Turn enquiries into invoices — not lost leads.
Every enquiry, quote and follow-up in one place, connected to your billing. So leads don't slip through WhatsApp and diaries, and a 'yes' becomes an invoice in one click instead of a fresh round of typing.
- GST-compliant
- Works offline
- AI-powered
- Made in India
Free plan available · no credit card required.
The problem
Most lost sales aren't lost to competitors — they're just forgotten.
Enquiries arrive on calls, WhatsApp and email. Quotes go out on separate apps. Follow-ups depend on memory. By the time someone remembers, the customer has moved on — and even when they say yes, the quote gets re-typed into a bill.
Leads slip through the cracks
Enquiries scattered across phone, chat and email get forgotten.
No follow-up discipline
Without reminders, warm leads go cold.
Quotes live in another app
Estimates are disconnected from billing and accounts.
Re-typing the same sale
An accepted quote gets entered all over again as an invoice.
Why existing tools fall short
Why a separate CRM rarely sticks
A standalone CRM that doesn't touch billing becomes one more app to update.
Sales teams stop entering data when it doesn't save them work.
Quotes and invoices live apart, so numbers and follow-ups drift.
No link between a customer's pipeline and what they actually owe you.
How MGH Books solves it
A sales pipeline that ends in a paid invoice.
MGH Books keeps every lead, contact, quote and follow-up in one place — and because it's the same system that bills and books, an accepted quotation becomes a GST invoice in a click. You see each customer end to end: enquiry, quote, invoice and what's still outstanding.
- Capture and track every enquiry with reminders so none go cold.
- Send quotations and convert them to invoices without re-typing.
- See each customer's full story — pipeline, billing and dues together.
What's inside
Everything you need, deeply built
Leads
Capture enquiries from every channel and never lose track of one.
Example. A WhatsApp enquiry becomes a lead with a reminder to follow up in two days.
Contacts
Keep customers and their details, history and preferences in one place.
Example. Open a contact to see every past quote, invoice and conversation.
Pipeline
See where each deal stands — new, quoted, negotiating, won — at a glance.
Example. Spot the three quotes sitting in 'negotiating' that need a nudge today.
Quotations
Send clean, professional quotes that customers can accept quickly.
Example. Share a GST-ready quote by link or PDF the same day they ask.
Quote-to-Invoice
Turn an accepted quote into an invoice in one click — no re-entry.
Example. Customer says yes; one click raises the invoice with the same lines and tax.
Customer Health
See which customers are buying more, paying late or going quiet.
Example. A regular buyer whose orders dropped this quarter is flagged for a call.
The difference
CRM: connected vs the old way
| Capability | MGH Books | Spreadsheets & point tools |
|---|---|---|
| Leads | ||
| Contacts | ||
| Pipeline | ||
| Quotations | ||
| Quote-to-Invoice | ||
| Customer Health |
How it works
A workflow that runs itself
- 1
Capture the lead
Log enquiries from any channel.
- 2
Quote
Send a professional quotation fast.
- 3
Follow up
Reminders keep deals moving.
- 4
Convert
One click turns the quote into an invoice.
The payoff
What you get back
Zero
leads forgotten
1-click
quote to invoice
One
view of every customer
Faster
enquiry-to-payment cycle
See it for yourself
CRM across every device
FAQ
Questions, answered
Run your entire business on one platform.
Start free in minutes. No credit card required.