Features
Everything you need to run a modern pharmacy
From the first customer at the counter to the year-end books — CRMSaathi handles it in one connected platform.
Explore by category
Every module, built for the way pharmacies actually run.
Customer Profiles
CRM
A running record of every customer, their prescriptions and purchase history.
Doctor Directory
CRM
Registered doctors linked to prescriptions, so you always know who prescribed what.
Communication Log
CRM
Every SMS, WhatsApp and call tied back to the customer record.
Batch & Expiry Tracking
Inventory
Batch number, expiry date and quantity tracked down to every strip.
FEFO Stock Deduction
Inventory
Oldest-expiring stock sells first, automatically, with no manual picking.
Low-Stock & Expiry Alerts
Inventory
Configurable thresholds warn you weeks before a shortage or a write-off.
Purchase Orders & GRN
Inventory
Raise POs, receive goods against them, and update batch stock in one step.
GST Point of Sale
Billing
Search by brand or salt name, auto price, auto tax, printed or WhatsApp'd in seconds.
Split & Partial Payments
Billing
Cash, UPI, card or part-payment — the balance posts straight to the customer's due.
Sales Returns
Billing
Process a return against the original invoice without re-keying anything.
Scheme Pricing
Billing
Buy-X-get-Y offers and slab discounts apply themselves at billing.
Schedule H/H1/X Register
Compliance
Narcotic and prescription-only sales logged automatically, ready for inspection.
Drug Interaction Checks
Compliance
Known allergies and interactions are flagged before the bill is finalized.
E-Invoicing (IRN & QR)
Compliance
IRN and QR generation on eligible B2B invoices, no separate portal login.
License & Renewal Tracking
Compliance
Drug license, GST registration and shop license expiry dates, tracked for you.
Day Book & Ledgers
Accounting
Every sale, purchase and payment posts to the books automatically.
Profit & Loss, Anytime
Accounting
A P&L for any date range or branch, ready without spreadsheets.
Bank Reconciliation
Accounting
Import a bank statement and match it against your ledger in minutes.
Attendance & Shifts
Employees
Biometric, manual or POS check-in — whichever fits how your staff actually work.
Payroll
Employees
Salary structures, payslips and leave balances, calculated automatically each month.
Real-Time Dashboard
Reports
Sales, dues, low stock and expiring inventory, all on one screen.
Fast/Slow Mover Analysis
Reports
See which medicines to reorder and which are tying up your cash.
Cloud-Based Access
Growth & Ops
No local server or IT setup — log in from a laptop, tablet or phone, from the counter or from home.
Automatic Cloud Backups
Growth & Ops
Every sale and stock update is backed up as it happens — nothing lives only on one till machine.
Multi-Branch Control
Growth & Ops
One login, every branch — stock, dues and staff, all in view.
ERP/CRM Sync
Growth & Ops
Keep working in Marg, Tally or MargBooks — CRMSaathi stays in sync in the background.
Roles & Permissions
Growth & Ops
Give each pharmacist, cashier and manager exactly the access they need.
Online Ordering
Growth & Ops
A customer-facing store to browse, reorder and upload prescriptions.
How we compare
Built for pharmacies, not adapted for them
| Capability | CRMSaathi | Marg ERP 9+ | MargBooks | Excel + WhatsApp |
|---|---|---|---|---|
| Starting price | ₹1,499/mo | ₹10,000+ one-time | ₹999/mo | Free |
| Batch / FEFO tracking | ✓ Native | ✓ | — Limited | — Manual |
| GST-ready billing | ✓ | ✓ | ✓ | — Manual |
| Multi-branch control | ✓ | — Limited | — Add-on | — None |
| ERP/CRM sync built-in | ✓ Native | — Manual export | — Partial | — None |
| Setup time | < 1 day | 1–2 weeks | 2–4 days | — |
| Support | ✓ 24/7 | — Business hours | ✓ | — None |
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