Sell Services Efficiently With Our ERP Software For The Services Industry

Run your services business better with Sowaan ERP. Know your leads and customers, set up subscription plans for your services, build rapport with regular customers using a loyalty program, manage and bill multiple projects, set up maintenance schedules and visits, and much more.

Better Logistics In Your Services Business

Running a services business has its own challenges — perhaps, even more than with running a product company. We provide hosting and support services ourselves, so we are very familiar with some of the pain areas in the services industry.

 

Sowaan ERP covers a multitude of features to help run your services business with some ease. Run campaigns for increased customer acquisition, create subscriptions for your services, reward regular customers with loyalty points, set maintenance visits and schedules, and manage projects, issues, and service level agreements.

Manage Your Customers

Assign dedicated account managers, Tax IDs and tax categories for automatic tax calculations. Use different currency for your overseas customers, and the exchange rates will be calculated automatically. 

Store multiple contacts, emails, and phone numbers against a customer. Set a credit limit on customers to prevent further sales for customers with a big tab. Set up a loyalty program to build rapport with your customers.

Campaigns

Customer acquisition can be difficult, especially when you're starting out. With ERPNext's Campaign feature, you can send emails to multiple leads and manage each thread separately.

Subscription

Set up different subscription plans and assign them to customers. Set a trial period for your subscriptions. Taxes and discounts can also be added to your subscriptions, just like any other regular item. The subscriptions can be repeated at varying intervals, daily, monthly, or once per few years. After the trial, invoices will be generated automatically.

Project Management

Manage internal and external projects efficiently. Bill your customers for the employees you've sent to their site using the Time Sheets feature. Create and track tasks to keep your employees on their toes during important projects. 

 

Gantt charts and Kanban boards help you track and visualize tasks for a quick and easy holistic view of your progress.

Help Desk

Usually, a services company will get more issues than a product company. We understand this, so we've created lots of features to organize and manage incoming issues. 

With features like 'Append To', issues are automatically created in ERPNext when customers email issues to a configured email address. Classify issues by leads, projects, or companies. Record quality with information like minutes to first response and service level agreement.

On-The-Fly Customizations

Create your own services ERP software. Map the data you care about by adding custom fields in your forms. Then customize form behavior by auto-fetching values, hide fields based on user roles, and create custom print formats — all without a single line of code.

Contact us for a free review of your needs