Operations

Machine Sales & Service CRM

Specialized sales, installation, and field service CRM designed for industrial machinery manufacturers, equipment dealers, and plant automation suppliers. Manages high-ticket sales pipelines, machine commissioning checklists, warranty certificates, and recurring Annual Maintenance Contracts (AMC). Empowers field service engineers with mobile apps to log preventive visits, breakdown calls, and spare parts billing on-site.

100% CUSTOMIZABLE SYSTEM Private Workspace + Custom Website
🔒 This preview represents your internal operational workspace (backend): The options below are solely for your team's day-to-day operations, billing, and inventory.
✨ How will your customer-facing website look? Your public website layout, branding, and customer features will be custom-crafted through direct consultation to stand out uniquely.
⚙️ Full control in your hands: Any module or field in this workspace can be added, customized, or removed as needed.
Business websiteManagement workspaceCustomer & team access

A connected system for your website, your team and your everyday work.

Explore solution preview ↗Request a business visit ↗

YOUR PRIVATE MANAGEMENT WORKSPACE

Machine Sales & Service CRM: Internal Management Workspace

Illustrative preview · sample data
Backend Workspace
This preview represents your internal operational workspace (backend).

The options below are for your staff's daily billing, inventory, and operations. Your customer-facing public website will be custom-crafted with your brand aesthetic and layout.

💡 Any module or field in this workspace can be added, customized, or removed as needed.
Machine Sales & Service CRM
Active Machine Installations 480 Machines Online
Open Service Tickets 8 Field Requests
PM Visits Scheduled Today 12 Preventive Visits
AMC Contract Renewals Due 15 Contracts (<30 Days)

Industrial Machine AMC & Field Service CRM

Live Workspace Demo
Machine Serial & Model User & Factory Location Contract Type & Expiry Open Ticket / Maintenance Issue Field Engineer & ETA
#MCH-4410 • Fiber Laser Cutting 4kW Shree Ram Steels (Bhiwadi) Gold AMC (Expires Dec 2026) Chiller Temperature High Error (#E-401) 👨‍🔧 Eng. Sumit • On Site (Optical alignment & coolant flush underway)
#MCH-4412 • CNC VMC Center 850 Modern Tooling Corp (Manesar) Comprehensive Warranty (Year 1) Spindle Vibration Alert (>4.2 mm/s) ⏱️ Eng. Rajesh • En Route (ETA 35 Mins with bearing kit)
#MCH-4415 • Heavy Hydraulic Press 500T Auto Metalcraft (Faridabad) Quarterly PM Visit Scheduled Scheduled Hydraulic Oil & Filter Replacement ✅ PM Completed; pressure valve recalibrated & signed report uploaded
#MCH-4418 • Automatic Packaging Machine Organic Foods LLP (Kundli) Standard Warranty (Expiring in 18 Days) PLC Touchscreen Communication Lag 📞 Remote Diagnostic Resolved; PLC firmware updated via VPN
Website + operational workspace

Customer-facing pages, team access and business workflows, planned together.

Market in Instald mashinen 240 Machines in Field
Ekti & & arnti / AMC 184 Machines under AMC
Open 3 Complaints (Engineer En Route)
speyar parts In & entri ₹18.40 Lakhs phast mu & ing

Machine CRM & Technician FSR

Live Module Demo
100% Customizable Module: Retain the exact columns and options your business needs; remove what you don't.
mashin siriyal nn. klaInt / Factory Name mashin madal & Instaleshan AMC Status & & aidhata Antim sar & is & ijit
#MCH-2024-88 jindal tyubs limited (Hisar) Hydraulic CNC Pipe Bender 50T Comprehensive AMC (31 Dec 2026) rutin intenens Completed (FSR saInd) ✅
#MCH-2023-42 hiro motokarp Vendor (Gurugram) Automatic Stamping Press 100T arnti of tahat (& ailiditi: 15 Jan 2027) yal liofj shiofyat (Engineer saIt at) 🛠️
#MCH-2022-19 balaji palimars (Panipat) Plastic Blow Moulding Extruder Non-Comprehensive AMC speyar hitar riplesaint Apru & d ✅
#MCH-2025-04 goyal Egro Indastrij (Karnal) Grain Color Sorter Machine 4-Chute naya Instaleshan (Platform Feeing Completed) 1st phri sar & is 20 na & nbar ko 📅

Key Module Capabilities

  • Customer requirements, capacity and application
  • Site visits, enquiry stages and follow-ups
  • Model selection, quotations and revisions
Secure Role-Based Access & Control

Staff members can only view and edit records according to permissions you configure. Full audit trails ensure complete operational security.

