Customers
Keep every customer in view. Connect contact details, installed products, service requests and feedback.
Product Service CRMFirst call to fix.
First call to fix.
Service in sync.
Connect service requests, technician jobs, spare parts and customer history. Keep every repair moving, with warranty and AMC follow-ups in the same workspace.
- Service requests
- Technician jobs
- Warranty & AMC
Every detail of service.
One connected workspace.
Installed products
Know the product behind every visit. Track serial numbers, installation dates, warranty expiry and service plans.
Service requests
Give every issue a next step. Connect customers, products, priorities, due dates and assigned team members.
Complaints
Keep customer complaints organized. Record issues, assign your team and track progress through to resolution.
Spare parts
Keep the right parts in view. Organize SKUs, stock quantities, unit prices and availability in one place.
Warranty & AMC
Plan the next visit. Configure installation checks, warranty follow-ups, maintenance intervals and renewal schedules.
Public forms
Make it easy for customers to reach you. Collect enquiries and service requests through forms connected to your CRM.
Invoices & payments
Bring clarity to billing. Keep service charges, invoices and payment tracking alongside your service operations.
Email & WhatsApp
Keep customers informed. Configure visit updates, service reminders and renewal follow-ups through connected workflows.
Dynamic modules & fields
Build around your business. Add custom fields, relationships, forms and files as your service operations grow.
Dashboards & reports
See the workload clearly. Build charts, totals and filtered views around service demand, priorities and progress.
Every customer has a story.
Keep the conversation connected.
More customers.
Less effort.
Manage a growing customer base quickly and easily. Keep customer details, products and service history together, find the right record fast, and give your team a clear view of every customer.
Know every product.
Care beyond installation.
One place for every product you install. Connect customers, serial numbers and warranty details so your team can deliver informed service, every time.
- Product identitySerial numbers and installation dates, easy to find.
- Customer contextThe right product, linked to the right customer.
- Continued careWarranty details and service plans in one view.
One service plan.
Every next step, in view.
PRODUCT CARE PLAN
The service journey
- 01First serviceInitial product inspectionDay 30
- 02Second servicePreventive maintenanceDay 90
- 03Third serviceProduct and parts reviewDay 180
- 04Fourth serviceScheduled maintenanceDay 270
- 05Fifth serviceAnnual review and renewalDay 365
Dated requests generated from the assigned plan
EXAMPLE CUSTOMER REMINDER
Your second service is due on 15 November 2026.
Hi Arjun, your air conditioner is due for its next service. Contact our team to arrange a convenient visit.
Email WhatsApp
Sent through configured integrations and reminder workflows.Example schedule. Service names and intervals are customizable.
Listen with care.
Follow through with clarity.
From the first call
to the final follow-up.
Capture the issue while you listen. Keep complaint details, ownership and past conversations together, so your team can follow up with context.
COMPLAINT / CMP-1042In progress
Air conditioner not cooling
Arjun Mehta AC240-00842
ISSUE NOTES
- Cooling reduced since yesterday.
- Customer reports an unusual sound.
COMPLAINT HISTORY
- Complaint recordedCustomer call and issue notes saved
- Assigned to service teamPriya Sharma / Complaint owner
- Customer follow-up plannedConfirm visit availability and next action
Illustrative complaint record with sample notes and activity.
01
Record the detailsKeep issue notes with the customer and product.
02
Track the progressFollow ownership, status and record history.
03
Keep following upPlan the next action until the issue is resolved.
The right part.
A clearer view of every shelf.
Know what is available.
See what needs attention.
Organize spare parts in one workspace. Find the right SKU, check stock levels and keep prices and availability clear for your service team.
- Find parts fasterKeep part names, SKUs and unit prices together.
- Keep stock in viewTrack quantities and availability in your records.
- Spot low stockReview items that need replenishment before the next job.
Spare parts overviewSAMPLE INVENTORY
| Part name | SKU | Stock on hand | Availability |
|---|---|---|---|
| Air filter cartridge | FLT-240 | 24 units | Available |
| Fan motor assembly | MTR-110 | 3 units | Low stock |
| Control board | PCB-008 | 0 units | Out of stock |
Illustrative inventory with sample quantities and statuses. Configure stock fields and workflows for your business.
WARRANTY & AMCThe warranty ends.
Build your after-sales plan
The warranty ends.
The relationship
keeps going.
Keep warranty expiry and maintenance plans connected to the installed product. Give every follow-up a place, from the first check to the next AMC renewal.
Keep warranty in viewFind expiry dates alongside product details.
Make maintenance a planSet service intervals around your agreements.
Plan the renewal conversationKeep the next follow-up on your service schedule.
ONE PRODUCT. CONTINUED CARE.Air conditioner AC-240
ActiveArjun Mehta / Serial AC240-00842
EXPLORE A SERVICE PLANInteractive preview
A confident start. A clear follow-up.
Stay connected from the first installation check to the renewal conversation.
- Installation checkDay 1
- First serviceDay 30
- Warranty follow-upDay 180
- Renewal reminderDay 365
Assign the plan to generate dated service requests.
Example intervals from the record's anchor date. Customize labels and timing for your business. Messaging requires configured integrations and workflows.
