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Features

Everything your operation needs, in one place.

Seven modules — CRM, inventory, manufacturing, accounting, tasks, banking, and WhatsApp — working from one shared set of data. An order updates stock, production, the books, and the customer, the moment it happens.

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Overview

Today · All locations

Revenue

₹48,25,310

+12.5% vs last month

Active Orders

1,284

+8.2% this week

Production Status

86%

on schedule

Inventory Alerts

3

SKUs below reorder

Pending Approvals

17

across 4 departments

Revenue · FY 2026–27

+18.2%

Live activity

  • PO-2047 approvedFinance · just now
  • Quotation Q-5120 acceptedCRM · Sales
  • Work order WO-882 startedCutting · Shift B
  • Payment ₹3,84,000 reconciledBanking · Current account
Module 01

CRM

Every lead, customer, and conversation in one place — tied directly to the orders, invoices, and production they turn into. Sales sees stock and delivery status before making a promise, and leadership sees the full pipeline without asking for a spreadsheet.
  • Lead-to-order pipeline
  • Customer history in one view
  • Follow-ups that don't slip
Sales pipelineLive

24

Leads

12

Qualified

8

Quotation

5

Won

Quotation Q-5120 · ₹6.4 LAccepted
Follow-up: demo for plant teamToday, 4 PM
Module 02

Inventory Management

Know what you have, where it is, and what's running low — across every warehouse, plant, and store. Stock moves update in real time as goods are received, transferred, consumed, or dispatched.
  • Multi-location stock
  • Reorder alerts
  • Batch & serial tracking
Stock by locationLive
  • RM-114 · Steel sheet 2mm1,240
    Ahmedabad
  • RM-207 · Copper wire380
    Pune
  • FG-031 · Control panel96
    Chennai
  • PK-012 · Corrugated box4,800
    Delhi
Module 03

Manufacturing & Assembly

Plan production, issue work orders, and track every stage from raw material to finished goods. Bills of materials, assembly steps, and quality checks are configured around how your shop floor actually runs.
  • Bills of materials
  • Work orders by stage
  • Quality checkpoints
Work order WO-882Live
  1. Raw material issue
  2. Cutting
  3. Welding
  4. Assembly64%
  5. Quality check
  6. Dispatch
Module 04

Accounting

Every sale, purchase, and stock movement flows into the books automatically — no re-entry, no month-end reconciliation scramble. GST-ready invoicing and ledgers sit on the same data as the rest of your operation.
  • GST-ready invoicing
  • Automatic ledger posting
  • Receivables & payables
Ledger · auto-postedLive
EntryDrCrSales · INV-33911,05,085Output GST 18%18,915Debtors · C-10421,24,000Bank · receipt1,24,000Debtors · C-10421,24,000
Balanced Posted from sales order SO-1182
Module 05

Task Management

Assign, track, and close work across departments — with tasks linked to the orders, customers, and approvals they belong to. Managers see what's moving and what's stuck without chasing updates.
  • Department-wise task boards
  • Deadlines & escalations
  • Linked to real records
Department tasksLive

To do

  • Vendor KYC update
  • Plant 2 safety audit

In progress

  • Month-end stock count
  • Quotation for tender

Done

  • GST return filed
  • PO-2047 approval
Escalation: inspection report overdue2 days
Module 06

Banking

Bring bank transactions into the same system as your invoices and payments. Reconcile faster, see cash position in real time, and keep every payment traceable to the order behind it.
  • Bank reconciliation
  • Real-time cash position
  • Payment traceability
Bank reconciliationLive

Cash position · all accounts

₹1.86 Cr

96% matched
  • NEFT · C-1042+ ₹1,24,000Matched
  • RTGS · Vendor V-218− ₹4,80,500Matched
  • UPI · C-1187+ ₹38,250Matched
  • Bank charges− ₹590Review
Module 07

WhatsApp Messaging

Send order confirmations, payment reminders, and dispatch updates on the channel your customers already use. Messages are triggered from real events in Shrim — and every conversation stays attached to the customer record.
  • Automated order updates
  • Payment reminders
  • Conversation history on record
Customer · C-1042Live

Your order SO-1182 has been dispatched. Expected delivery: Thursday.10:12

Thanks! Please share the invoice.10:15

Invoice INV-3391 attached · ₹1,24,000 due on 20 Oct.10:15

Triggered automatically from dispatch & invoicing events

Custom workflows & SOPs

Your processes, not ours.

