CRM 2050
Sales, service and field service CRM

Sales, service and field service CRM

CRM 2050

Connect customer conversations, quotations, service visits and orders in a workspace built around your customer.

Connected operations. Clear ownership.

Turn everyday work into measurable progress.

Give your team a shared view of the work, from the first request to the final handoff. Bring records, approvals and reporting together with role-based access, so staff can act with the right context and managers can see what needs attention. Choose the capabilities that fit your business and expand your capacity as demand grows.

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Plans that grow with your business

Choose your team size and operating capacity.

Start with the essentials. Add the modules your team needs, with clear allowances before you buy.

Custom pricing

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User management and securityCustomer and catalog recordsGST invoice configuration

Capacity prices exclude optional modules, applicable taxes and payment-provider charges. Allowances are per tenant workspace, not multiplied by users. Free access carries the configured percentage platform transaction charge. Your itemized checkout quote confirms the total; paid access starts after verified payment.

Modular software

CRM 2050 modules

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Field Service

Field-service intake, assignment and approval workflows

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Order Management

Order entry, amendments, checkout and transaction documents

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Business Chatbot

Catalog queries and enabled transactional workflows; order actions also require Order Management

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Reports and Analytics

Reports on data authorized by the user role and tenant

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India list prices are the basis. Other currencies are indicative conversions. Taxes, selected processes, user access and usage capacity are shown in your quote before purchase.

Daily operations

Connected work, with clear responsibility.

Staff use their permitted workspaces and chatbot actions. Configurable forms, independent review, hold/resume, approval history and branded documents support the workflow.

  1. Acquire

    Capture enquiries, qualify opportunities and assign accountable owners.

  2. Agree

    Review quotations, account pricing and the documents behind each commitment.

  3. Deliver

    Coordinate orders and service visits with clear customer context.

  4. Retain

    Resolve customer requests and review service performance against sales commitments.

CRM 2050 / Capabilities

One customer relationship, from first enquiry to resolved service

Customer context that survives the handoff

A customer should not have to explain the same requirement to sales, the order desk and the service team. CRM 2050 connects account records, leads, quotations, orders and service requests within the tenant workspace. Each team works through its authorized records, with a clear owner and next action. Start with the customer relationship, then select the modules needed to deliver the promise you make.

Sales with a clear next decision

Capture enquiries from the storefront, qualify the business requirement and maintain the opportunity through its commercial stages. Keep contact details, account context and supporting documents with the work. Sales managers can review pipeline and expected close dates, while staff concentrate on the next conversation. Catalog and pricing records support quotations without asking sellers to maintain a separate spreadsheet of products and commercial terms.

Service and field work connected

Service teams need the original request and the relevant order, not just a message forwarded without context. Route customer enquiries to accountable owners, review their status and retain the resolution history. Field Service adds intake, assignment and approval workflows for work outside the office. Availability, site details and handoff responsibilities still need to be configured for your operation before the process is used with real customers.

A storefront that creates useful demand

Publish service information, product details and enquiry forms through the CMS. Connect the selected order module when customers need to place orders rather than only request information. An optional chatbot can help with catalog discovery and enabled transactions; it does not grant users additional permissions. Customer account pages keep their own enquiries, invoices and orders accessible without exposing another customer or another tenant.

A clear commercial starting point

Your focused site uses the same T24 Global module prices and usage tiers as the main sales portal. Review the operating locale, selected modules, user allowance, billing period, storage and transaction limits before accepting a quotation. Catalog and project foundations are included for these packages. Free access still carries the configured platform transaction charge; taxes and payment-provider charges are separate where applicable. The checkout quote, not a marketing example, determines the amount payable.

Launch deliberately, keep control

T24 Global remains the legal software seller, billing entity and support contact. Start from a reviewed template, replace sample data and configure your business identity, tax details and staff roles. Paid access activates after verified payment, and customer payment collection requires platform approval. Password recovery, user management and security remain part of the account foundation. Integrations require your approved provider configuration. Contact sales@t24global.com or +91 9972769456 for a business-specific package.

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