Let's Talk!
SAMANVAYA
Unified Business Management Platform • Mobile First
One Platform.
Infinite Possibilities.
SAMANVAYA connects every stage of your business lifecycle into a single operational command center. Eliminate fragmented spreadsheets and disconnected tools — unify lead generation, sales pipeline, order fulfillment, payments, and warranty management with real-time web and mobile synchronization.
Lead-to-Warranty Lifecycle
Live GPS & Route Tracking
Native iOS & Android Apps
Granular Role-Based Security
Real-Time Cloud Synchronization
S
SAMANVAYA
Live Mobile Sync
AD
Overview
Leads
Orders
Claims
Lead Ingestion
Just now
Apex Renewable Solutions
Commercial Solar RFP • ₹18.50 L
Order #ORD-9021
In Transit
Gujarat Powergrid Systems
156 Inverter Units • Dispatch 99.2%
Payment Collected
₹1,50,000
SunCraft Tech Infra
Logged via Mobile UPI • Invoiced
Home
Leads
Orders
Warranty
Lead Ingestion
Lead Management
Auto-allocation to field sales reps with instant WhatsApp & web routing.
1,284
↑ +24.6% active leads
Sales Engine
Sales Pipeline
Standardized quote builder with locked price catalogs and managerial sign-offs.
₹94.20 L
38 deals in negotiation
Fulfillment
Order Fulfillment
5-stage warehouse dispatch tracking with itemized serial allocation.
156 Units
99.2% on schedule
Warranty & Service
Warranty Tracking
Instant mobile barcode verification, digital warranty cards & claim settlement.
4,890
Active verified serials
FEATURE HIGHLIGHT • LIVE GPS FIELD FORCE INTELLIGENCE
Real-Time Staff Tracking & Route Playback
For Your Mobile Field Workforce
Gain 100% operational transparency over on-field sales executives, delivery agents, and service technicians. Eliminate field blindspots with live GPS location tracking, step-by-step route playback timelines, automated KM travel allowance audits, and tamper-proof geofenced attendance.
Sanand Industrial GIDC
S.G. Highway Central
Gandhinagar Sector 14
Prahlad Nagar Corporate Road
VP
Vikram Patel
Sr. Sales Representative
Apex Renewable Campus (Stop #3)
AV
Amit Verma
Field Service Engineer
Towards Gujarat Textile Mills
RK
Rajesh Kumar
Fulfillment & Delivery
Sector 14 Logistics Center
Today's Field Force Movement
LIVE 10s PING
18 / 18
Staff Shift Clocked
418.6 KM
Total Distance Tracked
47 / 56
Beat Visits Done (84%)
₹4,186
Auto TA/DA Audited
VP
Vikram Patel • Sr. Field Sales Executive
Date: Today • Territory: Ahmedabad North Beat • Vehicle: Two-Wheeler (GJ-01-AB-4021)
Speed: 2x
09:30 AM
Geofenced Punch-In
Headquarters Base • Shift Started
Selfie attendance verified at GPS 23.0225° N, 72.5714° E with 100% boundary compliance. Battery: 98%.
10:15 AM - 11:00 AM (45m at site)
Stop 1 Completed
SunInfra Solar Systems (Client Visit)
8.4 KM traveled. Technical site survey checklist uploaded with 4 rooftop photos and client signature.
11:35 AM - 12:45 PM (70m at site)
Order #ORD-9021 Booked
Gujarat Powergrid Hub (Commercial Deal)
14.2 KM cumulative distance. Final contract executed. Recorded ₹1,50,000 advance payment via in-app UPI QR.
01:15 PM - 02:00 PM (45m halt)
Lunch Break Detected
Stationary Halt • Food Park
System auto-categorized non-business halt. Zero kilometer claim logged for this duration.
