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Product Modules

Complete business automation modules for service teams.

OK Manager CRM covers customer service, field operations, collections, GST billing, lead pipelines, and team permissions in one bilingual mobile workflow.

1. Core Access & Service Reminders (कोर एवं सर्विस रिमाइंडर)

Unrestricted access, ad-free experience, and automated service reminders

INCLUDED

Unlimited Benefits & Transactions

Execute unlimited transactions, invoices, customer entries, and record entries without any hidden cap or restrictions.

100% AD-FREE

100% Ad-Free Experience

Completely clean, distraction-free environment to ensure maximum focus and professional security for your business operations.

Multiple Device Login

Access your dashboard seamlessly across desktop web, mobile apps, and tablets simultaneously with real-time sync.

Customer Service Reminder

Automated alerts sent to customers and field staff prior to due service dates, increasing customer retention and satisfaction.

AMC Renewal Reminder

Never miss an Annual Maintenance Contract expiry. Instant system notifications help close timely contract renewals.

Payment Collection Reminder

Automated payment reminders via SMS/WhatsApp/Notification to lower overdue accounts receivable significantly.

2. Sales, Team & Collections (सेल्स, टीम एवं कलेक्शन)

Lead follow-ups, team permissions, B2B billing, EMI, and auto debit mandates

Lead Follow-Up Reminder

Systematic follow-up schedules and notifications ensure your sales team converts inquiries into closed sales faster.

Team Access & Permission Control

Role-based access management allowing custom permissions for Admins, Managers, Billing staff, and Technicians.

B2B Business Transactions

Tailored workflow for corporate B2B billing, bulk ordering, vendor management, and custom ledger reconciliation.

Outstanding to EMI Collection

Convert large overdue balances into structured EMI schedules to facilitate easier recovery and regular cash flow.

AUTO

Auto Payment Collection – Debit Mandate

Integrated E-NACH/Debit mandate functionality to automatically deduct recurring subscription or service fees.

UPCOMING

Upcoming Products & New Features

Regular system updates and module additions integrated automatically to keep your business ahead of market trends.

3. Billing, Catalogue & Field Operations (बिलिंग एवं फील्ड ऑपरेशन्स)

Future billing, product catalogue, interface, leads integration, and field complaint tools

Future Billing Facility

Schedule invoices in advance for periodic billing cycles, recurring maintenance, or upcoming contract deliverables.

Product Catalogue

Digital catalog to display products, spare parts, and service packages complete with images, pricing, and stock status.

Easy & Simple Interface

User-friendly layout designed for fast onboarding. Minimizes staff training time with intuitive icons and navigation.

UPCOMING

Leads Integration – Upcoming

Seamless automated lead capture directly from social media, web forms, Justdial, Indiamart, and third-party portals.

Complaint Assignment & Team Management

Assign incoming customer issues directly to available service engineers based on region, workload, and expertise.

Customer GPS Location Saving

Pin accurate customer GPS coordinates to simplify technician routing and ensure swift on-site visit execution.

4. Dashboard, GST & Support (डैशबोर्ड, GST एवं सपोर्ट)

Complaint re-open, business dashboard, GST billing, and priority support

Customer Complaint Re-Open Facility

Re-open unresolved or recurring complaints instantly with complete historical logs to guarantee 100% customer resolution.

All Business Activities Dashboard

Comprehensive 360-degree dashboard presenting active leads, pending complaints, daily collections, and service KPIs.

Smart Billing & GST Filing Support

Generate GST-compliant invoices with automatic tax rate calculation and structured data exports for seamless GST return filing.

PRIORITY

Priority Customer Support

Dedicated technical support assistance to resolve any software queries promptly and ensure 99.9% uptime.