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The product

One platform for the way an agency actually runs.

Subscribe to what you need; we built the modules to work together but also to work alone. Customers, products, and your installed base are shared foundations across all of them.

Module 01

CRM Sales

Manage your sales pipeline from the first enquiry to a paid, GST-compliant invoice — without retyping a single line item.

Customer master
Lead & inquiry
Quotes with versioning
Sales orders
Invoices & serial assignment
Credit notes & payments

Replaces the spreadsheet of pending quotes, the follow-up reminders scattered across chats, and the email thread that lost the customer.

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QuotationsQ1 FY26
QTN-FY26-000118 · Delhi Traders Co.Accepted
QTN-FY26-000117 · Nagpur DistributorsSent
QTN-FY26-000116 · Mumbai RetailRevised v2
+ New quotation
Module 02

Service ERP

Run your service operations end to end — from a logged complaint to a dispatched engineer to a signed-off field service report.

Installed base / assets
Service requests
Job assignment & dispatch
Field engineer mobile flow
Field service reports (FSR)
Preventive maintenance

Replaces the group chat of pending complaints, the diary of scheduled services, and the missed PM that surfaced as an escalation.

Designed for engineers working at customer sites — mobile-first, built for intermittent connectivity, not office desks.

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Today's jobs3 open
SR-000342 · PM · Pune SystemsEn route
SR-000339 · Breakdown · Mumbai RetailOn site
SR-000337 · Install · Nagpur DistributorsScheduled
FSR-000128 submitted ✓
Module 03

Service Sales

Turn the installed base you already service into predictable, recurring revenue — and stop letting renewals slip.

AMC contracts
Contract renewals
Paid service quoting
Consumables sales

Replaces the spreadsheet of contract expiry dates, the renewal that slipped because no one followed up, and the consumable sale that was never invoiced.

Service Sales works alongside CRM Sales or Service ERP — it cannot be subscribed on its own, because its contracts and renewals reference the customers, products, and installed base from those modules.

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Renewals dueNext 30 days
AMC-000071 · Delhi Traders Co.Due 12 days
AMC-000068 · Pune SystemsDue 21 days
AMC-000064 · Mumbai RetailRenewed ✓
₹2,84,000 recurring this qtr

See it with your own data.

Start a 14-day trial with all three modules, or talk to us first.

Prefer to talk it through? Get in touch →

Product — BusinessOps360