Market in Instald mashinen 240 Machines in Field
Ekti & & arnti / AMC 184 Machines under AMC
Open 3 Complaints (Engineer En Route)
speyar parts In & entri ₹18.40 Lakhs phast mu & ing

Machine CRM & Technician FSR

Live Module Demo
100% Customizable Module: Retain the exact columns and options your business needs; remove what you don't.
mashin siriyal nn. klaInt / Factory Name mashin madal & Instaleshan AMC Status & & aidhata Antim sar & is & ijit
#MCH-2024-88 jindal tyubs limited (Hisar) Hydraulic CNC Pipe Bender 50T Comprehensive AMC (31 Dec 2026) rutin intenens Completed (FSR saInd) ✅
#MCH-2023-42 hiro motokarp Vendor (Gurugram) Automatic Stamping Press 100T arnti of tahat (& ailiditi: 15 Jan 2027) yal liofj shiofyat (Engineer saIt at) 🛠️
#MCH-2022-19 balaji palimars (Panipat) Plastic Blow Moulding Extruder Non-Comprehensive AMC speyar hitar riplesaint Apru & d ✅
#MCH-2025-04 goyal Egro Indastrij (Karnal) Grain Color Sorter Machine 4-Chute naya Instaleshan (Platform Feeing Completed) 1st phri sar & is 20 na & nbar ko 📅

Key Module Capabilities

  • Confirmed orders and agreed specifications
  • Job stages, components and production milestones
  • Payment milestones and dispatch readiness
Secure Role-Based Access & Control

Staff members can only view and edit records according to permissions you configure. Full audit trails ensure complete operational security.

Market in Instald mashinen 240 Machines in Field
Ekti & & arnti / AMC 184 Machines under AMC
Open 3 Complaints (Engineer En Route)
speyar parts In & entri ₹18.40 Lakhs phast mu & ing

Machine CRM & Technician FSR

Live Module Demo
100% Customizable Module: Retain the exact columns and options your business needs; remove what you don't.
mashin siriyal nn. klaInt / Factory Name mashin madal & Instaleshan AMC Status & & aidhata Antim sar & is & ijit
#MCH-2024-88 jindal tyubs limited (Hisar) Hydraulic CNC Pipe Bender 50T Comprehensive AMC (31 Dec 2026) rutin intenens Completed (FSR saInd) ✅
#MCH-2023-42 hiro motokarp Vendor (Gurugram) Automatic Stamping Press 100T arnti of tahat (& ailiditi: 15 Jan 2027) yal liofj shiofyat (Engineer saIt at) 🛠️
#MCH-2022-19 balaji palimars (Panipat) Plastic Blow Moulding Extruder Non-Comprehensive AMC speyar hitar riplesaint Apru & d ✅
#MCH-2025-04 goyal Egro Indastrij (Karnal) Grain Color Sorter Machine 4-Chute naya Instaleshan (Platform Feeing Completed) 1st phri sar & is 20 na & nbar ko 📅

Key Module Capabilities

  • Model, serial number and customer installation
  • Warranty period and supplied accessories
  • Installation, commissioning and handover records
Secure Role-Based Access & Control

Staff members can only view and edit records according to permissions you configure. Full audit trails ensure complete operational security.

Market in Instald mashinen 240 Machines in Field
Ekti & & arnti / AMC 184 Machines under AMC
Open 3 Complaints (Engineer En Route)
speyar parts In & entri ₹18.40 Lakhs phast mu & ing

