Sayaara Modules
CRM (Customer Relationship Management)
Capture, Track, and Convert Leads into Sales
Our advanced Customer Relationship Management module puts your customers at the heart of your business. Track leads from first contact to final sale with intelligent pipeline management and automated follow-ups. Centralize customer data, profile buying behaviors, and nurture relationships through multi-channel communication including email, SMS, and WhatsApp. With powerful analytics and opportunity tracking, you'll never miss a sales opportunity. Transform prospects into loyal customers with campaign management tools that deliver personalized experiences at scale. The mobile app keeps your sales team connected and productive on the go, enabling them to manage leads and close deals from anywhere.
CRM Module Features
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Contact Management
Centralized database to store and manage all customer contact information with comprehensive profiles and interaction history.
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Lead Management
Track and nurture potential customers from initial contact through conversion. Create calls, meetings & tasks for effective follow-up.
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Opportunity Management
Monitor sales opportunities with detailed pipeline tracking. Schedule calls, meetings & tasks as deals advance through stages.
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Sales Forecasting
Predict future sales performance using advanced analytics and data-driven insights for better business planning.
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Mobile CRM
Access customer data, update records, and manage relationships on the go with full mobile functionality.
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Campaign Management
Design, execute, and track marketing campaigns with automated workflows and performance measurement tools.
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Reporting & Analytics
Generate comprehensive reports and dashboards for sales performance, customer insights, and business intelligence.
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Calendar & Events
Integrated calendar system for scheduling appointments, meetings, and events with automated reminders and notifications.
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Document Management
Store and manage sales documents, contracts, and proposals in one secure and accessible repository.
Procurement
Automate Vehicle & Parts Purchases
Streamline your entire procurement process with intelligent automation that saves time and reduces errors. Manage purchase orders efficiently, track supplier performance, and maintain optimal inventory levels across all locations. Our procurement module provides complete visibility into your purchasing pipeline, from requisition to goods receipt. Automate reorder points, manage vendor relationships, and ensure you always have the right vehicles and parts in stock. Integration with inventory management ensures real-time accuracy, while automated workflows reduce manual intervention and speed up procurement cycles. Generate purchase insights and vendor performance reports to negotiate better terms and optimize your supply chain.
Procurement Module Features
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Purchase Order Management
Streamline the process of creating and tracking purchase orders.
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Inventory Management
Manage stock levels for vehicles, parts, and tools efficiently.
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Stock Transactions Recording
Keep a record of all stock transactions to maintain accuracy.
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Landing Cost Analysis Dashboard
Capture landing costs for vehicles and parts, and analyze them through an interactive dashboard.
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GRN Process
Complete the Goods Receipt Note process to ensure accurate inventory records.
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Vehicle Stock Transfer
Facilitate the movement of stock between different locations.
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Stock Modification & Chassis Level Audit
Easily add or modify stock details as needed, with audit available at chassis level.
Inventory
Real-Time Stock Visibility
Gain complete control over your inventory with real-time visibility across all vehicles, parts, and accessories. Our inventory management system tracks every item from arrival to sale, ensuring accurate stock levels at all times. Monitor chassis-level details for vehicles, manage stock transfers between branches seamlessly, and conduct regular audits with ease. Prevent stockouts and overstocking with intelligent alerts and automated reorder recommendations. Track stock aging, identify slow-moving inventory, and optimize your investment in stock. With landing cost analysis and comprehensive reporting, you'll have the insights needed to maximize inventory turnover and profitability.
Inventory Module Features
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Real-Time Inventory Tracking Across Locations
Monitor stock levels of vehicles, parts, and accessories in real time across all branches and warehouses, ensuring complete visibility and control.
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Vehicle Chassis-Level Management
Track each vehicle by its unique chassis or VIN number for accurate identification, ownership, and stock accountability throughout its lifecycle.
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Stock Transfer Between Branches
Simplify inter-branch stock transfers with automated documentation, approval workflows, and real-time inventory updates at both locations.
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Stock Transaction Recording and Audit Trails
Maintain detailed records of all stock movements — receipts, issues, transfers, and returns — with timestamped audit trails for transparency and compliance.
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Inventory Aging Analysis
Analyze how long each vehicle or part has been in stock to identify slow-moving items, optimize space, and improve inventory turnover.
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Stock Modification and Adjustment Controls
Manage stock adjustments with controlled user permissions and approval workflows to ensure data accuracy and prevent discrepancies.
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Landing Cost Analysis Dashboard
Calculate total product costs, including purchase, freight, duties, and taxes, with a visual dashboard for better pricing and margin decisions.
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Automated Stock Alerts and Reorder Points
Set intelligent reorder levels to receive automatic alerts for low-stock or out-of-stock items, ensuring uninterrupted sales and service operations.
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Comprehensive Inventory Reports
Generate detailed inventory performance reports, including stock valuation, movement summaries, and location-wise availability for informed decision-making.
