Sentrix

Sentrix is a mobile-first Sales Operations and Project Finance Management platform designed for organizations executing complex, multi-location projects — especially in government and enterprise environments.

Sentrix connects Sales, Project Execution, and Finance into one unified system, giving field teams a Digital Project Wallet and HQ a Real-Time Command Center.

No more disconnected spreadsheets.

No more WhatsApp approvals.

No more blind spending.

With Sentrix, every opportunity, project, expense, and rupee becomes fully traceable.

🚀 KEY FEATURES

📊 Sales & Opportunity Tracking

Government-style opportunity funnel (Discovery → Tender → Closure)

Activity tracking: meetings, site visits, MOM, documents

Tender / RFP / GeM tracking

Deal value forecasting & pipeline analytics

Automatic conversion from Opportunity to Project

💼 Digital Project Wallet

Each project operates as a virtual wallet:

Opening Allocation + Additional Funds – Expenses = Closing Balance

Fund requests with justification

Tranche-based releases

Category-wise budgets

Real-time wallet balances

Allocation history

💰 Expense & Vendor Management

Upload bills with OCR scanning

Geo-tagged site expenses

Vendor master & ledgers

Two-level approvals

GST & invoice tracking

Vendor exposure across projects

📄 Utilization Certificates (UC)

Replace manual reporting with auto-generated UCs:

Funds received

Expense evidence

Closing balances

Physical work proof (photos/videos)

PDF export

Triggers next fund release

🧾 Revenue, Billing & Collections

Milestone-based invoicing

Invoice vs collection tracking

Receivables aging

Payment gap alerts

📈 Project Financial Intelligence (“Profit Pulse”)

Real-time KPIs:

Budget vs actual

ROI %

Burn rate

Vendor liabilities

Receivables

Net cash flow

Visual dashboards help management make fast, data-driven decisions.

🔐 Enterprise Governance

Role-based access (Field, State, Finance, Management)

Approval workflows

Immutable financial records

Full audit trails

Secure cloud storage

Real-time notifications

🎯 WHO IS SENTRIX FOR?

✔ Government solution providers

✔ Infrastructure & EPC companies

✔ Distributed project organizations

✔ Finance-led operations teams

✔ Enterprises managing multi-state execution

If your organization runs projects — Sentrix gives you control.

🔑 WHY SENTRIX?

✅ Every rupee is traceable

✅ Sales and finance are structurally linked

✅ Projects never run blind

✅ Management sees ROI in real time

✅ Institutional knowledge survives people changes

Sentrix is not just an app.

It’s your operational nervous system.

🛡 Data Safety

Secure Firebase authentication

Encrypted storage

Role-based access control

Audit logs on all financial actions