The property desk, from first enquiry to booking form.
- Lead capture from ads, site and calls
- Site-visit scheduling and outcomes
- Unit inventory with pricing rules
01 — THE LINE-UP
Pick the desk you need to fix.
A quotation has versions. A booking has suppliers. A traveller has a visa.
- Quotation builder with net cost and markup
- Versioning, so revisions keep history
- Guest-safe vouchers and itineraries
Official Meta Business Partner — your number, your templates, no reseller chain.
- Verified business number and green tick path
- Marketing and utility template approval
- Bulk campaigns with delivery reporting
So the money side of a CRM stops ending in a spreadsheet.
- GST invoices, credit notes and e-way docs
- Customer and supplier ledgers
- Receipts, payments and reconciliation
One despatch desk across every courier you use.
- Rate comparison across couriers
- Bulk label and manifest printing
- Pickup scheduling and status sync
02 — WHAT EVERY PRODUCT INCLUDES
The same plumbing under all five.
One platform, five front doors. Whatever you license, this is what comes with it — not as an upsell tier.
03 — LICENSE OR BUILD?
Take ours, or have one made.
04 — GETTING STARTED
From demo to live desk.
01
DAY 0
Demo on your data
Thirty minutes on a sandbox tenant with one of your real quotations or lead sheets loaded.
02
WEEK 1
Configure and migrate
Fields, stages, taxes, templates and users set up; your existing data imported and checked.
03
WEEK 2
Train the desk
Two sessions with the people who will use it daily, recorded so new joiners can catch up.
04
ONGOING
Go live and support
We watch the first week closely, then settle into the WhatsApp group and monthly releases.
05 — QUESTIONS
Before you buy.
Yes. The demo is run on a sandbox tenant with your own sample data loaded, and you keep access to that sandbox while you decide. No card, no trial countdown.
We do. Send the spreadsheets, exports or database dump and our team maps and imports it — leads, customers, inventory, ledgers. You review a dry run before anything becomes live.
Fields, stages, roles, documents, taxes and templates are configuration — no code. Anything deeper becomes a small custom module quoted separately, which is how most of these products grew in the first place.
Each customer runs on an isolated tenant with its own database and daily backups. You can request a full export of your data at any time, in a format your next system can read.
That is the normal case. Chatieons sits behind the CRMs for WhatsApp, Accountieons closes the money side, and Shipieons handles despatch. One login model, one support group.
A WhatsApp group with the product team, answered in working hours, plus email for anything that needs a paper trail. A bug that blocks a booking or an invoice is treated as a live incident.
06 — BOOK A DEMO
See it with your numbers in it.
Send one real example — a quotation, a lead sheet, an invoice — and we will walk you through the product using that instead of a canned dataset. Thirty minutes, no slides.
DEMOS
business@softieons.com · +91 95106 80663
STUDIO
5th Floor, Abhinandan Royale, Bhatar Road, Surat 395007
HOURS
Mon–Sat, 10:00–19:00 IST · WhatsApp answered outside hours