Proposal · QO Box → EcoGenUnified Business
Management Platform
One platform bringing Omni-Channel, CRM, Sales, HRMS, Field Operations, Finance, Inventory and Analytics into a single integrated business ecosystem — delivered as a responsive web application plus native iOS and Android apps, implemented, integrated, hosted and maintained by QO Box.
- Integrated modules
- 18+
- Unified database
- 1
- Access channels
- Web · iOS · Android
- Managed infrastructure
- 24x7
One ecosystem instead of a dozen disconnected tools
QO Box proposes to design, develop, implement, integrate, host and maintain a Unified Business Management Platform for EcoGen — bringing Sales, CRM, HR, Finance, Inventory, Customer Management and Reporting into a single centralised ecosystem.
Sales & revenue flow
Employee & field flow
Procurement flow
Business objectives
Consolidating EcoGen’s existing processes and applications into one unified digital platform.
- Centralise business information across every department
- Eliminate duplicate data entry between disconnected tools
- Automate business workflows end-to-end
- Provide real-time operational visibility to management
- Improve sales conversion and customer follow-up discipline
- Monitor employee, field and site-level activity
- Manage financial transactions and inventory centrally
- Deliver analytics through web and mobile applications
Six interconnected platform components
All components share a common platform and a common data architecture, so information entered once flows automatically into every downstream module.
Omni-Channel & CRM
Lead capture, customer management and the full sales lifecycle
HRMS & Field Operations
Employees, attendance, locations, visits and performance
Finance & Accounting
Sales, invoices, payments, banking and financial operations
Inventory & Procurement
Items, stock, purchasing, sales orders and inventory control
Business Intelligence
Cross-functional dashboards, reports and management insight
Mobile Applications
Mobile access for employees, sales teams and management
Omni-Channel, CRM, Quotation & Call Centre
A single entry point for every enquiry, with traceability from first touch through to a paid invoice. No lead is lost between teams or applications.
Omni-Channel Lead Management
- Lead registration & source tracking
- Assignment, categorisation, prioritisation
- Status management & follow-up reminders
- Lead activity, call records & call status
- Conversion tracking & lead analytics
- Automatic customer creation on conversion
CRM — Customer Relationship
- Customer master, contacts, locations, documents
- Classification and complete customer history
- Sales, quotation, order, invoice & payment history
- Follow-ups, tasks and scheduled activities
- Sales pipeline & opportunity management
- Salesperson performance visibility
Quotation & Sales Management
- Products/services, quantity, pricing, discounts, tax
- Terms & conditions and quotation numbering
- Draft / Submitted / Approved / Rejected / Expired
- PDF generation, sharing and revisions
- Approval workflow into sales orders
- Full quotation history & audit trail
Call Centre Management
- Incoming & outgoing call records
- Call assignment, status and outcome
- Follow-up dates and customer association
- Agent-wise activity and call history
- Pending, completed and follow-up calls
- Call conversion analytics for management
HRMS, Attendance, Field Operations & Targets
Centralised workforce data connected to field reality — who visited which client, when, for how long, and what happened next.
Employee Management
- Employee master, ID and profile
- Department, designation, reporting manager
- Branch / location and joining information
- Employment status & contact details
- Document repository
- Role and access permissions
Attendance Management
- Mobile check-in and check-out
- Working hours, late and early-exit flags
- Location-based attendance capture
- Absence tracking & attendance history
- Employee, department and location reports
- Attendance notifications
Client Visit & Field Activity
- Client assignment & client locations
- Visit check-in / check-out with location
- Visit purpose, notes and observations
- Follow-up requirements & next visit date
- Customer feedback capture
- Complete visit history per employee
Target & Site Performance
- Employee, location and site targets
- Monthly, quarterly and annual cycles
- Sales and turnover targets
- Target vs actual achievement %
- Site turnover and site performance
- Employee deployment & client activity per site
Finance, Orders, Invoicing, Inventory & Procurement
Core financial and stock operations in one ledger, wired directly to the sales and purchase workflows that create them.
