For MSMEs · Built in India

Run your business
like a system.
Not on WhatsApp
group.

Tasks, sales, service requests, and every customer conversation —
tracked, assigned, and followed up automatically.
One platform. Zero chaos.

Book a Demo → Explore Platform
3
Operational pillars
9
Integrated modules
30+
Years MSME expertise
🛡️ 100+ businesses already running on GainBooks
Live platform activity
☰
CRM Dashboard
S
G
🏠
📊
⚙️
📋
📞
🗓
👤
CRM Dashboard
Service requests at a glance
Register Manage Notes
SERVICE REQUEST KPIS
TOTAL UNATTENDED
13
↑13 vs 0
NEW REGISTERED
38
↓21 vs 59
FOLLOW UP DUE
160
↑160 vs 0
TOTAL OPEN
202
↑29 vs 173
TOTAL CLOSED
9
↓20 vs 29
THROUGHPUT
34.4/day
↓3.8 vs 38.1
AVG CALL TIME
0.8d
↑0.3d vs 0.5d
ON-TIME DELIVERY
68.7%
↓3.4% vs 72.1%
Pending Analysis
Top types & allocation
PENDING · Top 5 Pending Types
163
142
98
85
69
Registration New firm Missing AMC Bill GSTR1
ALLOCATION · Pending Requests
Ravi 25.2%
YashPal 20.8%
Rohit 17.3%
Vakul 16.8%
Raj 8.4%
Request Activity
05 May – 12 May
Requests Closed vs Progress Notes
Closed Progress Notes
TEAM TOTALS — PERIOD COMPARISON
11 May
Requests closed30
Registered59
Overdue183
12 May
Requests closed10 ↓20
Registered38 ↓21
Overdue212 ↑29
Live · 202 open requests
The Real Cost of Running Without Systems

Sound familiar?

When your operations run on WhatsApp, Excel, and memory — the business is only as strong as the people holding it together. Here's what breaks first.

😤
Tasks exist only in someone's headWhen that person leaves or falls ill, the task simply doesn't happen.
🔁
Repeat work has no systemMonthly compliance, weekly reports, daily follow-ups — all depend on someone remembering.
🎫
Complaints go nowhereCustomer complained a week ago. Still "in progress" with no owner and no deadline.
📵
No call or message history"Sir, who spoke to this customer last?" — blank faces all around.
🤷
Field team unaccountableStaff reports 8 site visits. You have no way to verify any of them.
🧠
Knowledge leaves with employeesNew joiner starts from zero. No notes, no history, no context from their predecessor.
Operations Management Platform

Nine modules. One connected system.

Start with what you need. Every module works independently — and connects automatically with the rest as your operations grow.

How the platform is structured

Three core pillars handle tasks, sales, and support. A communication layer powers all three. Intelligence and field tools sit above — so you always know what's happening across your business.

Explore All Modules →
Core — The three operational pillars
✅ Task Management 🎫 Service Requests 🎯 Lead Management
Communication Layer — Powers all three pillars
💬 WhatsApp Automation 📞 Call Tracking & Auto Dialer
Intelligence & Visibility
🧠 AI Intelligence Layer 📊 Reports & Dashboards 🏆 Performance Intelligence
Field Operations
📍 Field Staff Management 🗓 Attendance & Leave Coming Soon
A Day in a GainBooks Business

From morning tasks to
evening reports — automated.

See how GainBooks runs a real business day — across sales, service, operations, and field — all connected, all tracked.

1
Morning: Repeat tasks auto-assigned to the right people
Daily and weekly tasks are already created and assigned before the team even opens their app. GST reminder for accounts. Weekly report for the manager. Follow-up for the sales rep.
Task Management
2
Customer messages — from any channel — become leads or SRs
A prospect messages on Instagram. A customer complains on WhatsApp. Both flow into the same inbox. Prospect becomes a lead. Complaint becomes an SR — assigned immediately.
Omnichannel Messaging Lead Management SR Management
3
Sales team calls via auto dialer — notes go into tasks
The rep's auto dialer works through leads. Each call is logged. AI generates a summary. The rep adds a note. One tap creates a follow-up task with a deadline.
Call Tracking & Auto Dialer Task Management
4
SR team resolves complaints — progress notes capture everything
The service team works through SRs. Each update is logged as a progress note. Customer gets automatic status updates. When the field team visits, check-in proof is captured.
SR Management Field Staff Management
5
Evening: Manager reviews the entire day on one dashboard
How many tasks completed? Which SRs still open? How many leads progressed? Who made the most calls? Everything visible in the analytics dashboard — in 5 minutes.
Reports & Analytics
Why GainBooks

Built for the way Indian businesses actually work.

