Make It Easy For Your Customers To Buy Or Request Services From You

Whether you're a brand owner providing services or a brand selling wholesale or a direct to consumer eCommerce business, Round Infinity's order management & inventory management system lets business owners like you manage your service requests, inventory, orders, products, distributors, suppliers and customers, all from one place.

Online Orders

B2C or B2B, allow your customers to place orders online (tailored to your customers and brand). Auto-assign orders to approriate warehouse, store, or supplier for fulfilment.

Outlet Orders

Allow retailers to place Geo tagged, time stamped order from outlets in self-service manner. Auto-assign outlet orders to distributors for fulfillment, in real time, based on distributor inventory.

Distributors Management

Manage all distributors in one place. Enable real time updating of inventory at distributors, ensuring optimum stock at distributor and zero stock outs at retailers. Distributors can mark orders as complete or partially delivered & can take returns based on SKU or invoice.

Procure To Pay (P2P)

Automate the entire process of procurement from suppliers to receiving goods to payment. Create, edit, and email purchase orders that update inventory levels automatically while ensuring data accuracy. You can also generate reorder reports so you know exactly when to order more inventory.

Inventory Control

Improve stock and inventory tracking through automatically updated stock levels whenever sales and purchases are made. Manage your inventory across multiple warehouses, and in multiple currencies.


Streamline your inventory operations with backordering by pre-ordering inventory and fulfilling orders on time. Consolidate sales orders and ensure visibility on unfulfilled orders.

Warehouse Inventory Management

Manage multiple warehouses and inventory locations efficiently across all locations on a single platform. Transfer stock between warehouses, receive and fulfill orders through specific warehouses, and more.

Order History & Single View Of Customer

Automatically record your customer's order and purchase history all at one place, so you can understand customer behaviors and provide a more personal customer experience.

Put Extensibility Concerns To REST

Get a simplified enterprise integration layer with REST APIs for seamless connectivity between in-house or third- party systems.

Products & Price Lists

Managing products, variants & product prices is key to running a business. You can manage custom price lists in different currencies, for various customer types, product categories, zones, and so on.

B2B Wholesale

Start taking bulk orders in minutes with an automated, private wholesale ordering platform tailored to your customers and brand. Create and email sales quotes, generate sales orders, provide self-service to existing customers and more.

Real-Time Rule Based Discounts

Easily configure discounts based on products or on total bill amount which are automatically applied to customer's orders.

Batch and Expiry Tracking

Batch or lot tracking allows insights into product traceability helping you maintain better customer relationships, reduce discounts and spoilage, and improve your business workflow.

Automate Your Entire Sales & Billing Processes From Lead To Fulfilment

Automate your CPQ (configure, price, quote) and billing processes with Sales Automation features of Round Infinity. Close more deals faster than you ever thought possible. Track your opportunities pipeline, generate accurate quotes, better contracts, grow your accounts faster, find new customers faster, and close deals faster - from anywhere.

Account and Contact Management

Have a complete view of your customers, including activity history, key contacts, customer communications, and internal account discussions. Gain insights from popular social media sites such as Facebook, Twitter, and LinkedIn.

Opportunity Management

Get a complete view of your team's deals with Opportunity Management. Transform your sales pipeline into a well-oiled revenue engine - organize, analyze, prioritize and close deals faster. See stage, products, competition, quotes, and more. Stay connected to the people and information you need to close every sale.

Lead Management

Automatically capture your leads from different channels and group them based on their engagement with your brand. Assign them to the right salespeople on your team. Reach out to each lead with complete context and an informed call-to-action.

Build Sales Quotes

Configure products, price orders, and generate quotes while reducing errors and increasing sales rep productivity.

Proposal Generator

Create professional-looking branded proposals using fully customisable templates so your documents look the way you want.

Manage Contracts

Create and manage professional sales contracts, and deliver executable contracts with a click or a tap. Simple for you, simple for your customer.

Automate Lead Assignment

Auto-assign leads based on territories or custom routing rules. Let the sales CRM automatically assign leads to handpicked salespeople on your team.

Appointments, Tasks, Notes and Files

Schedule appointments with leads and customers; collaborate with your team on tasks. Make quick notes against each contact; manage and share files.


Create and send invoices on the go, from any device. Automate the entire invoicing process by using business bots in Round Infinity.

