Service CRM

All-in-One Service CRM for Customer-Focused Operations

Medha’s Service CRM is a versatile solution built to streamline customer service delivery, track service requests, and manage client relationships — all from one centralized platform. Whether you operate in IT support, home services, consulting, repairs, or any service-driven industry, Medha Service CRM empowers your teams to deliver prompt, personalized, and professional service with full operational visibility and control.


Key Modules that Power Your Service CRM Success

Customer Management

Maintain detailed customer profiles, including contact history, service preferences, communication records, and feedback. Use insights to enhance engagement and tailor service delivery.

Enquiry & Lead Management

Track inbound enquiries, qualify leads, assign them to agents, and monitor conversion stages. Analyze lead sources, response times, and follow-up effectiveness to boost sales closure rates.

Service Request Management

Log and track service requests from initiation to resolution. Categorize by type, priority, location, or issue — with automated SLAs and real-time status updates to customers.

Work Order & Technician Assignment

Generate work orders, assign technicians based on availability or expertise, and monitor job progress. Enable field teams to update statuses, upload images, and close tasks from mobile.

Appointment Scheduling

Easily manage and view technician schedules. Reduce overlaps, delays, or missed appointments by automating reminders and calendar views by region, team, or service type.

Consumables Management

Manage parts or consumables required for service delivery. Track usage, stock levels, and reorder requirements across service centers or field teams.

Performance & SLA Monitoring

Analyze team performance, SLA adherence, service cycle times, and customer satisfaction. Generate reports that guide staffing, training, and service improvement strategies.

Billing & payments Integration

Link service activities to billing operations. Generate invoices, track payments, apply service charges, and manage contracts or AMC plans with ease.

User Roles & Access Control

Control access based on departments or roles. Ensure security and operational accountability with detailed activity logs and permission hierarchies.


Medha Service CRM centralizes your service operations, boosts responsiveness, and strengthens customer relationships — enabling service businesses to grow through excellence and trust.

Business to Customer
  • Product-to-Customer
  • Shelf-to-Counter
  • Billing-to-Books
Frequently Asked Questions
Yes. Retail Basic is designed to scale with your business. Whether you manage a single outlet or a growing network of stores, the platform supports centralized control, consistent inventory tracking, and store-wise performance analysis — making it ideal for retail businesses at any stage.
Yes. Retail Basic includes an integrated POS system that supports barcode scanning, quick product lookup, real-time stock visibility, and rapid billing. It streamlines the checkout process, handles returns and discounts easily, and improves the overall customer experience.
Retail Basic features a built-in accounting module that automatically records sales, tracks expenses, and manages payments and taxes. It provides real-time financial insights and generates accurate compliant reports, helping you stay in control of your store’s finances.