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Services · Ongoing Support

One ERPNext system for CRM, payroll, and accounts — backed by ongoing support

Sunkonnect Advisory Services inspects renewable energy and power transmission & distribution projects across India and global markets. We implemented ERPNext module by module, encoded their two-level overhead model into a dedicated custom app, and continue providing functional and technical support as their operations evolve.

Ongoing functional & technical supportAll case studies

At a glance

The engagement, in brief

ClientSunkonnect Advisory Services Pvt Ltd, Gurugram, India
IndustryServices — renewable energy & power T&D inspection
ScopeCRM, Selling, Accounts, HR, Payroll
Key metrics₹4,100/month production hosting · ongoing functional & technical support

The challenge

Where they started

Sunkonnect's business runs on projects and people, not products — profitability lives at the department and service level, payroll spans wildly different salary structures, and sales depends on a disciplined pipeline.

  • Department-wise and company-wide overheads were mixed and calculated by hand, with staff welfare and software cost loadings applied manually
  • Special allowances and reimbursements were manual, person-by-person payroll adjustments with no link back to the departments that incurred them
  • Leads, opportunities, and quotations for the same organization lived as disconnected records, so conversion metrics couldn't be trusted
  • Biometric punch logs — missed check-outs, duplicate in-punches — corrupted attendance and hours calculations for a distributed workforce

What we built

How we solved it

01

A dedicated custom app for their cost model

Encoded Sunkonnect's two-level overhead allocation (department and company) and India-specific payroll needs directly into ERPNext, rather than forcing them into workarounds.

02

Department-wise profitability, out of the system

  • Accounting dimensions tag every transaction by department and service
  • Direct costs are separated from two-level overheads, with HOD salaries posting to a dedicated indirect-salary ledger
  • Separate payroll runs per group keep department cost allocation accurate without manual splits
03

Payroll built for Indian salary complexity

Multiple salary structures accommodate manual allowance components, employer contributions post as GL entries without distorting payslips, and payslip formats carry bank details, ESI numbers, and legally verified wording.

04

Trustworthy attendance from biometric devices

Device punch logs feed ERPNext with corrected in/out logic, and attendance policy is enforced systematically — under 5 hours absent, 5–7 half day, 7–9 full day with HR review flags.

05

One CRM, one version of the truth

All activity — leads, opportunities, quotes — consolidates under a single customer record per organization, with JustCall and Apollo integrated for calling and outbound. Sales invoices route through a "Send to Accounts" approval step.

06

Ongoing functional and technical support

UnifyXperts continues to support Sunkonnect on an ongoing basis — functional guidance as processes evolve, technical support for the custom app, and help keeping the system running smoothly day to day.

The results

What changed

  • Department-level P&L generated by the system instead of hand-built overhead spreadsheets
  • One system, one custom app — payroll, attendance, CRM, and accounts consolidated
  • Ongoing functional and technical support keeps the system reliable as Sunkonnect's operations grow
  • Infrastructure cost known to the rupee — ₹4,100/month production plus ₹2,000/month QA, no per-user fees

Get started

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