Features

Everything you manage - connected.

Nilaphant brings your personal life, finances, and businesses together in one modular platform.

Use only the modules you need. Add more as your needs grow. Each module is designed to be simple on its own; and more useful when connected with the rest of Nilaphant.

Your life. Your money. Your businesses.

Nilaphant recognizes that these are different worlds, even when they belong to the same person. Your personal information stays in your personal space, while each business has its own workspace, data, people, and permissions: all accessible through one account.

Personal Life

Organize the everyday things that matter.

Tasks & Reminders
  • Tasks and to-do lists
  • Priorities and due dates
  • Recurring tasks
  • Reminders
  • Counters and habit tracking
Notes & Journaling
  • Daily journal and diary
  • Quick notes
  • Tags and organization
  • Search and favorites
  • Private personal records
Health & Wellness
  • Health information
  • Custom health metrics
  • Goals and progress
  • Trends over time
  • Wellness records
Assets & Travel
  • Personal asset records
  • Purchases and important details
  • Trips and itineraries
  • Travel notes and documents
  • Important dates and reminders

Personal Finance & Wealth

See your complete financial picture.

Nilaphant goes beyond basic expense tracking to help you understand your finances, investments, and overall wealth in one place.

Money Management
  • Income and expenses
  • Accounts
  • Categories and budgets
  • Recurring transactions
  • Financial summaries
Investments
  • Investment accounts
  • Holdings
  • Transactions
  • Portfolio tracking
  • Performance over time
Net Worth
  • Assets and liabilities
  • Account balances
  • Investment values
  • Net worth history
  • Unified financial dashboard

CRM

Keep customer relationships simple.

A lightweight CRM for startups and small businesses — focused on the things you actually need without the complexity of traditional CRM platforms.

Contacts & Leads
  • People and organizations
  • Leads and prospects
  • Activities and follow-ups
  • Notes and history
Opportunities
  • Track potential business
  • Opportunity stages
  • Values and expected dates
  • Convert prospects into customers
  • Simple pipeline visibility
Customers
  • Customer records
  • Contacts
  • Activity history
  • Related work and invoices

Work & Operations

Keep the business moving.

Manage the everyday work behind your business without introducing heavyweight project-management or ERP processes.

Work Management
  • Tasks and assignments
  • Work items
  • Priorities and deadlines
  • Status tracking
  • Team visibility
Workflows
  • Repeatable processes
  • Stages and statuses
  • Ownership and assignments
  • Activity history
  • Simple operational tracking

Invoicing & Business Finance

From work done to money received.

Keep essential business finances close to the customers and work that generated them.

Invoicing
  • Create and manage invoices
  • Customer billing
  • Payment status
  • Due dates
  • Invoice history
Business Finance
  • Income and expenses
  • Accounts and categories
  • Financial summaries
  • Cash-flow visibility
  • Business dashboards

Multiple Businesses

One account. Every business you run.

Nilaphant is designed for founders and entrepreneurs managing more than one startup or small business. Each business gets its own dedicated workspace, while your personal space remains private and separate.

Separate business data
Separate customers and CRM
Separate finances and invoices
Separate users and permissions
Separate plans and subscriptions
Easy switching between businesses

Build your unified dashboard.

Start with essentials now; grow into life-wide insights later.

Rejoining the server...

Rejoin failed... trying again in seconds.

Failed to rejoin.
Please retry or reload the page.

The session has been paused by the server.

Failed to resume the session.
Please retry or reload the page.