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AI & Automation

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Technology Consulting
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Cloud Readiness & Migration Assessment
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AI/ML Adoption Consulting
AI & Automation Readiness
AI Use-Case & ROI Workshop
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Website & Funnel Audit
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Client work

All client work
A $835K youth employment grant, tracked in real time instead of a 60-tab spreadsheet
Month-end close cut from ten days to one across a multi-state retail group
30% more leads converted after an HVAC manufacturer left spreadsheet selling behind
One skills nonprofit, four disconnected systems, one unified platform
A Singapore supplier moves multi-country, multi-currency operations to the cloud
From project delivery to cash, on one system, for a MarTech firm
A lubricants manufacturer's first real ERP, from production to dispatch
Rescuing a sales team after a failed CRM rollout
Killing manual re-entry between operations and accounts with a two-way API bridge
Athlete enrollment and payment, fully automated, for a sports academy
Automating certification for an online finance training provider
Nine forms, one CRM: rebuilding engagement for a faith-based community
A family-first data model that ended duplicate records at a camps operator
A clinic sells online without anyone touching a server
Hiring to onboarding on one track for a business intelligence firm
A precision valve manufacturer moves from 16 spreadsheets to one Odoo ERP
Batch tracking and supplier orders for a temperature-controlled distributor
Offline inspections and same-day billing for an equipment rental fleet
Certificates of analysis in seconds for a specialty chemical exporter

Business platforms

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Zoho One
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Microsoft Dynamics 365
ERPNext & Frappe
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Solutions

All business modules
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Enterprise ERP
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Accounting & Finance
Inventory & Warehouse
Manufacturing & MRP
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Project Management
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Maintenance (CMMS)

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AI & automation

AI automation overview
AI Customer Support Agents
AI Voice Receptionist & Call Routing
Omnichannel Unified AI Inbox
AI Lead Qualification & Scoring
Automated Appointment Booking & Calendar Agents
AI Review & Reputation Management
Intelligent Invoice Processing & 3-Way Match
Enterprise Knowledge & Policy Assistant
Automated Exception Routing & Approval Engines

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Practical notes on systems, selection and automation

We post what we learn on real projects on LinkedIn first, then write the longer pieces up as Insights.

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Business and technology consulting, then delivery: ERP, CRM, custom software and AI automation.

For companies in the United States, Canada, the European Union and the Middle East, delivered remotely from Ahmedabad, India.

Ideentrix Private Limited
3 Mangal Baug, Opposite Jayantilal Park BRTS
Iscon-Ambli Road, Ahmedabad - 380058
Gujarat, India
info@ideentrix.com
+91 94846 42734

Consulting

Technology Consulting
IT Consulting
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Platforms

Zoho One
Salesforce Revenue Cloud
Microsoft Dynamics 365
ERPNext & Frappe
Odoo Enterprise
Zoho Catalyst
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Google Cloud
E2E Networks

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