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Features & Capabilities
Lead & Contact Management
• Auto-capture from forms, WhatsApp & ads.
• Smart lead assignment rules.
• Filter leads by stage, source, or priority.
• Complete call, email & note history.
• Auto-capture from forms, WhatsApp & ads.
• Smart lead assignment rules.
• Filter leads by stage, source, or priority.
• Complete call, email & note history.
Pipeline & Deal Management
• Drag-and-drop Kanban pipeline.
• Custom deal stages by type.
• Add tasks, notes & attachments.
• Monitor deal value & probability.
• Drag-and-drop Kanban pipeline.
• Custom deal stages by type.
• Add tasks, notes & attachments.
• Monitor deal value & probability.
Sales Analytics & Reporting
• Filter reports by source or owner.
• Dashboard for win/loss insights.
• Compare team performance.
• One-click report exports.
• Filter reports by source or owner.
• Dashboard for win/loss insights.
• Compare team performance.
• One-click report exports.
Automation & Lead Routing
• Trigger tasks, emails & status changes.
• Alerts for missed follow-ups.
• Prioritize using lead scores.
• Trigger tasks, emails & status changes.
• Alerts for missed follow-ups.
• Prioritize using lead scores.
Smart Communication
• Email, call in one place.
• Use templates & auto-replies.
• Google/Outlook calendar sync.
• Auto-follow-up reminders.
• Email, call in one place.
• Use templates & auto-replies.
• Google/Outlook calendar sync.
• Auto-follow-up reminders.
Features & Capabilities
Service Tickets
• Create service tickets from calls, emails, chats, or portal
• Assign priority levels (Low, Medium, High, Urgent)
• Auto-assign tickets to available agents or teams
• Track ticket lifecycle from open to closed
• Attach files, images, or notes to each ticket
• Auto-generate tickets from missed calls or failed jobs
• Create service tickets from calls, emails, chats, or portal
• Assign priority levels (Low, Medium, High, Urgent)
• Auto-assign tickets to available agents or teams
• Track ticket lifecycle from open to closed
• Attach files, images, or notes to each ticket
• Auto-generate tickets from missed calls or failed jobs
Client Updates
• Send real-time updates via Email, WhatsApp, or SMS
• Enable customer replies and feedback collection
• Display live ticket status in client portal
• Maintain communication logs and file exchanges
• Notify clients on technician dispatch and arrival
• Send real-time updates via Email, WhatsApp, or SMS
• Enable customer replies and feedback collection
• Display live ticket status in client portal
• Maintain communication logs and file exchanges
• Notify clients on technician dispatch and arrival
Team Collaboration
• Tag teammates or departments in ticket comments
• Split or merge tickets based on issue type
• Add private notes only visible to internal staff
• Escalate tickets to supervisors with one click
• Set reminders and follow-ups for pending tickets
• Tag teammates or departments in ticket comments
• Split or merge tickets based on issue type
• Add private notes only visible to internal staff
• Escalate tickets to supervisors with one click
• Set reminders and follow-ups for pending tickets
SLAs & Workflows
• Define SLA response/resolution times by ticket type
• Auto-escalate overdue or idle tickets
• Trigger alerts and notifications on SLA breaches
• Build custom workflows for ticket routing and approvals
• Define SLA response/resolution times by ticket type
• Auto-escalate overdue or idle tickets
• Trigger alerts and notifications on SLA breaches
• Build custom workflows for ticket routing and approvals
AMC & Contracts
• Track AMC contracts and service schedules
• Auto-generate tickets based on AMC due dates
• Maintain service history per asset or client
• Link AMC to specific equipment or locations
• Track AMC contracts and service schedules
• Auto-generate tickets based on AMC due dates
• Maintain service history per asset or client
• Link AMC to specific equipment or locations
Support Reports
• Monitor resolution time, first response time, and reopen rates
• Analyze performance per agent, team, or region
• Export daily, weekly, or monthly support reports
• Track most common issues and ticket types
• Monitor resolution time, first response time, and reopen rates
• Analyze performance per agent, team, or region
• Export daily, weekly, or monthly support reports
• Track most common issues and ticket types
Features & Capabilities
Invoicing & Payments
• Branded invoices with tax, terms & discounts
• Create and convert quotes into invoices
• Auto-link with deals, quotes, jobs or Inventory
• Real-time status: Paid / Unpaid / Partial
• Send reminders via email
• Branded invoices with tax, terms & discounts
• Create and convert quotes into invoices
• Auto-link with deals, quotes, jobs or Inventory
• Real-time status: Paid / Unpaid / Partial
• Send reminders via email
Tax & Compliance