02:30 PM - Ongoing (42m so far)
Stop 4 Active
Apex Renewable Campus • Contract Review
24.6 KM covered today. Representative currently inside geofenced client conference room.
Daily Time & Motion Analysis
Total Distance Traveled
24.6 KM (GPS Verified)
Face-to-Face Client Time
3 Hours 10 Mins
Active Travel Duration
2 Hours 15 Mins
Average Speed in Motion
26.8 km/h
Beat Plan Compliance
4 of 5 Stops (80%)
Device Battery Level
84% (Healthy)
Manual Self-Declared Claims
Traditional Way
₹520 / Day
Based on 52 KM self-declared estimate by employee
- Inflated distance with guessed, rounded kilometer figures
- Personal detours and unauthorized errands included in bills
- 3 to 5 days wasted each month manually auditing paper logs
SAMANVAYA GPS-Verified Conveyance
Automated Audit
₹342 / Day
Exact 34.2 KM road distance tracked by satellite telemetry
- ₹178 Net Saved Daily per field rep (~34% travel expense saving)
- Auto rate calculation (₹10/km 2-wheeler, ₹15/km 4-wheeler, or custom)
- One-click export to Excel / PDF for direct payroll ledger reimbursement
GPS Geofence Radar
Live Satellite Locked
150m Authorized Perimeter
✓ Inside Authorized Client Boundary (94m from center)
📷
Selfie + GPS Stamp Verified
Coords: 23.0225° N, 72.5714° E • 10:15:24 AM
Zero Proxy • 100% Verified Presence
Geofenced Mobile Punch-In &
Geofenced Mobile Punch-In &
Beat Customer Check-Ins
Ensure your employees are actually at the client's premises when they clock in. Set customizable geo-radius parameters around client offices, factory sites, or sales territories.
Selfie Facial Punch
Live front-camera photo with timestamp prevents buddy punching and proxy clock-ins.
Beat Route Schedule
Daily customer visit lists pre-assigned by manager with 1-tap arrival check-in.
On-Site Order Taking
Sales reps capture orders and collect advance payments directly at client doorstep.
Anti-Spoofing Shields
Automatically detects fake GPS apps, mock location software, and device tampering.
Real-Time Visibility
Live GPS Staff Tracking
View your complete sales, technical, and delivery force on a single interactive map. Filter by team, department, or individual. Monitor live movement speed, device battery, and GPS signal status.
Value: Immediate live awareness of team positioning without calling or texting reps.
Day Playback
Day-as-it-Happened Route Playback
Replay full-day movement histories with chronological breadcrumb trails. Pinpoint exact arrival times, departure times, meeting durations, and differentiate active travel from idle halts.
Value: Clear transparency into time spent at client visits versus transit and idle hours.
Zero Fuel Fraud
Automated KM & TA/DA Claims
Digital satellite odometer calculates exact distance covered on-duty. Auto-generates fraud-proof conveyance sheets according to corporate vehicle rate slabs with 1-click ledger export.
Value: Cuts company fuel and conveyance reimbursements by 25% to 30% permanently.
Geofenced Punch
Geofenced & Selfie Attendance
Restrict shift punch-in and punch-out strictly within assigned customer locations, job sites, or branch zones. Front-camera selfie with GPS coordinates eliminates proxy clock-ins.
Value: Guarantees field staff arrive at scheduled client sites before starting shifts.
Beat Planning
Customer Beat Route Planning
Design daily customer beat routes for sales executives. Reps check in at client doorsteps with 1-tap geo-tagged timestamps, meeting minutes, customer feedback notes, and site survey photos.
Value: Increases daily client meeting coverage per sales rep by over 38%.
On-Site Cash & Order
On-Field Order Booking & Payments
Equip reps to book sales orders and collect advance payments (Cash/UPI/Cheque) right at the client doorstep. Generates instant geo-stamped receipts and syncs directly with central inventory.
Value: Shortens sales cash cycle and removes delay between site visit and order logging.
28.4%
Average reduction in fuel & conveyance claims
100%
Elimination of fake client visits & proxy punch-ins
2.5 Hrs
Daily administrative time saved on travel audits
+38%
More customer beat meetings completed per rep
THE OPERATIONAL BOTTLENECK
Why Disconnected Tools Are Costing Your Business Time and Revenue
When marketing, sales representatives, warehouse dispatchers, and finance operate in separate systems and offline spreadsheets, critical business data fractures. Here is how SAMANVAYA resolves common operational roadblocks.
Leads Slip Through Cracks
Website inquiries, WhatsApp leads, and field contacts sit in disconnected inboxes. Delayed follow-ups and lack of assignment accountability result in lost high-value prospects.
SAMANVAYA Solution: Automated multi-channel ingestion, intelligent routing, and timestamped follow-up reminders.
