Say it the way you would say it
English, Hindi, Arabic and Malay — or any of them mixed with English in one sentence. “Kal 11 baje”, “2 lakh”, “RM 50 ribu”, “بكرة الساعة ١٠” and “next Tuesday” are all understood.
Features
Everything the business runs on, in one workspace
Contacts and pipeline are the easy part, and every CRM has them. What decides whether a team stays is whether the quote, the invoice, the tax and the payment live in the same place as the deal. Here they do.
01
Selling
- Leads and qualification
- Visual pipeline
- Companies and contacts
- Activities and follow-ups
- Follow-up autopilot, on every plan
- Lead ads that arrive as leads
- Forms for your own website
- A meeting brief before you walk in
- New leads to whoever converts them best
- What discount actually wins
- Your Today list in the morning
Getting paid
- Quotes that become invoices
- Tax that is actually right, wherever you sell
- Payment links
- Electronic invoicing
- E-way bills
- Recurring billing
- Know who will pay late, before they do
- Payment reminders that send themselves
Running the work
- Field visits
- Support cases
- Meetings with a real join link
- Products and price books
- WhatsApp, SMS and the channel they answer on
- Email from your own mail server
- A help centre your customers can read
- Campaigns that respect the person receiving them
- Rules that do the routine part
- An account area for your customers
- Sign-off that actually holds
Control
- Reports you build yourself
- A forecast with three numbers
- Stock that knows what you sold
- Every currency, and the rate you use
- Nothing is lost by accident
- Roles, profiles and sharing
- Audit log
- Custom fields and layouts
- Know who you are dealing with
- Duplicates found and merged properly
- Passkeys and two-factor
- Your own address
- A real API
Only here
- Voice notes: speak, don't type
- Ask Amie by voice
- Amie, an assistant that cannot invent a number
- Ask about anything, the way you would say it
- A brief on anybody, by name
- The manager's numbers, in a sentence
- Invoices, quotes and orders by talking
- Opens with what changed since you last looked
- Correct her, and it sticks
- Amie on WhatsApp
- The CRM that fills itself in
- Money-first mornings
- It tests what works in your business
- The next message, already written
- Intelligence that compounds
- Works from Claude Desktop and ChatGPT
Voice
Speak after the visit. The CRM writes it up.
Walk out of the meeting, tap the microphone and say what happened. The CRM writes the note, works out what it means for the deal, and asks you to confirm. Or open it and tell Amie what you want. In English, Hindi, Arabic and Malay, on the web and in the Android app, on the Intelligence plan.
Spoke to Ravi, deal pakki ho gayi, 2 lakh final. Kal 11 baje agreement bhejna hai.
What the note says to change · Sharma Steels
- Stage: WonHeard: “deal pakki ho gayi”
- Amount: ₹2,00,000Heard: “2 lakh final”
- Follow-up: Send agreement — tomorrow, 11:00Heard: “kal 11 baje agreement bhejna hai”
- Next step: Send agreementHeard: “kal 11 baje agreement bhejna hai”
Save the note and 4 changes
Good morning, Sarah. What do you want to do?Remind me to call Ravi tomorrow at 11.
Amie · New task
- Task
- Call Ravi
- Due
- Tomorrow, 11:00
- For
- You
Add task
The note writes itself, and so do the changes
The words become a tidy note on the record, and the CRM proposes what they point to: the stage, the amount, the close date, the next step, a follow-up task with its day and time, a new phone number.
Ask Amie by voice — she answers and does it
Open the CRM and Amie asks what you want. Say it: who has not paid, what is on today, remind me to call Ravi tomorrow. She answers from your records, and anything she would make or change comes as a card you confirm with one tap.
No recording is kept
Speech is turned into text in the browser or on the phone. Root Digit never receives or stores a recording — only the words reach the CRM.
Get paid faster
Know who will pay late. Before they do.
The CRM learns how each customer pays you, chases the ones who will be late, and tests which reminders bring the money in sooner. On the Intelligence plan.
