From a won deal
to a paid invoice,
without leaving the CRM.
Raise a GST invoice or quote on the deal your rep just closed — recurring or one-time, per-line billing cycles, sent as a link and PDF, with every payment tracked back on the pipeline. Import your old invoices and start whole.
The money side of the deal,
finally in one place.
Billing that lives on the pipeline, not in a separate accounts tool — raise it, send it, and watch it get paid without re-keying a thing.
Customers, quotes, invoices, payments — on the deal.
Every customer, item, quote, invoice and payment lives against the CRM deal it came from. Raise a quote the moment a lead qualifies, convert it to an invoice on close, and your reports — receivables, collections, revenue by rep — build themselves from the same records.
Set the cadence once. It bills itself.
Mark an invoice recurring and Kinematic generates the next one automatically on its due date — then sends the customer a reminder. Monthly retainers, quarterly service contracts, annual licences: you see the full schedule and can pause or edit it any time.
One invoice, different cycles per line.
Each line carries its own billing duration — monthly, quarterly, half-yearly or yearly. Put a monthly subscription, a yearly licence and a one-time setup fee on the same invoice; totals and the recurring schedule work out the maths for each line on its own clock.
| Line | Cycle | Amount |
|---|---|---|
| Platform subscription 50 field execs | Monthly | ₹24,000 |
| Analytics add-on | Quarterly | ₹18,000 |
| Onboarding & setup | One-time | ₹15,000 |
Bring every past invoice in — GST intact.
Upload a CSV or XLSX export — including a Tally or Zoho Books export — and Kinematic reads it line by line, mapping customer, amount and the GST rate columns automatically. Your receivables, aging and reports are accurate from the first day, not from the first new invoice.
A link, a PDF, and a paid status that sticks.
Every invoice goes out as a real shareable link and a PDF — over email or WhatsApp, no click-tracker detour. When a payment comes in, the status flows straight back onto the linked deal, so sales and collections are never arguing over two different numbers. Watch receivables age in one view.
Questions about billing & GST.
Yes. Invoices and quotes carry item-level GST — CGST/SGST for in-state and IGST for inter-state — computed from each line's tax rate. Customer GSTIN, HSN/SAC and place of supply are stored on the record, so the invoice is GST-compliant the moment it is raised.
Yes. Set a cadence on any invoice — monthly, quarterly, half-yearly or yearly — and Kinematic generates the next invoice automatically on its due date and sends a reminder. You see the whole schedule, and can pause or edit it any time.
Yes. Import previously issued invoices from a CSV or XLSX export — including a Tally or Zoho Books export — with GST rate columns read automatically. Your billing history lands intact, so receivables and reports are accurate from day one.
Yes. Each line carries its own billing duration. A single document can mix a monthly subscription line with a one-time setup line, and the totals and recurring schedule compute correctly for each.
Every invoice is sent with a real, shareable invoice link and a PDF — over email or WhatsApp. When a payment is recorded, the status flows back onto the linked CRM deal, so sales and collections always see the same number.
Yes. Invoicing & Finance is a built-in Kinematic capability that sits on top of your lead and deal management — not a separate product. Enable it per organisation and start billing the customers you are already tracking in the pipeline.
Teams that switched, tell it better.
Earlier I noted leads in a diary at night and half of them were lost. Now I just speak to Kini AI after each visit — the lead is recorded with the outlet and quantity, scored, and my follow-up is set before I've even left the shop. Nothing slips any more.
Kinematic's analytics changed how we plan. We see beat coverage, conversion by zone and pipeline health live — so territory and sales strategy decisions are made on this month's data, not last quarter's reports. Reviews that took days now take an hour.
Ready to see
it in action?
Tell us about your field team and we'll set up a personalised demo — showing exactly how Kinematic maps to your workflows.