Smartforms (web-to-lead)

When a visitor fills your web form, they're automatically added as a new lead in Round Infinity & automatically assigned to the concerned person. Plus their profile is auto-enriched with lead score, social media information, and photo.

Deal Age

Create reports based on time taken to close deals. Optimize your sales process and improve your reps' performance.

Lead Scoring & Prioritization

Know which sales lead is hot and who's not, using lead scores & prioritization.

Call Back Reminders

Make the call back to your customer in time by setting reminders for call backs.

Make Quick Calls

Buy numbers, assign them to your sales reps, and start making calls - all from within Round Infinity CRM. With automatic call logs, every call in Round Infinity is captured; you can also manually log calls you receive outside Round Infinity.


Group your sales team by territories. Focus on areas where you're closing more deals, and identify territories with potential business.


Turn your mobile device into a portable sales office. You can log calls, respond to hot leads, work on opportunities, or check dashboards no matter where you are.

Workflow and Approvals

Use Visual Workflow to rapidly design and automate any business process with drag-and-drop simplicity. And drive success with flexible approvals processes for deal discounts, expenses, and more.

Drive Digital Transformation & Build No-Code Custom Applications Per Your Needs

Every business is different. Round Infinity's No-Code Custom Applications built on a Flexible Data Model allows to store almost any data structure, making it easy for you to store information specific to your business. These custom applications can be any application, as required by your business & the industry that you serve.

Reponsive UI

Custom Applications can be of various types e.g. Custom Ticket Form, Appointment Booking, Order with Payment, Approval Workflow or Payment Collection. Depending on the type of Custom Application, a Responsive User Interface (UI) is automatically generated which is used by your customers, employees or partners to raise requests.

Workflow, Process & Ticketing Enabled

Each Custom Application, by default, is process & ticket enabled. This means each row in Custom Application can be assigned as a case or ticket. Service Level Agreements (SLA), Assignments Rules, Routing Rules, Escalations, Process Steps, Workflows, Notifications, Download Templates, Access Rules, etc. can be specified differently for each Custom Application.

REST & Webhooks Enabled

Each Custom Application is automatically REST & Webhooks enabled. REST allows to seamlessly push data from external system to Custom Application, extending Round Infinity to almost any system. Webhooks allows to push data from Custom Application to external systems when an event happens in Custom Application (e.g. when a row is inserted, when a row is updated, etc.).

Custom Roles & Permissions

Each Custom Application can be secured per custom security needs. Control which Custom Applications are accessed by Customers, Employees or Partners. Further, for the agent console, control which agents can insert data, update data, download data, assign tasks, view what data, etc.

Custom Columns

Each Custom Application can have columns of different types. This allows to seamlessly collect text information or rich information such as documents, photos, videos, sketches, signatures, GPS stamps etc.

Custom Relations

Each Custom Application can have multiple child Custom Applications. This is to facilitate one-to-many relationships. Example, an Account can have multiple Opportunities or a Service Request can have multiple Service Reports, etc.

Custom Validation Rules

Define custom validation rules to validate data that is inputted through responsive web UI of Custom Application.

Conversational Answer Bots

Each Custom Application can have multiple Answer Bots. This allows machines to automatically respond to customer queries using data in Custom Application & knowledge base. After each response, the Answer Bots get smarter & learn on their own.


Custom Application can also be of type "Master". This type of Custom Application is used to hold data that supports other process & ticketing based Custom Applications.

Allow Your Customers To Request Service Using Channel Of Their Choice

Using voice, responsive custom mobile forms, messaging or social channels, allow your customers, employees and partners to raise requests. Respond to inquiries on all channels (Email, Facebook, Twitter, Phone, Contact Centre, SMS, Web, Chat) from one universal inbox. Using Answer Bots, allow your customers to get automated answers 24/7.

Embedded Service Menu On Website & App

Embed service menu natively on your website or mobile app with Round Infinity Web Widget so customers can raise business requests, search for help, start a chat, place a call, or just email you without leaving your app or website. Business requests can be raised as required by your business e.g. book appointment, place order, make a payment, raise inspection request, apply for loan, apply for policy renewal, or any such custom request.

Live Chat

Use Round Infinity Live Chat to engage with customers who are on your website or mobile app. Reply to a conversation initiated by the customer or response made on a proactive campaign set up by you. Automatically convert conversations into tickets & assign chats to a specific team member & get all the contextual information about the customer.

