Docs & guides

Documentation

Everything you need to get the most out of Margdarshan — from your first chat to running a full ERP.

Getting started

Create your account

Sign up free at /signup — no card needed. During onboarding you pick a persona (running a business, starting, exploring, student, or consultant). This tailors your dashboard and which tools appear.

Your cockpit

After signup you land on the dashboard — your home base. From here you reach the AI tools, every module, and your Account & Billing (owner only).

Invite your team

Go to HR → Team Access to invite team members with roles (admin, manager, accountant, sales, HR, staff, read-only). They share your business data; billing stays with you, the owner.

Chat-based data entry

Talk instead of typing forms

Every module has an AI assistant. Describe what happened in plain Hinglish — “add Rahul, ₹15,000 catering order, follow up tomorrow” — and the AI builds a structured record.

Preview before saving

The assistant shows a preview card with the fields it extracted. Nothing is saved until you press Confirm.

Works on WhatsApp

The same conversational entry works from WhatsApp, so you can run your business without opening the app.

Memory & resume

Chats resume where you left off

Open any module assistant and your previous conversation is right there. The AI continues with full context instead of starting fresh.

It remembers what you did

Each module keeps an activity memory. Ask “what did I add yesterday?” and the AI answers from your real history — kept isolated per domain (HR never sees Sales, etc.).

Safe edits & delete impact

See what a delete affects

Before deleting a record, Margdarshan shows exactly what is linked and will be affected — so you never break a chain by accident.

Edit by chat or form

Update records either by editing the form or by telling the AI (“change Rahul’s phone number”). Both go through the same preview-then-confirm flow.

The modules

36+ connected modules

CRM, sales, quotations, invoices, projects, purchase, inventory, production, quality, dispatch, costing, assets, field service, accounts, bills, expenses, GST, HR, payroll, recruitment, analytics, approvals, marketing, and more.

Everything is connected

A won lead becomes revenue, a paid invoice updates your P&L, attendance flows into payroll — no double entry.

Creative tools

A Canva-style editor with community templates and an AI post finder, plus the AI Image Studio for ads and brand visuals.

Plans & billing

Free and Pro

Free includes the core modules and chat-based entry. Pro unlocks the full ERP, AI Image Studio, ads, WhatsApp brief, festival auto-pilot, and priority support.

Owner-only billing

Account & Billing is visible only to the account owner. Invited team members cannot see or change billing.

Cancel anytime

Manage or cancel your plan from Account & Billing. You keep access until the end of the billing period.

Ready to try it?

The best way to learn Margdarshan is to send your first chat.

Start free