Services - IntraERP

ERP for Service Industry

On-Premise

Maintain and operate the business system for peak performance

Best ERP For Service Based Industry

Go Beyond Business Automation With IntraERP

To enhance the level of productivity, service quality, and competitiveness in IT or other on-premise-based service businesses (For example: Consultants, traders, manufacturers, and lawyers), We Tech offers a pool of ERP solutions that identify new opportunities, define better business process, effective in managing teamwork, resulting in client or customer satisfaction.

Our ERP service platform remains a sustainable solution that reduces uncertain revenue churns, resource-intensive operations, and time-consuming or complex tasks.

We offer customized ERP implementation, development, and support services to several managed service businesses ensuring prolonged satisfaction and relationships.

Benefits of ERP in Service Industry

A modern, service-oriented ERP solution for professional services, facilitates growth, improves margin, and streamlines operation. Here are the benefits of choosing IntraERP for your service infrastructural process.

Flexibility, Scalability, Adaptability
Control over resource and project
Flexible Accounting Options
Comprehensive project supervision
Configurable Planning & Scheduling
Complete front-end touchpoints

Perfect ERP Modules in Service Companies

Bring new opportunities to professional service industries with our ERP development system that navigates end-to-end trends and pain points.

Manage Your Customers

Centralize end-to-end customer or client information in your dashboard safely and monitor it anytime. Built better relationships using loyalty programs.

Save customer name, contact, and email details
Allot sales & account managers
Add Tax templates & manage tax categories, IDs
Auto currency calculation for abroad clients

Manage Marketing Campaigns

Enhance lead performance for your service business with an email marketing campaign setup using the ERP platform.

Create Email campaign templates easily
Manage customers individually or in groups
Email Segment customers under different campaign
Schedule multiple campaigns at once

Subscription Plans

Automate recurring payments from customers by deploying an ERP subscription plan service.

Setup diverse subscription plans
Add tax and discounts to subscriptions
Setup experimental period for subscription
Replication of subscriptions can be done at varying intervals
Automated invoices are generated after trial period

Project Management

Record workstation operations, resources, or external or internal projects daily with our ERP project management module.

Daily Timesheet management
The task, resources, costs, people management
Project defining, planning, and scheduling
Sales contract and sub-contract management
End-to-end project reporting

Service Help Desk Support

Approach firm or customer enquiry on time with our ERP help desk feature and increase project turnovers and customer satisfaction rates.

Customers can raise issues or enquiry via forms or email ID
Custom Help Desk form templates
Categories concerns based on leads, projects, infrastructure, etc
Manage enquiry based on Priority (less, medium, high)
Customizable Status (open/close) of every enquiry ticket

Service Level Agreement

Define project details, service benefits, feature implementations, and custom cost service development service required in a service-level agreement for supplier end-user or customer.

Specify the scope, sale, and material requirements of project
Note the expected and delivery date of the project
Mention cost MRP of work orders
Track material consumption & batch records
Informal or legally binding document

Record Warranty Claims

Automate warranty recovery claims for services or solutions provided to customers via the ERP system.

Select the serial number of the item on a warranty claim
Serial number details of project or customer solution
Centralized entry of units in and out of warranty
Update resolution details of warranty claim

Service Maintenance Visit

When items are harder to carry for service or maintenance, customers raise requests that are to be addressed by an engineer or plumber as a destination visit.

Incoming customer appointment order
Record of scheduled and unscheduled items
Allot sales person or engineer respective task
Accomplish visits and update the status of work

Service Maintenance Schedule

As service contracts or customer maintenance appointment tickets, services are planned by the team. The sales team schedules certain maintenance visits based on availability.