Start from the job
Pick the desk that records the work you already do. A demo request on the contact page is the way to confirm a module is enabled for a tenant.
CRM
Use CRM when the work is a lead, a pipeline stage, an owner, a task, and a timeline. Conversion into a shop customer, a school inquiry, or a field-force record runs only when that handoff is enabled. CRM does not print a GST invoice and it does not replace the clinic desk.
Field force
Use field force for promoters and salesmen: business leads, beat plans, visit activities, check-in, and conversion into a shop record. It is not sales-force automation for inside sales, and it is not field-service dispatch for technicians. Location is stored only when the user submits it.
Billing and inventory
GST billing covers invoices, print, PDF, and share. Inventory covers products, batches, expiry-oriented views, warehouse locations, transfers, purchase receipts, and stock reports inside a tenant. Retail, pharmacy, and wholesale counters share that stock spine. Pricing depends on the modules assigned to the tenant; the pricing page explains plans without a public rate card for every combination.
Clinic, pharmacy, and laboratory
Doctor OPD, polyclinic, medical shop, pharmacy, and pathology lab are separate pages because the workflows differ. A polyclinic can refer a patient to an outside pharmacy or lab. This site does not publish a separate inpatient-ward product page.
Automobile workshop
Automobile businesses can record the vehicle being serviced, sell spare parts, and run workshop job cards with GST billing. Showroom vehicle stock, test drives, and fleet trips are not shipped.
School
A school can be registered as its own tenant and staff can sign in with the same identity model as a shop. Campus fee collection, attendance, and exams are not screens in the shop product, so this site does not market them as shop features.
Questions
Is SugamFlow a manufacturing ERP?
No. The public product covers GST billing, inventory, CRM, field visits, and industry desks such as pharmacy, clinic, laboratory, and automobile workshop. This site does not describe production planning or a manufacturing shop floor.
Is field-force management the same as CRM?
No. CRM stores leads, pipeline stages, tasks, and a timeline. Field force stores promoters and salesmen, beat plans, visit activities, and check-in. A lead can be handed to field force only when that conversion is enabled.
Does field check-in track a phone all day?
No. Coordinates are stored when the signed-in user submits a check-in, check-out, lead, activity, or GPS log. There is no background tracker and no geofence.
Which healthcare desks are described here?
Doctor OPD, polyclinic, pharmacy, medical shop, and pathology lab each have a public page. This site does not publish a separate inpatient-ward product. Some signed-in bills can record a split payment, including bills labelled IPD.
Does the shop counter include school fees and attendance?
No. A SCHOOL tenant can use the same login model. Fee, attendance, and exam screens are not part of the shop workspace, and this site does not list them as shop features.
Official website: SugamFlow
Last updated 12 October 2026