Machine CRM & Technician FSR

Live Module Demo
100% Customizable Module: Retain the exact columns and options your business needs; remove what you don't.
mashin siriyal nn. klaInt / Factory Name mashin madal & Instaleshan AMC Status & & aidhata Antim sar & is & ijit
#MCH-2024-88 jindal tyubs limited (Hisar) Hydraulic CNC Pipe Bender 50T Comprehensive AMC (31 Dec 2026) rutin intenens Completed (FSR saInd) ✅
#MCH-2023-42 hiro motokarp Vendor (Gurugram) Automatic Stamping Press 100T arnti of tahat (& ailiditi: 15 Jan 2027) yal liofj shiofyat (Engineer saIt at) 🛠️
#MCH-2022-19 balaji palimars (Panipat) Plastic Blow Moulding Extruder Non-Comprehensive AMC speyar hitar riplesaint Apru & d ✅
#MCH-2025-04 goyal Egro Indastrij (Karnal) Grain Color Sorter Machine 4-Chute naya Instaleshan (Platform Feeing Completed) 1st phri sar & is 20 na & nbar ko 📅

Key Module Capabilities

  • Breakdown tickets and engineer assignment
  • Visit schedule, job sheets and service notes
  • Customer sign-off and unresolved issues
Secure Role-Based Access & Control

Staff members can only view and edit records according to permissions you configure. Full audit trails ensure complete operational security.

Market in Instald mashinen 240 Machines in Field
Ekti & & arnti / AMC 184 Machines under AMC
Open 3 Complaints (Engineer En Route)
speyar parts In & entri ₹18.40 Lakhs phast mu & ing

Machine CRM & Technician FSR

Live Module Demo
100% Customizable Module: Retain the exact columns and options your business needs; remove what you don't.
mashin siriyal nn. klaInt / Factory Name mashin madal & Instaleshan AMC Status & & aidhata Antim sar & is & ijit
#MCH-2024-88 jindal tyubs limited (Hisar) Hydraulic CNC Pipe Bender 50T Comprehensive AMC (31 Dec 2026) rutin intenens Completed (FSR saInd) ✅
#MCH-2023-42 hiro motokarp Vendor (Gurugram) Automatic Stamping Press 100T arnti of tahat (& ailiditi: 15 Jan 2027) yal liofj shiofyat (Engineer saIt at) 🛠️
#MCH-2022-19 balaji palimars (Panipat) Plastic Blow Moulding Extruder Non-Comprehensive AMC speyar hitar riplesaint Apru & d ✅
#MCH-2025-04 goyal Egro Indastrij (Karnal) Grain Color Sorter Machine 4-Chute naya Instaleshan (Platform Feeing Completed) 1st phri sar & is 20 na & nbar ko 📅

Key Module Capabilities

  • Spare-part catalogue and branch stock
  • Parts used against each service job
  • Preventive service and AMC renewal schedules
Secure Role-Based Access & Control

Staff members can only view and edit records according to permissions you configure. Full audit trails ensure complete operational security.

Market in Instald mashinen 240 Machines in Field
Ekti & & arnti / AMC 184 Machines under AMC
Open 3 Complaints (Engineer En Route)
speyar parts In & entri ₹18.40 Lakhs phast mu & ing

Machine CRM & Technician FSR

Live Module Demo
100% Customizable Module: Retain the exact columns and options your business needs; remove what you don't.
mashin siriyal nn. klaInt / Factory Name mashin madal & Instaleshan AMC Status & & aidhata Antim sar & is & ijit
#MCH-2024-88 jindal tyubs limited (Hisar) Hydraulic CNC Pipe Bender 50T Comprehensive AMC (31 Dec 2026) rutin intenens Completed (FSR saInd) ✅
#MCH-2023-42 hiro motokarp Vendor (Gurugram) Automatic Stamping Press 100T arnti of tahat (& ailiditi: 15 Jan 2027) yal liofj shiofyat (Engineer saIt at) 🛠️
#MCH-2022-19 balaji palimars (Panipat) Plastic Blow Moulding Extruder Non-Comprehensive AMC speyar hitar riplesaint Apru & d ✅
#MCH-2025-04 goyal Egro Indastrij (Karnal) Grain Color Sorter Machine 4-Chute naya Instaleshan (Platform Feeing Completed) 1st phri sar & is 20 na & nbar ko 📅

Key Module Capabilities

  • Order advances and milestone collections
  • Service invoices and pending payment follow-ups
  • Partner/dealer records and approved terms
Secure Role-Based Access & Control

Staff members can only view and edit records according to permissions you configure. Full audit trails ensure complete operational security.

