Everything Your Service-Led Business Needs
Four integrated modules that cover the full B2B lifecycle — from the first lead to ongoing AMC visits — with approval workflows and inventory built in, not bolted on.
Presales
Turn Leads into Revenue
Capture, qualify, and advance opportunities through a structured pipeline — with territories, documents, and approval flows built in so your sales team stays aligned.
Lead Management
Capture, qualify, and route leads with status tracking, source attribution, comments, and document attachments.
Opportunity Pipeline
Stage-based pipeline with item-level tracking, weighted forecasting, and full document history per opportunity.
Territories & Distribution
Assign territories, manage distribution, and control finance-year masters to keep your sales organisation structured.
Presales Approvals
Configurable approval flows for discounts, quotes, and deal progression — so leadership reviews what matters.
Postsales & Service
Deliver on Every Promise
From the moment a deal closes, Shasvatm CRM keeps your service operations connected — tickets, SLA compliance, AMC visits, tasks, and timesheets in one view.
Ticket Management
Create, assign, and track support tickets with types, priorities, SLA linkage, comments, and full document history.
SLA Tracking
Define SLA calendars, response/resolution targets, and priorities — then monitor compliance across every ticket in real time.
AMC Schedules & Visits
Plan annual maintenance contracts, schedule visits, log completion, and tie AMC activity to customer and inventory records.
Task Management
Assign tasks with dependencies, track progress, and link tasks to tickets, AMC visits, or projects for full traceability.
Timesheets
Log time by header and line items, attach comments, and use timesheet data for productivity analysis and billing inputs.
Postsales Approvals
Approval workflows for service escalations, AMC exceptions, and task sign-offs — keeping accountability built into every step.
Inventory
Parts and Materials, Connected to Service
Manage the items your field teams consume — categories, tax, units — with approval controls and direct links to tickets and AMC jobs.
Item & Category Management
Hierarchical categories, items with parameters, and comprehensive item masters — everything your service teams consume.
UOM & Conversions
Define units of measure and item-to-UOM conversion rules so quantities stay consistent across tickets, AMC, and orders.
Tax & Tax Groups
Configure tax rates and groups aligned with GST requirements, linked to items for accurate invoicing inputs.
Inventory Approvals
Approval workflows for stock requests, adjustments, and critical inventory actions where applicable.
Admin & Workflows
Governance Without the Red Tape
Multi-company support, granular roles, audit trails, and configurable workflows — the infrastructure that lets your platform scale with your business.
Companies & Branches
Multi-company and multi-branch support with isolated or shared data — scale from one office to a network of locations.
Users, Roles & Permissions
Program-level access control with fine-grained role definitions, so every user sees exactly what they should.
Audit Trail
JSON-level change history on every record — insertions, updates, and payload logs for compliance and forensic review.
Workflow Configuration
Define workflow masters and approval chains that match your operating procedures, not the other way around.
Integrations
Coming SoonGmail Integration
Sync your Gmail inbox with Shasvatm CRM — send, read, and track emails without leaving the platform. Every conversation is automatically linked to the right lead, opportunity, or ticket.
Gmail Sync
Connect your Gmail account to Shasvatm CRM. Incoming and outgoing emails are automatically linked to leads, opportunities, and tickets — no manual copy-pasting.
Send Emails from CRM
Compose and send emails directly from within Shasvatm CRM using your synced Gmail account. Every sent email is logged against the relevant record.
Unified Inbox
Read and respond to customer emails without leaving the CRM. Your team gets full conversation history alongside deal, ticket, and AMC context.
Want to see how these modules work for your industry? Explore industry use cases →
Ready to unify your sales and service?
Start using Shasvatm CRM today and give your team one connected platform for pipeline, tickets, SLA, AMC, and inventory.