Who to chase₹38,500 is late, on 1 invoice
- INV-2041Sharma SteelsUsually pays 18 days late — 6 invoices₹1,20,00082% likely late
- INV-2038Kaveri ExportsPays on time — 6 of 6, so 21% despite your customers' 64%₹45,00021% likely late
- INV-2035Tumkur Traders12 days late — reminded automatically by WhatsApp₹38,500Late
WhatsApp before the due date: paid 6 days sooner than email on the due date, between 3 and 9 — 140 invoices.
Who will pay late, and why
Every unpaid invoice gets a likely pay date and the chance it is late, learned from how that customer has paid you before — with the reasons in plain words.
Cash coming in, week by week
Unpaid invoices placed where they are likely to land, beside what is simply due, so the month's cash is not a guess.
Reminders that send themselves
Off until you switch them on. Before the due date for customers who are usually late, on it, then after it — by email or WhatsApp, under your company's name — and they stop the moment the invoice is paid.
Find out what works in your business
Test two ways of reminding on your own invoices. The CRM says which got paid sooner, by how much and how sure it is, and switches only when you say so.
01
Selling
The part a salesperson lives in. Everything else exists to keep this honest.
Leads and qualification
Capture a lead, score it, and convert it in one step. Before anything is written you are shown the company and contact it matched, so an account nobody meant to duplicate is reused; the opportunity is optional and you set its amount, stage and closing date. It happens as one piece — either all three records exist or none do — and a converted lead closes, so it cannot be put through twice.
Visual pipeline
Drag a deal from one step to the next. How likely it is to close comes from the step it is in, rather than from whatever somebody typed.
Companies and contacts
People and the organisations they belong to, with the relationships a real account has: parent companies, reporting lines, several contacts on one deal.
Activities and follow-ups
Calls, notes and next steps against the record they belong to, so the history is where the person looks rather than in somebody's inbox.
Follow-up autopilot, on every plan
Write the follow-up once — an email today, a WhatsApp message in two days, a call on day five — and put a lead, deal, quote or invoice on it. The steps happen by themselves and stop the moment they reply, somebody logs a call or meeting with them, or it closes. Emails go from your own mailbox or mail server and count toward your plan's email allowance; WhatsApp steps send through your WhatsApp provider — what you wrote within 24 hours of their last message, your approved template after that; nothing goes out at night or on a Sunday, and anyone who opted out is never followed up. Included in Free.
Lead ads that arrive as leads
A Facebook or Instagram lead form reaches the CRM in seconds, with every answer the person gave, instead of a weekly export from Ads Manager.
Forms for your own website
Build a form from the fields you already have, publish it, and put it on your site as a link or an embed. What people send arrives as a record here, not in an inbox. Spam is caught without asking a customer to identify traffic lights.
A meeting brief before you walk in
Open a meeting with a customer and its brief is there: who you know there, open deals with each one's score and the reason for it, what they owe and how late, quotes and cases waiting, the last conversations, what somebody promised them, and whether they are drifting away. Its first line comes with the meeting's reminder. On the Intelligence plan.
New leads to whoever converts them best
A workflow rule can give each new lead to the person who has done best with leads like it — the same source, region or budget — learned from your own converted and unqualified leads, with daily limits so nobody is buried and the reason noted on the lead. Leads go in turn until there is enough history. On the Intelligence plan.
What discount actually wins
From your own accepted and lost quotes: “quotes with more than 15% off haven't won more often here.” Shown on the quote while you price it, and on the approval rule that signs discounts off. A hint, never a block. On the Intelligence plan.
Your Today list in the morning
The morning note carries the top of your Today list — where your time matters most, in order — with a link to the rest, on days the note goes out. On the Intelligence plan.
02
Getting paid
Where most CRMs hand you off to another tool, and where the numbers usually start drifting.
Quotes that become invoices
Build a quote from the price book, send it, and turn the accepted one into an invoice or a sales order without rebuilding the lines.
Tax that is actually right, wherever you sell
The rate comes from the product, then its category, then the workspace, and the document carries the word that country uses: sales tax in the United States; GST in India — split into CGST and SGST within a state, or IGST across one — and in Singapore, Australia and Canada; VAT in the UK, Europe, the Gulf and Africa. Eighteen countries arrive configured; anywhere else, you set the rate once yourself.
