Business processes
We sit with your team and map how work really happens today.
Business Solutions
Technology built around how your business works
CRM for sales, ERP for operations, SaaS for software products and AI automation for the repetitive work — planned with you, built for your users and ready to grow.
One partner, four kinds of solutions
Pick one, or combine them into one connected system for your business.
CRM Solutions
Leads, sales and customer relationships in one place
See detailsERP Solutions
Connect stock, sales, purchase, HR and accounts
See detailsSaaS Product Development
Turn your idea into a subscription software product
See detailsAI Automation
Chatbots, AI agents and automated workflows
See details
01 · CRM Solutions
Win more customers. Keep every follow-up on time.
A CRM built around how your team actually sells — capture leads from your website, WhatsApp and ads, move them through your pipeline, and never miss a follow-up again.
- CRM development
- CRM features
- AI-powered CRM
What it can include
- Lead capture from website, WhatsApp, Facebook & Google ads
- Visual sales pipeline with stages and deal values
- Follow-up reminders, tasks and activity history
- Quotations, invoices and payment links
- Role-based access for executives and managers
- Sales dashboards and team performance reports
AI-powered extras
- AI lead scoring — who is most likely to buy
- Auto-written follow-up emails and WhatsApp replies
- Call and meeting summaries
- Next-best-action suggestions for every deal
Try a live demo: CRM & Lead Tracking · Real Estate Portal · AI Chatbot
02 · ERP Solutions
Run your whole business from one connected system.
Replace spreadsheets and disconnected tools with one ERP that links inventory, sales, purchases, production, employees and accounts — so every department works from the same live data.
- ERP development
- ERP modules
- AI-powered ERP
What it can include
- Inventory with batches, barcodes and expiry alerts
- Sales, purchase orders, GST invoices and e-way bills
- HR, attendance, leave and payroll
- Production, job cards and work orders
- Multi-branch and multi-warehouse control
- Accounts, ledgers and Tally / Zoho integration
AI-powered extras
- Demand forecasting and auto re-order points
- Anomaly alerts for stock, expenses and payments
- Invoice and bill reading from photos (OCR)
- Ask-your-data reports in plain English
Try a live demo: Inventory Management · HR & Payroll Management · Hotel & Restaurant POS
03 · SaaS Product Development
Launch a software product that many businesses can subscribe to.
From the first version to thousands of users — we plan, design and build multi-tenant SaaS platforms with subscriptions, user management, dashboards and integrations, then keep improving them with you.
- SaaS development
- MVP in weeks
- Subscriptions & billing
What it can include
- Product discovery, UX and a clickable prototype
- Multi-tenant architecture with secure data separation
- Plans, trials, subscriptions and Razorpay / Stripe billing
- Admin console, user roles and audit logs
- Web app plus Android and iOS apps
- Cloud hosting, monitoring and auto-scaling
AI-powered extras
- AI assistants inside your product
- Smart onboarding and in-app help
- Usage analytics and churn prediction
- LLM features with cost controls
Try a live demo: School Management · Online Tutoring · Event Management
04 · AI Automation
Let AI handle the repetitive work.
AI chatbots that answer customers 24/7, agents that read documents and update your systems, and workflows that send reminders, reports and approvals automatically — added to the tools you already use.
- AI chatbots
- WhatsApp automation
- Document AI
What it can include
- Website and WhatsApp chatbots trained on your business
- Lead capture and appointment booking by chat
- Automatic reminders, renewals and payment follow-ups
- Document reading — invoices, forms, KYC
- Email, report and approval workflows
- Hand-over to a human whenever needed
AI-powered extras
- GPT-class language models with your own data
- Voice and multilingual support (Telugu, Hindi, English)
- Private deployment options for sensitive data
- Usage and accuracy dashboards
Try a live demo: AI Chatbot · Service Centre & Salon · Gym & Fitness
Tell us the problem — we’ll pick the right tool
- Manage leads and customer relationships
- Improve sales follow-ups
- Connect departments and branches
- Control stock, purchase and production
- Automate reminders, reports and approvals
- Integrate Tally, payments or WhatsApp
- Build a custom business application
- Launch your own SaaS product
- Add AI chatbots and assistants
- Scale an existing platform
From business requirements to working software
We start with how your business runs — not with a technology or a template.
Users & roles
Who uses the system, what they need to see and what they can change.
Workflows
Approvals, stages and hand-offs — and where time is being lost.
Integrations
Connect Tally, payment gateways, WhatsApp, email and your existing tools.
Automation & AI
Find the repetitive steps that software and AI can take over.
Scalability
Plan for more users, branches, features and data from day one.
Choosing the right solution
| CRM | ERP | SaaS | AI Automation | |
|---|---|---|---|---|
| Main focus | Customers, leads & sales | Internal operations | A product you sell | Removing manual work |
| Typical users | Sales & support teams | Store, accounts, HR, managers | Your subscribers | Customers and staff |
| Example modules | Leads, pipeline, follow-ups, quotes | Stock, purchase, production, payroll | Plans, billing, tenants, admin | Chatbots, agents, reminders, OCR |
| Best when | Leads are slipping through the cracks | Departments run on spreadsheets | You have a software idea to sell | Teams repeat the same tasks daily |
Not sure which one fits? Talk to our team — many businesses start with a CRM and add ERP modules and AI as they grow.
Why PMB
Software designed for real business needs
- 01
See it before you build it
Clickable demos of your workflows before development starts.
- 02
Built in phases
Use the most important modules early; add more as you grow.
- 03
AI where it helps
Practical AI features, not buzzwords.
- 04
Support after go-live
Training, data migration and continuous improvements.
FAQ
Frequently asked questions
What solutions does PMB Informatics provide?
We build custom CRM systems, ERP systems, SaaS products and AI automation (chatbots, AI agents and automated workflows). Each one is designed around your processes rather than a fixed template.
What is the difference between CRM, ERP and SaaS?
A CRM manages customers, leads and sales. An ERP connects your internal operations — stock, purchase, production, HR and accounts. SaaS is a software product you sell to many customers on a subscription. Many businesses use a CRM and an ERP together.
Can you build a completely custom solution?
Yes. We start with your requirements, show you a clickable demo, and then build in phases so you can start using the most important modules early.
Can you connect with Tally, payment gateways and WhatsApp?
Yes. We regularly integrate Tally, Zoho, Razorpay, PayU, Stripe, SMS gateways, the WhatsApp Business API, Google Workspace and other systems that offer an API or export.
How long does a CRM or ERP take?
A focused first version usually takes 6–12 weeks depending on the modules. Larger systems are delivered in phases, each with its own demo and sign-off.
Do you provide training and support after launch?
Yes — we train your team, migrate your existing data and offer support and improvement plans after go-live.
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