Flexible project start
Move accepted work into a project draft, apply a template or start directly.
Yepsta Features
Everything Your Business Needs in One Connected Platform
Explore Yepsta CRM, Projects, Razorpay payment links and the connected modules that help service and Academy businesses operate, bill and grow.
New in Yepsta Business OS
From proposal to final delivery, keep every project connected.
Plan the work, coordinate the team, involve clients, connect billing and deliver confidently—without stitching together separate tools.
Agreement and intake
Use optional readiness gates to collect the right commitment and client inputs.
Plan and deliver
Use milestones, table or Kanban tasks, checklists, team members and scheduled work.
Client collaboration
Share updates, actions and exact-version review decisions through a private workspace.
Billing visibility
Track billing stages, linked invoices, recorded payments and outstanding balances.
Controlled delivery
Keep approvals, invoice-aware release and final files connected without a second ledger.
Yepsta Projects
Project workspacePRJ-2026-014Active
Northstar Brand Campaign
Creative delivery · Target 28 Aug 2026
Progress
68%
Milestones
2 / 4
1 in review
Balance
₹3.0L
Invoice-linked due
Next best action
Send Campaign Video — V2 for client review
Milestone plan
4 milestonesDiscovery & Direction
Complete
100%
Production & Draft Edits
In review
74%
Final Delivery
Upcoming
0%
Client review
ApprovedCampaign Video — V1
Exact version approved
Billing plan
AdvancePaid
ApprovalInvoiced
FinalPlanned
Project delivery, not just task tracking
Sales, execution, client decisions, billing and final delivery stay part of the same service-business journey.
How your business operates
Six connected workflows—not a flat catalogue of modules.
Start with the outcome you need, then see the Yepsta modules that carry the same customer and business context forward.
01 · Find and organise
Attract and organise customers
Build a credible online presence, capture customer intent and keep the relationship organised from the first interaction.
Premium website
Launch a mobile-first business profile with services, products, gallery, hours, booking, storefront and review actions connected to Yepsta.
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WhatsApp storefront
Let customers browse products, build a cart, submit order details and continue on WhatsApp while Yepsta keeps the order structured.
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Customer CRM
Capture leads, prioritise follow-ups, manage a configurable sales pipeline, and carry won work into appointments, projects, invoices and Customer 360.
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Customer portal
Give customers mobile-friendly access to profiles, bills, packages, memberships, rewards, vouchers, wallet context and repeat actions.
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02 · Appointments and service
Schedule and serve
Coordinate appointments, staff availability, customer entitlements and the self-service paths around each visit.
Appointments
Manage customer bookings, multiple services, staff assignment, calendars, reschedules, cancellations and follow-ups in Yepsta.
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Staff management
Assign daily work, set role-based access, limit teams to permitted locations, and keep sensitive business actions controlled across Yepsta workflows.
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Retention
Create packages, memberships and prepaid sessions, then track validity, usage, billing and customer entitlements in Yepsta.
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Notifications
Configure email and approved WhatsApp Business API messages for supported appointments, estimates, invoices, orders, packages and project events in Yepsta.
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03 · Learners and classes
Run Academy and training operations
Connect programmes, batches, learners, trainers, timetables, attendance, fees, controlled portal access and Academy reports.
Academy Management
Manage programmes, location-specific batches, learners, class schedules, attendance, fees, GST billing, authorised guardian access and Academy reports in Yepsta.
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Staff management
Assign daily work, set role-based access, limit teams to permitted locations, and keep sensitive business actions controlled across Yepsta workflows.
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GST billing and POS
Create GST-ready POS bills, invoices, estimates, credit notes and payment records for services and products in one connected workflow.
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Reports
Track sales, appointments, inventory, reviews, outstanding payments and daily activity through owner-friendly business reports.
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04 · Client delivery
Plan and deliver projects
Move scoped client work through setup, milestones, tasks, reviews, billing visibility and controlled final delivery.
Project delivery
Projects & Client Delivery
Connect proposals, milestones, tasks, client approvals, billing stages and controlled final delivery in one project workspace.
Explore
Appointments
Manage customer bookings, multiple services, staff assignment, calendars, reschedules, cancellations and follow-ups in Yepsta.
Explore
Customer CRM
Capture leads, prioritise follow-ups, manage a configurable sales pipeline, and carry won work into appointments, projects, invoices and Customer 360.
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Reports
Track sales, appointments, inventory, reviews, outstanding payments and daily activity through owner-friendly business reports.
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05 · Money and control
Bill and manage money
Connect GST invoices, Razorpay payment links, verified payment updates, inventory, purchasing and practical owner financial visibility.
GST billing and POS
Create GST-ready POS bills, invoices, estimates, credit notes and payment records for services and products in one connected workflow.
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Yepsta Pay
Create and share Razorpay invoice payment links, verify supported online payments automatically, and keep payment requests and invoice status connected in Yepsta.
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Accounting lite
Track expenses, cashbook, bankbook, daily closing, outstanding activity and income-versus-expense visibility in Yepsta Accounting Lite.
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Catalog and stock
Manage services, products, categories, purchases, stock, low-stock visibility and sales-linked inventory for your service business.
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Procurement
Manage suppliers, purchase orders, purchase entries, returns, receiving and inventory updates from one connected procurement workflow.
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Wallet
Track wallet balances, store credit, voucher redemption and partial payments against the correct customer profile.
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06 · Trust and repeat business
Retain and grow
Use feedback, reviews, campaigns, loyalty and relevant follow-up to strengthen the next customer journey.
Review growth
Collect private feedback, guide happy customers toward Google reviews and offer AI-assisted review suggestions while customers stay in control.
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Campaign module
Create targeted campaigns using customer segments and approved communication channels for offers, reminders, renewals and reactivation.