Payment links
Send a customer a link through the gateway their market uses — Stripe, PayPal, Razorpay, Cashfree or CCAvenue. The link doesn't expire, and when they pay, the invoice marks itself paid; nobody types it in. On the Growth plan and up; recording a payment you took another way is on every plan.
Electronic invoicing
Where the tax office requires an invoice a computer can read — Saudi Arabia, the UAE, Singapore — the exact file it asks for is produced. In India, the e-invoice file for the government's invoice portal, for one invoice or many at once, with the IRN and its signed QR printed on the invoice once you record them. On the Growth plan and up; the QR code a Saudi invoice is not valid without prints on every plan.
E-way bills
For goods on the move in India: the e-way bill portal's file made from the invoice and its transport details, or the bill made together with the IRN — one invoice at a time or many at once — with the bill's number, validity and vehicle printed on the invoice. On the Enterprise plan and up.
Recurring billing
Subscriptions that raise their own invoices on schedule, with the numbering sequence the business already uses. On the Growth plan and up.
Know who will pay late, before they do
Every unpaid invoice gets the chance it is paid late and the day it is likely to be paid, learned from how your own customers have paid you — with the reasons in words: “Usually pays 18 days late — 6 invoices”, “2 others of theirs overdue now”. Until enough invoices have been paid to learn from, it uses a plain rule and says so. Beside it, the cash likely to come in each week for the next eight, against what is merely due. On the Intelligence plan.
Payment reminders that send themselves
Switch them on and customers are reminded before the due date if they usually pay late, on it, and after it — by email or WhatsApp, under a per-invoice limit and a daily cap, never at night, never to anybody who opted out, and stopping the moment the invoice is paid, voided or credited. Each one is on the invoice's timeline and in the audit log, in your own words. Off until an administrator switches them on. On the Intelligence plan.
03
Running the work
The operational half: what happens after somebody says yes.
Field visits
Plan and record visits against the account, for the businesses whose selling happens in person rather than over email.
Support cases
Log what a customer reported, and raise it as a ticket in Zendesk or Freshdesk when support works somewhere else.
Meetings with a real join link
Turn a calendar entry into an actual Zoom meeting, and put it in the Google Calendar people already watch.
Products and price books
A catalogue with per-category tax rates, so a line filled from a SKU carries the right rate rather than whatever was typed last.
WhatsApp, SMS and the channel they answer on
Send from the CRM through WhatsApp Business, Bird (MessageBird), Twilio, MSG91 or Gupshup — and Slack or Telegram for your own team. The message goes out against the record it belongs to, so the next person to open that customer can see what was said rather than asking around, and their reply lands on the same record.
Email from your own mail server
Choose how customer email leaves: your own Gmail or Microsoft 365 mailbox, your company's mail server over SMTP, SendGrid or Amazon SES. Mail from your server comes from your address and your domain's reputation, with the password encrypted and the connection checked before anything is sent. Campaigns always go through a server or sending service, never a personal mailbox. A mailbox, your mail server and a WhatsApp provider can be connected on every plan, Free included.
A help centre your customers can read
Write the answers once as articles, and publish them to the customer portal so a question is answered before it becomes a case.
Campaigns that respect the person receiving them
Send to a group of contacts or leads from your own provider, with each message addressed to the person it is going to. Every copy carries a working unsubscribe link and a one-click header, opting out is recorded on the record so no later campaign reaches them again, and anybody who opted out is never in the audience in the first place. Opens and clicks are counted — or not, if you turn that off — and the rates on the card are counted from what actually left, not typed in.
Rules that do the routine part
When this happens to this kind of record, and these things are true of it, raise a task, set a field, reassign it or email whoever owns it — or start from a ready rule. Switch on Advanced and a rule can start when a date comes round (a week before a quote expires) or a customer replies on WhatsApp, wait between steps, take one of two ways, email or WhatsApp the customer, update the linked company, create a record, put someone on a follow-up or send a signed webhook. The rules run on our servers from the app, the API, an import or a web form, and a log shows what each one did, including the times it looked and decided not to act.
An account area for your customers
Invite a contact and they get a link to set a password, then sign in to see their own cases, invoices and quotes — pay an invoice through whichever gateway you have connected, accept a quote with one press, and raise a case or reply to one. They see what belongs to them and nothing else, decided on the server from the account they signed in as. You choose which of the four they get, and each switch closes the door rather than hiding a tab.
