Enterprise CRM Solution

Manage Leads, Teams & Service Operations From One Platform

A custom-built CRM platform designed for service businesses to manage leads, telecallers, staff, engineers, tickets, attendance, and reporting.

Book Demo View Features

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Leads Tracked

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Real-time

Data Sync

Authentication

One Login. Smart Role Detection.

Users log in through one portal and are automatically redirected to their assigned dashboard based on their role.

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Role Detection

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Dashboard Access

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Role-Based Access

Tailored For Every Role

Dedicated interfaces designed specifically for the tasks and workflows of each team member.

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Admin Dashboard

Full Access

✓ KPIs & Global Metrics
✓ Real-time Reports
✓ Team Performance
✓ Activity Logs
✓ User Management

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Telecaller Dashboard

CRM Focus

✓ Rapid Lead Calling
✓ Scheduled Follow Ups
✓ 1-Click Call Logs
✓ Campaign Management
✓ WhatsApp Integration

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Staff Dashboard

Operations

✓ Lead Conversion
✓ Engineer Assignment
✓ Ticket Management
✓ Lead Bank View
✓ Attendance Tracking

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Engineer Dashboard

Field Work

✓ Ticket Resolution
✓ Live Status Updates
✓ Field Work Tracking
✓ Notification Center
✓ History & Logs

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End-to-End

Seamless Workflow

Data flows automatically through your organization, creating a perfect audit trail from first contact to completion.

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Lead Captured

New enquiry enters via web form or manual entry. Auto-queued for telecaller assignment with duplicate check.

📋 Source tracked · Duplicate checked

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Telecaller Calls

Telecaller calls, logs every interaction, schedules follow-ups. Campaign leads auto-migrate to main CRM on interest.

📞 Call logged · Follow-up set

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Staff Converts

Staff reviews the converted lead, raises a service ticket, and assigns the right engineer for field work.

🎫 Ticket raised · Engineer assigned

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Engineer Resolves

Engineer views ticket on their dedicated dashboard, updates live status, and logs completion with full notes.

🔧 Status live · Work notes saved

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Ticket Closed

Ticket is marked resolved and auto-archived with timestamp. Full resolution history preserved for audit.

✅ Closed · Archived · Timestamped

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Admin Has Full Visibility

Every step is aggregated into Admin KPIs — team performance, payroll, lead funnels, and one-click CSV exports.

📊 Real-time · Full audit · CSV export

Capabilities

Everything You Need to Scale

Purpose-built modules that work together to run your entire service operation.

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Role Based Access

Every user sees only what they need. Admin, Staff, Telecaller, Engineer — each has a locked-down view.

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Unified Login

One portal auto-detects role and routes instantly to the correct dashboard — no manual selection.

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Attendance Tracking

Daily check-in/out with approval workflow. Full monthly history and working-hours log per employee.

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Ticket Management

End-to-end — creation, engineer assignment, status updates, resolution, and SLA tracking.

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Lead Funnel

Track every lead from raw contact to converted client with full call logs and follow-up history.

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Reports Dashboard

Real-time KPIs, team performance charts, lead funnels, and CSV-exportable reports for leadership.

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Payroll Management

Auto-calculates earned salary from attendance. Handles deductions, sandwich rule, paid leaves, and incentives.

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Incentives System

Tiered and fixed incentive rules for telecallers based on lead conversions — calculated into monthly payroll automatically.

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Leave Management

Full-day and half-day leave requests with approval workflow. Leave balance affects payroll deductions automatically.

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Campaign Lead Bank

Bulk upload CSV/XLSX lead lists, auto-detect columns, assign batches to telecallers, and auto-migrate qualified leads to CRM.

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WhatsApp & SMS

Built-in messaging gateway for automated notifications to clients and team members via WhatsApp or SMS.

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Activity Logs

Every action — call, update, assignment, login — is timestamped and fully auditable. Nothing is ever lost.