knowbuild
Incredibly powerful

QERP.CRM
The Operating System For
Growing SMEs

One system to automate and systemise your operations from sales to cash, procurement to delivery, and invoicing to collections
No hidden modules
1-2 Week Go-Live
Built for India

See Your Business Operating System in Action

Knowbuild dashboard overview – business operating system in action
Built and used inside fast-growing SMEs — delivering 3× growth every 3–4 years with clarity, speed & control.
A 2-minute walkthrough that shows how knowbuild connects all business functions—into one powerful system.
The Second Brain for Your Business

Always On.
Always Working.

Intelligent automation that runs in the background, keeping your business synchronized and efficient.

knowbuild
01

Sales Accountability

02

Credit Control

03

Auto Dispatch

04

E-Invoicing

05

Smart Alerts

06

Finance Module

07

Auto Reminders

Transforming the day for every business function And role

Sales

Inquiry to order closure sales workflow, linked with dispatch & accounts receivable.

Inbound Sales

Capture and assign every inquiry from calls, emails, or web. Route leads instantly.

Finance

One-click digital invoicing connected to accounts receivable. Get faster billing and cleaner ageing reports.

Procurement

Automated purchase recommendations based on sales forecasts. Manage vendors smarter.

Warehousing

Inventory visibility and multi-location stock management. Gain better control across branches.

Dispatch

Error-free, streamlined dispatch linked directly to sales orders. Reduce wrong shipments drastically.

Tendering

Seamless coordination for government and private tenders. Track deadlines and reverse auctions.

Service Support

Manage service requests for warranty and out-of-warranty products with complete tracking.

Explore Business Modules

Managing Director

View real-time growth, margins, and health.

Sales Team

Auto-assign & revise quotes in seconds.

Finance Head

Control credit & collections without chasing.

Operations

Get purchase suggestions & stock alerts.

Inbound Sales

Never miss or lose an inquiry again.

Sales Manager

Track funnels & hit rates in real-time.

Managing Director

View real-time growth, margins, and health.

Sales Team

Auto-assign & revise quotes in seconds.

Finance Head

Control credit & collections without chasing.

Operations

Get purchase suggestions & stock alerts.

Inbound Sales

Never miss or lose an inquiry again.

Sales Manager

Track funnels & hit rates in real-time.

KnowBuild connectsevery step of your business

From inquiry to invoice: sales get reminders, dispatch ships the right item,and finance controls credit — automatically, in perfect sync.

01
Unified Inbox

Capture Inquiry

With automated inquiry capture from your website, real-time monitoring, smart escalation for unassigned or unattended inquiries, based on intelligent tracking — knowbuild ensures no inquiry ever slips through the cracks.
Live Ingest
ONLINE
Website
Live Chat
Email
VoIP
Live Stream
02
Smart Routing

Qualify & Assign

Smart Inquiry assignment routes inquiries to the right salesperson based on pre-defined rules — ensuring faster, efficient and disciplined follow-ups.
WAITING FOR INPUT
Lead #8049
Maharashtra
Electric Motors
Industry
A
Amit Verma
Gujarat
P
Priya Sharma
Maharashtra
R
Rahul K.
Uttar Pradesh
03
Precision Pricing

Quote & Approve

Sales Quotes with Intelligence Win more deals with end-to-end visibility from inquiry to closure. Sell smarter with predefined discount controls that empower your sales team to close orders without manager intervention.

Quote #Q-2024

To: Acme Corp Industries
Status
DRAFTING...
Total Value
₹0
Margin Guard
IdleValidating...Margin Safe
Analysis
QBD - quantity based discount of additional 5% possible for greater than 10 units.
04
Inventory AI

Purchase & Stock

Smart Purchase Alerts that provide automatic re-order notifications with data-driven purchase forecasts – ensures that you never overstock and always have what your customers need.

