Know Every Customer. Never Miss a Follow-Up.

Know Every Customer.
Never Miss a Follow-Up.

From first lead to AMC renewal — CRM & After-Sale integrated directly into your BRS ERP.

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The Challenge

Growing sales… but losing customers?

Leads are coming in… but no one is following up.
AMC contracts are expiring… but nobody noticed in time.
Complaints are resolved… but the root cause keeps recurring.

Most systems only record transactions. BRS CRM closes the loop — from first enquiry to long-term retention.

Why BRS CRM

Not a standalone CRM. An integrated ERP module.

One database. Leads, invoices, AMC, and service history — all connected, no sync needed.

Shared Database — No Sync Needed

Lead contacts become customers. Won deals become invoices. One record flows through the entire system automatically.

Zero Missed Follow-Ups

Scheduled call-backs, follow-up alerts, and AMC renewal reminders — automated so nothing falls through the cracks.

Lead to Invoice — One Click

Convert a won lead directly to a Sales Order or Invoice. All contact, item, and pricing data carries forward — no re-entry.

Service History — Product Linked

Every AMC and service visit is tied to the actual item sold — serial number, invoice, and warranty all tracked together.

Built for Indian SMEs

GST-linked service invoices, WhatsApp renewal alerts, and Indian regional business workflows built in from the ground up.

Local Database — Your Data Stays With You

No cloud subscription risks. All CRM and customer data stored locally on your server with complete control.

Module Deep Dive

Four Modules. Complete Customer Lifecycle.

From enquiry to renewal — every step tracked in one system.

CRM & Lead Management

Capture enquiries, assign to reps, track pipeline stages (Enquiry → Quote → Negotiation → Order), log every call and email, and convert won leads to invoices in one click.

AMC & Contract Management

Create AMC contracts linked to sale invoices, track expiry dates, get 30/15/7-day renewal alerts, send customer reminders via WhatsApp or email, and renew in one click.

Service Visits & Complaints

Log complaints as Service Requests with SLA tracking, dispatch field technicians, use QR-based visit logging, and convert completed visits directly to billing invoices.

Feedback & Retention Analysis

Capture post-visit CSAT scores, identify complaint patterns by product or technician, and score churn risk for customers with lapsed AMC and open complaints.

Preventive Maintenance Scheduling

Auto-generate scheduled service visits from AMC contracts — never miss a committed preventive call. Full visit history per site and machine.

Communication Log

Every call, email, and meeting logged against the lead or customer. Full history visible to any team member — no more "who spoke to them last?" confusion.

Lead Source Tracking Follow-Up Scheduler Pipeline Stage Tracking Quotation from Lead AMC Renewal Alerts WhatsApp Integration QR Visit Logging SLA Tracking Technician Dispatch CSAT Scoring Churn Risk Alerts GST Service Invoicing
Screenshots

See it in action

A look at the focused, productive interface your team uses every day.

(Using Dummy Data)
CRM Leads
Lead Dashboard
Lead Pipeline
Lead calendar
Service Visits
  • Lead source tracking and conversion rate reports.
  • Pipeline value and stage-wise breakdown.
  • AMC expiry calendar with renewal value at risk.
  • Technician dispatch and visit status tracking.
  • Service Request SLA compliance reports.
  • CSAT scores per technician and per product.
  • Churn risk scoring and retention alerts.
  • GST-linked service billing from visit records.
  • Preventive maintenance auto-scheduling from AMC.
Customer Lifecycle

From Lead to Loyal Customer — Every Step Connected.

Six stages. One system. No gaps.

01

Lead Capture

Enquiry logged with source, contact, and product interest. Assigned to a sales rep instantly with priority tag.

02

Follow-Up

Scheduled call-backs, email logs, meeting notes — all tracked in one timeline per lead. Alerts before every due date.

03

Quote & Order

Convert lead to quotation or order in one click. Terms, pricing, and contact details auto-populated from CRM.

04

Invoice & Sale

Order becomes invoice. Payment terms, GST, and delivery details flow through automatically — zero re-entry.

05

AMC Setup

Post-sale contract created from the invoice. Visit frequency, billing cycle, and expiry all defined and tracked.

06

Service & Renewal

Service visits logged, feedback captured, AMC renewed before it expires. The retention loop is closed.

Stop losing customers to poor follow-up.

See how BRS CRM & After-Sale closes the gaps in your customer lifecycle — in a 30-minute demo.

Book a Demo
Which Product Is Right for You?

Spark or Line / Valletto?

CRM & After-Sale features are available across multiple BRS products — choose the fit for your business type.

Spark — For Traders

Advanced ERP with CRM Intelligence

For trading & distribution businesses.
  • Full CRM — lead tracking, follow-ups, pipeline
  • Customer communication log & history
  • Lead to Invoice conversion in one click
  • AMC contract creation & renewal alerts
  • Service ticket & complaint tracking
  • WhatsApp & email alerts
  • All core Asisto ERP operations included
Spark is built for traders who want to grow their business — CRM intelligence on top of a complete operational ERP.
Download Spark Trial
Line / Valletto — For Manufacturers

Manufacturing ERP with Full After-Sale Service

For factories & service-intensive businesses.
  • CRM — leads, follow-ups & conversion
  • AMC & warranty contract management
  • Service Visit scheduling & QR logging
  • Preventive maintenance auto-scheduling
  • Technician dispatch & performance tracking
  • Post-visit feedback & CSAT analysis
  • Complaint pattern analysis
  • Churn risk scoring & retention alerts
  • GST service invoicing from visit records
Line / Valletto adds complete after-sale service management — for businesses with field teams, AMC contracts, and service-driven revenue.
Book a Demo

Not sure which to start with? We offer free trials to explore. Most trading businesses start with Spark; manufacturers and service businesses go directly to Valletto or Line.

FAQ

Common Questions

Everything you need to know about BRS CRM & After-Sale.

Is CRM a separate module or part of the ERP?

CRM is a fully integrated module within the BRS ERP platform — it shares the same database as Sales, Inventory, and Accounts. There is no separate installation or data sync required. Customer records, invoices, and service history are all connected in one system.

Can we track AMC contracts across multiple products per customer?

Yes. Each AMC contract is linked to the specific items sold (by serial number or batch), the sale invoice, and the customer. Multiple AMCs per customer are fully supported, and you receive product-wise renewal alerts so no contract lapses silently.

How does the Service Visit QR system work?

Each customer site or machine gets a unique QR code. When a field technician arrives, they scan it using the BRS mobile interface — this auto-logs visit time, links the visit to the active AMC or Service Request, and records the technician's details. No manual paperwork needed.

Will AMC renewal reminders go to customers automatically?

Yes — configurable alerts can be sent to customers via WhatsApp or email at 30, 15, and 7 days before contract expiry. Internal alerts also notify your sales team so they can follow up proactively before the renewal window closes.

Is my customer data stored on the cloud?

No. BRS uses a local database model — all your customer and CRM data is stored on your own server, not on any external cloud. There is no internet dependency for daily operations, giving you maximum data security and privacy.

Can we migrate existing CRM data from Excel or another tool?

Yes. BRS provides import utilities for leads, customer contacts, and AMC contracts from CSV or Excel formats. Our implementation team assists with the one-time data migration during onboarding at no extra cost.

How do I book a demo or download a trial?

Book a free demo via the contact form. You can also download Spark or Valletto free trial from our For Traders or For Manufacturing pages to explore the software yourself.

Contact

Get in Touch

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