Step-by-step guides for every module — from adding your first lead to maintaining a monthly client report.
Set up your account, understand the dashboard, and learn the basics.
Capture, assign, and follow up on leads. Import in bulk and never let one slip.
Assign work, mark it done, and verify it — with a clear accountability trail.
Log and review 20+ submission types and track them to the report.
Read performance dashboards and maintain manual project reports.
Create GST-ready invoices and push external leads via the API.
Leads & CRM · 3 min
Leads & CRM · 4 min
Tasks & review · 3 min
Invoices & API · 5 min
Reports & insights · 4 min
Invoices & API · 2 min
Reckon OS is the software that runs a digital marketing agency end to end — leads, tasks, link building, content review, reports, and invoices in one place, with built-in review and accountability. It's built and used by Reckon Infotech.
The software is the core product. Existing teams sign in through the button at the top right. To get access, reach out via the Contact page and we'll set you up.
A CRM only handles leads. Reckon OS connects leads, tasks, content, link building, reports, and invoices — with a review and escalation system so work is verified, not just marked done.
When someone approves a submission, it locks at their level. Only a more senior person can then edit, delete, or override it — so accountability flows upward and nothing gets quietly changed after sign-off.
Call us at +91 97118 29786 or email reckoninfotech.com@gmail.com. You can also browse the guides above for step-by-step help.
Our team is happy to help — reach out and we'll point you in the right direction.