Project CRM for signage, interiors and site-work companies
A job in signage, interiors, audio-visual or branch works is not one transaction. It is a survey, a drawing, an estimate, a client order, a vendor order, a dispatch, an installation, a sign-off, a licence, an invoice and a payment, passing through four or five departments over weeks.
Our Project & Service CRM holds the whole job in one place, in a browser, on whatever device the person is holding, with your staff and clients working with it on WhatsApp.
Sound familiar?
- Job status lives in people's heads, spreadsheets and chat groups
- Stages run late and nobody notices until the client calls
- Signage licences expire without anyone renewing them
- Vendor bills and client payments are tracked apart from the job they belong to
How it works
- 1
Survey to approval
Client requirement and site survey, design and artwork approval, and costing with commercial approval, each its own screen carrying the job forward.
- 2
Job number at kick-off
The job number is allocated at kick-off and becomes the reference for orders, installation, handover and payment.
- 3
Site work on WhatsApp
Staff say Hi to see their tasks, mark a stage done and send site photos, which are filed against the job and stage. Clients can report a problem that becomes a ticket.
- 4
Money matched to the job
Proforma invoices and vendor purchase orders are made in the CRM; vendor bills and client receipts come across from Tally on the same job number.
What you get
- Every job stage from survey to closure, with dates and people assigned
- Licence and government approval tracking with expiry dates
- Proforma invoices and vendor purchase orders as PDFs on your letterhead
- Tickets with response time per type and escalation up the reporting line
- WhatsApp bot for staff (tasks, stage done, site photos) and clients (report a problem)
- Dashboard with the job pipeline, late stages and expiring licences
- Tally linked by an add-on, matched on the job number
- Works in a browser on a phone or tablet, no app to install
Full detail: Project & Service CRM · Works with your Tally · All demo videos
Common questions
We are not a signage company. Will it fit?
It was built for signage and branding companies and is not tied to them. The stages, fields and reports are ours to change, so we customise it for any business whose work runs as multi-stage jobs.
Can the bot let staff do things they are not allowed to?
No. Every action on WhatsApp is saved as that employee, with the same rights they have in the browser.
Does it replace Tally?
No. Invoices and GST stay in Tally. The CRM reads vendor bills and client payments from Tally, matched on the job number you already use as the cost centre.
Mumbai software house since 1992
Official Meta Tech Provider for the WhatsApp Business Platform. Every system is set up around how your business works.