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A multi-branch business operations platform unifying project delivery, sales CRM, and accounting — from lead capture through proposals, invoicing, and profitability reporting — for an agency group running several brands.
Internal
SaaS & CRM Platforms
A multi-branch business operations platform unifying project delivery, sales CRM, and accounting — from lead capture through proposals, invoicing, and profitability reporting — for an agency group running several brands.
An agency group running multiple branded units (Olio Nexus, Olio Maximus, Olio Global AdTech, SonaarX.ai, Olio 360 Degree) needed one system to track project delivery across branches, run a structured sales pipeline from lead to deal, generate proposals and invoices, and see whether each branch and project was actually profitable — without stitching together a project tool, a separate CRM, and spreadsheet-based accounting.
• A Home dashboard summarizing total, in-progress, completed and overdue projects, branch distribution, project types (one-time vs retainer), and recent project activity
• A Configurator for standardizing operations: Lead Sources (categorized by Inbound, Paid, Outbound, Referral, Partnership, Events, Marketplace), Lead Pipeline stages, reusable Project Plan Templates (phases + sub-tasks per service type), Communication Rules (auto-fire notifications on budget thresholds, invoice due, milestones), Proposal and Email Templates
• A Sales CRM with a Leads & Deal Dashboard tracking Goal vs Actual (leads created/qualified, pipeline value, revenue closed), a full pipeline-by-stage breakdown, and lead temperature scoring (Hot/Warm/Cold)
• A Goal Setting module for setting monthly or quarterly targets per branch and tracking pacing against them
• An Accounting suite covering Proposals (template-based, client-linked), Invoices (from proposal or project, with recurring billing), Purchase Bills and Petty Cash
• A Profitability view breaking down revenue, expenses, net margin, project-based profitability, margin trend and revenue forecast at Company, Manager or Individual level
• Organization settings for company identity, branches, GST/invoice configuration, bank details and subscription plan management
• Integrations with Google Calendar (syncing project stages and payment milestones) and Meta Lead Ads
• Gave leadership one dashboard view of 170 projects across 5 branches (65 in progress, 105 completed, 37 overdue) instead of per-branch spreadsheets
• Standardized delivery with 5 reusable project plan templates (Digital Marketing, Website Development, SEO & PPC, etc.), each auto-applying stages by service type
• Replaced ad hoc lead tracking with a structured pipeline — 79 leads generated, 41 qualified, ₹59.2L pipeline value visible by stage and by lead temperature
• Connected the full revenue cycle — proposal to invoice to profitability — so a ₹7,63,000 project revenue figure could be traced straight to margin
• Gave each branch (Olio Nexus, Olio Maximus, SonaarX.ai, etc.) its own goal tracking with pacing and attainment color-coding (Red/Amber/Green)
• Automated recurring communications (budget alerts, invoice reminders, milestone notices) through 5 global communication rules instead of manual follow-ups
