Manage Your Customers

Centralize end-to-end customer or client informations in your dashboard safely and monitorize anytime. Built better relationship using loyalty programs.
Save customer name, contact, email details
Allot sales & account managers
Add Tax templates & manage tax categories, IDs
Auto currency calculation for abroad clients

Service Help Desk and support

Approach firm or customers enquiry on-time with our ERP help desk feature and increase project turnovers and customer satisfaction rate.
- Customers can raise issues or enquiry via forms or email ID
- Custom Help desk form templates
- Categories concerns based on leads, project, infrastructure, etc
- Manage enquiry based on Priority-wise (less, medium, high)
- Customizable Status (open/close) of every enquiry ticket

Billing and Subscriptions

Creating flexible invoices based on service delivery models. Subscription Plans Automate recurring payments from customers by deploying ERP subscription plan service.
- Setup diverse subscription plans
- Add tax and discounts to subscriptions
- Setup experimental period for subscription
- Replication of subscriptions can be done at varying intervals
- Automated invoices are generated after trail period

Service level Agreement

Define project details, service benefits, feature implementations, custom cost service development service required in a service-level agreement for supplier or end-user or customer.
- Specify scope, sale, material requirement of project
- Note expected and delivery date of project
- Mention cost MRP of work orders
- Track material consumption & batch records
- Informal or legal binding document

Reporting and Analytics

- Generating insights into various aspects of service delivery.
- Analyzing key metrics for performance enhancement.

Record Warranty Claims

Automate warranty recovery claim for service or solutions provided to customers via ERP system.
- Select serial number of item on warranty claim - Serial number details of project or customer solution - Centralized entry of unit in and outs of warranty - Update resolution details of warranty claim

Service Maintenance Visit

When items are harder to carry for service or maintenance, customer raise request that are to be addressed by engineer as destination visit.
- Incoming customer appointment order
- Record of scheduled and unscheduled item
- Allot sales person or engineer respective task
- Accomplish visit and update the status of work

Service Maintenance Schedule

As service contract or customer maintenance appointment tickets, service are planned by the team. Sales team schedule certain maintenance visits based on availability.
- Admin or sales person can generate schedules
- Allot maintenance item to sales person
- Service is planned based on predefined periods