Core Modules

Six modules One platform

Everything from lead capture to field service. Click each tab to explore the features.

Sales Pipeline PIPELINE STAGES New Leads248 Qualified151 Proposal Sent89 Closed Won44 ₹4.2L Revenue 23% Growth 87% Target
💼 Sales

Sales Module

Manage your complete sales pipeline from first contact to closed deal — with powerful automation, real-time reporting and mobile access built in.

Close more deals, faster — with complete pipeline visibility at every stage.

  • Leads, Contacts & Accounts — full relationship history
  • Deals, Quotations & Sales Orders in one workflow
  • GST-ready Sales Invoice generation
  • Price Books for multiple channels & regions
  • Campaigns, Calls & Events management
  • Reports, Tags, Notes & Attachments
  • Mobile App for Sales executives on the go
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Customer Care 12 Open Calls 3 Pending RECENT CALLS P Priya S. · Product Install Assigned · Eng. Kumar Open R Ramesh K. · Warranty Claim Pending · Awaiting parts Pending A Anand M. · AMC Renewal Closed · Happy Code ✓ Closed
🎧 Customer Care

Customer Care Module

Deliver exceptional after-sales support with streamlined call management, smart engineer allocation and instant customer notifications at every step.

Every customer call resolved faster — with full history, zero gaps.

  • Product Registration at point of sale
  • Call Registration from phone, email or walk-in
  • Call Re-allocation to available engineers instantly
  • Fast Close for simple calls without field visits
  • Appointment Reschedule without creating new calls
  • Full Call History & audit trail per customer
  • Automated Email & SMS at every touchpoint
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Service Center FIELD ENGINEERS TODAY 👷 On-field 8 🔧 Workshop 4 ✅ Completed 23 SERVICE FLOW 1 2 3 4 ✓ Call Allot Visit Repair Close 🔩 Spare Bill #SB-4421 ₹2,400
🛠️ Service Center

Service Center Module

Empower your field engineers and workshop teams with smart call allocation, defect tracking and real-time billing — fully connected to customer care.

From call allocation to spare billing — every service step tracked.

  • Call Allocation based on location & skill
  • Visit Entry with date, time & action taken
  • Defect Tracking & root cause logging
  • Serial Number Verification at every visit
  • Workshop Update with job card & stages
  • Spare & Service Charge Billing
  • Spare Replace & Product Exchange workflows
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Franchise Network 🏪 🏪 🏪 HQ 🏪 🏪 40+ Franchises 12 Cities ₹18L Monthly GMV ↑ 18% Growth
🏪 Franchise

Franchise Management

Manage your entire franchise network — registrations, area allocations, stock, billing and claims — all from a single centralized platform.

Scale your franchise network without losing control or visibility.

  • Franchise Registration & profile management
  • Exclusive Area Allocation per franchise
  • Service & Product category assignment
  • Franchise-specific Price Lists
  • Stock Inward tracking to franchise locations
  • Claim Request → Approval → Settlement workflow
  • Franchise-specific Billing & notifications
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Warranty & AMC CONTRACT #AMC-2041 Venus Home Appliances · 1 Year AMC Active Expires: 31 Dec 2026 ₹24,000/yr ⚠️ Contract Expiring Soon 3 contracts expire in 30 days · Auto-reminder sent PREVENTIVE MAINTENANCE 75% visits completed this quarter 75%
🛡️ Warranty

Warranty Management

Handle AMC contracts, warranty extensions and preventive maintenance schedules with automated reminders, renewals and complete contract reporting.

Never let a contract expire silently — automated reminders keep revenue flowing.

  • AMC Quotation generation before warranty expiry
  • Service Contract creation with SLAs & coverage
  • Warranty Extension with billing
  • Service Contract Renewal with one-click workflow
  • Preventive Maintenance scheduling & tracking
  • Contract Reminders to customers & service teams
  • Contract Receipts, Reports & revenue tracking
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Stock Management SPARE PARTS INVENTORY Compressor Unit 80 units Heating Element 50 units Thermostat Sensor Low! Capacitor 25µF 90 units ⚠️ 2 items below minimum stock level · Indent raised
📦 Stock

Stock Management

Keep your spare parts inventory accurate and under control with real-time tracking, indent processing, stock alerts and comprehensive reporting.

Zero stock surprises — always know what you have, where it is.

  • Stock Inward with GRN & serial number tracking
  • Stock Outward to engineers & service centers
  • Indent Processing with approval workflow
  • Stock Adjustment with audit trail
  • Low-stock alerts via Email & SMS
  • Comprehensive Stock Reports & movement history
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