Yepsta Product Overview

One Business OS for Service, Academy and Training Journeys

Yepsta connects lead-to-customer CRM, project delivery, appointments, Academy operations, GST invoices, Razorpay payment links and owner visibility.

1 OS

Website, storefront and operations

India-ready

GST, WhatsApp and local workflows

SMB-first

Built for service teams

Yepsta Business OS dashboard screenshot

Platform pillars

Built around the complete business lifecycle.

Yepsta connects customer or learner operations, appointment, Academy or project delivery, invoicing, online payment collection and follow-up.

Get online

Launch a public business profile, storefront, gallery, booking links and review pages.

Schedule and serve

Manage appointments, staff availability, packages and customer service workflows together.

Teach and train

Manage programmes, batches, learners, class schedules, attendance, fees and authorised guardian access.

Plan and deliver

Orchestrate project intake, milestones, tasks, client decisions, billing and final delivery.

Grow customers

Move leads through follow-up and conversion, then continue the relationship through Customer 360.

Bill and collect

Connect GST invoices with Razorpay payment links, verified status updates and owner visibility.

Product system

The Yepsta operating layer, module by module.

From lead capture and delivery to invoicing, online payment collection and owner reports, every module shares useful business context.

Website + storefront

A public profile and online catalog connected to customer actions.

Appointments + staff

Scheduling, service duration, team assignment and calendar visibility.

Academy management

Programmes, batches, learners, trainers, timetables, attendance, fees and controlled portal access.

Projects + client delivery

Proposals, optional agreements and intake, milestones, tasks, exact-version approvals, billing visibility and controlled final delivery.

GST billing + POS

Counter sales, invoices, estimates, credit notes and payment tracking.

Yepsta Pay

Razorpay payment links, verified invoice updates, request tracking and payment exceptions.

CRM + Customer 360

Lead priorities, configurable pipeline, follow-ups, conversion and connected customer history.

Inventory + procurement

Catalog, stock, purchases, suppliers and low-stock visibility.

Reviews + campaigns

QR review journeys, AI-assisted suggestions, WhatsApp Business API templates and campaign follow-ups.

Branches + reports

Multi-location controls and owner-friendly operating reports.

Dashboard showcase

A serious owner dashboard for daily control.

CRM actions, projects, Academy work, bookings, invoices, online payment exceptions and reports stay close so owners can see what needs attention.

Yepsta owner dashboard screenshot

Storefront and profile

Your online front office comes included.

A premium profile, storefront and customer actions give small businesses a stronger digital presence without creating a separate website project.

Yepsta public website profile screenshot

Business workflow

From discovery or enrolment to service, class, delivery and follow-up.

Yepsta supports appointments, Academy operations, projects and mixed journeys while keeping the owner workflow connected behind the scenes.

1

Customer discovers or enquires

They find your public profile, choose an action or enter the CRM and lead journey.

2

Business chooses the operating path

Use an appointment, Academy batch, storefront order, direct project or the fuller proposal-to-project journey.

3

Team serves, teaches or delivers

Run the visit, class session or client delivery workflow with the right people and records.

4

Invoice and collect

Create the GST invoice, record a counter payment or share a Razorpay payment link for online collection.

5

Verify the paid record

Yepsta verifies supported online payment results and updates the connected invoice while exceptions remain visible for review.

6

Complete and follow up

Finalise attendance or delivery, share authorised updates, collect feedback and start the next visit, class, order or engagement deliberately.

7

Owner sees the connected picture

Review sales, bookings, Academy actions, project health, delivery, stock, customers and branch activity.

Why Yepsta is different

Designed for Indian SMBs, not generic enterprise checklists.

Website included

Every business gets a premium public profile without starting a separate website project.

WhatsApp-first storefront

Orders can stay natural for Indian customers while Yepsta keeps structure behind them.

AI-assisted review growth

Happy customers get optional help writing useful reviews while staying in control.

GST-ready operation

Billing, POS, invoices and inventory-aware sales fit daily Indian SMB workflows.

Designed for Indian SMBs

The product is practical for appointment-led, Academy and training-led, project-led and mixed teams, including Indian GST and WhatsApp workflows.

Connected modules

Explore the feature system.

Every module below has a dedicated detail page with benefits, workflows, use cases and FAQs.