Every business runs differently. Shrim lets your team configure workflows and SOPs around how your departments actually operate — manufacturing lines, assembly stages, approval chains — with our team guiding the setup.

SOP · Control panel assembly

Active · v3
  1. Stage 1Raw material QC
  2. Stage 2Cutting
  3. Stage 3Assembly
  4. Stage 4Final QC
  5. Stage 5Dispatch

Approval chain · purchase orders

  1. RequesterStores raises PO
  2. Department headApproves need
  3. FinanceBudget check
  4. 4DirectorOnly above ₹5 L

  • Department-wise SOPs

    Each department runs its own defined process — with clear owners, steps, and checks.

  • Multi-level approval chains

    Route approvals by amount, department, or location. Nothing moves without the right sign-off.

  • Stage-wise manufacturing & assembly

    Model every production and assembly stage, with quality checkpoints between them.

  • Adjust as you grow

    Change a workflow when your process changes — without re-implementing the system.

Reporting

Full visibility, without asking for a report.

Real-time dashboards built for leadership — revenue, operations, and inventory in one place, updated as it happens. Build the views each team needs, and get alerted the moment a number moves the wrong way.
  • Real-time metrics
  • Custom dashboards
  • Instant alerts

Revenue · this month

₹2.41 Cr

+18.2%
  • Sales82%
  • Production64%
  • Inventory71%
  • Collections58%
Alert: Collections 12% behind target this week
Command bar

Run anything. Just type.

Jump to any record, report, or action from anywhere in Shrim. Fuzzy search finds what you mean even when you mistype it, and every common action has a keyboard shortcut. Press ⌘K and try it.
  • ⌘K from anywhere
  • Fuzzy command search
  • Keyboard-first, always
⌘K
  • Go to DashboardGD
  • Go to InventoryGI
  • Go to CRM pipelineGC
  • Go to Production planGP
  • Go to Bank reconciliationGB
  • New sales order⌘N
  • Create purchase order⌘⇧P
  • Approve pending requestsA
  • Send payment reminder on WhatsApp⌘⇧W
  • New stock transfer⌘T
  • Invoice INV-3391
  • Work order WO-882
  • Purchase order PO-2047
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Security & compliance

Built for data you can't afford to lose.

SSO, role-based access, audit logs, encryption, and data residency controls — on by default, not an add-on. Built for enterprise and government operations where data protection isn't optional.
  • SSO & role-based access
  • Full audit logs
  • Data residency control
Audit log
streaming
  • 10:42:13auth.ssologin via SAML✓
  • 10:42:20role.checkfinance → accounting.read✓
  • 10:43:02invoice.approveINV-3391 by finance.lead✓
  • 10:43:41access.deniedstores → banking.view✕
  • 10:44:05data.regionresidency = IN · verified✓
  • 10:44:30export.requestledger.csv by cfo✓
  • 10:45:12role.updatesales.exec + crm.write✓
  • 10:45:48auth.mfachallenge passed✓

  • SSO / SAML

    Staff sign in with your organization's existing identity provider.

  • Role-based access

    Decide what each department, role, and user can see and do.

  • Full audit logs

    Every action is recorded — who did what, and when.

  • Encryption

    Business data is encrypted to protect it from unauthorized access.

  • Data residency

    Choose where your data is stored, including within India.

See every module working together.

We'll walk you through Shrim configured around your operation — your departments, your workflows, your data.

Request a Demo