SAURO

The platform

One platform. Connected operations.

Sauro is an actively developed business operations platform built to bring operational context together across service-oriented businesses.

IN DEVELOPMENT

Customers & CRM

Keep relationships, contacts and activity connected.

IN DEVELOPMENT

Sales & Opportunities

Move opportunities toward clear next steps.

LIMITED AVAILABILITY

Projects & Installations

Coordinate project delivery and installation work.

LIMITED AVAILABILITY

Service Management

Connect service history with customers and equipment.

IN DEVELOPMENT

Work Orders & Dispatch

Organize requests, assignments and field response.

IN DEVELOPMENT

Scheduling

Bring team, project and service calendars together.

LIMITED AVAILABILITY

Equipment & Assets

Maintain context across installed and managed assets.

IN DEVELOPMENT

Inventory & Procurement

Support purchasing and material visibility.

IN DEVELOPMENT

Employees & Permissions

Give teams appropriate access to their work.

IN DEVELOPMENT

Customer Portal

Create a clear customer-facing service experience.

IN DEVELOPMENT

Financial Visibility

See operational context around revenue and cost.

IN DEVELOPMENT

Reporting & Insights

Turn connected operations into useful visibility.

IN DEVELOPMENT

AI-Assisted Tools

Assist selected workflows while people stay in control.

Capabilities are being introduced progressively. Status reflects current public availability and may vary by configuration and release.

Connected workflow

From first opportunity to long-term service.

Keep operational history connected instead of losing information between separate systems and departments.

  1. Lead
  2. Opportunity
  3. Estimate
  4. Contract
  5. Project
  6. Procurement
  7. Installation
  8. Installed Assets
  9. Service
  10. Work Order
  11. Dispatch
  12. Recurring Support
  13. Renewal

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