Financial Management
- Customer & vendor masters, chart of accounts
- Sales and purchase transactions
- Credit notes and debit notes
- Receivables, payables and expense records
- Bank accounts, balances, transaction history
- Financial reporting pack
Sales & Purchase Orders
- Quotation to sales order conversion
- Customer/vendor mapping and item selection
- Quantity, pricing, taxes, discounts
- Delivery details and order status
- Purchase requisition & approval workflow
- Purchase-to-inventory integration
Invoice & Payment Management
- Invoice generation, numbering and PDF
- Sales order mapping and tax calculation
- Partial payments and outstanding amounts
- Customer and vendor payments
- Payment methods, references, bank mapping
- Receivable and payable reports
Inventory & Procurement
- Item master, code, SKU, category, UOM
- Purchase/sales price, tax, reorder level
- Opening stock, inward, outward, adjustments
- Stock transfers, reserved & available stock
- Low-stock alerts and location-wise inventory
- Vendor management and supplier pricing
A unified analytics layer over the entire organisation
Dashboards aggregate Sales, CRM, Omni-Channel, Call Centre, HRMS, Attendance, Field Operations, Finance, Inventory and Procurement into one management view.
Executive Dashboard
- Total leads & conversion
- Sales pipeline & quotations
- Revenue and collections
- Outstanding payments & expenses
- Attendance and client visits
- Site performance & target achievement
Sales Analytics
- Leads generated vs converted
- Conversion percentage
- Quotation value, won and lost
- Salesperson performance
- Customer & location-wise sales
- Monthly sales trends
CRM Analytics
- Lead source analysis
- Lead and follow-up status
- Customer acquisition & activity
- Pending follow-ups
- Call-centre productivity
- Opportunity pipeline
HRMS Analytics
- Total and active employees
- Location-wise distribution
- Attendance and absenteeism
- Late check-ins
- Field activity & client visits
- Target vs achievement
Finance Analytics
- Revenue and expenses
- Receivables and payables
- Collections & outstanding invoices
- Purchase and sales value
- Bank balances & cash flow
- Customer/vendor-wise outstanding
Inventory Analytics
- Current and low stock
- Stock movement
- Purchase & sales quantity
- Fast and slow-moving items
- Location-wise inventory
- Inventory valuation & adjustments
One web application plus native iOS and Android apps
EcoGen receives a responsive web application and native mobile applications for both iOS and Android, all running on the same centralised backend, business logic and database.
Responsive Web Application
Desktop · Laptop · Tablet · Mobile browser
- Single responsive web app for all screen sizes
- Role-based dashboards and full module access
- Works on Chrome, Safari, Edge and Firefox
- No installation required for office users
Native iOS Application
iPhone · iPad
- Published to the Apple App Store
- Push notifications and biometric login
- GPS-based attendance and client visits
- Offline-tolerant field data capture
Native Android Application
Phones · Tablets
- Published to the Google Play Store
- Push notifications and biometric login
- GPS-based attendance and client visits
- Offline-tolerant field data capture
Mobile capabilities, role-based access & notifications
Every mobile screen — on iOS and Android alike — is governed by the user's assigned role and permissions.
Mobile capabilities
Role-based access control
- Super Administrator
- Administrator
- Management
- Finance Team
- HR Team
- Sales Manager
- Sales Executive
- Call Centre Executive
- Field Employee
- Inventory Manager
- Procurement Team
Notifications
- New lead assignment
- Follow-up reminder
- Quotation status
- Sales order status
- Payment reminder
- Attendance notifications
- Client visit reminders
- Target notifications
- Inventory alerts
SMS, WhatsApp, email and OTP provider charges are billed separately based on actual provider usage, and are not included in the monthly subscription.
Modular, scalable and integration-ready
Future modules and integrations can be added without redesigning the platform.
Implementation in nine structured phases
From requirement workshops through production launch and into continuous managed operations.
