Business Hub
Business Hub covers the full commercial lifecycle: capturing a new lead, converting it to a client, launching a regulatory project, and tracking deal-stage NBFC M&A pipelines — all in one hub.
Lead Management
A Lead is a prospective client. Capture them here as soon as contact is made so no opportunity is lost in email threads.
Creating a Lead
Go to Business Hub → Leads
Click Leads in the sidebar under Business Hub.
Click '+ New Lead'
Opens the lead form. Fill in Company name, Contact name, Contact email, Phone, Regulator type (RBI/SEBI/IRDAI/MCA/PFRDA/FEMA), and Service required.
Set Lead Status
Set status to 'New' initially. As you qualify the lead, move it through: New → Contacted → Qualified → Proposal Sent → Won / Lost.
Save the Lead
Click Save. The lead appears in the list and is visible to your team manager.
Converting a Lead to a Client
Open a Qualified lead
Click the lead name to open the detail view.
Click 'Convert to Client'
This action creates a Client record pre-filled with the lead data. You can add more details at this step (GST number, billing address, PAN).
Add banking and GST details
Required for invoice generation. Enter GSTIN, PAN, billing state, and registered address.
Save Client
The lead is marked Won and a linked Client record is created.
Client Management
The Client record is the master file for a regulated entity. All projects, invoices, and documents for this client link back here.
Projects & Regulatory Workflows
A Project is a regulatory engagement — e.g., "NBFC Licence Renewal for Meera Finserv". It has stages, a checklist, billing milestones, and a document vault.
Creating a Project
Open the Client record → click '+ New Project'
Or go to Business Hub → Projects → New Project.
Select the Workflow Template
Choose from RBI, SEBI, IRDAI, MCA, PFRDA, or FEMA. The template pre-loads the stage definitions and checklist items. You can customise after creation.
Set the Project Name, Start Date, Target Date
Name should be specific: 'NBFC Licence Renewal Q2 2026' not just 'RBI Project'.
Add Billing Milestones
Click '+ Add Milestone' to define when invoices should be raised (e.g., On Retainer, On Document Submission, On Approval Receipt).
Assign the Project Manager and Team
Select who owns the project and which team it belongs to. Team members receive task assignments from this project.
Save — project is now in Stage 1
The project appears on the client record and in the team's operational view.
Moving a Project Through Stages
Open the project → click the current stage
Shows the stage checklist — all items that must be completed before progression.
Complete all checklist items
Each item can require document upload, text confirmation, or linked task completion.
Click 'Move to Next Stage'
Available only when all mandatory items are checked. Manager approval may be required depending on configuration.
Stage is logged in audit history
All stage changes are timestamped, attributed, and cannot be reversed without admin override.
NBFC M&A Pipeline
The M&A module tracks acquisition and merger deal flows for NBFC entities — a specialised pipeline with its own stage set (Screening → Due Diligence → RBI NOC → Definitive Agreement → Closing).
| Stage | Key deliverables | RBI trigger |
|---|---|---|
| Screening | Target company profile, prelim financials, fit & proper checklist | None yet |
| Due Diligence | Full legal + financial DD, RBI register check | Informal query optional |
| RBI NOC | Application to RBI for ownership change approval | NOC application filed |
| Definitive Agreement | SHA, SPA signing, regulatory conditions precedent | NOC received |
| Closing | Share transfer, post-closing filings, updated RBI certificate | Post-closing intimation |