Help & Knowledge Base

Frequently Asked Questions

Everything you need to know about MI-Btrack CRM — from field GPS tracking and AMC management to data security and mobile access.

MI-Btrack CRM is an all-in-one Service Business CRM & Field Operations Platform specifically crafted to help companies efficiently manage sales leads, automate follow-ups, track AMC renewals, verify field employee GPS attendance, and handle customer complaint tickets from a single, centralized dashboard.

MI-Btrack CRM is trusted by a wide variety of service-oriented businesses across India, including:

  • Pest control & fumigation companies
  • AC, HVAC & home appliance service providers
  • CCTV, biometric & security systems installers
  • RO water purifier sales & AMC maintenance
  • Solar power installation & maintenance agencies
  • Fire safety equipment & rescue maintenance firms
  • Facility management, cleaning & electrical contractors
  • Packers & movers, IT hardware support & CA consultancies

Any business with customer visits, recurring contracts, or travelling technicians benefits significantly from MI-Btrack.

Unlike vulnerable shared public cloud setups, MI-Btrack CRM is deployed on secure private servers with controlled, encrypted access. This architecture ensures maximum data privacy, rapid application response times, zero unauthorized data sharing, and optimal reliability for your confidential business records.

MI-Btrack CRM offers a comprehensive operational suite tailored for service companies:

  • Lead & Inquiry Management: Capture leads from multiple sources, auto-assign to sales reps, and schedule automated follow-ups.
  • Field Staff GPS Tracking: Real-time technician location tracking and mobile check-in without biometric hardware.
  • AMC Contract Lifecycle: Track start dates, renewal expiries, scheduled service visits, and automated client alerts.
  • Service Ticket & Job Scheduling: Allocate service requests to technicians based on branch and availability.
  • Quotations & Invoicing: Generate professional GST-compliant quotes and bills instantly with payment status tracking.
  • Daily Analytics: Visual performance dashboards for sales teams, technicians, and revenue.

Employees download the MI-Btrack Android mobile app. When starting their workday, they simply punch in through the app. The system automatically captures their live GPS coordinates and exact timestamp. Managers can verify whether technicians have reached client premises, track live transit routes, and eliminate proxy attendance with zero biometric machine cost.

The CRM automatically logs every Annual Maintenance Contract (AMC) with customer details, equipment serial numbers, contract start/end dates, and scheduled visit frequencies (e.g. quarterly, monthly). When a renewal is due, the system triggers automated reminders to both your team and your customer, preventing lost renewal revenue.

Yes, absolutely. MI-Btrack CRM employs 256-bit SSL encryption, strict role-based access controls (ensuring staff only see their authorized data), isolated database architecture, and regular automated backups. Your customer numbers, quotation rates, and financial reports remain 100% confidential.

Yes. MI-Btrack CRM is built with flexibility in mind. You can customize lead sources, product categories, branch hierarchies, service ticket stages, and user permissions to match your unique operational workflow. Our technical team assists in tailoring the platform during onboarding.

Yes, easily. MI-Btrack CRM supports bulk data imports from Excel (.xlsx) and CSV files. You can migrate your existing customer list, past leads, AMC contract records, product catalog, and price lists in minutes. Our customer support team also provides hands-on onboarding assistance to ensure clean data migration.

Yes, MI-Btrack CRM provides a dedicated Android Mobile App available on the Google Play Store. Field technicians can view allocated service jobs, punch GPS attendance, capture customer signatures, and update job status directly on-site:

We provide comprehensive customer support including live phone assistance, WhatsApp chat support, and email help. We also conduct interactive demo sessions and staff training to ensure your entire team becomes confident with the software from day one.

Yes. MI-Btrack CRM offers competitive B2B packages, custom multi-user enterprise plans, and attractive reseller partnership programs for IT dealers, business consultants, and software distributors. Contact us to discuss bespoke volume pricing.

No matching questions found

Try searching with a different keyword, or contact our support team directly.

We're Here To Help

Still Have Questions?

Can't find the answer you're looking for? Speak directly with our CRM product experts for instant assistance.