Getting Started with Cpulse
Learn how to set up your agency workspace, invite team members, qualify leads, run delivery sprints, and generate compliant GST tax invoices in minutes.
1. Workspace Setup & GST Configuration #
Cpulse is designed to bring your entire customer lifecycle—from the very first lead interaction to deliverable execution and financial settlement—under one roof. Setting up your workspace takes less than 3 minutes.
Company Legal & Brand Identity
Upload your high-resolution company emblem, brand accent colors, legal entity name, and registered business address under Settings → General.
Tax ID & Banking Details
Provide your GSTIN, PAN, Bank IFSC, and Account number. These automatically populate on client-facing PDF tax invoices and payment receipts.
2. Team Governance & Role-Based Access #
Ensure every department works with focused clarity while safeguarding sensitive financial data using granular role permissions.
- Sales Representatives: View/edit leads, opportunities, and pre-sale notes.
- Project Managers & Specialists: Manage sprints, tasks, files, and milestone sign-offs.
- Finance & Accountants: Full access to GST invoices, expense ledgers, and bank reconciliations.
- Founders & Administrators: Full administrative privileges, audit logs, and workspace analytics.
3. CRM & Lead Qualification Workflows #
Never drop a prospect handoff again. Leads captured through forms, integrations, or manual entry move through structured stages:
Lead Ingestion & Source Attribution
Track whether deals originate from organic search, referral partners, outbound outreach, or IDO/CEX networks.
Zero-Data-Loss Conversion
When a deal is marked "Closed-Won", 100% of pre-sale negotiation notes, briefs, and contracted scopes are transferred instantly into a permanent Client Account.
4. Projects, Sprints & Milestone Delivery #
Turn client contracts into actionable delivery sprints. Maintain strict timeline adherence and milestone accountability without messy messaging threads.
5. GST Invoicing & Financial Settlement #
Issue compliant tax invoices with automatic CGST, SGST, or IGST calculations, track receivables with real-time aging reports, and record bank payments.
Create an Invoice in 30 Seconds
Select client → Choose milestone or retainer package → Verify auto-calculated GST breakdown → Click Issue & Email.
6. Precision Engine for Enterprise Payroll #
Zero-Defect Gross-to-Net Processing: Eliminate manual calculations and tax missteps with an integrated payroll execution core that syncs directly with attendance records and HR settings.
Dynamic Tax Slab Computation
Automatically run monthly TDS calculations, regional tax slab adjustments, and statutory deduction logic across all salary tiers.
Flexible Earnings & Component Structuring
Tailor base pay, HRA, special allowances, variable bonuses, and corporate contribution rules to match your policy frameworks.
Digital Payslip Generation
Pre-calculate, audit, and distribute detailed digital payslips directly to employee self-service portals upon cycle execution.
Statutory Compliance & Investment Verification
Maintain historical audit records for annual tax proof submissions, Form 16 generation, and institutional compliance reporting.
7. High-Velocity Finance & Accounting Suite #
Total Financial Governance, Real-Time Ledgers, and AI-Powered OCR: Take absolute control over cash flow velocity, automate vendor bill processing, and maintain uncompromised ledger integrity.
Accounts Receivable (AR) & Collection Acceleration
Monitor real-time statuses across sent, paid, and overdue sales invoices with automatic aging badges (7-day, 14-day, 30-day overdue alerts), automated dunning workflows, and embedded B2B payment links.
Accounts Payable (AP) & AI-Driven Receipt OCR
Ingest paper receipts, rent documentation, and raw material invoices instantly using built-in AI OCR parsing engines, with 3-way PO matching verification and multi-tiered expense approval workflows.
Core General Ledger & Multi-Entity Management
Organize nested sub-accounts across Assets, Liabilities, Equity, Revenue, and Expenses with custom tracking tags, domestic subsidiary netting/eliminations, and daily closing FX revaluation for export receivables.
Financial Overview & Immutable Governance
Access real-time executive summaries of Gross Income, Operating Outflows, Net Balance Margins, and DSO, enforced with automated spend policy rules and an immutable permanent audit log.
8. Capability Benchmark: Legacy ERPs vs. LogicFocus Enterprise #
Evaluate the architectural and operational advantages of LogicFocus Enterprise over traditional, legacy enterprise resource planning tools.
| FEATURE AREA | LEGACY / TRADITIONAL ERPS | LOGICFOCUS ENTERPRISE |
|---|---|---|
| Attendance Verification | Manual attendance entry or hardware-bound biometric readers | Geofenced check-ins with 15-min shift delay alerts |
| Vendor Bill Processing | Manual data entry prone to human error | AI OCR parsing with automated 3-Way PO matching |
| Payment Collections | Manual follow-ups & offline collection tracking | Automated dunning triggers & embedded B2B payment links |
| Intercompany Accounting | Manual multi-entity consolidation & spreadsheet netting | Automated domestic subsidiary netting & eliminations |
| Spend Governance | Paper-based or opaque approval chains | Automated policy routing thresholds & immutable audit logs |
9. API & Webhook Integration #
Connect Cpulse with your website forms, Slack channels, Zapier workflows, or custom internal tooling via our secure REST API.
curl -X POST https://api.cpulse.io/v1/leads \
-H "Authorization: Bearer cp_live_98x4892kln3..." \
-H "Content-Type: application/json" \
-d '{
"name": "Alex Rivera",
"email": "alex@web3scale.io",
"company": "Web3 Scale Labs",
"expected_value": 450000,
"currency": "INR",
"source": "Website Contact Form"
}'10. Enterprise Pricing Architecture & FAQ #
Explore our tiered operational editions designed to scale from mid-sized growing firms to multi-entity global enterprises.
Growth Plan
Designed for expanding mid-sized businesses requiring essential HR self-service, geofenced attendance, standard payroll, and AR/AP tracking.
Pro Scale
Complete operational control with AI OCR receipt ingestion, 3-Way PO matching, automated dunning schedules, and detailed HR analytics.
Enterprise Custom
Tailored for multi-entity manufacturing and service enterprises needing custom intercompany netting, FX revaluation, dedicated API pipelines, and specialized spend policy rules.
Operational & AP Frequently Asked Questions #
How does 3-Way PO Matching work in LogicFocus AP?
LogicFocus automatically verifies vendor bill line items against the original Purchase Order and actual Warehouse Receiving Logs. Any discrepancy in quantity or price triggers a discrepancy flag before payment approval.
Can we configure multi-level spend approval rules?
Yes. You can establish automated routing thresholds—for example, automatically directing operational expenses between ₹10,000 and ₹50,000 to Department Heads, and anything above ₹50,000 directly to the CFO.
Is the system audit log tamper-proof?
LogicFocus features permanent, immutable audit logs that record all critical system actions—including invoice creation, receipt reconciliation, expense logging, and chart of account edits—ensuring strict regulatory compliance.