Features
Core Features
Sales & CRMTrack leads & orders
Purchase & VendorManage suppliers
Inventory ManagementReal-time stock control
Accounting & PaymentsLedgers & reconciliation
Compliance & Workflow
GST & ComplianceAuto GST filing
Reports & AnalyticsInsightful dashboards
AdministrationRoles & permissions
Multi-Branch ManagementManage all locations
Smart Scanning
OCR ScannerScan & digitise instantly
Barcode ScannerLightning-fast billing
Pricing Get In Sign In Start for Free
Sales & CRM Software

Faster Sales,
Smarter CRM
for Your Business

Manage leads, create quotations, process orders, send invoices and track customers — all from one powerful dashboard built for Indian businesses.

🚀 Start Free Trial Explore Modules
Leads
Quotations
Sales Order
Sales Return
Invoices
Customers
+42% Sales

Monthly Growth

36 Quotes

Sent This Week

₹2.4L

Revenue Today

12 Leads

Added Today

3 Returns

Processed Today

128 Orders

Completed Today

MyOfficeBook Phoneview
MyOfficeBook Desktopview
Sales Modules

Everything in Sales & CRM

Five powerful modules that cover your complete sales cycle — from first contact to final payment.

🎯

Leads

Capture and track potential customers. Assign leads, set follow-up reminders and convert them to order in one click.

Explore
📋

Quotations

Create detailed quotations with GST, discounts and terms. Share via WhatsApp or email. Convert to sale orders instantly.

Explore
🛒

Sale Orders

Manage confirmed orders end-to-end. Track delivery status, pending items and convert to invoice with a single click.

Explore
↩️

Sales Return

Handle customer returns smoothly. Stock adjusts automatically and credit notes are generated for returned goods.

Explore
🧾

Invoices

Generate GST-compliant invoices automatically. Print, download PDF or share on WhatsApp. Track paid and pending status.

Explore
👥

Customers

Maintain complete customer profiles with GST number, credit balance, purchase history and outstanding payment dues.

Explore
Key Features

Why Choose Our Sales Module

⚡

Lead to Invoice in Minutes

Complete sales cycle — lead → quotation → order → invoice — without switching between apps or re-entering data.

🇮🇳

GST Auto-Calculated

CGST, SGST, IGST applied automatically based on customer location. HSN codes and GST rates managed per product.

📱

WhatsApp Invoice Sharing

Share quotations, orders and invoices directly via WhatsApp with a single tap. Customers get a clean PDF instantly.

💳

Payment Tracking

Record payments via cash, UPI, bank transfer or cheque. See outstanding dues and credit balances per customer.

📊

Sales Reports & Analytics

Daily, monthly and yearly sales reports. Track top customers, best-selling products and collection efficiency.

↩️

Sales Returns

Handle customer returns smoothly. Stock adjusts automatically and credit notes are generated for returned goods.

🏪 Kirana Stores
·
🏬 Retail Shops
·
🏭 Wholesalers
·
💊 Medical Stores
·
🔧 Hardware Shops
·
👗 Garment Stores
·
🍽️ Restaurants
·
🔌 Electronics Shops
·
🏪 Kirana Stores
·
🏬 Retail Shops
·
🏭 Wholesalers
·
💊 Medical Stores
·
🔧 Hardware Shops
·
👗 Garment Stores
·
🍽️ Restaurants
·
🔌 Electronics Shops
Workflow

From Lead to Invoice — Every Step, Seamlessly

A smart workflow that guides your sales from first contact to final bill. Click any step to explore.

Lead
Capture & qualify
OR
Quotation
Send & get confirmed
on confirm
Order
Confirmed & tracked
Invoice
GST-ready billing
or skip directly
Direct Invoice No prior steps

Lead — capture & qualify

Log incoming inquiries, assign to your team and set follow-up reminders. Once you confirm a lead, an order is created automatically — no manual steps needed.

Track inquiries
Assign to team
Auto-create order

Flexible Sharing

Share via WhatsApp, email or PDF in one tap — works on every document.

Automated Reminders

Smart follow-ups go out on schedule. Never chase payments manually again.

GST-Compatible Billing

CGST, SGST & IGST auto-calculated. Every invoice is file-ready.

Print Themes

Different Templates for
Quotations & Invoices

Choose how tax is displayed on your documents. Switch themes anytime — changes apply instantly to all new prints.

Switch themes anytime, instantly
Product Wise Tax
● Live Preview
Product wise tax template
Each product row shows CGST, SGST & IGST inline — ideal for multi-rate items.
Rate Wise Tax
● Live Preview
Rate wise tax template
Tax summarised by slab at the footer — best when many products share the same GST rate.
No Tax Table
● Live Preview
No tax table template
Simplest layout — no tax columns. Perfect for composition scheme or non-GST businesses.

Ready to Streamline Your Sales?

Join 5,000+ Indian businesses already managing sales smarter with myofficebook.

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✅ 7-day free trial  ·  ✅ No credit card needed  ·  ✅ Free setup assistance