• Auto-calculate GST, VAT or custom tax
• Define slabs by product, region, or service
• Generate tax-ready reports
• Export GSTR or summaries in 1 click
• Auto-calculate GST, VAT or custom tax
• Define slabs by product, region, or service
• Generate tax-ready reports
• Export GSTR or summaries in 1 click
Purchases & Vendors
• Create POs & convert them to bills
• Track vendor payments & performance
• Manage credits & early payment offers
• Link stock-in to purchase records
• Create POs & convert them to bills
• Track vendor payments & performance
• Manage credits & early payment offers
• Link stock-in to purchase records
Reports & Dashboards
• P&L, Balance Sheet, and Cash Flow
• Real-time aging for payables/receivables
• Track income by client or department
• Record and manage credit & debit memos
• Export to Excel/PDF for audits
• P&L, Balance Sheet, and Cash Flow
• Real-time aging for payables/receivables
• Track income by client or department
• Record and manage credit & debit memos
• Export to Excel/PDF for audits
Features & Capabilities
Job Scheduling
• Create & assign jobs to field agents
• Drag-drop calendar for rescheduling
• Set priorities & deadlines per job
• Attach notes, files & customer details
• Create & assign jobs to field agents
• Drag-drop calendar for rescheduling
• Set priorities & deadlines per job
• Attach notes, files & customer details
Smart Routing
• Optimize travel routes for field agents
• Live map view with job pin locations
• Track distance, ETA & route history
• Minimize fuel & time costs
• Optimize travel routes for field agents
• Live map view with job pin locations
• Track distance, ETA & route history
• Minimize fuel & time costs
Mobile App
• Field staff login with job view
• Mark job status (Started / Paused / Done)
• Upload images, notes & voice logs
• Real-time sync with Admin dashboard
• Field staff login with job view
• Mark job status (Started / Paused / Done)
• Upload images, notes & voice logs
• Real-time sync with Admin dashboard
AMC Management
• Create & manage AMCs for clients
• Set contract duration & visit frequency
• Auto-schedule recurring AMC jobs
• Get alerts for due or expired AMCs
• Maintain service history & notes
• Track completion & compliance
• Generate reports & renewals
• Create & manage AMCs for clients
• Set contract duration & visit frequency
• Auto-schedule recurring AMC jobs
• Get alerts for due or expired AMCs
• Maintain service history & notes
• Track completion & compliance
• Generate reports & renewals
Inventory Usage
• Track material usage per job
• Link stock movement to service teams
• Raise low-stock alerts automatically
• Enable restocking from field requests
• Track material usage per job
• Link stock movement to service teams
• Raise low-stock alerts automatically
• Enable restocking from field requests
Service Reports
• Auto-generate job completion reports
• Include materials used & time logs
• Capture client signature or approval
• Export PDF reports instantly
• Auto-generate job completion reports
• Include materials used & time logs
• Capture client signature or approval
• Export PDF reports instantly
Features & Capabilities
Stock Control
• Track stock levels in real-time across products
• Manage product batches, SKUs, and serial numbers
• Set reorder levels to avoid stockouts
• View incoming and outgoing inventory logs
• Track stock levels in real-time across products
• Manage product batches, SKUs, and serial numbers
• Set reorder levels to avoid stockouts
• View incoming and outgoing inventory logs
Order Supply
• Raise purchase orders for low-stock items
• Auto-link stock-in with purchase records
• Manage vendor-wise pricing & purchase history
• Track pending POs and deliveries
• Raise purchase orders for low-stock items
• Auto-link stock-in with purchase records
• Manage vendor-wise pricing & purchase history
• Track pending POs and deliveries
Sales Dispatch
• Link inventory with invoices and sales orders
• Reserve stock for confirmed sales
• Generate delivery challans and packing slips
• Track item dispatch & delivery confirmation
• Link inventory with invoices and sales orders
• Reserve stock for confirmed sales
• Generate delivery challans and packing slips
• Track item dispatch & delivery confirmation
Inventory Reports
• Stock valuation, aging & movement reports
• Track fast-moving and dead stock items
• Filter reports by product, category, or location
• Export to Excel or PDF for audits
• Stock valuation, aging & movement reports
• Track fast-moving and dead stock items
• Filter reports by product, category, or location
• Export to Excel or PDF for audits
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Robert C. Glover
Kristin Watson
Michael S. Angus
Zeviear Stanly
Marshal Bezoz
Raman Reddy
The Standard and Custom plans provide access to all apps for a single flat fee.
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