Truebooks ERP

Service Business Suite

Complete solution for service-oriented businesses - from lead capture to contract renewal, with integrated billing and performance tracking.

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Comprehensive Service Management

Sales & CRM

Lead to Customer Journey

Enquiry capture with source tracking

Cost estimation with margin analysis

Professional quotations with versioning

Sales pipeline visualization

Automated follow-up reminders

Manage Enquiries

Contracts & Retainers

Lifecycle Management

Multiple contract types (AMC, SLA, Retainer)

Auto-renewal with configurable terms

Flexible billing frequencies

Expiry alerts and renewal tracking

Complete renewal history

Manage Contracts

Service Operations

Task & Campaign Tracking

Time tracking with billable hours

Digital marketing campaign management

Client performance reports

Social media KPI tracking

Team utilization metrics

Manage Tasks

Analytics & Reporting

Business Intelligence

Sales pipeline analysis

Revenue tracking and forecasting

Utilization and efficiency reports

Before/after campaign comparisons

Export to PDF and Excel

View Reports

End-to-End Workflow

Enquiry

Estimation

Quotation

Contract

Invoice

Receipt

Supported Platforms & Integrations

Facebook

Instagram

Twitter/X

YouTube

Google Ads

Ready to streamline your service business?

Start managing your sales pipeline, contracts, and operations today.

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