Skip to content
By business type

Utilisation, delivery and revenue in one view.

When your product is people's time, the gap between what was sold, what was staffed and what was billed is the whole business.

What usually goes wrong

The gaps are predictable.

Not because the software is bad, but because each system only holds part of the story.

  • 01Pipeline is forecast without knowing who is free to deliver it.
  • 02Scope changes never reach the billing schedule.
  • 03Realisation rate is reconstructed at quarter end, not managed weekly.
What changes

When the context is shared.

Forecast against capacity

Pipeline and delivery commitments read from the same records, so a forecast reflects what you can actually staff.

Change orders that stick

Adjusting scope updates the project, the billing plan and the account record together.

Margin per engagement

Cost, effort and invoiced revenue reconcile per project rather than per spreadsheet.

Underneath all of it

Whichever products you use, they are working on one customer record.

How Sarva Data works
One account · one document chain

CRM

Lead

LD-4471

Web form

CRM

Opportunity

OP-1180

₹4,80,000

ERP

Quotation

QT-1043

Sent 6 Aug

ERP

Sales order

SO-1180

Confirmed

Inventory

Delivery

DN-0912

2 of 2 lines

ERP

Invoice

INV-2291

Due 28 Aug

Finance

Payment

PY-0771

Part received

Service

Support

TK-4821

Open · P2

Meridian Components Pvt Ltdshared customer context — carried through every stage aboveSarva Data

Scroll horizontally to follow the chain →

Does this match how your business runs?

Tell us where the manual work sits today and we will be specific about which of these products would remove it, and which of them are not ready yet.