Sales & Service CRM

Every lead.Every follow-up.One flow.

SasFlow brings your enquiries, follow-ups, field team, quotations, billing and service into one place — on the web and on every salesperson's phone.

Web + Android + iPhone 5 Indian languages Data hosted in India
Two-wheeler & EV dealersCar & tractor dealersLPG retrofittersFurniture & retail showroomsLifts & project salesService centresMulti-branch groupsTwo-wheeler & EV dealersCar & tractor dealersLPG retrofittersFurniture & retail showroomsLifts & project salesService centresMulti-branch groups

How it flows

From first enquiry to happy customer

One connected flow, so nothing falls between the showroom, the phone and the accounts desk.

1

Capture

Walk-ins, QR forms, WhatsApp, Facebook, Instagram, website, telecalling and OEM DMS — every enquiry in one place.

2

Assign

Auto-assigned by branch and rules, or picked from the Unassigned queue. Managers see who owns what.

3

Follow up

Reminders, one-tap call and WhatsApp, voice notes and a clear next-follow-up date on every lead.

4

Convert

Quotation, booking, billing approval and delivery — with payments, receipts and service after the sale.

Features

Everything a dealership runs on

Switched on module by module, so each team sees only what it needs.

Kanban lead pipeline

Every enquiry from walk-in to delivery, stage by stage. Drag to move; filter by branch, source, model or salesperson.

Follow-ups that don't slip

Today, overdue and upcoming follow-ups for each salesperson, with app reminders and a morning summary email.

Voice commands & voice notes

"New lead Ravi 98765 43210 looking for a sofa" — create leads, call or WhatsApp customers and log notes by voice.

WhatsApp & social leads

WhatsApp, Facebook and Instagram enquiries land in the CRM, routed to the right branch automatically.

QR enquiry & test-ride forms

Walk-ins scan a QR at the showroom and register themselves. Duplicates are caught before they're created.

Quotations, billing & approvals

Branded PDF quotations, billing requests with manager approval, and a link for customers to fill their own details.

GPS field tracking

Day start, visits and a day-wise route map for field staff — with checks that catch fake locations.

Service, job cards & complaints

Workshop and site job cards, complaints with SLAs, service follow-ups and complete customer history.

OEM & accounts integration

Sync with Hero Connect DMS, Zoho Books and Zoho Payments — no double entry across systems.

Reports that answer questions

Lead pulse, conversion by source and salesperson, activity logs and targets — each role sees its own scope.

Mobile app

Your CRM in every salesperson's pocket

  • Morning list of today's and overdue follow-ups, with reminders
  • One-tap call and WhatsApp — every call is logged against the lead
  • Voice commands and voice notes — less typing, more selling
  • Field day start, visit check-ins and route — with fake-GPS checks
  • Raise billing requests and share a details link with the customer

Good morning, Geethu

12

Today

3

Overdue

5

Hot

Ravi Kumar

Call · 11:00

Anitha

Test ride · 2 pm

Suresh

Quotation sent

Fathima

Delivery today

Integrations

Works with the systems you already use

Hero Connect DMS

Two-way sync: enquiries in, follow-ups and new leads out.

Zoho Books

Items, contacts, receipts and sales orders.

Zoho Payments

Payment links, POS, self-booking and auto receipts.

WhatsApp Business

Inbox, templates and click-to-WhatsApp leads.

Facebook & Instagram

Lead ads, comments and page posts.

Cloud telephony

Call logs and recordings against the lead.

Security & privacy

Your customers' data stays yours

We never sell data or use it for advertising. Read the full privacy policy.

Hosted in India

Secure servers in the Mumbai region.

Encrypted in transit

HTTPS everywhere; passwords hashed.

Role-based access

Each person sees only their scope.

Daily backups

Encrypted, 30-day retention.

Questions dealers ask

Does it work on mobile?

Yes. Salespeople use the SasFlow app on Android and iPhone — calls, follow-ups, voice commands, field visits and billing requests. Managers can use the web or the app.

Can it handle multiple branches and companies?

Yes. Each branch has its own team, leads, stock and settings, and managers can filter across branches. Group owners can switch between companies from one login.

Will our team need training?

Very little. The app is in English, Malayalam, Tamil, Kannada and Hindi, voice commands cut typing, and we help set up your stages, sources and products.

Can we bring our existing leads?

Yes. Import from Excel or straight from your OEM DMS — duplicates are matched by mobile number and assigned to the right salesperson.

Where is our data stored and who can see it?

On secure servers in India, over HTTPS, with daily encrypted backups. Each company's data is isolated and every user sees only their role's scope. We never sell or share your data.

More answers in the help centre.

See SasFlow with your own leads

A 20-minute demo on WhatsApp video or in person. We'll show your pipeline, your stages and your reports.

Bangalore · serving dealers across India