View all features

Projects & Client Delivery

Connect proposals, milestones, tasks, client approvals, billing stages and controlled final delivery.

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Premium website

Launch a mobile-first business profile with services, products, gallery, hours, booking, storefront and review actions connected to Yepsta.

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WhatsApp storefront

Let customers browse products, build a cart, submit order details and continue on WhatsApp while Yepsta keeps the order structured.

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Appointments

Manage customer bookings, multiple services, staff assignment, calendars, reschedules, cancellations and follow-ups in Yepsta.

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Academy Management

Manage programmes, location-specific batches, learners, class schedules, attendance, fees, GST billing, authorised guardian access and Academy reports in Yepsta.

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GST billing and POS

Create GST-ready POS bills, invoices, estimates, credit notes and payment records for services and products in one connected workflow.

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Yepsta Pay

Create and share Razorpay invoice payment links, verify supported online payments automatically, and keep payment requests and invoice status connected in Yepsta.

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Catalog and stock

Manage services, products, categories, purchases, stock, low-stock visibility and sales-linked inventory for your service business.

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Retention

Create packages, memberships and prepaid sessions, then track validity, usage, billing and customer entitlements in Yepsta.

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Review growth

Collect private feedback, guide happy customers toward Google reviews and offer AI-assisted review suggestions while customers stay in control.

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Notifications

Configure email and approved WhatsApp Business API messages for supported appointments, estimates, invoices, orders, packages and project events in Yepsta.

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Campaign module

Create targeted campaigns using customer segments and approved communication channels for offers, reminders, renewals and reactivation.

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Multi-location

Manage location-aware staff, appointments, inventory, billing and reports as your service business expands across branches.

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Customer CRM

Capture leads, prioritise follow-ups, manage a configurable sales pipeline, and carry won work into appointments, projects, invoices and Customer 360.

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Staff management

Assign daily work, set role-based access, limit teams to permitted locations, and keep sensitive business actions controlled across Yepsta workflows.

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Reports

Track sales, appointments, inventory, reviews, outstanding payments and daily activity through owner-friendly business reports.

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Customer portal

Give customers mobile-friendly access to profiles, bills, packages, memberships, rewards, vouchers, wallet context and repeat actions.

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Loyalty

Create loyalty and reward workflows connected to customer profiles, billing and repeat visits without managing a separate loyalty tool.

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Wallet

Track wallet balances, store credit, voucher redemption and partial payments against the correct customer profile.

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Accounting lite

Track expenses, cashbook, bankbook, daily closing, outstanding activity and income-versus-expense visibility in Yepsta Accounting Lite.

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Procurement

Manage suppliers, purchase orders, purchase entries, returns, receiving and inventory updates from one connected procurement workflow.

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AI tools

Use practical AI assistance for review suggestions and customer communication while keeping business teams and customers in control.

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FAQ

Questions, answered clearly.

What is Yepsta Business OS?+

Yepsta Business OS is a connected platform for service and Academy businesses to manage online presence, CRM, Projects, appointments, Academy operations, GST billing, online payment collection, inventory, staff and reports.

Is Yepsta only for appointments?+

No. Appointments are one operating path. Yepsta also supports Academy Management, Projects and client delivery, storefront, GST billing/POS, CRM, inventory, packages, reviews and multi-location operations.

What does Academy Management include?+

It includes programmes, location-specific batches, learner records, trainer assignments, enrolments, timetables, generated classes, attendance, fee plans, GST billing, authorised guardian access and Academy reports.

Does Yepsta support GST billing and online payment collection?+

Yes. Yepsta supports GST-ready invoices and POS, plus Razorpay payment links and verified invoice-status updates through Yepsta Pay. Razorpay governs account approval, KYC, fees and settlement.

Can I manage customers, packages, memberships and rewards?+

Yes. Yepsta helps teams manage customer profiles, visit history, packages, memberships, wallet context and loyalty workflows from the same system.

Can I use Yepsta for both services and products?+

Yes. Yepsta supports service catalogs, product catalogs, inventory, storefront orders and combined service-plus-product billing.

Can Yepsta support multiple locations?+

Yes. Yepsta supports location-aware staff, appointments, inventory, billing and reports. Choose a plan based on the number of business locations you need to operate.

Ready when you are

Launch your digital front office and operating system together.

Get started or book a demo to see how Yepsta fits your exact service business workflow.