Platform Overview
One platform. Every tool your agency needs.
From the first enquiry to the last service visit — Crystal CRM covers the complete lifecycle of your client relationships.
Feature 01
CRM & Lead Management
Every enquiry. Tracked. Every time.
- Quick lead capture form — company, contact, enquiry details
- Distinguish "New Prospect" vs "Existing Customer Enquiry"
- Auto-tag priority: Hot, Warm, or Cold
- Track source: Phone, Walk-in, Referral, Website, Campaign
Feature 02
AI Assistant
Let AI handle the busywork, so your team can focus on the customer.
- Drafts pulled from your own knowledge base articles
- Aware of the customer's product, warranty, and AMC status
- Agent always reviews and edits before sending — AI never auto-replies
- Learns from your team's edits over time
Feature 03
Marketing
Turn your customer base into your best sales channel.
- Filter by product type, install location, or AMC status
- Target customers with expiring or expired contracts
- Save segments to reuse for future campaigns
- Automatically exclude anyone with an open support ticket
Feature 04
Quotation
Professional quotes. GST-ready. In minutes.
- Add products or services from your master catalog
- Editable description per line for custom notes
- Per-line discount — amount or percentage
- Real-time total calculation as you type
Feature 05
Product & Service Allocation
Know what you sold. Know what's covered.
- One record per serial number for serialized products
- Installation location tracked per unit
- Purchase, warranty start, and end dates
- Full notes field for installation-specific details
Feature 06
Support Desk & Ticketing
Tickets that already know the context.
- Instant customer lookup by name, mobile, or email
- Product and serial number selection from installed units
- Location auto-filled from the product record
- Coverage status shown before the ticket is even created
Feature 07
Knowledge Base
Your team's expertise, never lost.
- Rich text editor with headings, lists, and tables
- Inline image uploads with captions
- Embedded YouTube video support
- File attachments for manuals and specifications
Feature 08
Field Operations
See your field team. Everywhere. In real time.
- One-tap check-in with automatic location capture
- Check-out with visit duration calculated automatically
- No manual location entry — GPS does the work
- Complete audit trail for every visit
Feature 09
Planned Maintenance
Preventive service. Automatically scheduled.
- Quarterly, half-yearly, or annual frequency support
- Full year's visit schedule generated on contract creation
- Linked to the specific products the contract covers
- No manual calendar management required
Feature 010
Renewals & Alerts
Never let a contract expire unnoticed.
- Alerts triggered at 30, 15, and 7 days before expiry
- Severity escalates as the deadline approaches
- Configurable thresholds to match your business
- Applies to both products and service contracts