Inconsistent Sales Quotations
Sales reps create rogue spreadsheets with unauthorized discounts, incorrect component prices, or outdated terms, creating margin bleed and customer friction.
SAMANVAYA Solution: Standardized quote builder with locked price catalogs and managerial discount authorization.
Fulfillment & Order Blindspots
Sales has no clue if an order was packed, warehouse has no record of promised delivery dates, and customers repeatedly call asking for shipping updates.
SAMANVAYA Solution: 5-stage milestone tracking from confirmation to dispatch with itemized serial allocation.
Payment Reconciliation Chaos
Advance deposits, milestone bank transfers, and final cheques are logged across multiple bank accounts without clear order references or tax invoices.
SAMANVAYA Solution: Direct transaction-to-order mapping with multi-mode payment recording and automated receipt generation.
Warranty Verification Disputes
When a customer files a warranty claim, service teams struggle to verify serial numbers, original purchase dates, and component replacement eligibility.
SAMANVAYA Solution: Instant serial barcode lookup, digital warranty certificates, and formal defect claims.
Disconnected Field Force
Sales reps and technicians in the field must wait until they return to office to upload survey notes, check stock, or confirm customer payment status.
SAMANVAYA Solution: Native iOS and Android apps with mobile camera scanning, offline records, and live central sync.
COMPLETE SYSTEM ARCHITECTURE
Engineered as a Unified Business Operating System
SAMANVAYA eliminates departmental silos. Every module communicates natively with the central database, guaranteeing accurate handoffs from the moment a lead enters to post-sale warranty support.
Lead Management & Routing
Centralized multi-channel inquiry capture, dynamic sales agent allocation, stage qualification, and timestamped follow-up reminders.
Sales Pipeline & Quotes
Visual deal stages, catalog-driven quotation generator, approval hierarchies for custom margins, and team target tracking.
Order Processing & Fulfillment
5-stage order execution, itemized serial number mapping, batch scheduling, courier docket sync, and delivery confirmations.
Payment Tracking & Invoicing
Record advance, milestone, and balance payments against orders with NEFT/UPI/Cheque reference verification and instant receipt generation.
Warranty Records & Claims
Instant equipment serial authentication, tamper-proof digital warranty cards, claim defect ticketing, and resolution management.
Native iOS & Android Apps
Equip field teams with camera barcode scanning, GPS site check-ins, offline inquiry records, and real-time headquarter sync.
Live Field Tracking & Geo Attendance
NEWReal-time GPS employee tracking, day route timeline playback, auto-calculated KM travel allowances (TA/DA), and geofenced client visit verification.
Lead Capture & Intelligent Routing
Capture, Route, and Nurture Leads Without Dropping an Inquiry
SAMANVAYA centralizes all incoming customer inquiries into an intelligent funnel. Sales leaders gain full visibility into rep responsiveness, follow-up quality, and pipeline movement.
-
Multi-Source Lead Ingestion: Capture inquiries from website portals, digital campaigns, phone inquiries, and mobile field staff in real time.
-
Intelligent Assignment Rules: Automatically route leads based on territory, executive workload, product specialty, or deal size.
-
Timestamped Activity Timeline: Record every phone call note, meeting schedule, site survey result, and client preference.
-
Clear Stage Progression: Transition leads through defined milestones: *New Inquiry → Contacted → Qualified → Proposal Sent → Converted*.
Business Value: Reduces average inquiry response time to under 15 minutes, eliminates territory disputes between reps, and provides management with total visibility on sales productivity.
⚡ 12 Min Avg Response
L
Lead Ingestion
428 Live Inquiries
All (428)
Qualified (112)
Survey (64)
High Priority
Just now
Renew Infra Solutions
Harsh Vardhan • Commercial Rooftop 150 kW
Est. Deal: ₹18.50 L
Site Survey
24m ago
Gujarat Textile Mills
Pradeep Mehta • GPS Location Logged
WhatsApp Inflow
1h ago
BlueStar Industrial Park
Auto-routed to West Zone Territory
Leads
Deals
Orders
Multi-Channel Sync • Zero Drops
Sales Pipeline & Quotations
Accelerate Deal Velocity with Structured Proposals & Margins
Close deals faster without sacrificing profitability. SAMANVAYA provides sales representatives with standardized quotation tools while giving executive management strict governance over pricing discounts.
