Sentrix is a mobile-first Sales Operations and Project Finance Management platform designed for organizations executing complex, multi-location projects โ 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.
๐ KEY FEATURES
๐ Sales & Opportunity Tracking
Government-style opportunity funnel (Discovery โ Tender โ Closure)
Activity tracking: meetings, site visits, MOM, documents
Tender / RFP / GeM tracking
Deal value forecasting & pipeline analytics
Automatic conversion from Opportunity to Project
๐ผ Digital Project Wallet
Each project operates as a virtual wallet:
Opening Allocation + Additional Funds โ Expenses = Closing Balance
Fund requests with justification
Tranche-based releases
Category-wise budgets
Real-time wallet balances
Allocation history
๐ฐ 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
๐ 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
๐งพ Revenue, Billing & Collections
Milestone-based invoicing
Invoice vs collection tracking
Receivables aging
Payment gap alerts
๐ Project Financial Intelligence (โProfit Pulseโ)
Real-time KPIs:
Budget vs actual
ROI %
Burn rate
Vendor liabilities
Receivables
Net cash flow
Visual dashboards help management make fast, data-driven decisions.
๐ Enterprise Governance
Role-based access (Field, State, Finance, Management)
Approval workflows
Immutable financial records
Full audit trails
Secure cloud storage
Real-time notifications
๐ฏ WHO IS SENTRIX FOR?
โ Government solution providers
โ Infrastructure & EPC companies
โ Distributed project organizations
โ Finance-led operations teams
โ Enterprises managing multi-state execution
If your organization runs projects โ Sentrix gives you control.
๐ WHY SENTRIX?
โ
Every rupee is traceable
โ
Sales and finance are structurally linked
โ
Projects never run blind
โ
Management sees ROI in real time
โ
Institutional knowledge survives people changes
Sentrix is not just an app.
Itโs your operational nervous system.
๐ก Data Safety
Secure Firebase authentication
Encrypted storage
Role-based access control
Audit logs on all financial actions