Vehicle & Part Sales
Streamlined Sales Management – From Inquiry to Delivery in Minutes
Accelerate your sales process and close deals faster with our comprehensive sales management module. Track customer inquiries, generate professional quotations instantly, and guide customers through financing options with the integrated EMI calculator. Manage test drive bookings, handle the complete PDI (Pre-Delivery Inspection) process, and streamline documentation for rapid delivery. Our counter sales functionality enables efficient parts sales with quick billing and inventory updates. Handle cancellations smoothly with automated processing. The mobile app empowers your sales team to manage opportunities, update customer information, and process sales from anywhere, ensuring you never miss a deal.
Vehicle & Parts Module Features
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Lead Tracking and Inquiry Management
Capture, organize, and monitor all customer inquiries from multiple channels. Assign leads to sales executives, track progress through the sales funnel, and ensure no opportunity is missed.
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Instant Quotation Generation with Dynamic Pricing
Generate accurate and professional quotations in seconds with automatic pricing based on discounts, taxes, and promotions. Enable sales teams to offer flexible and transparent pricing to customers.
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Integrated EMI Calculator for Financing
Simplify customer decision-making with a built-in EMI calculator that provides instant monthly payment estimates based on loan amount, interest rate, and tenure.
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Test Drive Scheduling and Management
Plan, assign, and manage customer test drives efficiently. Keep complete records of test drive requests, schedules, vehicle availability, and feedback for future follow-up.
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PDI (Pre-Delivery Inspection) Process
Ensure vehicles meet quality standards before delivery through a structured pre-delivery inspection checklist. Record inspection results digitally for transparency and accountability.
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Counter Sales for Parts and Accessories
Streamline retail counter operations for parts and accessories sales. Manage walk-in customers, quick billing, and instant inventory updates for accurate stock visibility.
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Easy Cancellation Handling
Manage order or booking cancellations smoothly with automated refund or credit processes, while maintaining clear audit trails for financial and operational accuracy.
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Price List Management
Maintain and update multiple price lists across vehicle models, parts, and accessories. Enable dynamic adjustments to reflect market changes, discounts, and promotions.
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Mobile App for Sales Team
Empower sales executives with a mobile-friendly interface to access leads, quotations, customer details, and real-time updates on the go. Enhance responsiveness and productivity in the field.
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Customer Profiling and History
Build detailed customer profiles with complete purchase, service, and communication history. Use this data for personalized offers, better engagement, and long-term relationship building.
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Sales Pipeline Tracking
Gain clear visibility into each stage of the sales process — from lead generation to closure. Monitor performance metrics, identify bottlenecks, and forecast sales accurately.
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Documentation Automation
Reduce paperwork by automating document generation for quotations, sales orders, invoices, and delivery notes. Ensure compliance and improve turnaround time with digital document management.
Finance
Billing, Invoicing & Dealer Accounts
Take command of your dealership's finances with integrated accounting tools designed exclusively for automotive businesses. Manage payments and receipts effortlessly, maintain accurate accounts, and track every financial transaction in real-time. Our cheque record management ensures proper tracking of payment instruments, while petty cash management keeps daily expenses organized with complete audit trails. Process invoices automatically from sales and service modules, ensuring accurate billing and timely collections. Seamless integration with leading financial tools like Tally ensures your books are always synchronized and up to date. Generate comprehensive financial reports, monitor cash flow, and maintain complete financial transparency across your dealership operations.
Finance Module Features
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Payment & Receipts Management
Track all payable and receivable transactions.
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Account Management
Maintain comprehensive accounting records for financial analysis.
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Transactions Management
Manage all financial transactions systematically.
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Credit/Debit Note Processing
Handle credit and debit notes efficiently.
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Bank Account Management
Track bank transactions and manage accounts effectively.
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Cheque Record Management
Maintain records of cheque transactions.
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Petty Cash Management
Manage petty cash transactions and reconciliations.
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3rd Party Integrations
Ready API’s for Tally Integration.
Service
Deliver exceptional after-sales service with our comprehensive service management module that covers everything from routine maintenance to warranty claims. Create detailed digital job cards, allocate parts efficiently, and track every service from intake to completion. Your mechanics can clock in and out of jobs using the mobile app, while customers receive real-time updates on service progress. Manage counter sales for walk-in parts purchases, handle sublet jobs seamlessly, and generate accurate estimates and invoices automatically. Process warranty claims with built-in approval workflows and maintain complete service history for every vehicle. Bay allocation optimizes workshop productivity, while the mechanics' mobile app keeps your service team connected and informed.
Warranty Claims & Management
Streamline Warranty Processing, Maximize Approvals Simplify warranty administration with automated claims management and standardized contract templates. Process warranty claims efficiently with built-in approval workflows that reduce processing time and errors. Integrate seamlessly with service history to validate claims automatically, and maintain comprehensive documentation for manufacturer audits. Real-time reporting and analytics help you identify trends, manage costs, and improve customer satisfaction while ensuring compliance with warranty terms.
