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ERP & CRM Advisory

ERP, CRM & Business Application Advisory

Align technology with your core business workflows. Optimize TallyPrime, Zoho Suite, Odoo, Salesforce, and custom ERP extensions.

ERP, CRM & Business Application Advisory
500+
ERP Deployments & TDLs
100%
Statutory GST Compliance
Application Advisory

Optimizing Enterprise Business Systems

From scoping and vendor selection to custom integrations, report automation, and cloud hosting.

ERP Scoping & Platform Selection

Evaluating business processes across manufacturing, inventory, supply chain, and finance to choose the ideal ERP platform.

  • Requirement traceability matrix (RTM)
  • TCO comparison (Tally vs Odoo vs Zoho vs SAP)
  • Phased implementation roadmap
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TallyPrime Customization & TDL Solutions

Developing custom Tally Definition Language (TDL) modules for specialized invoice formats, barcodes, and automated job costing.

  • Custom BOM & manufacturing workflows
  • Approval matrix & credit limit locks
  • Automated ledger WhatsApp/SMS alerts
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Tally on Cloud & Remote Access Architecture

Deploying high-speed, secure multi-user Tally access on cloud VPS with automated backups and mobile report dashboards.

  • Fast remote access from anywhere
  • Centralized data security & IP whitelisting
  • Automated daily cloud backups
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CRM Strategy & Sales Pipeline Mapping

Configuring Zoho CRM, Salesforce, or HubSpot to automate lead routing, quotation workflows, and customer communication.

  • Omnichannel lead capture (Web, WhatsApp, Call)
  • Quotation to invoice automated conversion
  • Executive sales analytics & forecasting
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API & E-Commerce ERP Integrations

Bi-directional real-time data sync between your ERP, payment gateways, Shopify/WooCommerce, and logistics partners.

  • Automated inventory stock sync
  • Real-time sales order pushing
  • Automated payment reconciliation
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GST, e-Invoice & e-Way Bill API Connectors

Seamless direct integration with Govt IRP and GSTN portals for 1-click IRN generation and e-Way bill creation inside your ERP.

  • Zero manual portal data entry
  • Automated QR code on invoices
  • GSTR-1 & 3B reconciliation audit tools
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Methodology

Our Proven 4-Step Delivery Framework

Zero-disruption implementation aligned with ISO and ITIL best practices.

1

Assess & Audit

Thorough baseline assessment of existing infrastructure, compliance, and objectives.

2

Architect & Design

Tailored solution architecture with SLA benchmarks and cost optimization.

3

Deploy & Migrate

Staged rollout with rigorous QA, automated data validation, and minimal downtime.

4

24x7 SLA Support

Continuous telemetry monitoring, proactive patching, and designated account manager.

FAQ

Frequently Asked Questions

Yes. We perform complete data audits, split historical financial years if required, verify balances, and migrate seamlessly to our secure cloud servers with zero downtime.

Ready to Elevate Your IT Infrastructure?

Consult with certified OMNITRIX enterprise architects. Transparent pricing, strict SLAs, and 30+ years of proven delivery.

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