needs attention today, colour-coded by urgency.

Invoicing & quotations

Send GST invoices, quotes, and proforma invoices in seconds. Export as PDF, share on WhatsApp, and track payment status — all in one place.

Payment recovery

See every unpaid balance at a glance and send WhatsApp reminders in one tap. Stop chasing payments by memory.

Finance & reports

Log income and expenses, track P&L and GST, and compare weekly, monthly, and yearly performance with clear charts.

Team & performance

Add your team, assign work, and see who is closing. Track each member’s performance without asking for updates.

Customer management

Every customer’s orders, invoices, payments, and full ledger in one profile. Know exactly where each account stands.

Goal tracking

Set weekly and monthly targets for revenue, leads, and follow-ups, and watch the progress bars fill in real time.

WhatsApp & phone login

Sign in with your mobile number and a WhatsApp code — no passwords to forget. Get login and account alerts right where you already are.

HOW IT WORKS

Your entire business,
one simple flow

From first enquiry to final payment — Reletra handles everything in between.

Step 01
Capture Every Lead

Never miss an enquiry. Add leads manually, import from CSV, or auto-sync from your Google Sheet every 10 minutes. Set follow-up dates and get reminded automatically.

Google Sheets syncFollow-up remindersLead status trackingCSV import
LEADS DASHBOARD
Rahul Sharma
Paper Bag · 500 qty
Follow-up today
Priya Patel
Cotton Bag · 1200 qty
New
Maulik Industries
Jute Bag · 2000 qty
Overdue
ORDER MANAGEMENT
ORD-2024-001
Delivered
Rahul Sharma · ₹45,000
ORD-2024-002
In Production
Priya Patel · ₹92,000
Step 02
Manage Orders

Convert confirmed leads to orders instantly. Track production status, set delivery dates, record advance payments and monitor balance outstanding.

Auto order IDProduction statusAdvance trackingCustomer history
Step 03
GST Invoices in Seconds

Generate professional GST invoices and proforma invoices in one click. Choose from 3 templates, add your logo, UPI QR code and bank details. Print or share via WhatsApp instantly.

3 invoice templatesProforma invoiceUPI QR codeWhatsApp share
INVOICE PREVIEW
TAX INVOICE
INV-2024-0047
Date: 8 Jun 2026
Due: 8 Jul 2026
Bill to
Rahul Sharma
GSTIN: 24XXXXX1234X1Z5
Total Amount₹45,000
PAYMENT RECOVERY
Total Outstanding₹1,37,500
WhatsApp
Send reminder
Record
Payment received
Step 04
Collect Every Rupee

See all outstanding payments in one place. Send WhatsApp reminders with invoice details and UPI payment link. Record payments and track collection progress automatically.

WhatsApp reminderUPI payment linkOutstanding trackerFinance reports
Step 05
Track Goals & Grow

Set monthly revenue, leads and follow-up goals. Weekly targets auto-calculate. Watch your progress in real time on the dashboard. View full history to see how your business grows month by month.

Monthly goalsWeekly auto-splitGoal history chartProgress tracking
GOALS DASHBOARD
Revenue₹1,45,000 / ₹2,75,000
53% achieved
Leads38 / 50
76% achieved
Follow-ups52 / 50
Goal achieved!
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