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Loyalty
Create loyalty and reward workflows connected to customer profiles, billing and repeat visits without managing a separate loyalty tool.
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Retention
Create packages, memberships and prepaid sessions, then track validity, usage, billing and customer entitlements in Yepsta.
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AI tools
Use practical AI assistance for review suggestions and customer communication while keeping business teams and customers in control.
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Scattered tools vs Yepsta
One connected platform is easier to run every day.
The individual modules are useful, but the real advantage is shared customer, billing, stock and reporting context.
Scattered tools
Website, WhatsApp, campaigns, billing, inventory, reviews and customer records live separately.
Yepsta Business OS
Customer-facing actions and operating workflows share one connected business layer.
Complete feature directory
Choose the workflow your team needs to improve.
Move from customer-facing actions to operations, billing, retention, staff and owner reporting.
Project delivery
Projects & Client Delivery
Connect proposals, milestones, tasks, client approvals, billing stages and controlled final delivery in one project workspace.
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Online presence
A Premium Website and Online Profile for Your Service Business
Launch a mobile-first business profile with services, products, gallery, hours, booking, storefront and review actions connected to Yepsta.
Explore
Online presence
Turn Product Browsing into Structured WhatsApp Orders
Let customers browse products, build a cart, submit order details and continue on WhatsApp while Yepsta keeps the order structured.
Explore
Operations
Manage Appointments, Staff Schedules and Customer Follow-Ups
Manage customer bookings, multiple services, staff assignment, calendars, reschedules, cancellations and follow-ups in Yepsta.
Explore
Operations
Academy Management Software for Learners, Batches, Attendance and Fees
Manage programmes, location-specific batches, learners, class schedules, attendance, fees, GST billing, authorised guardian access and Academy reports in Yepsta.
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Sales and billing
Create GST Bills, Invoices and POS Sales from One Connected Flow
Create GST-ready POS bills, invoices, estimates, credit notes and payment records for services and products in one connected workflow.
Explore
Sales and billing
Yepsta Pay for Online Invoice Payment Collection
Create and share Razorpay invoice payment links, verify supported online payments automatically, and keep payment requests and invoice status connected in Yepsta.
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Sales and billing
Manage Services, Products, Purchases and Stock
Manage services, products, categories, purchases, stock, low-stock visibility and sales-linked inventory for your service business.
Explore
Customer growth
Sell and Track Packages, Memberships and Prepaid Sessions
Create packages, memberships and prepaid sessions, then track validity, usage, billing and customer entitlements in Yepsta.
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Customer growth
Create a Better Customer Feedback and Google Review Journey
Collect private feedback, guide happy customers toward Google reviews and offer AI-assisted review suggestions while customers stay in control.
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Customer growth
Customer and Business Notifications for Supported Events
Configure email and approved WhatsApp Business API messages for supported appointments, estimates, invoices, orders, packages and project events in Yepsta.
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Customer growth
Run Targeted Customer Campaigns from Your Business CRM
Create targeted campaigns using customer segments and approved communication channels for offers, reminders, renewals and reactivation.
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Team and branches
Manage Growing Branch Operations with Better Owner Visibility
Manage location-aware staff, appointments, inventory, billing and reports as your service business expands across branches.
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Customer growth
CRM for Service Businesses from Lead to Customer
Capture leads, prioritise follow-ups, manage a configurable sales pipeline, and carry won work into appointments, projects, invoices and Customer 360.
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Team and branches
Staff Roles, Work Assignment and Access Control
Assign daily work, set role-based access, limit teams to permitted locations, and keep sensitive business actions controlled across Yepsta workflows.
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Team and branches
See the Business Activity That Needs Your Attention
Track sales, appointments, inventory, reviews, outstanding payments and daily activity through owner-friendly business reports.
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Online presence
Give Customers a Simple Place to View and Manage Their Relationship
Give customers mobile-friendly access to profiles, bills, packages, memberships, rewards, vouchers, wallet context and repeat actions.
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Customer growth
Give Customers a Clear Reason to Return
Create loyalty and reward workflows connected to customer profiles, billing and repeat visits without managing a separate loyalty tool.
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Customer growth
Manage Wallet Balance, Store Credit and Partial Payments
Track wallet balances, store credit, voucher redemption and partial payments against the correct customer profile.
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Sales and billing
Keep Daily Expenses, Cash, Bank and Outstanding Activity Visible
Track expenses, cashbook, bankbook, daily closing, outstanding activity and income-versus-expense visibility in Yepsta Accounting Lite.
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Sales and billing
Manage Suppliers, Purchase Orders and Stock Receiving
Manage suppliers, purchase orders, purchase entries, returns, receiving and inventory updates from one connected procurement workflow.
Explore
Customer growth
Practical AI Assistance for Reviews and Customer Communication
Use practical AI assistance for review suggestions and customer communication while keeping business teams and customers in control.
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FAQ
Questions, answered clearly.
What features are included in Yepsta?+
Yepsta includes CRM, Projects and client delivery, Yepsta Pay with Razorpay payment links, Academy Management, website, storefront, appointments, GST billing/POS, inventory, packages, reviews, notifications, reports, staff and location controls.
Are features restricted by plan?+
No. All plans include the complete Yepsta Business OS. The plan difference is the location entitlement.
Can Yepsta manage customers and repeat visits?+
Yes. Customer profiles, visit history, packages, memberships, wallet context, rewards and follow-up workflows help teams serve repeat customers more consistently.
Can Yepsta handle both services and product sales?+
Yes. Service catalogs, product catalogs, stock, storefront orders and GST billing/POS are designed to work together for service-plus-retail businesses.
Can Yepsta support multiple locations?+
Yes. Yepsta supports location-wise staff, appointments, billing, inventory and reports for growing service businesses.
Choose your starting point