Finance Integration

GST-Compliant Quotations & Invoicing Integration in Modern Sales CRM

Ensure seamless GST tax compliance, CGST/SGST/IGST breakdowns, and multi-currency support on all customer proposals and sales deals.

GST Compliant Quotations CRM

Tax Compliance in Indian Business Sales

Indian businesses must comply with state-wise GST rules. Creating sales proposals without automated CGST, SGST, and IGST tax calculations risks compliance errors and client billing disputes.

Integrated Tax Rules in Planex365 CRM

  • Automatic HSN/SAC Code Search: Attach appropriate tax classification codes to every line item.
  • State-wise Tax Splitting: Automatically apply intra-state CGST+SGST or inter-state IGST based on client state code.
  • Multi-Currency Exporting: Generate quotes in INR, USD, EUR, or AED for international trade clients.
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