Customers and Sales
Manage the commercial journey from customer records through opportunities, quotations and sales to payment collection.
What does Sarman 360 do?
Move work scattered across files, messages and applications into a secure CRM / ERP system with shared data, helping your team work faster and management gain visibility.
One system · shared data
Departments work with the same current information, reducing duplicate entry, lost records and untracked tasks.
Manage the commercial journey from customer records through opportunities, quotations and sales to payment collection.
Track products, warehouses, inventory, accounts, cash, banking, income and expenses using shared data.
Manage work orders, routes, mobile forms, service records and maintenance plans from the field.
Turn tasks, projects, responsibilities and approvals into measurable workflows.
Keep personnel, assigned assets, equipment and internal processes in one place with authorised access.
Plan end-to-end operations including manufacturing, and track completed work and costs.
Everyday workflows
Authorised users see their tasks, managers track results and customers can participate through the portal when needed.
Start a customer, quotation, work order, service or production record on the relevant screen.
Set responsibilities, deadlines, priorities and approval steps to make work visible.
Add photos, forms, locations, documents and outcomes using mobile-friendly screens.
Monitor sales, collections, inventory, teams and operations with up-to-date reports.
Secure and extensible
Role-based permissions give each user access only to what their work requires. Audit logs, backups and secure connections are planned for business use.
Start with Starter, Professional or Ultra and add modules, users and integrations as your needs grow.
Let us discuss the right setup