One suite to run your entire business.
Connect sales, marketing, service, operations, commerce and customer data in one intelligent platform — so the record one team creates is the record every other team can already see.
Unified customer profile
Each product writes what it learns to one profile and reads back what the others already know.
That shared record is the difference between a suite and a bundle.
How Sarva Data worksYour business shouldn't live in disconnected tools.
Most companies don't lack software. They lack a shared record. Every system holds half the story and none of them can finish the sentence.
Knows the customer
but not the invoice
Knows the click
but not the support issue
Knows the complaint
but not the order
Knows the payment
but not the journey
The same customer, carried from the first enquiry to the repeat order.
Scroll horizontally to follow the chain →
Ten products. One shared record.
Each one is useful on its own. Together they stop being separate systems. Six more sit in the full directory.
Sarva CRM
Sales
Reps open a deal already knowing what the account bought and complained about.
Sarva Marketing
Marketing automation
Campaigns target live business data, not an exported list from last month.
Sarva Service
Customer service
Agents stop asking for an order number the system already has.
Sarva ERP
Business operations
A quotation becomes an order, a delivery and an invoice without retyping.
Sarva Commerce
Commerce
The storefront sells against the same stock the warehouse is holding.
Sarva Data
Customer intelligence
Four partial records become one profile with a readable timeline.
Sarva Personalization
Real-time experiences
The experience changes while the visit is still happening.
Sarva Analytics
Business intelligence
Cross-functional questions get answered without an export.
Sarva Automation
Workflows
Handoffs between teams run without anyone chasing them.
Sarva AI
AI agents and intelligence
Answers drawn from the customer, the orders, the conversations and the numbers together.
Generic assistant sees
The prompt.
Sarva AI is designed to see
One customer. Every interaction.
Sarva Data resolves the records your products create into a single profile — then gives that profile back to every product that needs it.
Identity resolution
Four partial records become one customer, not one more list.
Behavioural events
Sessions and page activity attach to the account, not a cookie.
Consent held once
Preferences apply across the suite instead of per tool.
Real-time attributes
Scores and segments update as the events arrive.
Meridian Components
acc_8841 · Distribution · Pune
Primary contact
R. Kulkarni
Owner
A. Sharma
CRM stage
Negotiation
Lifetime revenue
₹62,40,000
Open orders
3
Overdue invoices
1
Raised by pricing visits, an open renewal and a repeat order in the same week.
- Today 09:14Service
Ticket #4821 — delivery date query
- YesterdayERP
Invoice INV-2291 issued · ₹4,80,000
- 12 AugData
Pricing page viewed 3× in 48 hours
- 11 AugCommerce
Repeat order SO-1180 placed
- 08 AugMarketing
Opened ‘Q3 catalogue’ · clicked twice
- 02 AugCRM
Opportunity moved to Negotiation
Every product in the suite reads and writes this profile. That is what makes the rest of the sections below possible.
Make the suite work together.
A workflow can start in one product and finish in four others, because they are reading the same records. No integration project required to move work between teams.
Triggers
Record changes, behavioural events, schedules and webhooks.
Conditions
Branch on any field across any product in the suite.
Approvals
Insert a person where a decision needs one, with an audit trail.
Actions
Create, update, message, assign and notify across products.
- TriggerData
Pricing page viewed 3×
Within a rolling 7-day window, matched to a known account
- ConditionData
Intent score > 80
Otherwise: hold and re-evaluate in 48 hours
- ActionCRM
Create sales task
Assigned to the account owner, due same day
- ActionService
Notify account owner
With open tickets and last invoice attached
- ActionMarketing
Send personalised message
Template selected from the products viewed
- ActionData
Add to high-intent audience
Membership expires after 30 days of inactivity
AI that understands your business.
A general assistant knows the prompt. Sarva AI is designed to answer from the customer record, the order history, the support thread and the ledger at the same time — because they are already one dataset.
Actions that change your data or reach a customer wait for a person to approve them.
Explore Sarva AIYou asked
Which customers are most likely to buy this month?
Ranked using open opportunities, invoice history, support state, catalogue engagement and site behaviour on the same profile.
Next instruction
Create follow-up tasks for the top 10 and draft personalised messages.
From the first lead to the final payment.
The broadest product in the suite. It holds the transactions the rest of SarvaSuite reasons about.
Sales order SO-1180
Meridian Components Pvt Ltd · acc_8841
Order date
11 Aug
Delivery
18 Aug
Payment terms
Net 30
Warehouse
Pune · A1
Bearing assembly 40mm
BRG-40-SS
Drive belt · type 6
DRV-BLT-6
Coupling kit
CPL-KIT-2
Tax
86,256
Total
₹5,63,456
Connected records
- QT-1043Accepted
Quotation
- DN-0912Delivered
Delivery note
- INV-2291Part paid
Invoice
- PO-0338Received
Purchase order
- PRJ-114In progress
Project
Each of these was created from this order rather than re-entered against it.
Accounting
- Ledgers
- Journals
- Tax
- Period close
Purchasing
- Suppliers
- Purchase orders
- Receipts
- Bills
Projects
- Tasks
- Timesheets
- Milestones
- Project billing
Assets
- Registers
- Depreciation
- Maintenance
- Disposal
Manufacturing
- BOMs
- Work orders
- Capacity
- Quality
Website & forms
- Web pages
- Catalogues
- Forms
- Portals
Connect the tools you already use.
Messaging
WhatsApp and chat channels
Sending, receiving and sync
Telephony
Calling where supported
Payments
Collection and reconciliation
Commerce
Storefronts and marketplaces
Productivity
Calendars, files and chat tools
Webhooks
Push events to your systems
APIs
Read and write any record
Use the parts of the suite your business actually runs on.
Nobody adopts ten products at once. These are the combinations companies tend to start from.
Agencies
Pitch, deliver and bill from one place.
Professional services
Sell expertise, track delivery, collect on time.
Retail & distribution
Sell across channels on one stock position.
Manufacturing
Connect demand, materials and the floor.
Startups
Start with one product. Add the rest as you grow.
Growing SMBs
Replace the spreadsheet layer between your tools.
Start with what you need. Add more without rebuilding your business stack.
Adding a product extends the system you already have. It is not a migration.
- Start01ERP
Begin with the product that solves this quarter's problem. For most companies that is operations.
- Add02CRMMarketingServiceCommerce
Bring in the customer-facing products as the teams that need them grow.
- Connect03DataAutomationAnalytics
Unify the identity, automate the handoffs, and report across everything at once.
- Intelligence04AI
With the context in place, AI has something worth reasoning about.
Build your business around one connected platform.
Tell us which part of your business hurts most right now. We will show you the product that addresses it and what connects to it next.