Crystal CRM
Feature — Product & Service Allocation

Know what you sold. Know what's covered.

Track every product you've installed — serial number, location, warranty — and every AMC contract protecting it.

Preview · Customer product allocation cards with AMC badges

The Problem

The question every support call starts with

'Is this covered under AMC?' Right now, someone has to dig through paper files or old spreadsheets to answer that. By the time they find out, the client has already lost patience.

Crystal CRM answers that question instantly — every time.

Capability 01

Product Allocation Tracking

Every product you deliver gets its own record — serial number, installation location, and dates — linked directly to the client.

  • 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
Preview · Product allocation detail card

Capability 02

Service Contract (AMC) Management

AMC isn't just a checkbox — it's a contract with specific coverage, specific products, and a specific expiry date. Crystal CRM treats it that way.

  • Link one AMC to multiple specific products
  • Multiple active AMCs per customer — different plans for different units
  • Track contract value, start date, and expiry
  • Full visibility into what each contract actually covers
Preview · Service allocation showing linked products

Capability 03

Instant Coverage Detection

The moment a support ticket is raised against a product, Crystal CRM checks coverage automatically — no manual lookup required.

  • Real-time coverage status: Covered, Expiring Soon, or Not Covered
  • Shown directly on the ticket creation screen
  • Days remaining on active contracts always visible
  • Removes all guesswork from support conversations
Preview · Coverage indicator badge — green/amber/red states

Capability 04

One-Click Renewals

When a contract is due for renewal, don't start from scratch. Renew it in one click, with all the details pre-filled.

  • Renew directly from the expiring contract record
  • Previous contract archived, new one created automatically
  • Update pricing or coverage as needed during renewal
  • Complete renewal history preserved
Preview · Customer product allocation cards with AMC badges

Works Seamlessly With

Part of one connected platform

Stop guessing what's covered. Know instantly.