-
Visual Deal Pipeline: Track opportunities in real time as they progress through *Proposal Drafted → In Negotiation → Manager Approval → Contract Won*.
-
Dynamic Quotation Builder: Generate polished, branded client proposals pulled directly from master item prices, specifications, and tax structures.
-
Multi-Tier Discount Approvals: Enforce automated approval checks if a requested discount exceeds authorized thresholds.
-
Target vs. Actual Quotas: Benchmark individual and branch performance against quarterly targets with live win/loss metrics.
Business Value: Eliminates quotation calculation errors, protects gross profit margins, and provides leadership with dependable cash-inflow forecasts.
🎯 Target: ₹1.2 Cr (78% Won)
P
Sales Pipeline
₹84.6L Closed Won
Quotes (12)
Review (7)
Won (19)
Contract Won
Today
Apex Renewable Campus
Commercial Rooftop 200 kW • Auto Order
₹38,00,000
Margin 24% Approved
In Negotiation
Yesterday
Gujarat Logistics Hub
Standard Pricing Locked • Spec Verified
₹24,50,000
Margin Check →
Proposal Sent
2d ago
Suryavanshi Mills (50 kW)
Quote #QT-2026-9042 • Sent via WhatsApp
₹6,80,000
Leads
Deals
Orders
Instant PDF Proposals • Margin Lock
Order Fulfillment & Dispatch Logistics
Precision Order Execution from Contract to Delivery
Once a sales deal is marked won, SAMANVAYA converts it into an executable order. Operations teams, warehouse staff, and clients share single-glance transparency over batch allocations and delivery milestones.
-
Structured Order Registry: Centralize all customer orders with dedicated Order IDs, client specifications, delivery dates, and site details.
-
5-Stage Lifecycle Stepper: Track progress visually: *Order Placed → Verified → Processing → Dispatched → Delivered & Installed*.
-
Serial Number & Batch Assignment: Bind exact hardware serial numbers to specific orders for warranty and trace audit compliance.
-
Automated Dispatch Slips & Tracking: Generate delivery challans, capture transporter docket numbers, and push tracking alerts to customers.
Business Value: Eliminates dispatch errors and inventory stockouts, cuts customer delivery status inquiries by 85%, and prevents wrong component shipments.
🚚 120 Units In Transit • BlueDart
O
Order Execution
#ORD-2026-9842 Active
In Transit
ETA: Tomorrow 2:30 PM
Apex Renewable Campus
Sanand Industrial Zone, Gujarat
DISPATCH LIFECYCLE
✓
Placed
✓
Packed
🚚
Dispatched
4
Delivered
BlueDart Express
Live GPS Track
Docket: BD-IN-994821
Tier-1 PV Modules (120 Pcs)
Allocated
Serials: SN-PV-99201...99320
Smart Inverter 50kW (1 Pc)
Allocated
Serial: SN-INV-84192
Home
Leads
Orders
Warranty
Live GPS & Serial Number Audit
Payment Collection & Accounts Ledger
Real-Time Receivables & Transparent Transaction Tracking
Eliminate revenue leakage and unmapped bank entries. SAMANVAYA provides accounts teams with a unified transaction ledger that links every advance, milestone, and balance payment directly to customer orders.
-
Multi-Mode Transaction Logging: Record payments via Bank Wire (NEFT/RTGS), UPI, Cheques, or Payment Gateways with unique bank reference (UTR) capture.
-
Milestone & Partial Dues Tracking: Split project billing across booking advances, dispatch milestones, and final testing sign-offs.
-
Instant Status Verification: Color-coded ledger visibility: *Verified & Credited, Pending Bank Clearance, Partial Balance Due, or Overdue*.
-
Automated Receipts & Invoices: Generate GST-compliant digital payment receipts and tax invoices for instant download or customer email dispatch.
Business Value: Cuts payment reconciliation time by over 70%, ensures zero forgotten receivables, and keeps your balance sheet clean for auditors.