One invoice. A simple link.
A smoother way to pay.
YOUR SERVICE TEAM / BILLING01
Everything starts
with an invoice.
Payment dueSAMPLE INVOICE · DEMO-001
Service visit₹800
Spare parts₹1,200
Amount to pay₹2,000.00
Payment link ready to share
Customer, invoice and payment details. Together.
SEND IT THEIR WAY02
A familiar channel.
A clear next step.
Sample Service TeamPayment message preview
Hello! Your invoice for ₹2,000 is ready.
Use the payment link below to view your bill and pay at your convenience.
View invoice & pay
DEMO-001 · Sample payment linkOne payment link. Shared through your connected channels.
SCAN. PAY. ALL SET.03
Less friction.
More convenience.
Sample Service TeamPAYMENT REQUEST₹2,000.00
DEMO QR
Scan the QR in your payment app
UPIQR payment
A clearer payment trailKeep payment status alongside the invoice.
Illustrative payment journey. Payment links, QR availability and messaging depend on your configured payment provider and connected channels.
The right message.
More ways to connect.
A document. A reminder.
A reason to stay connected.
Choose the content, personalize the message and build a workflow around the people you want to reach.
Choose audienceSet a triggerSend message
PDF documentsGuides & brochures
Images & creativesMake your message visual
Reels & videosStories worth sharing
Shareable linksOne clear next step
9:41
S
Sample Service TeamBusiness account
TODAY
Hi Priya, here is the guide for your service visit tomorrow at 10:30 AM.
SAMPLE SERVICE TEAMYour service,
made simple.
02 / Your questions
03 / Planning your follow-upPRODUCT GUIDE / 01
made simple.
BEFORE YOUR SERVICE VISIT
01 / Your product details02 / Your questions
03 / Planning your follow-upPRODUCT GUIDE / 01
Please keep your product details ready. See you tomorrow!
10:30Thanks! I will keep the product details ready.10:32
Message
Your modules. Your fields.
Built around your service business.
YOUR CUSTOM MODULE
Sample customer dataCustomers
6 custom fields
TOTAL RECORDSRecords in this view
3NEXT FOLLOW-UPFollow-up dates
3ASSIGNED TEAMService team members
2PATIENT STATUSActive records
2New0
New customer records appear here
Pending1
Active2
Same customer records. Switch between table and pipeline.
Your service business at a glance.
Your dashboard, your way.
Bring the numbers that matter into one clear view. Choose metrics, charts and totals from your configured modules, then arrange them around the decisions your team makes.
Sample data
Service requests
128This weekCompleted jobs
86This weekPayments received
₹42,800This weekFollow-ups due
24This weekService activity
Daily overview
Service request status
A clearer picture of progress
64%Completed
Completed64%
Scheduled24%
Cancelled12%
Choose your widgets
Metrics, totals and charts from your configured fields.
Make space for what matters
Arrange widget sizes and layouts around your daily work.
Build for your team
Create views around support, technicians and billing priorities.
FROM THE BIZROW BLOG
View product service articles Ideas for your product service team.
Explore guides and articles for your industry.
New product service articles will appear here when published. Explore all CRM guides
YOUR QUESTIONS, ANSWERED
Getting started with product service CRM.
Practical answers before you choose your workspace.
Explore pricingWhat is product service CRM software?
Product service CRM connects customer records with installed products, service requests, technician work orders, parts, and feedback. Bizrow adds configurable service plans, dashboards, permissions, and communication workflows to support your after-sales operations.
Can I manage warranty and AMC service schedules?
Yes. Installed products include warranty expiry and a service-plan selection. Start with Installation & Warranty or AMC Service templates, then edit the interval labels and days to match your business. Assigning a plan to a supported record generates dated service records.
How are service due dates calculated?
Each service interval has a number of days after a record's anchor date. Bizrow uses a suitable date field, such as purchase, start, or installation date, and falls back to record creation when no suitable date is available. Confirm the date fields in your workspace during setup.
What can technicians track?
Work orders include a linked service request, scheduled date, technician, work performed, charge, and status. The starter Technician role has access to installed products, service requests, work orders, and spare parts, with permissions that your administrator can configure.
Can I send WhatsApp and email reminders?
You can configure WhatsApp and email workflows for service updates, visit follow-ups, and renewals. Communication requires the relevant integration, templates, and automation setup. Creating a service plan schedules records; it does not automatically activate messaging.
Can I customize the modules and import my existing records?
Yes. Bizrow supports custom fields, related records, module configuration, imports and exports, filters, and dashboard widgets. You can adapt the starter service workspace to your products and team rather than use a fixed process.
Does Bizrow also support inventory and billing?
The product catalogue supports products, spare parts, and services with SKUs, brands, models, stock levels, minimum stock, and purchase and selling prices. Invoices and payments are available in the wider platform. Configure these alongside your service workflow during setup.
LET'S TALK ABOUT YOUR WORKFLOW
See Bizrow for your product service team.
Tell us about your business and the way your team works. We'll walk you through a CRM setup for your industry.
- A walkthrough tailored to your team
- Explore your modules, fields and workflows
- Discuss the right setup for your business