Updated Mar 22, 2026 Β· v1.4.2
Real-time project wallets sales tracking & financial control for execution teams
Sentrix is a mobile-first Sales Operations and Project Finance Management platform designed for organizations executing complex, multi-location projects β 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. π KEY FEATURES π Sales & Opportunity Tracking Government-style opportunity funnel (Discovery β Tender β Closure) Activity tracking: meetings, site visits, MOM, documents Tender / RFP / GeM tracking Deal value forecasting & pipeline analytics Automatic conversion from Opportunity to Project πΌ Digital Project Wallet Each project operates as a virtual wallet: Opening Allocation + Additional Funds β Expenses = Closing Balance Fund requests with justification Tranche-based releases Category-wise budgets Real-time wallet balances Allocation history π° 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 π 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 π§Ύ Revenue, Billing & Collections Milestone-based invoicing Invoice vs collection tracking Receivables aging Payment gap alerts π Project Financial Intelligence (βProfit Pulseβ) Real-time KPIs: Budget vs actual ROI % Burn rate Vendor liabilities Receivables Net cash flow Visual dashboards help management make fast, data-driven decisions. π Enterprise Governance Role-based access (Field, State, Finance, Management) Approval workflows Immutable financial records Full audit trails Secure cloud storage Real-time notifications π― WHO IS SENTRIX FOR? β Government solution providers β Infrastructure & EPC companies β Distributed project organizations β Finance-led operations teams β Enterprises managing multi-state execution If your organization runs projects β Sentrix gives you control. π WHY SENTRIX? β Every rupee is traceable β Sales and finance are structurally linked β Projects never run blind β Management sees ROI in real time β Institutional knowledge survives people changes Sentrix is not just an app. Itβs your operational nervous system. π‘ Data Safety Secure Firebase authentication Encrypted storage Role-based access control Audit logs on all financial actions
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