Aaj of kul naEe lids 28 Leads (IndiaMART, Justdial, Web)
Active Deals in Pipeline 42 Deals (& ailyu ₹48.20 Lakhs)
koteshan kan & rjan Rate 24% Deals Closed Won
fromls tim kals Aaj 142 Calls Logged

Sales Pipeline & Quotations

Live Module Demo
100% Customizable Module: Retain the exact columns and options your business needs; remove what you don't.
lid ID & Date klaInt Name & knpani pRoadkt Ink & ayari & & ailyu fromls Egjikyuti dil stej & Status
#LD-8401 mesars Gupta stil tredars (Karnal) tomaitik paiofjing mashin (₹8.5L) Vikas Sharma (siniyar fromls) koteshan bheja / negoshiEshan In Progress 💬
#LD-8402 Farmer Egro Indastrij (Sirsa) 50 HP solar pnp kntrolar (₹3.2L) Amit Yadav (teritari Manager) klojd & on (₹1L tokan prapt) ✅
#LD-8403 balaji palimars pra. li. mnthali ra-materiyal saplaEe (₹12L) Vikas Sharma teknikal spesiphiofshan Apru & d 📋
#LD-8404 rayal Sweets End bekars kamarshiyal O & n & trej (₹4.5L) Deepak goyal klaInt demo & ijit kal 🗓️

Key Module Capabilities

  • Machine catalogue, technical specs and enquiry forms
  • Customer access to installed machines and tickets
  • Product content, articles and support requests
Secure Role-Based Access & Control

Staff members can only view and edit records according to permissions you configure. Full audit trails ensure complete operational security.

Total Web Visits Today 482 Visitors
Direct WhatsApp Inquiries 18 Direct WhatsApp Clicks
Qualified Web Leads 8 Qualified Inquiries
Average Response Time 3 Minutes Avg

Website Inquiries, SEO Content & WhatsApp Leads

Live Module Demo
100% Customizable Module: Retain the exact columns and options your business needs; remove what you don't.
Lead ID & Timestamp Customer Name & City Contact Number Requested Service / Product Lead Status & Action
#LD-8401 (10:15 AM) Amit Bansal (Hisar) +91-98120-XXXXX Service quotation & product brochure download Call Completed / Quotation Sent ✅
#LD-8402 (11:30 AM) Sunita Rani (Panipat) +91-99921-XXXXX Pricing inquiry via WhatsApp Web Catalog & pricing shared on WhatsApp ✅
#LD-8403 (12:45 PM) Rajesh Verma (Karnal) +91-94160-XXXXX In-person consultation appointment request Meeting Scheduled for Tomorrow 11:00 AM 🗓️
#LD-8404 (01:20 PM) Deepak Goyal (Rohtak) +91-98962-XXXXX Bulk order institutional discount query Assigned to Enterprise Sales Manager 📞

Key Module Capabilities

  • Mobile-friendly business/service pages with managed content
  • Blog/articles and enquiry capture where agreed
  • Enquiry-to-lead handover and contact information
Secure Role-Based Access & Control

Staff members can only view and edit records according to permissions you configure. Full audit trails ensure complete operational security.

Active System Users 8 Staff Members
Owner / Admin Access 2 Owners (Full Administrative Control)
Manager & Accountant Roles 3 Accounts / Billing Managers
Front-Desk & Counter Staff 3 Restricted POS Operators

User Roles, Access Controls & Approval Permissions

Live Module Demo
100% Customizable Module: Retain the exact columns and options your business needs; remove what you don't.
User Name & Designation Login Mobile / Email Assigned Role & Permissions Discount / Credit Approval Limit Last Login Activity
Naresh Gupta (Managing Director) [email protected] Super Administrator (Full Rights & Audit Logs) Unlimited (Full Approval Authority) Currently Active 🟢
Amit Sharma (General Manager) [email protected] Branch Manager (View, Edit & Approvals) Up to ₹50,000 Discount / Credit Approved Today 8:45 AM
Swati Jain (Senior Accountant) [email protected] Billing & Financial Ledger Master Invoicing, Challans & Tax Compliance Reports Today 9:00 AM
Rahul Kumar (Counter Cashier) [email protected] Cash POS & Sales Order Punching POS Terminal Only (Back-date & Deletion Locked) Today 9:15 AM

Key Module Capabilities

  • Owner, manager and team access by responsibility
  • Customer/member portal for permitted records
  • Approval-controlled changes and activity history
Secure Role-Based Access & Control

Staff members can only view and edit records according to permissions you configure. Full audit trails ensure complete operational security.

