Everything an export house needs, in one platform
ExportCRM combines a CRM, an ERP and purpose-built export tools — so you can run leads, orders, production, documentation, finance and analytics from a single system.
Master modules
CRM & master data
Customers, vendors, tailors, inventory and users — the foundations of your export operation, each with full CRUD, search and bulk Excel import.
Dashboard
/dashboardA live KPI hub — order summary cards, lead pipeline, sales & revenue, recent activity, order-volume and revenue charts, plus upcoming-delivery alerts.
Customers
/customersFull 360° profiles with company, GST/PAN, multiple billing & shipping addresses, order history and metrics. Duplicate detection and one-click Excel import.
Vendors
/vendorsA supplier directory organised by category, with contact, GST and bank details, full procurement history and instant search.
Tailors
/tailorsManage production partners by stitching type, track production history and print ready-to-hand tailor sheets.
Inventory
/inventorySKU products with quantity, price, unit, type, vendor and image. Low-stock views, search, and bulk Excel import with preview & validation.
Users & Roles
/usersCreate and manage users, assign roles, activate/deactivate accounts, reset passwords and track last-login activity.
Order workflow
Leads to orders to cash
Run the complete order lifecycle — from lead capture through a 12-stage production pipeline to invoicing, purchase and expense tracking.
Leads
/leadsFull lifecycle — Open → Contacted → Qualified → Converted. Assignment, follow-up reminders, timestamped notes, proforma invoices and one-click convert to customer + order.
Orders
/ordersThe operational core: a 12-stage production pipeline, delivery status, priority & health badges, reference images, line items, comments thread and indexed document uploads.
Sales
/salesPer-order invoicing with multiple payments, government receivables (GST / DBK / RODTEP-ROSCTL), expected vs received dates, CHA flag and a clear payment summary.
Purchase
/purchaseRaise purchase orders to vendors per order and item. Track overheads (sampling, transport, majoori, CHA), line items, costs — with Excel export.
Daily Expenses
/expensesLog expenses by category with an approval flow, monthly summaries and Excel export for your accountant.
General Income
/incomesRecord non-order income by category with full history and monthly summaries, so every rupee is accounted for.
Export trade tools
Export documentation & compliance
The export-house features no generic CRM has — document generators, OCR search, government feeds, export schemes and DGFT exchange rates.
9 export document generators
/documentsPerforma & Commercial Invoice, Pre-Shipment Invoice, Packing List, SCOMET Declaration, Export Value Declaration, Indemnity Letter, Annexure A — structured forms with PDF output.
OCR document search
/documents/manageEvery attachment is OCR-extracted (Tika + Tesseract) and indexed in Elasticsearch, fully searchable from the global Ctrl+K bar — find any clause in any document.
Govt. updates feed
/govt-updatesA live PIB + DGFT notifications feed, auto-synced every hour, so you never miss a policy change that affects your shipments.
Export schemes reference
/schemesA reference database of export benefit schemes — RODTEP, ROSCTL, Duty Drawback and more — at your fingertips.
DGFT exchange rates
/exchange-ratesAuto-scraped and cached DGFT exchange rates across 22 currencies, refreshed every six hours for accurate invoicing.
Holiday & delivery planning
/holidaysMaintain holidays and closures that feed directly into delivery-date planning and deadline alerts.
Platform & security
Security, automation & analytics
Role-based access, real-time notifications, automated background jobs and a full audit trail keep your operation secure and on schedule.
Two-layer RBAC
/admin/permissionsPer-role, per-module canView / Create / Edit / Delete permissions, enforced at both the UI and the API layer.
Real-time notifications
/notificationsSignalR alerts for delivery deadlines, lead follow-ups and receivables — with email as a dual channel so nothing slips.
Per-order chat
/ordersA real-time chat dock on every order keeps your team's context exactly where the work happens.
Automated background jobs
Hangfire jobs handle order reminders, weekly overviews, government sync, lead follow-ups, CHA reminders and document indexing — on schedule, without you.
Secure by design
JWT authentication, BCrypt password hashing, soft deletes and a full audit trail (created / updated / deleted by) across every record.
Export everything
/reportsCSV and Excel exports for orders, sales, purchases, expenses and customers — your data is always portable.
Analytics & reporting
See your true profit, not just your sales
A full reports suite turns your day-to-day data into the numbers that matter — margins, top customers, pipeline value and more.
One platform to run your whole export business
Stop juggling spreadsheets, WhatsApp and disconnected tools. See how ExportCRM brings it all together.