Service CRM

SERVICE CRM is an all-in-one customer relationship management solution designed for service-based businesses. It streamlines enquiry and lead management, enables quick quotation creation and customer follow ups, and handles complete billing and transaction workflows including invoices, receipts, and vouchers. The built-in HR module automates employee records, attendance tracking, and payroll processing. With robust accounting features like ledgers, profit & loss, and balance sheets, plus efficient supplier and service management, SERVICE CRM delivers powerful dashboards and analytics with insightful graphs for smarter decision-making.

 

Our system offers a comprehensive suite of business management features, including Enquiry and Lead Management to capture and track potential customers, along with Quotation Creation and Customer Follow-ups to streamline the sales process. It simplifies financial operations through integrated Invoice, Receipt, Voucher, and Transaction Management, while the Automatic HR Module efficiently handles Employees, Attendance, and Payroll. The Accounting module provides complete financial oversight with Ledgers, Profit-Loss statements, and Balance Sheets. Additionally, it includes robust Supplier and Service Management to maintain smooth operations, and an intuitive Dashboard with Analytics and Graphs for real-time business insights.

Features

• Enquiry & Lead Management.
• Quotation Creation & Customer Follow Ups.
• Invoice, Receipt, Voucher, Transaction Management.
• Automatic HR Module : Employees, Attendance, Payroll.
• Accounting: Ledgers, Profit-Loss, Balance Sheets.
• Supplier & Service Management.
• Dashboard & Analytics with Graphs.