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All features

Every module. One workspace. Every plan.

Browse everything AmDital does, grouped by module. Each one runs on the same workspace record — so the features below work together instead of syncing between tools.

11 modules · every one included in every plan

Run the business

CRM & Sales

  • Free
  • Starter
  • Growth
  • Enterprise

Pipelines, quotes, contracts and email in one CRM. Forecasts built from your real pipeline, and an Ami sales agent that qualifies leads and drafts outreach.

  • Weighted forecast & next steps. Every open deal is weighted by its stage probability, and leads going stale are flagged with a suggested next step.
  • Follow-ups on stage changes. A deal changing stage can trigger a workflow that sends a templated email or creates a task, and the sales agent drafts outreach for you to review.
  • Forecasts from your real pipeline. Built from your open deals, their values and stage probabilities — not a separate spreadsheet.
  • Quote → contract → cash. Quotations, contracts with signature capture, and invoicing in one tool.
  • Inbox + sequences, native. Email and sequences live inside the CRM.
  • Clean data, automatically. Keep contacts and companies on one record.
See CRM & Sales

Projects & Tasks

  • Free
  • Starter
  • Growth
  • Enterprise

Boards, timelines and OKRs share a single data model. Ami summarises your sprint and project status, so the update is written for you.

  • Boards, lists, timeline, calendar. Same data, four views. Switch in one click. Labels, swimlanes and dependencies, all included.
  • OKRs aligned to work. Link projects to goals and align team OKRs under company OKRs, so you can see which work moves the needle.
  • Ami · project summaries. Ami summarises project status and sprints on demand, from the data you can see.
  • Time, capacity & billing. Track time per task and project; timesheets feed billing.
  • GitHub repo linking. Link a GitHub repository to a project so the code sits next to the work.
  • Automate the boring. Use the workflow builder to send an email, post to Slack or create a follow-up task when a task is assigned.
See Projects & Tasks

Finance

  • Free
  • Starter
  • Growth
  • Enterprise

Invoices, expenses, payments and books in one place. GST rate slabs set once and applied on each invoice.

  • Expense categories. Admins set up expense categories once, and every claim is filed against one of them.
  • Cash-flow view. Built from your invoices, expenses and payroll, with payments due in the next 30 days.
  • Multi-currency. Multiple currencies with exchange rates, on the same ledger as everything else.
  • GST rates on invoices. Set GST rate slabs in finance settings and apply a GST rate on each invoice.
  • Invoices and payments. Create, send and track invoices in Finance, and record payments against them.
  • Audit-ready, always. Full audit log and a journal ledger. Your auditors get a clear trail.
See Finance

HRMS

  • Free
  • Starter
  • Growth
  • Enterprise

ATS, onboarding, attendance, payroll, reviews — sharing the same employee record as your CRM, your finance, your projects. No more re-keying.

  • Screening questions. Attach screening questions to each opening so every candidate answers the same ones.
  • Full ATS. Job requests, openings, a candidate pipeline, interview scheduling and structured interview feedback.
  • Self-serve everything. Leaves, expenses, payslips, documents, addresses — your team handles it. People team unblocked.
  • Attendance & shifts. Check in from the web or Slack, tagged office or remote, with shifts and leave balances alongside.
  • Payroll runs. Gross, deduction and net payroll runs on the same employee record.
  • Reviews & performance. Goals, one-to-ones and performance reviews on the same employee record.
See HRMS

Helpdesk

  • Free
  • Starter
  • Growth
  • Enterprise

Ticket queue, SLA timers, a knowledge base, and client communication — on the same record as your CRM, not a separate helpdesk silo.

  • Email-client ticket queue. Conversation thread + client/priority/status side panel — reply, reassign, and change status in one view.
  • SLA timers, not just due dates. Every ticket is measured against its SLA target, and breached tickets are flagged right in the queue — not buried in a report.
  • Knowledge base, built in. Publish knowledge-base articles by category — no separate KB tool to keep in sync.
  • Ami triage. The Ami support agent can triage tickets, draft replies and flag what needs escalating.
  • Escalation in one click. Bump priority to urgent, add an internal note, and reassign to a senior agent without leaving the thread.
  • SLA dashboard. SLA compliance by priority tier, against your own policies or the default targets.
See Helpdesk

Work together

Docs & Wiki

  • Free
  • Starter
  • Growth
  • Enterprise

Nested wiki pages, folders, templates, and SOPs — one search across all of it, workspace-scoped like the rest of your business, not a separate docs tool with its own login.

