Overview
ServeCircle CRM helps businesses manage sales, support, and marketing from a single platform. Navigation can feel unintuitive at first, especially for new users. Despite this, its customizable workflows, lead tracking, and communication tools make it a strong option for teams needing an all-in-one CRM solution.
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Starting Price
Custom
ServeCircle Specifications
Contact Management
Customer Communication Tracking
Sales Pipeline Tracking
Customer Service/Support
What Is ServeCircle?
ServeCircle CRM is a cloud-based customer relationship management platform designed to support businesses across industries. It offers integrated solutions for managing customer interactions, sales activities, and marketing efforts in one centralized system.
Built to improve operational efficiency and customer engagement, the software helps teams streamline communication, track performance, and automate routine processes. ServeCircle is especially useful for organizations seeking to replace disconnected tools with a more unified, real-time approach to CRM.
ServeCircle Pricing
The vendor offers three ServeCircle price packages:
Services (Quarterly Pricing)
- Basic – Starting at Rs. 2400 + Rs. 8/service
- Advanced – Starting at Rs. 5400 + Rs. 18/service
- Enterprise – Rs. 10800
Sales (Quarterly Pricing)
- Basic – Rs. 1,200 + Rs. 3/invoice
Distribution
- Basic – Custom Pricing
Disclaimer: The pricing is subject to change.
ServeCircle Integrations
Who Is ServeCircle For?
ServeCircle software primarily serves service and repair businesses, such as:
- Mobile repair centers
- Computer repair centers
- Appliance repair centers
Is ServeCircle Right For You?
ServeCircle is a good option for businesses because it improves team collaboration, enhances customer engagement, and reduces time spent on manual tasks. It helps streamline sales and support processes, leading to faster response times and better client relationships. With centralized data access, businesses can make informed decisions and stay organized as they scale operations efficiently.
Still not sure if ServeCircle is right for you? Our support staff is available at (661) 384-7070 to help you make the right choice.
ServeCircle Features
Users can generate GST compliant invoices effortlessly with ServeCircle’s sales module. Each invoice is accurate and professionally formatted, reducing manual errors. The system archives invoices for easy retrieval, helping maintain organized financial records and ensuring quick accessibility for auditing, compliance, and customer queries.
The software enables you to track payments efficiently with automated receipt logging and confirmation alerts. ServeCircle highlights pending payments, updates statuses in real time, and sends confirmations upon receipt. This streamlines financial workflows, improves transparency, minimizes follow up delays, and supports better cash flow management for growing businesses.
ServeCircle features integrated inventory that seamlessly links sales and inventory, ensuring accurate stock levels after each transaction. Every sale deducts items from inventory, with real-time updates and a detailed history log. This integration eliminates discrepancies, supports reorder planning, and ensures you always know what’s available for sale.
The platforms let users define products and variants, then categorize them systematically. You can handle stock inwards, corrections, damages, and interbranch transfers through a seamless interface. The module integrates with sales and service workflows, ensuring real-time updates and consistent inventory control across all branches.
With this software, users can maintain multiple batches of the same variant with distinct pricing and tracking. This granularity ensures precision in cost management, inventory valuation, and expiry tracking, reducing errors and improving traceability across operations.
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