Total Daily Sales / Turnover ₹1,84,500
Estimated Gross Profit Margin 18.4% Gross Margin
Bank & Cash Collections Today ₹1,42,000
30+ Days Outstanding Receivables ₹3.80 Lakhs (Controlled)

Executive Dashboard, Profitability MIS & Business Reports

Live Module Demo
100% Customizable Module: Retain the exact columns and options your business needs; remove what you don't.
Financial Metric / KPI Today's Performance Month-to-Date (MTD) Previous Year Same Month (YoY) Trend & Health Status
Total Gross Revenue & Billing ₹1,84,500 ₹38,40,000 ₹31,20,000 (+23% YoY Growth) Strong Growth Trend 📈
Cash Counter & UPI Instant Settlements ₹92,500 ₹22,10,000 ₹16,40,000 Cash Flow Positive ✅
Bank RTGS & Cheque Realizations ₹49,500 ₹12,40,000 ₹11,10,000 Timely Clearance Verified ✅
Operating Overheads (Salaries, Fuel, Utilities) ₹8,200 ₹4,10,000 ₹3,90,000 Strictly Within Budget 🎯

Key Module Capabilities

  • Dashboard of agreed operational KPIs and pending actions
  • Date, branch and team filters with controlled exports
  • Outstanding tasks, collections and exception summaries
Secure Role-Based Access & Control

Staff members can only view and edit records according to permissions you configure. Full audit trails ensure complete operational security.

Tally / Excel Data Import 100% Complete (4,200 Masters)
Staff Training Sessions 3 Sessions Completed (Hands-on training)
Daily Auto Cloud Backup Active (Encrypted nightly at 2:00 AM)
Dedicated WhatsApp Support Assigned (10 AM - 8 PM Live Support)

Setup, Tally Migration & Ongoing Care

Live Module Demo
100% Customizable Module: Retain the exact columns and options your business needs; remove what you don't.
Milestone / Setup Task Scope & Deliverables Technical Lead Completion Date Sign-Off Status
Legacy Ledger & Party Masters Import 850 Accounts imported from Tally Prime XML Senior Data Engineer Completed Day 01 Client Verified ✅
Item Master & Barcode Mapping 3,400 Products with GST rates & MRP cataloged Data Migration Specialist Completed Day 02 Inventory Reconciled ✅
Billing Counter & Mobile App Training Hands-on training for cashiers & sales staff On-Site Training Lead Completed Day 03 Staff Tested & Certified ✅
Receipt Printer & Barcode Scanner Setup Sync with TVS / Epson thermal printers & scanners Hardware Systems Engineer Completed Day 03 Sub-second Print Verified ✅

Key Module Capabilities

  • Agreed data import, configuration and user onboarding
  • Handover documentation and practical staff training
  • Backup/restore plan, support tickets and renewal scope
Secure Role-Based Access & Control

Staff members can only view and edit records according to permissions you configure. Full audit trails ensure complete operational security.

A proposed solution walkthrough, not a running user system. Final modules, integrations and delivery are confirmed in your written scope. Payment, SMS, WhatsApp, courier and other third-party services require their own provider access and charges.

🔥 THE REALITY OF SELLING ONLINE

Selling on Instagram or WhatsApp? — Why You Need Your Own Website & System:

Instagram reels generate curiosity, but real scale and repeat orders happen on a trusted, branded e-commerce storefront.

🚀

What Happens When a Reel Goes Viral? Process 500+ Orders

When a viral video triggers 500 orders overnight, manual WhatsApp messaging collapses. A website captures addresses and payments automatically.

🛡️

10x Trust Over Anonymous QR Codes & Bank Transfers

Shoppers hesitate to scan unknown QR codes in DMs. A secure, professional checkout builds immense brand trust.

🔄

Unified Inventory: Counter Shop & Online Store in Sync

Sold the last piece at your physical counter? The online store instantly marks it out of stock, preventing embarrassing order cancellations.

📦

Automated Courier Tracking & Instant WhatsApp Updates

Connect Shiprocket/Delhivery with auto-generated labels, live parcel tracking, and proactive WhatsApp delivery updates.

