Your entire business. One desk.
SCALEDESK
India's all-in-one business platform — manage clients, projects, invoices, contracts with e-signatures, expenses, and partner commissions. No more juggling 5 apps.
You're Using 5 Apps. Your Competitor Uses One.
Before ScaleDesk — The Chaos
- ✕Leads in Google Forms, invoices in Zoho, expenses in Excel, contracts on paper
- ✕You email a PDF, then WhatsApp the client saying "I sent an email"
- ✕Partner commissions? Manual calculations on a notepad
- ✕GST invoice templates that break every time you update Excel
- ✕Following up on payments is a full-time job
After ScaleDesk — The Calm
- One login. One dashboard. One source of truth.
- Create an invoice → PDF generated, emailed, payment tracked
- Partner submits a lead → you get notified, commission auto-calculated
- Send a contract → client gets email, signs with Google, PDF auto-generated
- Everything updates in real-time. No data entry twice.
Everything You Need to Run Your Business
14 powerful modules. One platform. Zero headaches.
Dashboard
8 KPI stat cards — revenue, outstanding, expenses, client count, leads, conversion rate. Recent leads table, overdue invoices, quick-action buttons.
Leads
Source tracking (website, referral, social), status workflow, activity timeline, one-click convert to client. Partner leads auto-linked.
Clients
360° profiles with GST/PAN, address, linked projects & invoices. Full search and filter.
Projects
6-tab hub: Overview, Work Items, Contract, Documents, Tasks, Billing. Auto-calculate totals, one-click invoice from work items.
Invoices & GST
Auto-numbering, CGST/SGST/IGST, PDFKit PDF, email with attachment, discounts, overdue detection. Indian locale (₹ en-IN).
Payments & Receipts
UPI, bank transfer, cash, cheque, card. Cheque-specific fields. Receipt PDF auto-generated and emailed. Balance auto-updates.
Contracts & E-Sign
Scope builder, T&C, rich text terms. Client signs via Google — no printing. Welcome letter auto-enabled on sign.
Expenses
Categories (rent, utilities, salaries, travel, etc.), GST input credit, receipt upload, billable toggle, approval workflow.
Referral Partners
Onboard with PAN, bank, UPI. Commission auto-calc from profit. Full audit trail: lead → invoice → commission.
Partner Portal
Dedicated login — dashboard, submit leads, track commissions. No admin data visibility.
Services Catalog
Define services with name, price, tax rate, category. Active/inactive toggle. Reuse across invoices and leads.
Reports & Analytics
Overview (revenue, expenses, profit), Revenue (monthly bar, service pie), Expenses (line chart, category pie), P&L statement. Analytics: growth, funnel, top clients.
Email Automation
SMTP config with SSL/TLS. Templates: Invoice Sent, Contract Signing, Welcome Letter, Payment Receipt, Partner Welcome, Lead Notification. HTML variables, email logs.
Platform Settings
Business info, invoice prefix/start number, default terms, late fee, grace period, referral commission model, SMTP config.
Set Up in 10 Minutes. Run Your Business Forever.
No training needed. No onboarding calls. Just works.
Set Up Business
Company name, GST, address, logo. 2 minutes. Done.
Add Client
Create client profile & project. Add work items. 5 minutes.
Send Invoice
Generate GST invoice from work items. PDF + email. 30 seconds.
Get Paid
Record payment. Receipt auto-generated. Invoice marked paid.
Scale
Add partners. They submit leads. Commissions auto-calc. You grow.
Built for Indian Service Businesses
Consulting Firms
- Track billable hours via work items
- Milestone-based invoices
- Manage multiple clients
Digital Agencies
- Project-based billing with scope
- Freelancer partner referrals
- Client project expense tracking
Real Estate
- Multiple project management
- Broker/dealer commission tracking
- GST-compliant invoices
IT Services
- Sprint-based project management
- Recurring service catalog
- Partner channel management
Why ScaleDesk Beats the Alternatives
| Feature | ScaleDesk | Zoho + Excel | QuickBooks + Sheets |
|---|---|---|---|
| GST Invoices | ✕ | ||
| E-Sign Contracts | ✕ | ✕ | |
| Partner Commissions | ✕ | ✕ | |
| Client Portal | ✕ | ||
| Expense Tracking | |||
| Reports & Charts | Basic | ||
| Auto Email | ✕ | ||
| Project Management | ✕ | ✕ | |
| Document Storage | ✕ | ✕ | |
| Partner Login Portal | ✕ | ✕ | |
| Single Platform | ✅ ONE | ❌ 3-4 apps | ❌ 2 apps |
| Price (Monthly) | ₹0–₹999 | ₹2,000+ | ₹1,500+ |
Trusted by Indian Businesses
“ScaleDesk replaced 4 tools — we now manage 200+ clients from one dashboard. The e-signature feature alone saved us 15 hours a month.”
Rajesh Mehta
Director — Mehta Constructions, Indore
“Our referral network grew 3x after we started using ScaleDesk. Partners love their portal, and commissions auto-calculate. No more Excel.”
Priya Sharma
Founder — DesignStudio India
“GST invoices that work. Professional PDFs that clients respect. Payment tracking that actually works. Finally, a tool built for Indian businesses.”
Vikram Patel
CFO — Patel Engineering Works
“The project hub with 6 tabs is a game-changer. Our entire team — sales, projects, accounts — works from the same platform now.”
Amit Gupta
COO — TechStack Solutions
Frequently Asked Questions
Ready to Stop Juggling 5 Apps?
Tell us about your business and we'll show you how ScaleDesk can help.