Field sales tracker
Salesmen check in by location, log visits and book orders from the field. The owner gets a daily report.
- Geo check-in
- Visit + order
- Daily report
ERP & Operations Systems
An ERP built around how your business actually runs.
Off-the-shelf ERPs make you change your process to fit the software. I build the other way round: role-based systems for orders, inventory, dispatch, collections and compliance, shaped around your workflow and connected to the accounting you already use.
What is a custom ERP system?
A custom ERP is software built around one company’s own process for orders, stock, dispatch, collections and compliance, instead of a generic product the company has to adapt to. For small and mid-size businesses it usually starts with one module, such as order tracking, connects to the existing accounting software, and grows from there.
Sound familiar?
These are the problems clients describe on the first call. Each one is fixable.
Orders are tracked over phone calls and WhatsAppFixableStock and dispatch don’t match the booksFixablePayments are matched to invoices by handFixableThe off-the-shelf ERP never fit your processFixable
What I build.
Order to cash
Follow every order from enquiry to dispatch to payment, with the next action shown at each stage.
Inventory and stock
Item-level stock, transfers and job work, so what the yard holds matches what the books say.
Collections and receivables
Payments matched to invoices or units automatically, with dues, ageing and bounced cheques handled.
Role-based screens
Sales, accounts, dispatch and the owner each see their part. Sensitive figures stay with senior roles.
Compliance built in
GST, TDS and RERA reports generated from the same data, ready when you need to file.
Projects behind it.
Selected case studies that include erp & operations systems work, from 50+ automations I’ve built.
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SoldBookedOn holdAvailable
Flat 801Sold
2 BHK · 742 sq ft · Agreement ₹92.5 LReceived₹41.6 L
Due now₹4.6 L
ProgressSlab 5
Payment schedule · plinth, slabs 1 to 6, possession
!Cheque 004417 bounced. Linked to receipt R-2291, Flat 801. Net received updated.
MahaRERA inventory reportExport ready
ERP & Operations SystemsReal estate
Sales & Collections System
Live sales, payments and dues for every flat, pulled straight from Tally.
EnquiryQuoteSales orderCoil mappedCuttingLoadingWeighedInvoicedGate passPaid
Dispatch board · today
SO-2291HR coil 2.0 mm → 1250 sheetsWeighed
SO-2288CR sheet 0.8 mm, slit 300Weighed 18.42 MT
SO-2284HR plate 5 mm, cut to lengthCutter queue
Receipt ₹12,40,000 · allocated oldest first
INV-1812 · 41 days₹5,62,300
INV-1840 · 28 days₹4,18,900
INV-1866 · part₹2,60,040
TDS 194Q @ 0.1%₹1,240
Balanced✓ ₹12,41,240
ERP & Operations SystemsSteel trading
OpsHub Steel Operations
One system for a steel trader to run orders, coil stock, dispatch, collections and GST.
Volume by state, kilolitres
JKPBHPUKSKARRJHRDLUPBRASNLGJMPCGJHWBMLTRMNMHTSODMZGAAPKATNKL
MH342 KL▲ 9% YoY
ERP_export_Oct.xlsx
Validated · 48,210 invoice lines
Distributor health · 207 partnersValidated · 48,210 invoice lines
Champion41
Loyal118
Slipping27
At risk12
Lost9
3 distributors moved to SlippingNo order in 62+ days · ₹18.4 L monthly volume
AI Analytics & DashboardsManufacturing & distribution
Sales Intelligence Dashboard
Nineteen hand-built Excel reports replaced by one live dashboard that refreshes from a single ERP upload.
Buyer name
Rohan Kulkarni
Mobile
98••• ••214
Requirement · Budget
2 BHK · ₹85,00,000
Lead code issued
KD4821
Share this code with the sales teamPipeline · all partners
Not visited49
Visited31
Interested17
Follow up12
Sold6
SoldRK1180 · Flat 702 · Sales: Neha2h
VisitedPV3305 · site visit done, note added5h
Business AutomationReal estate
Channel Partner Lead Portal
Every broker referral and walk-in gets a unique tracking code, so no property lead gets lost.
More automations in this area.
Common processes I automate, set up around your own tools and data.
Stock reorder and supplier POs
Low stock triggers a draft purchase order to the right supplier, ready to approve.
- Stock runs low
- Draft PO created
- Approve and send
Questions people ask.
When your process is your advantage, forcing it into generic software costs more than it saves. A custom system does exactly what you need and nothing you don’t.
Usually not. It works alongside Tally or your accounting system and syncs with it, so your accountants keep their tools.
Yes. Most projects start with one module, like order tracking or collections, and grow once it proves itself.
It depends on scope. After the free audit call you get a fixed scope, timeline and quote before any work starts.
Show me the work your team repeats.
A free 30-minute call. You walk me through the process; I tell you what can be automated, roughly how, and what it would take.