CRM- Business Operations & Management System
Our Business Operations & Management SaaS is an all-in-one cloud-based platform designed to help businesses manage their customers, sales, employees, projects, finances, operations, communication, and performance from one centralized system.
Instead of relying on separate tools, spreadsheets, WhatsApp conversations, and manual records, businesses can manage their complete workflow through a single intelligent platform.
From lead generation and customer management to sales pipelines, quotations, invoices, tasks, projects, employee management, expenses, inventory, communication, and business analytics, the system brings all essential business operations together.
The platform provides real-time dashboards, automated workflows, role-based access, notifications, reports, and performance analytics, helping business owners and managers make faster, data-driven decisions.
As a SaaS solution, businesses can access their system anytime and from anywhere through web and mobile devices without the need for expensive infrastructure or complicated installations.
Whether it is a startup, service company, software house, agency, trading business, consultancy, education business, or multi-branch organization, the platform can be configured according to the organization’s workflow and requirements.
Manage Customers. Manage Teams. Manage Sales. Manage Operations. Manage Your Entire Business — All in One Place.
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Choose Your Package
Basic
- "Everything a small business needs to get organized."
- CRM & Customers
- - Customer/Contact Management
- - Lead Management
- - Lead Sources
- - Customer History
- - Follow-up Management
- - Notes & Reminders
- Sales
- - Sales Pipeline
- - Deal Management
- - Quotations
- - Sales Orders
- - Invoice Management
- - Payment Tracking
- Tasks & Operations
- - Task Management
- - To-Do Lists
- - Calendar
- - Activity Tracking
- - Basic Project Management
- Team Management
- - Employee Profiles
- - Basic Attendance
- - Leave Management
- - User Roles & Permissions
- Finance
- - Income & Expense Tracking
- - Customer Ledger
- - Payment Records
- - Basic Financial Reports
- Communication
- - Email Notifications
- - Internal Notifications
- - Customer Notes
- - Basic Templates
- Dashboard & Reports
- - Sales Dashboard
- - Customer Dashboard
- - Expense Dashboard
- - Basic Business Reports
- Technology
- - Cloud-based
- - Daily Backup
- - Secure Login
- - Responsive Web Interface
- Recommended for:
- Startups, freelancers, small agencies, consultants and small service businesses.
- Delivery: 15- 20 Days
- Revisions: 1
Pro
- Run your entire business from one platform."
- Everything in Basic, plus:
- Advanced CRM
- - Advanced Lead Management
- - Multiple Sales Pipelines
- - Lead Assignment
- - Lead Scoring
- - Follow-up Automation
- - Customer Segmentation
- - Customer Communication History
- - Custom Fields
- Sales & Business Development
- - Advanced Sales Pipeline
- - Sales Targets
- - Sales Team Performance
- - Commission Management
- - Quotations & Proposals
- - Sales Forecasting
- - Automated Follow-ups
- - Email Templates
- Project Management
- - Multiple Projects
- - Project Tasks
- - Task Assignment
- - Deadlines
- - Project Milestones
- - Team Collaboration
- - Project Performance Reports
- HR & Employees
- - Employee Management
- - Attendance
- - Leave Management
- - Payroll
- - Employee Performance
- - Departments & Designations
- - Staff Documents
- Finance
- - Income & Expenses
- - Customer/Supplier Ledger
- - Payment Tracking
- - Recurring Expenses
- - Profit & Loss Reports
- - Financial Dashboard
- Communication
- - WhatsApp Integration
- - Email Integration
- - Automated Notifications
- - SMS Integration
- - Internal Team Chat
- Analytics
- - Advanced Business Dashboard
- - Sales Analytics
- - Employee Performance
- - Customer Analytics
- - Revenue Reports
- - Export to Excel/PDF
- Automation
- - Automated Lead Assignment
- - Automated Reminders
- - Automated Notifications
- - Task Automation
- - Follow-up Automation
- Recommended for:
- SMEs, software houses, digital agencies, real-estate companies, consultancies, distributors and growing service businesses.
- Delivery: 20- 25 Days
- Revisions: 2
Premium
- "Complete Business Operating System for organizations that want to scale."
- Everything in Pro, plus:
- Enterprise Operations
- - Unlimited Customers
- - Unlimited Employees
- - Unlimited Projects
- - Unlimited Pipelines
- - Unlimited Branches
- - Multi-Company Management
- - Centralized Business Dashboard
- - Branch-wise Performance
- - Branch-wise Accounts
- AI-Powered Business Management
- - AI Business Assistant
- - AI-generated Reports
- - AI Sales Insights
- - AI Lead Scoring
- - AI Customer Insights
- - AI Follow-up Suggestions
- - AI Email/Message Generation
- - AI Business Forecasting
- - AI-powered Data Analysis
- Advanced Business Intelligence
- - Executive Dashboard
- - Revenue Forecasting
- - Sales Forecasting
- - Customer Lifetime Value
- - Conversion Analytics
- - Employee Productivity Analytics
- - Branch Comparison
- - Custom KPI Dashboard
- - Custom Report Builder
- Advanced Finance
- - Complete Accounting
- - General Ledger
- - Accounts Receivable
- - Accounts Payable
- - Tax Management
- - Expense Approval
- - Budget Management
- - Financial Statements
- Inventory & Procurement
- - Product Management
- - Inventory Tracking
- - Stock Transfers
- - Purchase Management
- - Suppliers
- - Purchase Orders
- - Stock Alerts
- - Inventory Reports
- Integrations
- - WhatsApp Business API
- - SMS
- - Payment Gateways
- - Website Forms
- - Facebook/Meta Leads
- - Google Services
- - Accounting integrations
- - REST API
- - Webhooks
- Enterprise Security
- - Advanced Role-Based Permissions
- - Audit Logs
- - Login History
- - Two-Factor Authentication
- - Automated Backups
- - Data Export
- - Advanced Security Controls
- White Label & Customization
- - Custom Domain
- - Company Branding
- - Custom Logo
- - Custom Email Templates
- - Custom Workflows
- - Custom Reports
- - White-Label Option
- - API Access
- Premium Support
- - Dedicated Account Manager
- - Priority Technical Support
- - Staff Training
- - Data Migration
- - Business Process Configuration
- - Dedicated Onboarding
- Recommended for:
- Large organizations, multi-branch businesses, franchises, corporate groups and companies requiring customized workflows.
- Delivery: 25-30 Days
- Revisions: 2
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