Seamlessly unify Inquiry Tracking, Sales Pipelines, Follow-up Automation, Shift Calendars, Payroll slip generators, and Performance Appraisal in one high-integrity, multi-tenant portal.
Everything your enterprise needs to streamline workflows, eliminate spreadsheet clutter, and govern with complete data integrity.
Track inquiry lifecycles from intake to converted clients. Reassign inactive or stagnant leads automatically back to managers using advanced chronological triggers.
Enforce continuous engagement. Sales executives can input results of calls or meetings and log follow-up actions while scheduling calendar alarms.
Define flexible JSON configuration templates for attendance shifts, leave allocations, encashment parameters, sandwich rules, and salary structures.
A granular look at the specialized tools and workflows powering your business across every core module.
Manages the intake and status progression of inquiries, with built-in accountability features.
| Inquiry Capture | Capture products, locations, and lead sources. |
| Auto-Deallocate | Stagnation timers reassign unworked leads. |
| Prospect vs Client | Structured pipeline conversion. |
| Manager Sign-off | Dual approval triggers for client onboarding. |
Core employee profiles combined with a JSON-based dynamic corporate rules engine.
| Rule Settings | Customized policies for shifts, breaks, and leaves. |
| Salary Template | Configure PF, ESI, TDS, and deductions. |
| Data Requests | HR approval desk for bank/profile changes. |
| Resignations | Offboarding clearance checklists. |
Connects remote/field staff via specialized API endpoints to track daily log entries.
| GPS & IP Audit | Geofencing coordinates logged on check-in. |
| Timings Check | Automated late-arrival and early-exit tags. |
| Corrections Desk | Staff missing punch request system. |
| History Logs | In-app attendance calendars. |
Enforces continuous callback tasks, tracking executive check-ins and performance.
| Callback Alarms | Timed alerts for scheduled follow-ups. |
| In-App Logs | Track call/meeting histories. |
| Manager Reviews | Direct review check sheets for logs. |
| Analytics Presets | Follow-up status analytics. |
Assigns individual jobs and resolves customer complaints systematically.
| Prioritization | Set priority levels (1-5) for staff actions. |
| Bug Desk | Formulate customer complaint items. |
| Status Board | Track ticket workflows (Open/Resolved). |
| Ownership Logs | Clear ownership and audit logs. |
Guarantees total data isolation and role-based permissions governance.
| Sandboxing | On-demand template database copy. |
| Auto-Expiry | Drops database after trial period. |
| CSRF Tokens | X-CSRF security header enforcement. |
| Access Rules | Dynamic navigation links block list. |
Maximize productivity and focus by providing role-specific dashboards, parameters, and reporting models.
Enforce strict corporate policy structures. Monitor real-time check-in stats (on-time, late-marks, absences) and review leave requests, salary processing queues, and promotion boards in one screen.
Control the transition between sales closures and active accounts. Keep track of onboarding progress, coordinators' workflows, service selections, and tickets.
Equip sales managers with pipeline tracking features. Track client inquiries, update calendar timelines, create dynamic quotations, and monitor conversion metrics.
Manage customer concerns with ease. Categorize bugs, track status transitions, assign tickets to developers, and document customer logs in one central desk.
Sevarat CRM is engineered to enforce high organizational boundaries and protect sensitive business data.
Access lists are mapped directly to position titles, dynamically hiding unauthorized links and validation endpoints.
Punch logs verified against geofenced coordinates, device user agents, and IP addresses to eliminate tracking fraud.
Sandboxed multi-tenant databases ensure total trial data isolation, using encrypted sessions and active CSRF security tokens.
Ditch the spreadsheet chaos. Deploy a secure, high-integrity CRM and HRMS portal for your team in under 30 seconds.
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