Leads
Name, company, phone, source and interest with an estimated value, rated Hot, Warm or Cold with a follow-up date. Convert creates the customer and opens a deal.
Hot · warm · cold
Hayat ERPBY LEVEL 8 TECHNOLOGIES
Hayat ERP · CRM — sales and service · Helpdesk
Leads, deals, service jobs and support tickets, with each customer on one page.
Hayat ERP CRM tracks leads from Facebook, WhatsApp and walk-ins, moves deals through the pipeline and runs service jobs and contracts. The helpdesk puts complaints and requests from customers, the online shop and your own staff in one inbox, with response and resolution targets.
Leads & pipelineService jobsSLA tickets
Features
Sales and service in one place
Follow a customer from the first enquiry to the deal, the service visit and the support ticket.
Pipeline
Every open deal as a card in its stage, with value, probability and expected close date. Drag cards forward, and raise a quotation from the Proposal stage.
Weighted value
Calls & meetings
Calls, meetings, emails, WhatsApp messages, visits and tasks, each linked to a lead, deal or customer, with Today and Overdue tabs.
Activities
Service jobs
Repairs, installations and visits, chargeable or under warranty or contract. Assign a technician, record parts and the charge, and invoice completed jobs.
Technicians
Service contracts
Warranties, annual maintenance contracts, rentals and pay-per-visit, with equipment, serial, visits used and value. Expiring in 30 days helps you renew.
AMC
Customer 360
Leads, deals, activities, service jobs, contracts, tickets and invoices of one customer on one page, also from inside a ticket.
One page
Helpdesk inbox
Open tickets, tickets assigned to you and SLA breaches, each with priority, status, category, assignee and the SLA clock.
Tickets
Categories & SLAs
Categories such as returns and refunds, order and delivery or IT support, with a default team and response and resolution targets per priority.
SLA targets
Reports
Lead sources and conversion, salespeople and why deals were lost. Tickets by category, agent and channel, with response times, SLA met and customer rating.
CRM · helpdesk
Product walkthroughs
CRM & helpdesk walkthrough videos
Short silent walkthroughs recorded in Hayat ERP, with captions. The same videos are in the Hayat ERP training paths.
CRM: leads, pipeline and service
0:31 · real screens, captionsTranscript
0:06 The CRM dashboard: new leads, open deals, follow-ups due and service jobs
0:11 Leads: people who showed interest. Qualify them and convert to a customer and deal
0:17 The pipeline shows every deal by stage — move it along as it progresses
0:22 Calls, meetings and tasks with due dates — tick them off when done
0:27 Service jobs: repairs and visits, assigned to a technician, with status
Handle a support ticket
0:32 · real screens, captionsTranscript
0:05 Helpdesk: tickets from customers, the online shop and your own staff in one place
0:08 Open a ticket to read the conversation
0:11 Reply to the customer, or add an internal note only staff can see
0:22 Set priority, assign an agent and change the status when it is solved
0:28 Reports: response times, open tickets per agent and per category
Helpdesk
Work a ticket from first reply to resolved
Replies and notes: agents reply in the ticket and the customer is notified. An internal note is seen only by staff. The status moves from Open, to Pending while waiting for the customer, On hold, then Resolved.
Tickets from staff too: employees raise IT, HR or maintenance tickets in the employee portal and follow the replies there. Shoppers use Help & support on your online shop, and agents log WhatsApp, phone, email and walk-in requests as they talk.
Hayat AI scores leads so the hottest come first, shows a win probability on pipeline cards and writes up an activity from typed or spoken call notes. On the helpdesk it flags tickets at risk of missing the SLA, suggests a category and priority, and drafts replies.
Step-by-step guides with screenshots are at help.hayaterp.com.
FAQ
Common questions
What does Hayat ERP CRM do?
It tracks leads, moves deals through a sales pipeline, keeps calls and meetings, and runs service jobs and service contracts. Customer 360 shows everything about a customer on one page.
Does it include helpdesk ticketing?
Yes. The helpdesk is one inbox for complaints and requests from customers, the online shop and your own staff, with priorities, categories, assignees and SLA targets.
Can I track leads from Facebook and WhatsApp?
Yes. Each lead records its source, such as Facebook, WhatsApp, a referral, a walk-in or a website form, and CRM reports show lead sources and conversion.
How are SLA targets set?
Under Categories and SLAs you set the categories, the default team, and the response and resolution targets for each priority. The ticket list shows the SLA clock and breaches.
Can it manage warranties and AMC contracts?
Yes. Service contracts record warranties, annual maintenance contracts, rentals and pay-per-visit agreements with equipment, serial, dates, visits included and used, and value.
Can service jobs be invoiced?
Yes. A technician moves the job through Scheduled, In progress and Completed, adding notes, parts used and the charge, and completed chargeable jobs can be invoiced.
Explore
Explore Hayat ERP
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Ali AbdullahChief Executive Officer
- sales@level8technologies.com
- Phone
- +92 303 506 1264
- +92 303 506 1264
- level-8-technologies
- Office
- Karachi, Pakistan