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Sales & CRM

Service Management

Sell, renew and upgrade services from one record

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What it does

Track every service you sell, from the first order through subscription renewals and upgrades. Maintain billing plans, contract terms and addenda in the same place as the transactions they relate to. Customers register, subscribe and manage their own services through the portal while your team keeps the commercial detail under control.

Functions in this module

  • Services Management
  • Subscription Services Management
  • Order Management
  • Transaction Management
  • Contract Management
  • Contract Appendix Records
  • Service Category Management
  • Billing Plan Units
  • Client Portal Services Page
  • Self Service Registration
  • Renewals And Upgrades
  • Customer Email Notifications
  • Public Service Listing

Where it fits on the platform

Service orders and subscriptions sit alongside the customer record, so renewal dates, contract addenda and transactions stay linked to one account. Invoices raised from service orders keep the customer history complete, and support tickets can be attached to the service they belong to.

Service desk staff, account managers and billing teams who sell recurring or one-off services.

Included in SenangUrus 360

  • Runs on the same database as finance, stock, sales and people records.
  • Role-based permissions, so access is granted module by module.
  • Delivered with implementation, data setup and training by our team.
Related modules

Often used with service management

Sales & CRMCustomer Service ManagementKeep every support request on track and on time Sales & CRMSales Agent ManagementTrack agent orders, commissions and customer ownership Sales & CRMReal Estate ManagementList, sell and lease property from one place Sales & CRMOmni Channel SalesSell from store, portal, POS and online storefronts together
Questions

About the Service Management module

01/Is Service Management included in SenangUrus 360?
Yes — it is part of the SenangUrus 360 module library. Your plan determines how many business accounts and users you have; the module itself is switched on during implementation.
02/Can we run this module on its own?
It runs inside SenangUrus 360 and uses the platform's shared records — customers, products, accounts and users. That is what keeps reporting consistent instead of needing an integration.
03/What does setup involve?
Configuration of the module for your process, migration of the data it depends on, permissions per role, and training for the people who will use it daily.
04/Can it be tailored?
Documents, approval steps, fields and reports can be configured. Where a requirement is genuinely unique, custom development is scoped separately.
Next step

See Service Management on your own data

We will run one of your real transactions through the module in a 45-minute session, so you can judge it against the work you do today.

Book a demo See all modules