16+ integrated modules
Everything your HVAC business needs
Every module is connected — from the first lead to the last service visit. No re-entry, no duplicate data, no scattered tools.
16 modulesFully connectedAll included in every plan
1
Sales & CRM
Capture every enquiry, track the pipeline, convert leads to customers
Lead Management
Capture, track and convert every sales lead into a customer
- Log leads from any channel — phone, email, site visit or referral
- Assign leads to sales reps with ownership visibility rules
- Track activities: calls, site visits, follow-ups with timestamps
- Convert a lead to an Account + Opportunity in one click (ACID transaction)
- Configurable pipeline stages per your sales process
- Custom fields to capture HVAC-specific lead data
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Calls & Activity
Log calls against any entity — account, lead, opportunity or job
- Log inbound and outbound calls with duration and outcome
- Link calls to accounts, leads, opportunities, PMS visits, AMC or invoices
- Set follow-up dates and get reminders on the dashboard
- Full call history per contact visible across all linked modules
- Track who called, when, and what was discussed
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Accounts / Directory
Unified directory for customers, suppliers, vendors and employees
- Single directory for all account types: Customer, Supplier, Vendor, Employee, Service Provider
- GST and PAN validation on account creation
- Multiple addresses per account (billing, shipping, site)
- Invite employees as portal users with role-based access
- View all linked opportunities, BOQs, POs, invoices and service records per account
- Ownership hierarchy — managers see their team's accounts
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Opportunities
Manage your sales pipeline with configurable stages and custom fields
- Fully configurable pipeline stages with colours and transition rules
- Link to customer account, BOQ, PO, DC, invoice, PMS and AMC
- Custom fields per opportunity (project type, site area, equipment specs)
- Ownership and visibility control per sales rep and manager
- Stage transition can require attachments (e.g., signed quotation)
- Dashboard summary: pipeline value by stage
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