Platform Features

Everything your business needs — in one place

Six powerful modules, one unified platform. Replace a stack of disconnected tools with Grovia — purpose-built for growing businesses that need CRM, operations, HR, finance, and a client portal working seamlessly together.

CRM & Sales

Turn leads into loyal clients

Grovia's CRM puts your entire sales pipeline in one place. Track every lead from first contact to closed deal, manage client relationships, and never let a follow-up slip through the cracks.

  • Visual Kanban pipeline for leads and opportunities
  • Complete client profiles with interaction history
  • Lead source tracking and conversion analytics
  • Follow-up reminders and activity logs
  • Link leads directly to projects and invoices
  • Client portal access management
Start Guided Trial
Sales Pipeline
12
New Leads
8
Contacted
5
Proposal Sent
3
Negotiation
18
Closed Won
New Leads24%
Contacted16%
Proposal Sent10%
Project Management

Deliver every project on time

From simple task lists to complex multi-team projects, Grovia keeps your delivery on track. Set milestones, assign tasks, log time, and share progress — all without leaving the platform.

  • Kanban boards and list views for tasks
  • Milestones with deadline tracking
  • Time entry logging per task and project
  • File attachments and team comments
  • Project-level profitability reports
  • Client-facing project status updates
Start Guided Trial
Project Board
7
To Do
4
In Progress
2
Review
11
Completed
To Do14%
In Progress8%
Review4%
HR & Payroll

People management made simple

Manage your entire workforce from a single dashboard. Onboard employees, track attendance, approve leaves, and process monthly payroll — all compliant and paperless.

  • Employee profiles with documents and contracts
  • Leave management with approval workflows
  • Attendance and shift scheduling
  • Monthly payroll processing with deductions
  • Payslip generation and distribution
  • Department and role management
Start Guided Trial
HR Dashboard
34
Active Employees
3
On Leave Today
5
Pending Approvals
34
Payroll This Month
Active Employees68%
On Leave Today6%
Pending Approvals10%
Finance & Invoicing

Get paid faster, stay compliant

Create professional GST-compliant invoices, track expenses, record advance payments, and reconcile your bank — Grovia handles your entire finance workflow from quotation to payment.

  • GST-compliant invoices with custom branding
  • Quotation-to-invoice conversion
  • Credit notes and debit notes
  • Expense tracking by category
  • Bank account reconciliation
  • Advance payment and payment plan tracking
  • Online payment via Razorpay integration
Start Guided Trial
Finance Overview
42
Invoices Sent
35
Paid
4
Overdue
3
Draft
Invoices Sent84%
Paid70%
Overdue8%
Field Operations

Your field team, fully connected

Dispatch field executives, track their location in real time, and receive visit reports — all from a live admin dashboard. Field teams use the companion mobile app to update status and submit reports on the go.

  • Assignment creation and dispatch board
  • Real-time GPS tracking on a live map
  • Assignment status flow (en route → on site → completed)
  • Field visit reports with check-in / check-out location
  • Push notifications to field executives
  • Field performance reports and analytics
Start Guided Trial
Live Dispatch Board
9
Assigned Today
3
En Route
2
On Site
4
Completed
Assigned Today18%
En Route6%
On Site4%
Client Portal

Give clients a window into their work

Clients download the Grovia mobile app to view their projects, download invoices, raise support tickets, and chat with your team — reducing back-and-forth emails and building transparency.

  • Mobile app for iOS and Android
  • View active projects and milestones
  • Download and pay invoices in-app
  • Raise and track support tickets
  • Secure in-app messaging with your team
  • Document sharing and e-signature ready
Start Guided Trial
Client App Activity
28
Active Clients
6
Open Tickets
14
Unread Messages
19
Invoices Viewed
Active Clients56%
Open Tickets12%
Unread Messages28%

All modules talk to each other

A lead in your CRM can become a project, generate an invoice, trigger a field visit, and appear in your client's portal — automatically. No copy-pasting, no switching tabs.

Lead → Project
Project → Invoice
Invoice → Payment
Assignment → Report

Ready to see it in action?

Start your 14-day Guided Trial today. No credit card required. Set up in minutes.