One organisation.
One operating system.
Dynatlas connects sales, finance, inventory, procurement and people around the same business records.
Roles · approvals · history
INV-0248Review requiredInvoice ready for review
Finance approver
- Linked order
- SO-0184
- Invoice value
- ₹48,000
- Next record
- Payment reconciliation
An illustrative operating system. Select a department to follow its record.
A change in one department.
A clearer picture everywhere.
Stop running your business across six spreadsheets.
Dynatlas puts sales, finance, CRM, HR, procurement and support on one system — so a record entered once is available everywhere it is needed, and month-end stops being an excavation.
The work stays connected.
So does the evidence.
An order, its stock movement and its invoice belong to one operating story. Each department works on its part with the original context attached.
Stock position
- Available
- 48 units
- Reserved · SO-0184
- 24 units
- Incoming · PO-0086
- 24 units
- Reorder
- Approval required
Allocation linked to the sales order
Connected operations
Every record, in context.
SO-0184INV-0248| Order | Customer | Inventory | Finance |
|---|---|---|---|
| SO-0184 | Aster Components | 24 units reserved | Invoice in review |
| SO-0183 | Cedar Industrial | Awaiting stock | Not yet invoiced |
| SO-0182 | Meridian Supply | Dispatched | Payment reconciled |
INV-0248Review requiredInvoice in context.
- Receivable
- ₹48,000
- Linked order
- SO-0184
- Reconciliation
- Awaiting payment
- Cash position
- Updates on posting
Payables link to supplier purchase records.
One order.
An entire organisation in motion.
An order raised in sales becomes the invoice in finance and the dispatch note in the warehouse, without anyone re-entering it.
- If stock is insufficient → ProcurementApproved PO → goods receipt → stock update
- Payment not reconciled?Hold against the invoice.
SO-0184Customer orderCustomer and quotation attached. The original order stays attached.
Approval sits inside a permission boundary, and every state change leaves a timestamped record. A payment that fails reconciliation is held against the invoice rather than disappearing.
Start with the work
your business needs.
Switch on the modules the business needs now and add the rest later, without a migration or a second implementation project.
Sales Management
A quote, its order and its invoice stay linked, so "has this been paid?" is one lookup.
- Manage quotations & orders
- Customer billing & invoicing
- Streamlined sales workflow
- Order tracking & history
- Automatic invoice generation
- Client order history
- Billing records management
Compare all module capabilities
Sales Management
A quote, its order and its invoice stay linked, so "has this been paid?" is one lookup.
- Manage quotations & orders
- Customer billing & invoicing
- Streamlined sales workflow
- Order tracking & history
- Automatic invoice generation
- Client order history
- Billing records management
Customer Support
Every request has an owner and an age, so nothing sits unanswered because it was never assigned.
- Track customer issues & requests
- Service request management
- Complete support history
- Resolution workflow automation
- Client satisfaction tracking
- Multi-channel support
Accounts & Finance
Receivables, payables and cash position are current figures rather than last month’s close.
- Invoicing & expense management
- Payment & tax records
- Cash flow monitoring
- Financial reporting
- GST compliant billing
- Payment reconciliation
- Profit & Loss statements
CRM (Customer Relationship Management)
The pipeline shows real stage and last contact date, so stalled deals are visible before they go cold. A dedicated sales team can run Dynreach instead, against the same customer records.
- Lead & customer management
- Follow-up automation
- Opportunity tracking
- Sales pipeline management
- Lead capture from multiple sources
- Deal stage tracking
- Automated reminders
HRM (Human Resource Management)
Attendance, leave balance and payroll draw on the same records, so the three stop disagreeing.
- Employee records management
- Attendance & leave tracking
- Payroll processing
- Performance tracking
- Department & designation mapping
- Document storage
- KPI tracking & appraisal
Market & Campaigns
Spend on a campaign is traceable to the leads and deals it actually produced.
- Campaign tracking
- Lead generation activities
- Customer outreach management
- Business growth monitoring
- ROI analysis
- Marketing analytics
Procurement Management
Nothing is ordered without an approved PO, and goods received are matched to the invoice before payment.
- Vendor management
- Purchase orders & approvals
- Goods receipt tracking
- Procurement workflows
- Stock updates
- Purchase invoices & payments
- Cost control analytics
Expense Management
Spending is attributed to a department and a budget line at the moment it is claimed, not at year end.
- Operational expense recording
- Approval workflows
- Department-level spending
- Expense reports & analytics
- Budget tracking
- Automated notifications
Signs the spreadsheets have stopped holding
None of these is a software problem on its own. Together they mean the business no longer has one version of what happened.
- 01
The real numbers live in a spreadsheet only one person knows how to update.
- 02
The same customer or order is typed into two or three different systems.
- 03
Nobody can answer a basic question about last month until someone builds a report.
- 04
Stock on the shelf and stock in the system have quietly stopped matching.
- 05
Approvals happen over email and chat, so there is no record of who agreed to what.
- 06
When someone is on leave, a process stops because the knowledge left with them.
Permissions, records and self-service
Every role receives defined permissions, and every material change leaves a record naming who made it and when.
Clients
Order status, invoices and payment history without a phone call to your office.
