CRM & Sales
Pipelines with role-based permissions, so each team sees the deals it should, and a weighted deal forecast for the leadership view.
See CRM & Sales For Scale-ups
Scale teams without adding tools.
As sales, delivery, finance, HR and support grow into separate teams, keep them on one workspace — with roles, approvals and an audit trail instead of another round of tool sprawl.
The problem
What slows scale-ups down today
The modules
What you would run on AmDital
Projects & Tasks
Sprints, epics, milestones and task dependencies, with a capacity view that accounts for approved leave.
See Projects & TasksFinance
Expenses filed against your categories and approved by finance admins, invoices in multiple currencies, and an audit log of every change.
See FinanceHRMS
Shifts, attendance, leave and payroll runs, with reviews and goals on the same employee record.
See HRMSHelpdesk
One ticket queue with SLA tracking, a knowledge base and a client portal, with the Ami support agent triaging tickets and drafting replies.
See HelpdeskHow it works
A typical workflow, end to end
Forecast
Sales works its pipeline under role-based permissions, and a weighted forecast gives leadership the pipeline view.
Plan delivery
Delivery leads check the capacity view — workload and approved leave — before committing to a sprint or milestone.
Control spend
Expenses are filed against your categories, approved by finance admins and recorded in the audit log.
Support customers
Tickets land in one queue with SLA tracking, and the support agent can draft a reply for each one.
When AmDital is not the right fit
If you run several legal entities and need multi-entity consolidation, AmDital doesn't support it today. It also doesn't connect to external payroll providers or file Indian statutory payroll (EPF, ESI, professional tax, Form 16), and it is not SOC 2, ISO 27001 or HIPAA certified — check those against your procurement requirements first.
Scale-ups · FAQ
Frequently asked
Not today. A workspace keeps one set of books, and multi-entity consolidation is not available.
Each member has a workspace role, and the CRM adds role-based permissions so teams see the records they should.
Yes. The finance module keeps an audit log of changes, alongside the journal ledger and expense approvals.
No. AmDital runs gross, deduction and net payroll itself but does not connect to external payroll providers.
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