💰 ₹72.85 L Collected This Month
₹
Payments Ledger
Auto-Reconciled • 99.4%
All (58)
Settled (49)
Dues (9)
Settled • NEFT Wire
₹18,00,000
Apex Renewable Campus
Ref: UTR-AXIS-99210 • Linked #ORD-9842
Part Paid • Mobile UPI
₹4,50,000
Surya Green Technologies
Ref: UPI-HDFC-44102 • Balance ₹2.10L Due
In Clearing • Cheque
₹12,00,000
Kutch Wind-Solar Park
Ref: CHQ-ICICI-00192 • Deposited Today
Home
Leads
Orders
Ledger
Instant GST Invoicing & Bank UTR Audit
Digital Warranty & Claim Service
Effortless Warranty Validation & Customer Claim Resolution
Customer loyalty depends on reliable post-sale support. SAMANVAYA provides a tamper-proof warranty infrastructure that authenticates hardware serial numbers, issues digital certificates, and streamlines claim servicing.
-
Instant Serial Number Verification: Enter or scan any equipment barcode to instantly display purchase date, customer identity, and active warranty coverage.
-
Tamper-Proof Digital Certificates: Automatically generate verifiable warranty cards with expiration milestones and covered component specifications.
-
Structured Defect Claim Ticketing: Customers and field engineers upload defect images, site descriptions, and error codes directly from the mobile app.
-
Replacement & Service Workflow: Guide claims through *Inspection → Replacement Approval → Dispatch → Resolution Sign-Off*.
Business Value: Blocks unauthorized and counterfeit warranty claims, prevents expensive service disputes, and shortens defect replacement turnaround.
⚡ Instant Camera Barcode Scan
W
Warranty & Claims
Verified Hardware
Hardware Barcode Aligned
5 Years Active
Verified ✓
SN-PV-99482-IND
Apex Renewable Campus • Exp: Nov 2029
Claim #CLM-408
Tech Assigned
Tech: Rajesh K. • Micro-inverter output dip inspection
Home
Leads
Orders
Warranty
Tamper-Proof Anti-Counterfeit Audit
EXTENDED FUNCTIONALITY
Supporting Modules Built for Complete Operational Continuity
Beyond leads, sales, orders, payments, and warranty, SAMANVAYA includes verified foundation modules designed to run your day-to-day enterprise operations.
Inventory & Stock Balance Management
Maintain multi-warehouse stock visibility. Track batch codes, reserve stock for confirmed orders, and receive automated notifications when inventories reach minimum reorder thresholds.
360° Customer Account Profiles
A unified relationship directory containing customer purchase history, past quotations, delivery locations, outstanding payments, and logged service claims in one unified dashboard.
Role-Based Access Control (RBAC) & Security
Granular access policies tailored for Admins, Sales Managers, Field Representatives, Warehouse Dispatchers, and Accountants. Reps only see assigned leads; sensitive financials remain restricted.
Executive Analytics & Report Export
Comprehensive operational reports on lead conversion velocity, rep target achievements, order fulfillment cycle time, and cash collection rates with one-click Excel and PDF export.
MOBILE EXTENSION
Native iOS & Android Apps for Field Teams on the Move
Give your on-ground sales force and field engineers the tools they need on site. Data captured on mobile syncs seamlessly with head office in real time.
Tap to switch platform • Live app preview
SAMANVAYA iOS
GPS Active
Survey #LD-842
In Progress
SunInfra Solar Park
GPS: 23.0225° N, 72.5714° E (Auto-Tagged)
CAMERA BARCODE SCANNER
Point camera at equipment barcode to verify warranty coverage instantly.
Recent Collection
Verified ✓
₹85,000 Advance
Receipt #842
Home
Survey
Scan
Profile
🤖
SAMANVAYA Android
Sync: Live (AWS)
Warranty Claim
Assigned
Serial: SN-PV-99482
Photo evidence uploaded (3 files attached)
Offline Sync Queue
Ready
2 survey notes cached • Auto-sync on signal
New Lead Alert
Just now
Assigned: Arvind Mills (Commercial 40 kW)
Home
Claims
Sync
Leads
Verified Mobile Companion Framework • Native iOS & Android Real-Time Sync
Mobile App Capabilities
- On-site lead capture with GPS coordinates
- Barcode & serial camera scanning
- Offline mode: cache notes in low-signal areas
- Instant push alerts for new assigned leads
- Fast on-ground payment reference logging
Web Platform Superpowers
- Master catalog & pricing configuration
- Bulk Excel/CSV data import and export
- Complete accounting & bank reconciliation
- Granular role permission assignment
- Executive business performance analytics
OPERATIONAL CONTINUITY
The Complete SAMANVAYA Workflow Journey
See how information flows without manual data re-entry across sales, operations, finance, and support teams.