Help center & Search

Let customers help themselves with your knowledge base content and a customized, mobile responsive help center. Display related knowledge base articles as customers type search query.

Self-Inquire & 24/7 Support

Powered by artificial intelligence, automatically respond to customer support queries with relevant help center articles. This could drastically reduce call center volume. Customers can solve their own issues day or night, on any device.

Call Center & Inbound / Outbound Calling

Set up a fully functional call center by selecting phone numbers or toll-free numbers that fits your business location needs. Receive inbound calls from customers & route them to appropriate agents. Follow up or provide proactive support with outbound calls. Keep track of calls with automatic ticket creation and call recording.


Select a text number or toll-free text number in Round Infinity that fits your business location needs. Automatically convert SMS requests from your customers into trackable tickets in your helpdesk that you can manage and resolve.


Integrate your company's Facebook page with your helpdesk so that agents can respond to inquiries & support requests withing specified SLA. Using sentiment analysis find out posts that need to be automatically converted to tickets and assign priority accordingly.


Connect your Twitter handles to support your customers through Twitter DM and public mentions. Using sentiment analysis find out tweets that need to be automatically converted to tickets and assign priority accordingly.

Single Sign-On

If customer is already logged in to your website or app, you can pass encrypted customer info to Round Infinity URL to establish single sign-on.


Automatically convert support emails into trackable tickets in your helpdesk that you can manage and resolve within defined SLA.

Request Call Back

Allow customers to request call backs. Assign these to agents so that call back happens to customer within defined SLA.

Orchestrate Work From End-To-End & Get All Stakeholders To Serve Your Customers

Round Infinity's extensible, multi-step and branched workflows enable conditional logic that can seamlessly assigns tasks to internal & external team members & can update any system in real-time, enabling advanced business process automation. Case prioritization based on sentiment, SLA management & escalations are applied across all stakeholders.

Single View of Customer

Get a 360 degree view of your customers. Get a view of past conversations across channels, assets, orders, open tickets, closed tickets, all at one place. A 360-degree view of each customer's journey enables agents to anticipate needs and personalise every interaction.

Groups & Expertise

Group agents by department or skills so as to allow effective assignment of requests & tickets.

Workflow Builder

Easily create workflow diagrams which allows to automatically move a case from one department to another. There is no more switching between multiple tools. No more missing out on follow ups and delaying replies.

Conditional Branching

Use branching workflow logic & rules to model multiple scenarios in a single workflow. Use business rules & conditions to automatically select the next process step & the next assignee.

Multi-Step Workflows

Use multiple steps workflow to execute webhooks which can automatically update external systems.

Agent Console

Track and manage all incoming requests from all channels with one inbox.

SLA Management

Set deadlines for ticket response and resolution based on priority or process steps. Each process step can have a different SLA. Each Custom Application can have its own SLA.

Business Hours

Indicate the hours your business is open and exclude non-business hours from reporting. Specify holidays when your office is closed.

Request Prioritization

Make sure every incoming requests gets automatically categorized, prioritized and even assigned to the right agent or group based on rules that you define.

Skill Based Routing

Assign tickets to members with certain expertise based on least assigned tickets or least open tickets.

Group Based Routing

Assign tickets to members of a group based on least assigned tickets or least open tickets.

Query Based Routing

Assign tickets by retrieving members dynamically from a Custom Application.

Rule Based Routing

Assign tickets to agents based on rules with multiple conditions for column values.

Out-Of-Office & Break Time

Do not assign tickets to agents who are out-of-office or are on a break. Notify the supervisor when an agent marks himself as out-of-office.

Automate Notifications To Customers

Automatically send out SMS & Email notifications to customers at each process step, as the case moves forward. Specify multiple conditions to send out such notifications.


Set reminders to automatically send notification to the agent of upcoming call-backs, appointments or follow-ups.


Specify multiple levels of escalations which gets triggered when an agent does not complete assigned task within specified SLA.

Transfer Ticket Ownership

Share ownership of tickets with other teams without losing visibility into progress being made on the issue.

Canned Responses

Provide quick, consistent responses to common questions by creating pre-formatted replies.

Browser Based Notifications

Browser-based notifications alerts the agent when a customer starts a conversation or replies to a conversation.

Custom Search

Filter & search data residing in Custom Objects to efficiently serve customers. Download data to excel.

