Platform Blueprint

Every Feature Built For
Indian Service SMEs

Stop using generic accounting tools. DealFlows is a specialized quotation-to-payment pipeline that understands how businesses in India actually operate.

Feature 01

Dynamic Negotiation Portals

Stop sending static PDFs. Our quotation to invoicing portal allows clients to choose their own scope and see price updates in real-time.

Stop sending static PDFs that lead to endless back-and-forth. DealFlows provides a "magical link" for every quotation that opens a live portal. Your clients can select optional items, adjust quantities, and see the final price update instantly.

  • Real-time scope adjustments
  • One-click digital approvals
  • Mobile-first responsive design
  • Version tracking for transparency
Feature 02

Payments & Auto-Invoicing

Clients pay via 0% commission UPI from the same link. Confirm payments, auto-generate GST invoices and receipts, and get notified via WhatsApp.

Collect payments without the 2-3% transaction blow. Our native UPI stack lets clients pay via any UPI app (GPay, PhonePe, Paytm) at 0% commission. The moment they pay, DealFlows auto-generates a GST-compliant tax invoice and sends a receipt via WhatsApp.

  • 0% Transaction Fees (Native UPI)
  • Auto-Generation of GST Invoices
  • Instant Payment Notifications
  • Bank Account Integration for Corporate Deals
Feature 03

Visual Calendar View

See all deliveries, service dates, and payment deadlines on one calendar.

Manage your entire operations in one view. From service dates to delivery milestones and payment deadlines, the Visual Calendar connects every deal to a timeline. No more double-booking or missing critical deadlines.

  • Unified Service & Delivery Timeline
  • Payment Due Date Tracking
  • One-click Access to Deal Details
  • Team-wide Visibility
Feature 04

Intelligence Dashboard

View your entire business health across 6 real-time metrics.

Get a bird's-eye view of your business health. Our Intelligence Dashboard analyzes your deal lifecycle to give you real-time metrics on conversion rates, sales velocity, and cash flow health.

  • 6 Core Health Metrics
  • Deal Pipeline Visualization
  • Collection Efficiency Tracking
  • Revenue Forecasting
Feature 05

Automated Nudges

Send professional WhatsApp reminders in a single tap, or let our automated 'drip' system follow up for you.

Never feel awkward about asking for money again. DealFlows automates the follow-up process with professional, polite WhatsApp reminders. Send a manual "nudge" in one tap or set up automated sequences that trigger as payment deadlines approach.

  • One-tap Manual WhatsApp Reminders
  • Direct wa.me Payment Links
  • Automated Drip Follow-ups
  • Customizable Message Templates
Feature 06

Audit-Ready GSTR-1

Automatically categorize B2B and B2C deals and generate compliant tax invoices.

Make your CA's life easier. DealFlows automatically categorizes your transactions into B2B and B2C buckets and generates reports that are ready for GSTR-1 filing. Every invoice carries the correct HSN/SAC codes and sequential numbering.

  • HSN/SAC Code Management
  • Automated B2B/B2C Categorization
  • Sequential Invoice Numbering
  • Audit-ready GSTR-1 Exports

The DealFlows Lifecycle

How all features connect together to move your business from a rough quote to money in the bank.

The DealFlows Lifecycle

From Quote To Cash

Professionalize every touchpoint of your sales workflow with automated transitions and branded client experiences.

Stage 01
Send Quote

Quotation

AI auto-suggests items and prices based on your history. Professional GST-ready quotes in 30 seconds.

Stage 02
Scope Approved

Negotiation

Clients choose their own scope in interactive portals. Real-time price updates eliminate back-and-forth.

Stage 03
Record PO

Invoicing

Convert approvals to professional POs and Tax Invoices automatically. compliant with GST norms.

Stage 04
Auto-Nudges

Collection

Professional WhatsApp reminders with direct UPI payment links. Stop chasing dues manually.

Stage 05
Payment Received

Receipting

Instant payment confirmation and automated receipt generation. 100% revenue retention via UPI.

Stage 06
Deal Closed

Fulfillment

Track delivery success in your calendar. Audit-ready reports generated for your CA.

PIPELINE

Ready to Professionalize?

Join the top 1% of Indian SMEs using DealFlows as their revenue engine.

Set Up Your Pipeline

Our 6-stage lifecycle is more than just a workflow—it's a complete ecosystem. From the moment you send a Quotation, through the Negotiation phase where clients approve scope online, to Invoicing and Collection with automated nudges, every step is optimized for the Indian market.

Common Questions

The lifecycle tracks your deal from 'Quote to Cash'. It starts with sending an interactive Quotation, moves into Negotiation where clients approve the scope online, converts to a PO/Invoice, manages Collection via auto-nudges, and ends with Receipting and Fulfillment tracked in your calendar.
No. Your clients receive a magical, interactive link that opens instantly in any mobile or desktop browser. They can view the proposal, select optional items, and approve the deal with one click—no downloads or logins required.
DealFlows charges 0% commission and zero platform fees on your transactions. Your clients have the option to pay instantly using a dynamic UPI QR code, or they can also choose to pay directly to your bank account via NEFT/RTGS for more corporate setups.
Our system sends professional, polite payment reminders directly to your clients via WhatsApp. These messages include a direct wa.me UPI payment link. You can trigger them manually with one click or set up an automated drip sequence based on the invoice due date.
DealFlows is a specialized Quotation-to-Invoicing pipeline. While it handles tax law compliant invoicing and GSTR-1 reporting, it is designed to work alongside your core accounting (like Tally) by streamlining the front-end sales and collection process.
Yes. DealFlows generates legally compliant Tax Invoices with sequential numbering, HSN/SAC codes, and provides audit-ready reports optimized for GSTR-1 filing.

Need a Custom
Enterprise Solution?

Let us build a customized trial portal for your business.

No credit card required for standard trials. Contact us for custom integration.