Close Faster. Market Smarter. Serve Better.
Start turning leads into loyal customers, all from one streamlined platform.
CRM Built for Field Service Businesses
Capture leads, convert sales, automate marketing, and manage customer relationships with total visibility, inside one fully integrated platform.
Sales & Lead Management
Turn Prospects into Profits with Intelligent Sales Tools.
Give your team everything they need to close deals faster and stay organized.
- Manage leads from first contact to deal closure.
- Get timely alerts and reminders to follow up on leads.
- Track every deal stage in a real-time visual sales pipeline.
- Log, record, and follow up on customer calls.
- Connect your inbox to send and receive emails seamlessly.
- Maintain full visibility with audit trails and activity logs.
- Filter and segment data with advanced search tools.
- Assign and track tasks to keep teams aligned and accountable.
Customer & Contact Management
Build Stronger Relationships Through Unified Customer Intelligence
Keep your customer data organized, accessible, and connected across the entire journey.
- Get a complete 360° view of customer history, preferences, and linked leads.
- Store, manage, and access contact records across your team.
- Connect CRM with i4T Business Field Service Management for seamless sales-to-service workflows.
Marketing, Campaign Automation & Analytics
Scale With Smart Automation and Multi-Channel Reach.
Deliver personalized campaigns that convert, with automation, integrations, and cross-platform execution built right in, while you track outcomes in real time.
- Launch campaigns across email, WhatsApp, and other channels.
- Automate personalized flows based on customer behavior.
- Track campaign performance through unified, real-time dashboards.
- Generate customised reports with Power BI integration.
Powerful Integrations
Seamlessly Connect with the Tools You Already Love.
Boost customer engagement across all channels – calls, emails, and messages – without leaving your CRM.
- AirCall: Manage customer calls directly in CRM.
- Twilio SendGrid: Automate and track email campaigns.
- Wati for WhatsApp: Connect and engage through WhatsApp.
Security, Access & Customization
Flexible. Secure. Tailored to Your Business.
Control access, protect data, and adapt the platform to suit your business model, whether you’re a small team or a growing franchise network.
- Set role-based access by user type or business model.
- Ensure security and clarity across teams and locations.
- Customize modules, fields, and workflows to your needs.
- Align the platform with your exact operational processes.
CRM X FSM
Built for Field Service Suppliers Who Want to Close Deals and Deliver on Them
Bridge the gap between sales and operations. Manage leads, convert them into jobs, and track service delivery, all from one place.
Turn Leads Into Jobs. Fast.
Stop juggling tools. Start growing with a ‘CRM Built for Service Pros’. Fully integrated. Insanely efficient.
