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Deals and GST quotes

From ‘what is your price?’ to a signed deal

Turn a chat into a deal, move it through your own stages, send a GST quote the customer can pay from, and always know what is due to close this month.

Create a deal without leaving the chatGST quote as a clean printable pageOne pipeline on Go Getter, more on higher plans

What your customer sees, and what watu does

9:41
Skyline HomesBusiness account
Today
Please send the quote for the 2 BHK, tower B.10:40
Quote-Q-0142.pdfPDF · ₹62,40,000, GST shown separately
Neeraj10:42
NeerajBooking amount · Q-0142₹1,00,000To pay
Pay with UPI
Can you hold it till Saturday?10:45
NeerajHeld till Saturday 6 pm. Site visit noted for 11 am.10:46
Message
Meanwhile, in watu
  • Deal opened from the chat
  • Deal moved to ‘Quote sent’
  • Next step: site visit, Saturday 11 am

*Illustration

What your team sees

How the screen looks in watu, filled with sample data.

Pipeline: home sales
New enquiry₹1.9 Cr
Anita Rao₹58,00,000Site visit
Verma family₹71,50,000Call back
Quote sent₹1.2 Cr
Mr Gupta₹62,40,000Held till Sat
R. Iyer₹60,00,000Follow up
Negotiating₹74 L
Sana Khan₹74,00,00070% likely
Won₹66 L
D. Mehta₹66,00,000Booked

*Illustration

How it works, step by step

  1. 1

    Open a deal from the chat

    One click turns a conversation into a deal with the customer already attached.

  2. 2

    Add products and a value

    Pick items and amounts, set the stage and the next step with a reminder.

  3. 3

    Send the GST quote

    Choose CGST and SGST or IGST, add the customer's GSTIN, and send a clean quote they can print or pay from.

  4. 4

    Move it to won

    Drag the deal along your stages. Record why it was won or lost, and see the month's total at any time.

Three things that stop happening.

End of the month

TodayNobody can say how much is likely to close, or which quotes are still open.

With watuEvery deal sits in a stage with a value and a win chance, so the total is always on screen.

The quote in Word

TodayQuotes are typed by hand, with GST worked out on a calculator.

With watuPick the products, choose the tax, and the quote is ready to send and to print.

Lost and nobody knows why

TodayA deal goes quiet and is forgotten.

With watuEach deal has a next step and a reminder. When one is lost you record the reason.

Who uses it, and for what

Real estate

Enquiry, site visit, quote, booking: every buyer's stage and value in one board.

Traders and distributors

Quotes with GST sent in minutes, with a follow-up reminder on each.

Manufacturers

Large orders tracked through negotiation with the right owner.

Consultants and agencies

Proposals sent, chased and closed without a separate CRM.

Not on this list? See watu for your kind of business

Everything inside

Live today unless markedSoonAdd-on

Pipeline

  • Your own stages
  • Win chance for each stage
  • Board view of every deal
  • Won and lost reasons
  • More than one pipeline (Growth and above)

Each deal

  • Create it from the chat
  • Products and amounts
  • Next step and reminder
  • Notes and history
  • Owner on every deal

Quotes

  • GST quote from the deal
  • CGST and SGST, or IGST
  • Customer's GSTIN on the quote
  • Print or save as PDF
  • Payment link with the quote

Which plan? Go Getter has 1 sales pipeline, Growth 3, Pro 50 and Unlimited has no limit. Payment links with a quote need the catalog and payments tools, from Growth.

See plans and prices

Works best with

Deals and GST quotes: your questions

Still unsure? Book a demo and ask us anything.

Book a demo

No. Deals live beside the chat, on the same customer record as their orders, payments and notes.

Yes. Name the stages the way your team talks, and set how likely a deal in each stage is to close.

Yes. Choose CGST and SGST for a customer in your state, or IGST for another state, and add their GSTIN.

Your customers are already messaging. Be ready.

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