The screens you live in, not only the ones you demo

Your whole book, on one page

Every client you have, with what they bought, when it runs out, whether the last payment landed and where their KYC stands — and a way into every document behind the row. The tiles across the top tell you how many are active, how many are waiting and how many have lapsed, so the list you need is one click away.

• Five tiles, one truthAll, Active, Pending, Expired and Final Approved. Pending is the one to chase: the account exists but no subscription is running — they either never bought or never activated.
• The row says everythingPackage, subscription window, days left, the last payment, KYC status and the documents themselves. No second screen to open.
• A payment column you can act onThe latest attempt only, labelled Paid, Pending or Failed. Cancelled attempts and bookkeeping rows are left out — they are not something you can chase.
• What is about to lapseExpiring today, expiring this week, and accounts that joined but never paid — each one its own count, not a filter you have to remember to set.
• Straight into a campaignMessage exactly the tile you are looking at. The audience is built from the same query as the screen, so the list you send to is the list you saw.
• Your team sees their partAn operator sees only what you assign them. The book stays yours.

Run an offer the way a serious shop runs one

Not a flat percentage and a prayer. A code that knows which packages it applies to, what it may cost you at most, who may use it and for how long — and that tells a customer exactly what to add when their cart does not qualify yet.

• Flat or percentage, with a ceiling25% off, but never more than ₹2,000. The cap is a field, not something you hope nobody notices.
• Only where you mean itChosen packages only, and chosen durations only — weekly, monthly, quarterly, half-yearly, yearly. A yearly-only offer stays yearly-only.
• Combination offers, properlyApplies only when a combination is in the cart: every package you chose, or any two of them. The rule is enforced at checkout, not written in the small print.
• It tells them what to addWhen a cart misses the combination, the customer is shown the exact packages that would unlock the code. An offer that explains itself gets used.
• Limits that holdA minimum cart value, a total redemption cap that stops the code by itself, and one use per customer when you want it.
• Public, private, or counting downShow it on your checkout with a live countdown to the last minute, or keep it unlisted for the people you sent it to. One switch turns the whole thing off.

Four legs, one decision

Build the structure leg by leg — spreads, straddles, strangles, ratios, calendars — and see the margin the whole thing needs before you commit to any of it. Then it goes out as one basket with its own document, not as four calls nobody can follow.

• Leg by leg, on one screenAdd, change or drop a leg while you are still thinking. The structure is a draft until you say otherwise.
• The margin for the whole thingNot four separate numbers to add up — the margin the complete structure needs, before a rupee is committed.
• One basket, one documentIt leaves as a single basket your client can follow, with the document generated for you rather than typed afterwards.
• It does not wait for the marketBuild and cost a structure on a Sunday evening. The screen is a form, not a market-hours job.

Figures on this page are an illustration, not a quote.

Your team, screen by screen

Your staff working on your platform, without one shared password between them. Each operator gets their own login and only the screens you tick — and what they may touch inside research is decided by you too.

• Their own doorA separate login for operators. Their access is always a subset of yours — it cannot quietly grow past it.
• Screen by screenTick the screens they need. Untick one and it is gone from their menu on their next click.
• Inside research, strategy by strategyAn operator may be given some of your strategies and not others. An operator with none assigned sees nothing at all — the empty list means none, never all.
• Only their own workOn research, an operator's list shows what that operator placed. Yours stays whole.
• Everything on the recordEvery action is written to an activity log, with who did it and when.
• Off in one clickSwitch an operator off and it takes effect on their very next request. No password anywhere changes.

An operator is the one thing on this page with a price: ₹500 a month each while they are active, on your wallet.

The list you actually work from

Not a spreadsheet on somebody's desktop and not a WhatsApp message to yourself. Your working lists, beside your research, in the platform your team already lives in.

• As many lists as you think inName them, describe them, and give each one of seven colours so you know which is which at a glance.
• Pin what you live inPinned lists sit at the top. The one you open twenty times a day stops hiding.
• Star it, note it, take a sideMark an idea long or short, star the ones that matter and write the note you will want in a week's time.
• Find it without scrollingSearch by symbol or note, filter by side, kind, status or starred.
• Clone and clear outCopy a list to start the next one, select many rows and remove them together.
• Yours to takeExport any list to a spreadsheet whenever you want one.

Keyboard: / to search, N for a new list, A to add a row, Esc to close.