Case Study: Khatabook streamlines sales operations and saves development time with Appsmith

How is Appsmith Contributing in Scaling Khatabook’s Biz Analyst

Khatabook, an Indian fintech company serving MSMEs, needed a better way to manage increasingly complex sales journeys across multiple channels, databases, and field sales workflows. Their existing SaaS tools left data gaps and were hard for on-field teams to use, so the company wanted a custom internal system with full control over lead and merchant information. Appsmith helped Khatabook build the tools needed to bring this data together.

Using Appsmith, Khatabook created two internal applications: an Android mobile app for field staff to capture merchant details and upload documents, and a web dashboard for managers and telecallers to assign leads, track conversions, and manage bulk data. Appsmith enabled the team to focus on backend design while relying on the platform for frontend development, helping them launch in one month instead of the estimated 3+ months. The result was clearer operations, less data noise, improved efficiency, and a scalable foundation for future business use cases.

Khatabook

Kirti Chug

Software Development Engineer (SDE 2)