Most business software is designed for large enterprises. GainBooks is built from the ground up for MSMEs — affordable, easy to use, and connected to the tools your team already uses every day.

Everything Connected
Everything Connected
Tasks, leads, service requests, calls, and WhatsApp messages all talk to each other. One action in any module automatically updates the rest — no duplicate entry, no missed handoffs.
System Over People
System Over People
When tasks, notes, and history are in the system — not in someone's head — your business keeps running when employees change. Onboarding a replacement takes hours, not months.
Works Where Your Team Works
Works Where Your Team Works
Your team already lives on WhatsApp. GainBooks sends every task update, reminder, and alert directly there — so adoption is instant, with no training required.
Mobile First
Mobile-First
Full functionality on Android for your field team, sales reps, and managers — not a stripped-down version, the complete platform on any device, anywhere.
AI Powered Intelligence
AI-Powered Intelligence
Daily digests, call summaries, employee performance scoring, and customer segmentation — generated automatically without asking anyone for a report.
Enterprise Grade Security
Enterprise-Grade Security
Your data is encrypted, backed up daily, and hosted on AWS servers — stays in India, stays protected, always available.
Why You Can Trust GainBooks

Backed by the credentials platforms your customers already use.

💬
Meta Authorised Business Solution Provider
Official WhatsApp Business API. Fully compliant onboarding. No grey-market workarounds.
☁️
Hosted on AWS
Encrypted, backed up daily, stored in India. The same infrastructure used by Indian banks and enterprises.
🏛️
30+ Years of MSME Expertise
Built by the team behind Saral ERP — trusted by Indian businesses for over three decades.
Our Heritage

30+ years of Indian business.
One new platform.

GainBooks is built by the team behind Saral ERP — one of India's longest-running business management software companies. Three decades inside Indian MSMEs, understanding their real workflows, real constraints, and real needs. GainBooks is what we built when the technology finally caught up with the problem.

  • Deep understanding of Tier 2 and Tier 3 city business operations
  • Built for hybrid SaaS + offline realities of Indian MSMEs
  • Designed for non-technical business owners and staff
  • Backed by a team that has seen 30 years of how businesses actually run
30+
Years in Indian business software
50,000+
Businesses on Saral ERP
100+
MSMEs on GainBooks
300+
Cities and towns served
Also Available

Financial Management — Complete ERP for your business.

GainBooks Financial Management
Sales, Inventory, Accounting, GST — all in one platform.
A complete inventory and financial management system across Android, Windows, and Web. Manage your stock, purchases, sales, accounts, and GST compliance from a single platform — simple enough for any team member to use from day one.
🔔 Full SaaS version launching soon — register your interest
Inventory Management Sales & Purchase GST Compliance Financial Reporting Android + Windows + Web
Learn More →
What Our Customers Say

100+ businesses across India
already running on systems.

"

The repeat tasks feature changed how we handle compliance. Monthly GST, weekly reports, daily call targets — all auto-assigned. Our accounts manager went on leave and everything still ran.

R
Rajesh Mehta
Industrial equipment supplier, Kota
"

SR resolution time dropped by half. Every complaint has an owner and deadline. Before GainBooks, issues would just disappear. Now the customer gets automatic WhatsApp updates and we have full accountability.

P
Priya Agarwal
Financial services firm, Jaipur
"

When my sales manager quit I was worried we'd lose everything. With GainBooks every call note, task, and conversation was in the system. The new person was productive within two days.

S
Sundar Kapoor
Pharma distribution, Udaipur

Build a business that runs
on systems, not on people.

Book a demo today.All nine modules included from day one.

Book a Demo → Explore All Modules