Inventory Watchdog

SYSTEM: ONLINE • LATENCY: 12ms

Steel PipesSP-204
850units
Reorder Stock Level: 200 units
Valves Type AVA-992
420units
Reorder Stock Level: 100 units
ConnectorsCN-101
1800units
Reorder Stock Level: 300 units
05
Logistics Flow

Dispatch & Invoice

From sales order → scan → pack, UPC -based scanning ensures 100% error-free dispatches. Generate e-invoices and e-way bills instantly through the GST portal with seamless integration. Scan-to-pack validation ensures 100% accuracy. Generate the E-Way bill and Invoice instantly.

Status notifications

Messages + email updates, sent automatically — no live tracking required.

#ORD-882
Comfort timeline
1/6
Order received
Processing started
Invoice created
Payment confirmed
Dispatch scheduled
Dispatched
Confirmations at each step: processing → invoicing → dispatch.
Notification feed
auto-send: ON
Order received
new
Thanks — we’ve got it. We’ll keep you updated at each milestone.
Messagejust now
We notify you proactively — fewer check-ins, more confidence.
All milestones covered
06
Revenue Cycle

Get Paid

Accounts receivable tracking, automated reminders, and tight connectivity between finance and sales ensure you collect payments faster — and grow your business with confidence.

Finance Hub

CASH FLOW AUTOMATION

Current Balance
₹12,50,000
Accounts ReceivableLive Sync
TechCorp Industries
#INV-2024-001
₹ 1,20,000
Global Logistics LtdOVERDUE (5 Days)
Ref: #INV-2024-002 • Due: Oct 12
₹ 4,50,000
Payment pending action
Apex Construction
#INV-2024-003
₹ 85,000
Cash Flow Projection
07
Command Center

Messaging Automation

knowbuild keeps your teams on track — so nothing is missed. Automated alerts for Sales, Finance, and Operations ensure critical tasks are handled instantly.

Notification Hub

SYSTEM ACTIVE
124Automations Run
Power Packed

Every core module your SME needs.
Built-in from day one.

Forget paying for "extra modules" or "plugins". knowbuild gives you the full stack to run your business instantly.

Inbound Sales

Capture inquiries from all sources.

Zero leakage. Every lead tracked.

Sales CRM

Quotes, negotiations & follow-ups.

Auto-assign deals & track history.

Finance & Credit

Receivables, limits & approvals.

Stop chasing payments manually.

Procurement

Planning & vendor orders.

Smart PO suggestions based on sales.

Warehousing

Real-time stock movement.

Avoid stock-outs & dead inventory.

Dispatch

Delivery planning & accuracy.

100% correct item dispatch.

Optional

Tendering

Govt & institutional tenders.

Never miss a submission deadline.

Optional

Service & Support

Tickets, SLAs & complaints.

Happy customers, faster resolution.

Sell faster,
fewer mistakes

  • Centralized Quote Library: Search, edit, and resend any past quote in seconds.
  • Instant Revisions: Update pricing during negotiations without starting over.
  • Smart Categorization: Find the right product among thousands instantly.
  • Dispatch Link: Quotes link to unique part codes—no more wrong shipments.
  • Discount Guardrails: Sales teams offer competitive prices within set limits.

Operations on
Autopilot

  • Instant Credit Checks: See receivables & history before approving new orders.
  • Auto-Notifications: Sales gets alerted immediately when payment arrives.
  • Warranty Lookup: Serial number tracking removes guesswork.
  • Marketing ROI: Track inbound inquiries by source and conversion quality.
  • One-Click Invoicing: Generate compliant digital invoices directly from dispatch.

One Price. Complete Control.

Why pay for 5 different tools? knowbuild replaces your CRM, ERP, Inventory, and Service software with one simple subscription.

All Modules Included
No Hidden Fees
Full Implementation

Frequently Asked Questions

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Have Questions?
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Pricing information and subscription plans.
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Implementation support and onboarding assistance.

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knowbuild

The Second Brain for Your Business

Know your Business. Build it Better