Sign-off that actually holds
Say which records need approving — a deal over a figure, a discount past a point — and who decides: a named person, whoever owns it, or the owner’s manager, worked out from your role hierarchy so it keeps routing when somebody changes job. While it waits, the record cannot be changed by anyone except the people deciding it, enforced on the server so the API and an import are held to it too. Rejecting requires a reason, and every decision is kept with its comment.
04
Control
The things a company asks for on the day more than one team depends on the answer.
Reports you build yourself
Pick an object, choose the columns, group it and save it — dates written the way you say them, money totalled in your currency. When you want more, More options adds either/or filter logic, fields from the linked company or contact, dates by month or quarter in your financial year, a second grouping as a grid, several totals, formulas like win rate, the period before beside this one, and a schedule that emails it. On the Growth plan and up; the ready-made reports are on every plan. And take any of it away as a spreadsheet.
A forecast with three numbers
Set the target, and see what is committed, what is expected and the best case, against what the pipeline is actually doing — rather than one hopeful figure.
Stock that knows what you sold
Track what you hold and what it is worth, so a quote for something you do not have is caught before it is sent.
Every currency, and the rate you use
Sell in one currency, report in another, and set the rates yourself rather than accepting somebody else's.
Nothing is lost by accident
Every change to a record is kept with who made it, deleted records wait in the recycle bin until they are purged, and your whole workspace exports to CSV whenever you like — free, including custom fields. Leaving is a button, not a negotiation.
Roles, profiles and sharing
Who can see a record, who can edit it, and territory rules that follow the way the team is actually organised.
Audit log
Every change to a record or a setting, with who made it, searchable and exportable.
Custom fields and layouts
Add the fields your business needs to any object, and arrange them where people expect to find them. On the Growth plan and up.
Know who you are dealing with
Optional identity and compliance fields on a company and on a person: trade licence and its expiry across the Gulf, incorporation and registered address, the beneficial owner, and the authorised signatory with their own document and expiry — because a bank asks for the company’s papers and the signer’s. Passport and ID numbers never show up in search, so nobody can confirm a number by typing it into the search box, and the whole section can be hidden from any profile in one move.
Duplicates found and merged properly
Rules say what counts as the same customer, and the workspace is scanned for what is already in it twice. Merging shows both records side by side so you choose which value survives field by field — not whichever record happens to be older. Notes, files and line items move across, anything filed under the name that disappears is pointed at the survivor, and the duplicate goes to the recycle bin, so a merge can be undone.
Passkeys and two-factor
Sign in with Face ID, a fingerprint or Windows Hello. Passwords still work, and two-factor is there for accounts that want it.
Your own address
Run the workspace on your own domain, with your logo, for customers who will see it.
A real API
Other software can read and write everything in the workspace, using keys you hand out and can take back. For developers: REST endpoints for every object, signed outgoing webhooks, and documentation generated from what the server actually enforces.
05
Only here
What you will not find in Zoho, Salesforce or HubSpot at any price — and none of it costs extra to run.
Voice notes: speak, don't type
After a visit, tap the microphone and say what happened — in English, Hindi, Arabic or Malay, or any of them mixed with English in one sentence. The CRM writes it up as a note and proposes what it points to: the stage, the amount, the closing date, the next step, a follow-up task with its day and time, a new phone number or email. Each change shows the words it was heard from, and nothing changes until you tick it. Speech becomes text in the browser or on the phone — on the device itself wherever it can, and otherwise through the browser's or phone's own speech service — so Root Digit never receives a recording and none is kept. On the web and in the Android app, on the Intelligence plan.
Ask Amie by voice
Open the CRM and Amie greets you by name with what today holds — the follow-ups due, the money due this week, today's meetings — and asks what you want. Tap the microphone and say it: who has not paid, what is on today, remind me to call Ravi tomorrow at 11, log a call with Acme. She answers from your own records, and anything she would make or change comes back as a card you confirm with one tap. Typing works everywhere speaking does, and short answers are read aloud in your browser's or phone's own voice only if you turn that on. In the same languages as voice notes; questions in Arabic, Malay or Hindi are answered in English, and she says so. On the web and in the Android app, on the Intelligence plan.