  • Nested pages, real hierarchy. Parent/child pages with breadcrumbs — organize documentation the way your team actually thinks about it, not a flat list.
  • Folders, templates, and SOPs. Dedicated spaces for templates and standard operating procedures — not every page a floating one-off.
  • Search across every page. Find a page by title or content without leaving the workspace — no separate wiki search tool to open.
  • Categories and tags. Organize by category with color and icon, tag pages for cross-cutting topics.
  • Trash and archive, not permanent delete. Soft-deleted pages land in trash first — recover a page removed by mistake.
  • Draft → published, with an author trail. Pages move from draft to published; every edit tracks who last touched it.
See Docs & Wiki

Calendar

  • Free
  • Starter
  • Growth
  • Enterprise

Meetings, project milestones and your own leave in one view, with a team layer that shows whose day is already full.

  • Meetings, plans, and leave together. One calendar view instead of three — meetings, project milestones and your own leave can all be layered onto the same view.
  • Leave on the same view. Turn on the leave layer to see your own leave from HRMS next to the meetings and milestones it affects.
  • Google account connection. Connect your Google account from Integrations today. Event sync between Google Calendar and AmDital is not live yet.
  • Team-wide visibility. The team layer colour-codes events by teammate, so you can see who has back-to-back meetings before you schedule around them.
See Calendar

Team Chat

  • Free
  • Starter
  • Growth
  • Enterprise

Channels and direct messages, with Ami available in every conversation — ask about a deal, a task, or an invoice without leaving the chat.

  • Channels and direct messages. Team and project channels alongside one-on-one DMs — organized the way your team actually communicates.
  • Ami beside every channel. Open Ami from the chat to catch up on a channel, pull out action items, or ask about a deal or task — in Agent mode it looks up real workspace data via tool calls.
  • One login, one record. Chat sits on the same workspace membership as every other module — no separate chat app account to provision.
See Team Chat

LMS

  • Free
  • Starter
  • Growth
  • Enterprise

Courses, quizzes, certifications, learning paths and a skills matrix — sharing the same employee record as your HRMS. No separate LMS login, no CSV of completions to reconcile.

  • Courses with modules & lessons. Structure content into modules and lessons. Attach quizzes, assignments and graded projects — not just a video.
  • Assessments with a pass mark. Quizzes, tests and assignments are scored, and every attempt records whether the learner passed.
  • Certifications with expiry dates. Record each certification with its issue and expiry date, and see which are active, expired or revoked.
  • Skills matrix, tied to HRMS. Skills cross-link to employee profiles in HRMS — spot coverage gaps by team without a spreadsheet.
  • Leaderboards & team progress. See who is ahead, who is stuck, and how far each course has got across the team.
  • Completion reporting. Reports roll up by course, team and time period — the data compliance actually asks for.
See LMS

Automate & measure

AI & Automation

  • Free
  • Starter
  • Growth
  • Enterprise

Ami conversational agents, a trigger → condition → action workflow builder, and AI document generation — built on your real deals, tasks, and invoices, not a Zapier-style black box.

  • Ami conversational agents. Five pre-built agents (sales, finance, support, dev and HR) plus custom agents — ask a question, get an answer backed by real tool calls into your workspace data.
  • Trigger → condition → action builder. A step-by-step, no-code builder that connects a trigger to conditions and actions across modules — email, tasks, Slack or a webhook.
  • AI document generation. Ami drafts an email, proposal, or report from a prompt plus real module data — not a blank-page generic template.
  • Per-agent configuration. Set the default model, temperature, and tool permissions per agent — control what each one can actually do.
  • Run history and logs. Every workflow tracks last run, success/failure status, and a full run log — no silent automation failures.
  • AI usage and cost. Messages, tokens and AI cost for your workspace in one dashboard — automation you can measure.
See AI & Automation

Analytics

  • Free
  • Starter
  • Growth
  • Enterprise

Pre-built reports by module, a custom report builder, OKR goal tracking and PDF or CSV export — because the data already lives in one workspace, not four disconnected tools.

  • Pre-built reports by module. CRM, HR, Finance, and Work reports ready out of the box — no dashboard to build from scratch on day one.
  • Custom report builder. Pick a data source, choose a chart type, add filters, save it — point and click, not a SQL query.
  • OKR goal tracking. Goals with progress bars and linked key results, owner, and target period — tracked, not just written down once.
  • One set of data. Reports read the same workspace data as CRM, HR, Finance and Work — nothing to sync or reconcile first.
  • Pin reports to your dashboard. Pin the reports you check daily to a personal dashboard instead of hunting through a gallery every time.
  • Export as PDF or CSV. Export reports on demand — for a board deck or a raw data pull.
See Analytics
Features FAQ

Questions about modules

Yes. Every AmDital plan includes CRM, projects, finance, HRMS, docs, helpdesk and Ami. Higher plans raise the team-size and Ami usage limits — they never gate whole modules.
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