Service Business CRMBuilt to Manage Leads,Tasks & Clients
Manage service inquiries, quotes, tickets, tasks, staff schedules, client follow-ups, invoices, payment reminders, and project status.
Leads
Inquiry pipeline
Tickets
Service queue
Tasks
Staff schedule
Invoices
Payment follow-up
Today's Overview
Why Service Businesses Choose HNX CRM Systems
Built for agencies, IT companies, consultants, repair teams, maintenance teams, and local service providers
Lead Clarity
Capture service enquiries, requirements, budgets, and expected timelines.
Quote Tracking
Track estimates, revisions, approvals, and client decisions.
Task Ownership
Assign work to staff, monitor deadlines, and reduce missed updates.
Ticket Control
Manage service requests, escalations, status, and customer communication.
Payment Follow-ups
Track invoices, dues, receipts, and reminders for every client.
Built for Every Service Business Model
Agencies
Leads, proposals, approvals, client follow-ups, and delivery tasks.
IT Companies
Demo requests, tickets, projects, onboarding, and account management.
Consultants
Client enquiries, meetings, documents, quotes, and advisory follow-ups.
Repair Businesses
Service tickets, technician tasks, job status, and payment reminders.
Maintenance Teams
Recurring jobs, staff schedules, tickets, visits, and client communication.
Agencies
Leads, proposals, approvals, client follow-ups, and delivery tasks.
IT Companies
Demo requests, tickets, projects, onboarding, and account management.
Consultants
Client enquiries, meetings, documents, quotes, and advisory follow-ups.
Repair Businesses
Service tickets, technician tasks, job status, and payment reminders.
Maintenance Teams
Recurring jobs, staff schedules, tickets, visits, and client communication.
All-in-One Service Business Dashboard
Dashboard
New Leads
458
12.8% this week
Open Tickets
126
18 urgent
Active Jobs
84
9.5% this month
Completed Tasks
312
16.1% this week
Jobs & Task Completion Trend
Top Inquiry Sources
458
Total
Recent Service Requests
View all| Acme Office Setup | IT service quote | Today, 02:45 PM | Quote Review |
| Nora Cafe | Maintenance ticket | Today, 04:15 PM | Assigned |
| Bright Ads | Agency retainer | Tomorrow, 10:30 AM | Follow-up |
| HomeFix Client | Repair job | Tomorrow, 01:00 PM | Scheduled |
Service Tasks
Send revised quote to Acme
Due in 40 mins
Assign technician for Nora Cafe
Due today
Follow up invoice with Bright Ads
Due tomorrow
View all tasks
Service Journey - Simplified & Automated
From inquiry to completed job and payment, every action is tracked
Inquiry Captured
Capture service leads from forms, calls, WhatsApp, referrals, and walk-ins.
Quote Sent
Prepare quotations, approvals, revisions, and client follow-ups.
Task Assigned
Assign staff, schedule work, and track due dates or site visits.
Ticket Completed
Manage service status, customer updates, proof of work, and feedback.
Payment Followed
Track invoices, dues, receipts, and recurring service reminders.
Powerful Modules for
Service Businesses
CRM Workspace
Acme Office Setup
Quote approval pending
Lead and inquiry management
Quotation tracking
Task assignment
Staff scheduling
Invoice and payment follow-up
More Than Tasks - Built for Client Service Operations
HNX CRM Systems helps service teams manage inquiries, quotes, tickets, tasks, staff schedules, client updates, invoices, and project status without scattered spreadsheets.
Inquiry Management
Capture service type, requirement, urgency, location, budget, and owner.
Quotation Tracking
Manage estimates, approvals, revisions, and client decisions.
Task Assignment
Assign work to staff, monitor status, and keep deadlines visible.
Service Tickets
Track complaints, service requests, escalations, and resolution history.
Staff Scheduling
Plan technician visits, consultant calls, delivery tasks, and recurring jobs.
Invoice Follow-ups
Track invoices, payment status, receipts, and overdue reminders.
Service business CRM pricing is scoped around task workflows, ticketing, quotations, client dashboards, scheduling, integrations, reports, and AI requirements.
Starter CRM
For teams starting with service business lead capture, customer records, follow-ups, and a basic manager dashboard.
Package Price
₹99,999
Best for getting started quickly
Growth CRM
For growing teams that need custom service business fields, role permissions, automation, reports, and team dashboards.
Package Price
₹1,99,999
For growing operations
AI-Powered CRM
For teams that want AI lead scoring, smart suggestions, auto message drafts, daily planning, and report explanations for service business.
Package Price
₹4,99,999
Advanced AI capabilities included
Note: Add-ons, advanced automation flows, and custom integration charges are extra and are scoped separately.
Seamless Integrations
Client updates
Quotes
SMS
Reminders
Telephony
Call logs
Payments
Gateway
Calendar
Schedules
Accounting
Invoices
Projects
Tasks
Reports
Service KPIs