Service Module Features
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Contract Template Setup
Create and manage templates for Warranty, Extended Warranty, and Annual Maintenance Contracts (AMC) to standardize agreements.
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Automated Warranty Management
Once a contract is applied in the system, it automatically manages warranties, streamlining operations and reducing manual tracking.
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Approval Process
Implements a structured approval process for warranty claims, ensuring that all claims are verified and authorized before processing.
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Integration with Service History
Links warranty claims with service history to verify eligibility and improve claim accuracy.
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Documentation Management
Centralized storage for all necessary documents related to warranty claims, including service records, invoices, and correspondence.
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Reporting and Analytics
Generates reports on warranty claims trends, approval rates, and service issues, providing insights for better decision-making.
Returns
Streamlined Exchanges & Returns
Manage both sales and purchase returns effortlessly with our comprehensive returns management module. Process vehicle and parts sales returns with complete traceability, while efficiently handling purchase returns to suppliers for defective or incorrect parts. Our dual-functionality system ensures proper documentation, inventory adjustments, and financial reconciliation for both customer-facing and supplier-facing returns. Handle customer returns and stock adjustments with automated workflows that maintain accurate records across all transactions. For sales returns, provide customers with a smooth return experience while protecting your business interests. For purchase returns, manage supplier communications, track return shipments, and process credit notes seamlessly. Our system tracks return reasons for both types, manages refund and credit processing, and updates inventory in real-time. Generate return analytics to identify patterns, improve product quality, negotiate better terms with suppliers, and enhance customer satisfaction. With streamlined approval processes and integration with finance and inventory modules, returns management becomes a smooth, efficient operation.
Returns Module Features
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Sales Returns
Seamlessly manage vehicle and parts returns from customers with full traceability and documentation.
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Purchase Returns
Handle parts returns to suppliers for defective or incorrect items efficiently.
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Automated Refund Calculations
Automatically calculate and process customer refunds for approved sales returns.
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Supplier Credit Note Processing
Simplify and automate supplier credit note generation for purchase returns.
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Return Reason Tracking & Analysis
Record and analyze return reasons to identify quality or process improvement areas.
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Dual Inventory Adjustment Automation
Automatically update stock levels for both customer and supplier return transactions.
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Return Approval Workflows
Implement approval hierarchies to validate and authorize return requests.
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Finance Integration
Link with financial systems for smooth refund and credit reconciliations.
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Return Analytics & Reporting
Generate insights on return patterns to enhance operational efficiency and customer satisfaction.
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Supplier Return Tracking & Documentation
Track supplier return shipments and maintain detailed documentation for every transaction.
Human Resource
Employee & Leave Management
Simplify HR operations with our streamlined human resource management module. Manage the complete employee lifecycle from onboarding to exit with a centralized employee database that stores all essential information securely. Our efficient leave management system enables employees to request time off through the self-service portal, while managers can approve or decline requests with a single click. Track leave balances, manage leave policies, and ensure adequate staffing across all departments. Share important announcements and updates instantly across your organization. Maintain employee records, manage documentation, and generate HR reports effortlessly, allowing your HR team to focus on building a motivated, productive workforce.
Human Resource Module Features
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Employee Lifecycle Management
Manage all stages from hiring to retirement, including onboarding and offboarding, ensuring a smooth employee journey.
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Centralized Employee Database
Maintain a comprehensive database of employee information, including personal details, job roles, and employment history.
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Leave Management
Track employee leave requests and approvals while ensuring compliance with company policies and accurate record-keeping.
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Employee Self-Service
Provide a self-service portal for employees to access their information, submit leave requests, and view relevant updates.
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Announcements
Facilitate internal communication and employee engagement through timely announcements and organizational updates.
Analytics
Dashboards & Actionable Insights
Transform raw data into strategic advantage with powerful analytics that drive smarter decision-making. Our comprehensive analytics module provides real-time visibility across all dealership operations through intuitive dashboards and visual reports. Monitor key performance indicators, track sales metrics, analyze service productivity, measure inventory turnover, and assess financial performance from a single unified interface. Identify trends, spot opportunities, and address challenges before they impact your bottom line. With predictive analytics and forecasting capabilities, you can anticipate market demands and optimize resource allocation. Make data-driven decisions with confidence, backed by comprehensive insights that are easy to understand and act upon.
Analytics Module Features
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Importance of Analytics
Leverage data-driven insights for strategic and informed decision-making across all dealership functions.
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Types of Reports
Access detailed reports on sales performance, inventory levels, human resource metrics, and overall financial health.
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Customizable Dashboards
Utilize interactive dashboards to monitor real-time insights and track key performance indicators (KPIs) across departments.