Requirement & Process Finalisation
- Requirement workshops
- Existing application study
- Workflow & user-role identification
- Final scope confirmation
Architecture & UI/UX
- Solution & database architecture
- Application architecture
- UI/UX and dashboard design
- Mobile application design
Core Platform Development
- User, role & authentication
- Master data and common services
- Notifications framework
- Audit / logging framework
Business Module Development
- Omni-Channel, CRM, Sales, Quotation
- HRMS, Attendance, Field operations
- Finance, Inventory, Procurement
- Cross-module integration
Analytics
- Executive dashboard
- Sales, CRM & HR analytics
- Finance & inventory analytics
- Operational reports
Mobile Applications
- Mobile authentication
- Employee & field operations
- Sales/CRM functions, attendance, visits
- Notifications & management views
Testing & UAT
- Functional & integration testing
- API, web and mobile testing
- Performance validation
- User Acceptance Testing
Production Deployment
- Production infrastructure & database
- Application deployment
- Security and SSL configuration
- Backup configuration & launch
Managed Operations
- Application support & monitoring
- Server management
- Bug fixing & maintenance
- Minor enhancements
Hosting, maintenance, security & continuity
Hosting & Server Management
- Application & database server management
- Deployment and server monitoring
- Backup management
- Security & SSL configuration
- Availability monitoring
- Production issue resolution
Application Maintenance
- Bug fixing & issue resolution
- Production support
- Minor UI, config & workflow changes
- Database maintenance
- Performance monitoring
- Security updates where applicable
Data Security
- Role-based access control
- Authentication & authorisation
- Secure password management, HTTPS/SSL
- Database & server access controls
- Audit-related logging
- Environment separation
Backup & Continuity
- Standard application & DB backups
- Frequency finalised at implementation
- Based on data volume & criticality
- Recovery requirement mapping
- Storage planning
- Advanced DR evaluated separately
Enhancements & change requests
- Bug fixes
- Minor UI changes
- Minor configuration changes
- Small report modifications
- Minor workflow adjustments
- Routine maintenance
- Small enhancements that do not materially affect architecture
- Accommodated where feasible within the roadmap
- Evaluated case by case
- New business modules
- Major workflow redesign
- Large-scale reports & BI
- New external integrations
- Major architectural changes
- Substantial new mobile functionality
Deliverables
One consolidated technology subscription
Predictable technology costs instead of separate CRM, HRMS, finance, inventory, analytics, hosting, server management and support bills.
₹2,35,000
Covers initial implementation, configuration, deployment, integration, environment setup and production launch of the unified platform. Payable as per the mutually agreed implementation schedule.
₹74,999 / month
Subscription commences upon production deployment / commencement of the managed service period, as mutually agreed.
Value proposition & long-term vision
QO Box acts as EcoGen's technology partner across the complete lifecycle: Understand → Build → Integrate → Deploy → Host → Maintain → Improve.
One Platform
One centralised business application instead of multiple disconnected tools.
One Database
Business information available through a single centralised data model.
One Login
Users access exactly what their role and permissions allow.
One Mobile Ecosystem
Sales, field teams and management operate from their phones.
One Dashboard
Management monitors the organisation from a single analytics surface.
One Partner
Understand → Build → Integrate → Deploy → Host → Maintain → Improve.
Future capabilities
Assumptions (Section 45)
- The solution will be developed based on requirements agreed during the requirement-finalisation phase.
- Existing business data, where required, will be provided by EcoGen in an agreed importable format.
- Third-party API charges are not included in the subscription.
- SMS and WhatsApp communication charges are usage-based and payable separately.
- Major new modules or substantial functionality changes will be estimated separately.
- Major infrastructure scaling caused by significant growth will be reviewed separately.
- Any third-party licensing required by EcoGen will be charged separately.
- Final workflows will be mutually approved before development.
- Access to existing systems/data will be provided wherever migration or integration is required.
- The final implementation timeline will be established after detailed requirement finalisation.
One Platform. One Data Ecosystem.
One Technology Partner.
Omni-Channel + CRM + Sales + HRMS + Field Operations + Finance + Inventory + Analytics + Mobile, delivered as a single integrated business ecosystem with ongoing maintenance, infrastructure management, support and continuous improvement.
Third-party communication / API charges extra · Major enhancements separately estimated · Applicable taxes extra as per regulations