Amie, an assistant that cannot invent a number
Ask however you would say it out loud. Every figure she says is one she just counted in your own records. Her AI runs on our own servers and reads what you meant — typos, shorthand and all — and every number comes straight from your records, so it is exact. Your records never leave your workspace. The questions you ask her help us teach her new ways of asking: kept for 90 days with names, numbers, amounts, dates, emails and phone numbers replaced, and any word Amie doesn't already know hidden. Never her answer, your records, or who asked. An administrator can turn this off.
Ask about anything, the way you would say it
“How many open deals over $10k is Sarah closing this month?” Every part of the question counts — when, whose, how much, which stage, which customer, which city — on any kind of record, counted, totalled, averaged or split by stage or month. Follow-ups change the question rather than start again: “only James's”, “what about last quarter”.
A brief on anybody, by name
“Tell me about Acme Inc.” — what is open with them and what it is worth, what they owe and whether it is late, when anybody last spoke to them and what was said, and what is booked next. The same for a deal, a contact, an invoice, or a colleague.
The manager's numbers, in a sentence
Win rate against last quarter, how many days deals take, revenue month by month, top customers and best-selling products, who is leading this month, which lead sources convert, and how busy the team was — each worked out from your records the moment you ask.
Invoices, quotes and orders by talking
“Make an invoice for Acme Inc., 2,500 for website design.” She finds or creates the customer, takes the lines the way you say them, applies the right tax, numbers it, and creates a draft. Credit notes, sales orders and purchase orders work the same way. “Undo that” puts it in the bin.
Opens with what changed since you last looked
Two deals moved forward, one slipped, $14,200 entered commit, three new leads, one invoice overdue today — before you have asked anything. Standing questions run every Monday and wait for you. A new workspace is told what to set up next.
Correct her, and it sticks
“The competitor thing is not real” re-scores that deal at once and teaches the workspace's own scoring model to weigh that signal less. The longer you use it, the more the scoring is yours.
Amie on WhatsApp
Message the business number from a phone that is on your user record and ask — who has gone quiet, what is outstanding — from the road. Same permissions, same plan check as the app.
The CRM that fills itself in
A customer's WhatsApp message lands on their timeline by itself, matched by phone number. Lead ads and web forms arrive as leads with their source recorded.
Money-first mornings
The chase list — who owes you, ordered by amount and age, with a one-tap WhatsApp reminder. Who is reading the quote you sent right now. Birthdays, first-order anniversaries and the festival calendar, each with a greeting ready to send. And from the Growth plan, the repeat business that stopped, with the amount.
It tests what works in your business
Put two ways of reminding against each other — WhatsApp three days before the due date, say, against email on the day — and invoices are split between them at random. The result is read once, when every invoice has had its thirty days, so a lucky week cannot crown a winner: “WhatsApp before the due date: paid 6 days sooner, between 3 and 9, 140 invoices.” Hold a few invoices back from reminders and it shows the extra money they brought in, measured rather than claimed. Switching everybody to the winner is one click — yours, never automatic. Only your own invoices, never another business's.
The next message, already written
Every item on the day's list — a late payment, a deal gone quiet, a lead worth calling — comes with a short email and WhatsApp written from the record's own facts: the amount, the due date, the last conversation, the pay link. Your wording, with the facts filled in; nothing is sent to an AI service to write it and nothing is charged per message. Change a word and send it, and it is on the record. The first five sit at the top of your dashboard.
Intelligence that compounds
Deal, lead and churn scores fitted on your own closed deals, with the reasons beside each. After three months: how your commit has actually run against what closed. After five wins and five losses: what your wins have in common, and which of those patterns an open deal is breaking.
Works from Claude Desktop and ChatGPT
A proper MCP server with sign-in: add the address as a connector, sign in when asked, and your assistant reads and updates records as you, within your permissions. Developer tools can use a scoped key instead.
Moving in
Bring what you already have
Moving in is the part people dread, so it reads from the other CRM’s own API rather than asking for a spreadsheet. Zoho, Salesforce, HubSpot, Pipedrive, Bitrix24 and eight more connect directly; anything else imports from a CSV export with the field mapping already written.