IN DEVELOPMENT
01
Customers & CRM
Keep relationships, contacts and activity connected.
SAURO · Business operations, evolved.
A more connected way to run your business.
Bring customers, projects, service, scheduling, assets and operations together in one connected business platform.
People · Projects · Customers
Operations · Service · Growth
Actively developed · Limited availability
Sauro · Operations
Operational overview
Good morning
Active projects
12
3 due soon
Open service
7
2 scheduled
Field activity
4
Today
Projects & service
Office technology refresh
In progress
Preventive service visit
Scheduled
Conference room upgrade
Review
Today
9:30
Site walkthrough
Field schedule
Recent activity
Work order completed and customer notified
Platform overview
One platform. Connected operations.
Sauro is being built to connect CRM, opportunities, projects, installations, scheduling, service, work orders, field operations, equipment and reporting.
IN DEVELOPMENT
02
Sales & Opportunities
Move opportunities toward clear next steps.
LIMITED AVAILABILITY
03
Projects & Installations
Coordinate project delivery and installation work.
LIMITED AVAILABILITY
04
Service Management
Connect service history with customers and equipment.
IN DEVELOPMENT
05
Work Orders & Dispatch
Organize requests, assignments and field response.
IN DEVELOPMENT
06
Scheduling
Bring team, project and service calendars together.
Capabilities are being introduced progressively and availability varies by configuration and release.
View platform →Connected workflow
From first opportunity to long-term service.
Keep operational history connected instead of losing information between separate systems and departments.
SAURO · Connected operations
- 01Lead
- 02Opportunity
- 03Estimate
- 04Contract
- 05Project
- 06Procurement
- 07Installation
- 08Installed Assets
- 09Service
- 10Work Order
- 11Dispatch
- 12Recurring Support
- 13Renewal
AI-assisted capabilities
Intelligence where it helps.
AI-assisted tools are designed to help teams analyze information and work more efficiently while keeping people in control of business decisions.
Availability varies by feature and release.
AI-assisted estimating01
Equipment and service analysis02
Operational insights03
Information summarization04
Workflow assistance05
Connected systems
Keep your accounting. Connect your operations.
Sauro is designed to work alongside the financial systems your business already uses—connecting operational activity with accounting without forcing you to replace your accounting platform.
SAURO · Connected systems
QuickBooks OnlineAvailable
XeroPlanned
Zoho BooksPlanned
Additional integrationsExtensible
Operations in Sauro. Accounting in the system you trust.
Future-ready architecture
IN DEVELOPMENTOne account. Multiple operations.
Sauro is being developed to support organizations with multiple businesses or divisions while maintaining appropriate separation of data, users, roles and permissions.
Limited availability
Start with a conversation.
LIMITED AVAILABILITY
Sauro
Business operations, connected.
Sauro brings customers, projects, scheduling, service, field operations and operational visibility into one connected platform.
Custom introductory pricing
Sauro is currently available to a limited number of businesses while the platform continues to develop.
Already using Sauro?