Want a custom-crafted system for your business operations? We consult directly with your team to map your exact workflow. Zero Advance Policy — pay only after reviewing working software!

Prefer to talk online? Google Meet is available in every location, even where a partner is present. Book an appointment; our team will confirm online or offline arrangements with you.

FROM YOUR WEBSITE TO YOUR DAILY WORK

Explore every module.

11 modules · 33 detailed capabilities
01

Machine leads & quotations

  • Customer requirements, capacity and application
  • Site visits, enquiry stages and follow-ups
  • Model selection, quotations and revisions
02

Orders & production

  • Confirmed orders and agreed specifications
  • Job stages, components and production milestones
  • Payment milestones and dispatch readiness
03

Machine register

  • Model, serial number and customer installation
  • Warranty period and supplied accessories
  • Installation, commissioning and handover records
04

Service & field technicians

  • Breakdown tickets and engineer assignment
  • Visit schedule, job sheets and service notes
  • Customer sign-off and unresolved issues
05

Spares & maintenance

  • Spare-part catalogue and branch stock
  • Parts used against each service job
  • Preventive service and AMC renewal schedules
06

Payments & commercial records

  • Order advances and milestone collections
  • Service invoices and pending payment follow-ups
  • Partner/dealer records and approved terms
07

Website & customer account

  • Machine catalogue, technical specs and enquiry forms
  • Customer access to installed machines and tickets
  • Product content, articles and support requests
08

Website, content & enquiry forms

  • Mobile-friendly business/service pages with managed content
  • Blog/articles and enquiry capture where agreed
  • Enquiry-to-lead handover and contact information
09

Accounts, roles & approvals

  • Owner, manager and team access by responsibility
  • Customer/member portal for permitted records
  • Approval-controlled changes and activity history
10

Owner reports & business visibility

  • Dashboard of agreed operational KPIs and pending actions
  • Date, branch and team filters with controlled exports
  • Outstanding tasks, collections and exception summaries
11

Setup, training & ongoing care

  • Agreed data import, configuration and user onboarding
  • Handover documentation and practical staff training
  • Backup/restore plan, support tickets and renewal scope

A connected solution, scoped for your business.

We agree which website, management, user and team modules you need, map your current work, then plan configuration, training and support. These are proposed capabilities, not a claim that every imported project already contains them.

Your core workflows

Machinery Inquiry, Technical Spec Sheet & Commissioning QuotationMachine Serial Number Inward, Delivery Chalan & Warranty ActivationField Installation & Commissioning Handover Sign-Off on Mobile AppPreventive AMC Visit Scheduling & Emergency Breakdown Service DispatchService Engineer Spare Parts Consumption, Labor Billing & AMC Renewal

UNDERSTAND BEFORE WE BUILD

A conversation about
your everyday work.

How do you track each machine sold by unique serial number, warranty status, and AMC contract coverage?

How are emergency machine breakdown calls logged, dispatched to service engineers, and resolved on customer sites?

What is your system for tracking upcoming Annual Maintenance Contract (AMC) renewals and spare parts stock?

From discovery to a working system

  1. Request a preferred visit date and share your business address.
  2. Our team confirms partner availability and the appointment.
  3. Your partner maps the current workflow and your priorities.
  4. We agree on scope, build the solution and coordinate training and support.

A request is not a confirmed visit. Availability, scope and timelines are agreed with you first. No local office is implied.

Let's plan your solution ↗

Find this solution in your location

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ME91 OPERATIONAL COMMITMENT

Why Business Owners Trust Working with ME91

Transparent process · Zero lock-in · Full ownership
100% RISK-FREE

Zero Advance (Pay on Satisfaction)

We understand your business workflows first and build the working solution. You only pay upon delivery and complete operational satisfaction.

No upfront money required
DIRECT VISIT

In-Person Consultation & Staff Training

Whether you run an enterprise, distribution hub, or factory—our specialist meets at your facility for hands-on mapping and complete staff training.

At your premises or video call
LIFELONG CARE

6 Months Free Technical Maintenance

Every deployment includes 6 months of comprehensive technical support, cloud backups, and bug-fixes with direct specialist assistance always available.

Zero hidden maintenance charges
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