Embrace Cognitive AI & Bots To Allow Machines To Serve Your Customers 24/7

Round Infinity Answer Bots, OCR Bots & Sentiment Analysis Bots works alongside your support team & agents. These bots uses machine learning to understand sentiment of your customer conversations or calls, automatically validate documents or help answer your customers' questions using data from your custom applications or content from your knowledge base on Round Infinity.


Deliver articles which your customers can use to get answer to their queries in a self-service manner. Monitor article metrics like how helpful was the solution, number of views, likes, dislikes, etc.

Document Repository

A central repository to store guides, documents, best practices, policies, procedures, etc. that can be accessed and shared between multiple users & locations. Bulk Upload documents, full-text search, version history, etc. ensure a single version of truth for each document.

Internal Q & A

Discuss & collaborate specific parts of customer requests with experts from across your company to figure out the best solutions.

Support Response To Knowledge Base

Let agents automatically convert their ticket replies into knowledge base articles, as they reply.

Answer Bots

For each Custom Application, create Answer Bots to automatically respond to queries of customers. Answer Bots uses data in Custom Applications and content in knowledge base. After each response, the Answer Bots get smarter & learn on their own.

Document Bots - Auto Validation

Automatically validate documents attached with customer, partners or employees requests. E.g. auto validate & process vendor invoices, auto validate & process travel & business expense claims, etc.

Document Bots - Auto Generation

Use time-Based and scheduled bots to auto-generate documents using data from Custom Application & pre-defined output/download templates. E.g. auto generate service reports, inspection reports, invoices, health check reports, etc.

Deliver Intelligent Onsite Service & Transform Customer Experience In Field

Make it easy for your customers to schedule appointments, for your field workers to receive work orders & appointments, service the customer, collect data on a mobile device, & send estimates, service reports and invoices from the field in real time to customers and back-office systems. Allow supervisors to track performance of your field service operations in real-time.

Data Collection on Field

Using Custom Applications, collect data on site for inspections, audits, installation visits, service visits, maintenance visits, etc. Seamlessly embed rich information such as photos, sketches, signatures, QR codes, and GPS stamps and instantly deliver field data to key stakeholders and connected business applications.

Push Appointments & Work Orders

Send up-to-date appointments & work orders directly to people in the field - skip the trip to the office. Automatically send and receive real-time updates.

Generate Reports from Site

Generate & send work reports, service reports, estimates and invoices directly from the field in real time to customers.

Inquire On Data from Site

Field staff can inquire on data required to complete a service request directly from the site. E.g. check stock of parts, tap in knowledge base, refer to service manuals & procedures, send a question to internal staff, etc.

Capture Visit & Travel Time

Easily find how much time field staff spent on travel & how much time was spent on each customer visit.

Day View

Field staff can view all jobs & appointments for a given day in an easy map view.

Directions to Customer

Easily get the directions to customer place.

Payment Processing From Site

Collect payment of service or visit from the customer directly from site.

Proactively Engage With Your Customers & Build Customer Loyalty

Engage your customers, employees & partners across all digital channels, with timely and targeted messages & offers using smart segmentation & machine learning. Keep the customer notified & aware about the service status by automatically sending notifications at each process step of the case.

Campaign Manager

Using Round Infinity intuitive Campaign Manager, a content designer & dynamic consumer segmentation capabilities, send targeted & personalised messages through multiple channels. Send promotional messages with attachments, reminders, company updates, product discount intimations or offers.

Rich Messages

As part of getting your campaign ready, create rich messages with images and deep-links, and preview them simultaneously. Save message for future re-use.

Segmentation Using Saved Search Queries

Segment users using by using saved search queries in Custom Applications. For e.g., get all users who have not made payment, or get all users who bought more than 5,000 in current month, etc.

Smart Segmentation Using AI

Using AI based smart segmentation, understand consumer behaviour and preferences to transform to data driven marketing that can help you unlock growth from unexpected places.

Embedded Links

Using embedded links in SMS, Email & Web notifications, allow customers to have ongoing real-time chat conversations with your agents in response to your campaign message.

Consolidated Messages View

Allow customers to view of all messages received through campaigns in one place, sorted by time.

Omni channel Engagement

Communicate consistently across different media (SMS, Email, Facebook, Twitter, etc.) with integrated messaging and cross channel orchestration.