Step 01
Lead Ingestion
Inquiries captured from web or field and assigned to reps.
Step 02
Sales Proposal
Standardized quote drafted, approved, and converted to won deal.
Step 03
Order Generated
Deal automatically transforms into an active executable order.
Step 04
Payment Logged
Advance or milestone payment verified and mapped to order.
Step 05
Dispatch & Serials
Warehouse allocates hardware serials and dispatches order.
Step 06
Warranty Activated
Digital warranty card issued; lifetime serial claim ready.
THE SAMANVAYA ADVANTAGE
Built on Real Operational Capabilities, Not Generic Promises
Here are the genuine, verifiable advantages SAMANVAYA delivers to growing commercial organizations.
Single Unified Database
No double-entry between sales reps, dispatchers, and accounts clerks. Customer details, order items, and payment notes persist across all stages.
Real-Time Mobile & Web Sync
Updates made on an engineer's phone in the field reflect instantaneously on the head-office dashboard, keeping teams in lockstep.
Immutable Audit Compliance
Every quote revision, manager discount authorization, payment verification, and warranty claim is timestamped with user credentials for total accountability.
Faster Turnaround Times
Automated stage triggers notify dispatch when an order is verified and notify finance when payments arrive, eliminating internal email bottlenecks.
Strict Role-Based Privacy
Protect commercial confidentiality. Representatives only view assigned leads, warehouse staff only see dispatch details, and finance retains strict ledger control.
Scalable Modular Adoption
Deploy core lead and order management first. Activate payments, warranty certificates, and field apps progressively as your operations expand.
CLEAR ANSWERS
Frequently Asked Questions
Common client questions regarding SAMANVAYA's capabilities, architecture, and onboarding.
SAMANVAYA is a unified enterprise business management software developed by Appuno IT Solutions. It is built specifically for commercial enterprises, product manufacturers, engineering firms, and distributors who manage multi-stage business operations — including sales leads, quotation pipelines, order fulfillment, payment collections, and post-sale warranty management.
Yes. Data captured on the mobile applications — such as field lead notes, survey photos, barcode scans, and customer receipts — synchronizes in real time with the central web database via secure encrypted APIs. In areas with weak connectivity, the mobile apps cache inputs locally and auto-sync as soon as signal returns.
Absolutely. Administrators can configure lead stages, order progression milestones, payment schedules, and role permissions from the administrative settings to mirror your company's established operational terminology.
During the order fulfillment stage, each unit is allocated a unique serial number or barcode. When a customer or service technician enters or scans that serial number, SAMANVAYA queries the central database to confirm original dispatch date, customer profile, and active warranty terms — preventing expired or counterfeit claims.
The platform includes granular Role-Based Access Control (RBAC). Pre-configured roles include Super Administrator, Branch Manager, Sales Representative, Warehouse & Dispatch Officer, Accounts Specialist, and Field Service Engineer. Permissions can be customized down to individual view, edit, approve, or export capabilities.
SAMANVAYA is available both as a secure, managed cloud SaaS solution (hosted on AWS / high-availability cloud infrastructure) and as an enterprise on-premise private cloud deployment for organizations with specific data residency mandates.
All communications are encrypted using bank-grade TLS 1.3 in transit and AES-256 encryption at rest. Databases benefit from automated daily snapshots, strict tenant isolation, and detailed tamper-evident audit logs.
Appuno IT Solutions provides structured end-to-end onboarding: initial workflow mapping, master catalog and customer data migration, role setup, staff training sessions, and dedicated ongoing technical support.
GET STARTED
Request a Personalized Live Demo
Experience a live demonstration tailored to your exact business workflow, pipeline stages, and user roles.
SCHEDULE A DEMONSTRATION
Ready to Bring Your
Ready to Bring Your
Business Together?
See how SAMANVAYA unifies your sales pipeline, orders, collections, and warranty workflows into one synchronized platform.
-
Appuno IT Solutions
1107, Iconic Shyamal, Shyamal Cross Road,
Ahmedabad, Gujarat, India 380015
Request a Customized Demo
Fill in your requirements. Our product specialists will prepare a live demo tailored to your business model.
