CRM

Customer Relationship Manager

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Service calls, AMC renewals and stock — the whole shop on one screen. Built for RO, water purifier and appliance service companies.

Built for sales & service businesses

RO & water purifiersAC & refrigerationCCTV & securitySolar & invertersHome appliancesLifts & generatorsPest controlFire safetyElectronics & mobile shopsAny sales + service business

One customer record, every step

🧾
SaleProduct & serial
🔧
InstallationJob sheet
📅
AMC / WarrantyAuto visits
🛠️
ServiceCalls & parts
💰
PaymentReceipt / invoice
🔁
RenewalExpiry reminder

Everything you need

Customers & machines

Units, locations, serials, full history.

Sales & stock

Sales, stock in/out, stock with techs, low-stock alerts.

AMC & warranty

Auto monthly visits, expiry reminders.

Service calls

Log, assign, track status, hold, repeat.

Technician app

Own jobs, GPS start, parts, photos, payment.

Onsite or at shop

Field visits or items at shop, ready-for-pickup.

WhatsApp built in

Ready message at every step, one tap.

Payments & balance

Cash with techs, balance due, quick receive.

Job sheet & invoice

Job sheet, challan, receipt, GST invoice — PDF.

Tasks & notes

Team tasks, voice/text notes, stamped.

Reports

Calls, visits, sales, money — CSV export.

Roles & safety

User / office / technician roles, 30-day trash.

One app, whole team

User

Calls, money due, expiring contracts — at a glance.

Office staff

Log calls, assign, sell, WhatsApp — in seconds.

Technician

Own jobs only: call, parts, photo, payment, close.

3 steps to start

Add your customers

Import Excel or add as you go.

Add your team

One-tap login link on WhatsApp.

Run your day

Log calls, close jobs, customers updated.

Who runs on CRM By Image?

RO and water purifier companies use it every day. Sales teams use it for new enquiries. Service teams use it for installation and repair calls. A customer calls once. The office books the visit in seconds. The technician sees the address, the unit and the full history on his phone. He finishes the job. The customer gets a WhatsApp update. Nobody maintains a register. Nobody asks who attended the call. The owner opens one screen and sees every customer, every unit and every pending call. The app runs on any phone. The office team needs nothing new to learn. Your data stays inside your own account, visible only to your own staff.

WorkNotebook and callsCRM By Image
Service callsWritten in a register, easy to missBooked once, tracked till done
AMC renewalsSomeone has to remember datesDue contracts show up on their own
TechniciansCalled one by one for updatesEach one sees his own day on his phone
Customer historyScattered across old registersEvery visit on one customer card

Questions

Who is it for?

Any business that sells, installs and services products — RO, AC, CCTV, solar, appliances, lifts and more.

Do my technicians need training?

No. Big buttons, tap instead of typing, only their own jobs.

Does it work on mobile?

Yes — any phone browser, Android app, and desktop.

Can I bring my existing data from Excel?

Yes — customers, contracts and past calls from Excel/CSV.

How do WhatsApp updates work?

The app writes the message and opens WhatsApp — you tap Send.

Is my data private?

Separate account per company; staff see only what their role allows.

See it with your own data

Free demo on WhatsApp.

Login💬 Free demo