Paperless Travel & Expense Management From Receipt To Reimbursement

Automating the expense management process - and eliminating the errors, paper and procedures that go with it - frees up your employees and gives you more control over compliance and costs. Users can quickly take a picture of receipts, submit expense reports for approval from any mobile device, and keep productivity on track.

Travel Booking Requests

Enable employees to raise travel approval requests from their mobile phones. Pre-approve employee travel with travel requisition workflows.

Travel Advance Requests

Enable employees to raise travel advance approval request from their mobile phones. Approve advance requests and auto-assign to finance for fulfilment.

Expense Report Submission

Enable employees to report travel & business expenses on-the-go from their mobile phone. Approve expense reports and auto-assign to finance for re-imbursement.

Multi-tier Approvals

Approve travel & business expense reports online and reimburse employees. Customise approval workflows as per your hierarchical structure. Set up deviation workflows to handle variations and anomalies.

Cut-Off Dates & Reminders

Set up cut-off dates for report submission and approvals and enable notifications that prompt users to get things done on time.

Reconciliation Summaries

Easily verify the amount of money spent and the amount outstanding with the employee or the company.

Smart Policy Checks

Add your company's expense policies and ensure 100% compliance with our policy red flags and notifications.

Understand, In Real Time, Sentiment Of Your Customers & Take Timely Action

Understand sentiment for 100% of consumer interactions, messages & phone calls in real time, not after the fact with surveys for a fraction of interactions. Easily view & generate custom reports using data from custom applications, about your conversations, team performance, order fulfillment, etc. by choosing different chart types, date ranges, filters, etc.

Real-time Sentiment Analysis

In real-time, using sentiment analysis on your phone calls & conversations, find out which customers are not satisfied with your service & take appropriate measures to reach out to the customers. Identify and track trends and common issues about your customer conversations.

Real-time Omnichannel Dashboard

Manage operations with consolidated cross-channel reporting. Get a better sense of how you're doing by gaining visibility into tickets volume, agent performance, and other key support metrics across all channels.

Agents Performance Dashboard

Analyse team and user performance for response, resolution, and handle time. Track your agent's performance & find agents that are not completing tasks within specified SLAs.

Approval Workflows Dashboard

Track status of workflows or approvals & know the SLA performance of all approval requests. In real-time, know how many requests are at which process step of the workflow.

Field Service Performance Dashboard

Track performance of your field service staff. Track absent agents, real-time location of agents & SLA performance of field staff.

Custom Reports Builder

Create custom BI reports & dashboards of any complexity as required by your business. Use the Round Infinity Report Builder to generate reports with aggregates, grouping, filters, relative dates, etc. Download report output to Excel & PDF. Drill down on data as required.

Customer Satisfaction Dashboard

Round Infinity Customer Satisfaction feature allow to run surveys, gather feedback, analyse results, and take action to improve your Net Promoter Score. Track, in real-time, your Customer Satisfaction Score, Net Promoter Score, Customer Effort Score & Sentiment Analysis Score.

Campaigns Dashboard

Measure success of your marketing campaigns. Optimize your marketing campaigns through insights gained from timely performance reports.

Schedule Custom Reports

Schedule default and custom reports so that you can receive them in your inbox periodically.

Easily Pull Or Push Data From External Systems To Custom Objects On Round Infinity

Round Infinity's flexible API architecture makes it easy to integrate external applications or home grown systems with Round Infinity using Push APIs or Pull Webhooks. You can easily push data such as transactions, leads, orders, etc. from external systems to Round Infinity and similarly pull data from Round Infinity to external systems.

Push External Data To Round Infinity

Each Custom Application is automatically REST API enabled. REST allows to seamlessly push data from external system to Custom Application, extending Round Infinity to almost any system.

Pull Round Infinity Data to External Systems

Each Custom Application is automatically Webhooks enabled. Webhooks allows to push data from Custom Application to external systems when an event happens in Custom Application (e.g. when a row is inserted, row is updated, etc.). A webhook can invoke a REST API call.

Custom URL & Domain Mapping

Use your own vanity URL for your support portal and provide a seamless customer experience.

Customize Logo & Navigation

Customize the look and layout of your support portal with your own logo and navigation.

Custom Email & SMS Servers

Configure your own email & SMS servers and provide a seamless customer experience.

IP Whitelisting

Whitelist IP ranges to restrict login access outside of work.


Round Infinity ensures enterprise-grade security using SSL, comprehensive audits of networks & systems.