Operations Management Platform
Not just a CRM.
An operating system
for your business.
Nine modules built around the three things every MSME runs on — tasks, sales, and support — with communication and intelligence tools that tie everything together.
Tasks
Repeat tasks, progress notes, organisation memory
Service Requests
Reminders, WhatsApp updates, feedback
Lead Management
Tagging, drip campaigns, pipeline view
Communication
WhatsApp, calls, unified inbox
Core — The three operational pillars
Every MSME runs on tasks, support, and sales. These three modules are the foundation.
Module 01
Task Management
The backbone of GainBooks. Every task assigned, tracked, and linked — with repeat scheduling and progress notes that become your organisation's living diary.
Repeat TasksProgress NotesOrganisation Memory
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Module 02
Service Request Management
Every complaint becomes a tracked ticket with an owner, reminders, WhatsApp notifications, and a feedback link at closure. Nothing falls through.
RemindersWhatsApp AutomationFeedback Links
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Module 03
Lead Management
Every enquiry captured, tagged, and tracked — with WhatsApp drip campaigns, follow-up reminders, and full pipeline visibility from first contact to closed deal.
Lead TaggingDrip CampaignsPipeline ViewUnified DashBoard
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Communication Layer — Powers all three pillars
Every customer call and message captured, logged, and linked to the right lead, ticket, or task automatically.
Module 04
WhatsApp Automation
WhatsApp, Instagram, Facebook Messenger, and SMS in one inbox — with auto-replies, broadcasts, and automatic conversion into leads or service requests.
Meta BSPAuto-repliesBroadcastsUnified Inbox
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Module 05
Call Tracking & Auto Dialer
Every call logged automatically. Auto dialer powers through call lists without manual effort. Missed calls create follow-up tasks instantly.
Auto DialerCall LogsMissed Call Alerts
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Intelligence & Visibility
AI tools and dashboards that surface what needs attention — before you have to ask.
Module 06
AI Intelligence Layer
Daily digests, call summaries, customer segmentation, lead insights, and pattern detection — so you always know what needs attention.
Daily DigestSegmentationPattern Detection
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Module 07
Reports & Analytics
Dedicated dashboards for tasks, pipeline, service requests, calls, and field activity — real-time, contextual, and exportable for management review.
Multiple DashboardsReal-timeExportable
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Module 08
Performance & People Intelligence
AI-powered employee scorecards, productivity analysis, team gap detection, and hiring recommendations — so you build the right team.
ScorecardsTeam Gap AnalysisHiring Suggestions
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Field Operations
For businesses with on-ground teams — complete visibility from dispatch to resolution.
Module 09
Field Staff Management
Live GPS, offsite trip monitoring, distance covered per trip, and check-in photo proof. Field visits dispatched directly from service request tickets.
Live GPSTrip MonitoringCheck-in ProofDistance Tracking
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Module 10
Attendance & Leave Management
Track attendance, manage leave requests, and maintain accurate records — integrated with task management and field operations.
Attendance TrackingLeave Requests
Coming Soon
Ready to see the full platform?
Book a demo — we'll walk you through all nine modules and show exactly how GainBooks fits your operations.