WorkPlus CRM: Sales, Services

WorkPlus CRM is a business management application designed to help service providers, technicians, and small to medium businesses manage sales, customer service, and Annual Maintenance Contracts (AMC).
The app is suitable for businesses dealing in RO water purifiers, air conditioning services, home appliances, IT hardware, solar installations, and other field services.
Key Features:
Sales & Billing Management
Create and manage sales records with invoice generation support. Add GST details, discounts, and multiple payment modes such as cash, online, or pending. Export and share invoices as PDF.
AMC & Service Management
Schedule and manage AMC services with automatic date calculation based on selected plans. Track service status including pending and completed tasks.
Service Reminders & Notifications
Receive notifications for upcoming, due, and overdue services. Stay informed about AMC schedules and plan expirations.
Product & Inventory Management
Maintain a product list and monitor stock levels. Manage warranty details and product information.
Cloud Sync & Data Access
Data is securely stored and linked to your account, allowing access across devices.
Search & Filters
Quickly find customer records using search and filtering options based on name, product, or other details.
WorkPlus CRM helps organize business operations by keeping records of customers, services, and sales in one place.