Cloud-based ERP + CRM for pharmacies & medical stores

Run your pharmacy on one system.

Batch and expiry tracking, GST billing, supplier dues and compliance registers — CRMSaathi replaces the paper stock registers, the WhatsApp reminders and the three apps that don't talk to each other. It's fully cloud-based, so the counter, the back office and every branch see the same numbers, live.

01 — The old way vs CRMSaathi

Stop fighting your registers. Start running your pharmacy.

Expiry found out the hard way
FEFO stock deduction with alerts weeks in advance
GST invoices done by hand
Auto CGST/SGST/IGST breakup on every bill
Customer dues in a notebook
Running ledger with automatic payment reminders
Narcotics register kept on paper
Digital Schedule H1/X register, audit-ready
Branches on separate systems
One view of stock and dues across every branch
No idea what today's profit was
Real-time dashboard with P&L on demand
Software tied to one PC at one counter
Cloud-based — log in from any device, any branch
02 — One platform

Every part of your pharmacy, connected

Batch-level inventory & FEFO
Every batch, expiry date and rack location tracked automatically. The oldest stock sells first, expired batches are blocked at billing, and you get an alert weeks before anything goes to waste.
Batch trackingFEFORack locationExpiry alerts
Cloud-based & always on
No local server, no VPN — log in from any device, any branch, and see the same real-time data.
Billing & GST POS
Search by brand or salt name, auto price and tax, split payments at the counter.
Purchase & suppliers
Purchase orders, goods-received entries and supplier payables in one flow.
Customer ledger & dues
Running dues per customer with oldest-invoice-first settlement.
E-prescription & safety
Drug interaction and allergy checks right at the billing screen.
Accounting
Day book, bank reconciliation and instant P&L for any date range.
Multi-branch & warehouse
Central stock visibility with request-approve-dispatch transfers.
Reports & analytics
Real-time dashboards for sales, stock, dues and expiring inventory.
GST & compliance
Correct tax breakup, GSTR-ready exports and license expiry tracking.
HR & payroll
Attendance, shifts and payroll for pharmacists and counter staff.
CRM & marketing
Loyalty points, refill reminders and WhatsApp campaigns that bring customers back.
ERP/CRM sync
Keep working in Marg, Tally or MargBooks — CRMSaathi stays in sync in the background.
Roles & permissions
Resource-level access control for every pharmacist, cashier and branch.
03 — One connected workflow

From “next, please” to a printed, GST-ready bill

Every sale moves through the same six checks — and every check runs inside one connected system, not six different screens.

1
Find the customer

Pull up a regular customer's profile and prescription history, or bill a walk-in straight away — either way it starts the same.

CRM
2
Add the medicines

Scan the barcode or search by brand or salt name. Price, GST and the right batch fill in on their own.

Inventory
3
Safety check

Schedule H/H1/X items are flagged for a prescription reference, and known interactions or allergies are checked before you go further.

E-Prescription
4
Price it out

FEFO picks the batch, discounts apply, and CGST/SGST/IGST breakup is calculated automatically.

Billing
5
Take payment

Full, partial or split across cash, UPI and card — any balance posts straight to the customer's running due.

Payments
6
Print & sync

The GST invoice prints or goes out on WhatsApp, and stock, the ledger and loyalty points update instantly.

Billing & POS
04 — Real, GST-ready paperwork

The exact documents your counter and back office use

Not a placeholder — this is the actual invoice and purchase order layout CRMSaathi generates, batch numbers and tax breakup included.

TAX INVOICE
WP
Wellspring Pharmacy
21 MG Road, Bengaluru, KA 560001
+91 98765 43210
GSTIN: 29ABCDE1234F1Z5 · DL: KA-BLR-2024-00113
Invoice No.
INV-3081
Date
05 Aug 2026
Branch
MG Road Branch
Bill To
Kavitha Reddy
12 Residency Rd, Bengaluru · +91 90000 11122 · Dr. S. Nambiar
#
Medicine
Batch / Exp
HSN
Qty
Rate
GST%
Amount
1
Azithromycin 500mg (10s)
AZT2341 · 08/27
300490
2
145.00
12%
290.00
2
Vitamin D3 60K IU (4s)
VTD1187 · 03/28
300490
1
312.00
12%
312.00
3
Paracetamol 650mg (15s)
PCM0876 · 11/27
300490
3
38.00
5%
114.00
Amount in Words
Seven Hundred Sixteen Rupees Only
Taxable Value₹648.21
CGST₹33.90
SGST₹33.89
Grand Total₹716.00
Paid₹716.00
Bank Details
HDFC Bank
A/C 50100XXXXXX3081 · IFSC HDFC0001234
UPI: wellspringpharmacy@okhdfc
SCAN · UPI
Authorized Signatory
This is a computer-generated invoice and does not require a physical signature.
05 — See it before you buy it

One dashboard, every part of the pharmacy

Switch tabs below to preview exactly what your counter and back office see — real layouts, real numbers, no guesswork.

app.crmsaathi.in
Dashboard overview
This Month
up
₹42,180
Today's Sales
This Month
dn
14 batches
Expiring in 30 Days
needs review
dn
9 items
Low Stock Items
below reorder level
up
₹31.4L
Inventory Value
total stock value
dn
₹1.6L
Pending Dues
outstanding balance
up
₹6.8L
GST Collected
this month
Sales this period
▲ 9% MoM
Bills by payment mode
UPI96
Cash41
Credit / dues18
Financial Overview
CASH
₹0.8L
BANK
₹5.2L
RECEIVABLE
₹1.6L
PAYABLE
₹2.1L
EXPENSE
₹0.9L
NET PROFIT
₹4.4L
Total revenue this period
₹6.8L
Net cash flow
+₹4.1L
06 — Up and running in a day

From sign-up to your first bill in four steps

01
Sign up
Create your pharmacy profile in minutes — no card needed.
02
Set up
Add branches, staff, and import your medicine master and opening stock.
03
Run
Start billing at the counter, tracking batches and clearing dues.
04
Grow
Add branches, connect your existing ERP, and see the numbers add up.

Ready to stop chasing expired stock and unpaid dues?

Run your pharmacy smarter with CRMSaathi.

No credit card required · 7-day free trial