- Track orders from placement to delivery
- Download invoices and statements
- Raise and follow support requests
- See what is outstanding and what is paid
Vendors
Purchase orders and payment status in one place, instead of an email thread per order.
- Receive and acknowledge purchase orders
- Submit invoices against a PO
- Confirm dispatch and delivery
- Check payment status and due dates
Employees
Attendance, leave and payslips from a phone, so HR stops fielding the same four questions.
- Mark attendance and view timesheets
- Apply for leave and see the balance
- Download payslips and tax documents
- Pick up assigned tasks and approvals
One Record, One Truth
A customer, product or invoice is entered once and referenced everywhere — no re-keying between sales, finance and support.
Live Operational Dashboards
Order status, receivables, stock and attendance reflect what happened minutes ago, not what someone exported last Friday.
Approval Workflows
Purchase orders, expenses and leave requests route to the right approver automatically, with the trail kept alongside the record.
Role-Based Visibility
Each role sees the records and reports its job requires. Payroll stays with HR, margins stay with management.
Audit Trail on Every Change
Who changed a price, cancelled an order or approved a payment — and when — is recorded and reviewable after the fact.
Modular by Design
Switch on the modules you need now and add the rest later, without a migration or a second implementation project.
What changes day to day
What the business stops doing once the records live in one place.
The Same Data Stops Being Typed Twice
Month-End Stops Being an Excavation
Approvals Stop Waiting on Someone's Inbox
Handovers Stop Losing Context
Problems Surface Earlier
Growth Stops Meaning More Admin Headcount
How the rollout is sequenced
Nobody switches on eight modules at once. The order is chosen by where the time is being lost today.
- PHASE 1
- PHASE 2
- PHASE 3
Start where the bleeding is
Most businesses begin with the two or three modules covering the work that costs the most time today — usually sales and invoicing, or procurement and stock.
Connect the neighbours
Once the core is in daily use, the modules that feed it are added, so data already in the system starts driving the next process instead of being re-entered.
Complete the picture
People, campaigns and cross-department reporting come last, once there is enough operational data in the system for those reports to mean something.
Implementation and deployment
What we do, what we need from you, and where the system runs.
| Stage | What happens | Detail | What we need |
|---|---|---|---|
| 1 | Onboarding & Configuration | We map your departments, approval chains and user roles onto the system before anyone logs in. What we need from you: your org structure and who signs off on what. | Org structure & approval authority |
| 2 | Data Migration | Customers, products, suppliers, opening balances and employee records are moved across and reconciled against your existing totals before go-live. | Exports from your current tools |
| 3 | Team Training | Role-specific sessions — a storekeeper and a finance lead do not need the same training — plus a written reference for onboarding later hires. | A few hours per team |
| 4 | Go Live | We launch alongside your existing process rather than switching it off overnight, and monitor the first cycle of invoices, payroll or orders closely. | One nominated internal owner |
| 5 | Optimisation | Once real usage settles, we revisit the workflows people are working around and adjust them, and add modules as the business grows into them. | Feedback from daily users |
Managed Cloud
We host, patch, back up and monitor the system. You get a URL and user accounts, and no server to look after.
- No infrastructure to maintain in-house
- Updates and backups handled by us
- Fastest route to go-live
- Accessible from any location or branch
Your Own Infrastructure
The same system deployed onto hardware you control, for teams whose data is not permitted to sit with a vendor.
- Data stays inside your network
- Meets data residency requirements
- Your own backup and DR policy applies
- We assist with deployment and upgrades
When Dynatlas is the wrong answer
Four situations where we would tell you not to buy this yet.
You are a two-person team
If the whole business fits in one shared spreadsheet and everyone already knows everything, an ERP adds process overhead you do not need yet. Come back when handovers start dropping things.
You want it live next week
Configuration, data migration and training take real calendar time. A rushed go-live with unreconciled opening balances costs more than it saves — we would rather scope it properly.
Nobody internally owns the rollout
Implementations stall on decisions only you can make — who approves what, which historic data comes across. Without a nominated internal owner, the project waits.
The process itself is the problem
Software will not fix an approval chain nobody agrees on. Where we find that, we will say so during scoping rather than automating the confusion.
Sectors and integration points
Retail & E-commerce
Keep one stock figure behind the counter and the storefront, so an item sold online is not promised again in the shop an hour later.
Manufacturing
Tie raw-material purchasing to production schedules and sales orders, so shortages surface while there is still time to reorder.
Financial Services
Structured invoicing, expense approval and reconciliation, with the audit trail an external reviewer will ask to see.
Education & Training
Student records, fee collection, batch scheduling and staff payroll in one place instead of four spreadsheets and a WhatsApp group.
Logistics & Transport
Track trips, fuel and maintenance against each vehicle, so cost per route is a number you can pull rather than estimate.
Real Estate
Follow a unit from enquiry to booking to payment schedule, with every client conversation attached to the deal.
- Google Workspace
- Email Clients
- Analytics Tools
- WhatsApp Business
- Payment Gateways
- Cloud Storage
- Telephony Systems
- Accounting Tools
Discuss your system
Tell us what the business runs on today and where it is breaking. We will come back with a scope, not a brochure.
- Phone
- +91 88501 39961
Frequently asked questions
What is Dynatlas?
Dynatlas is a modular business management system that brings HR, sales, finance, CRM, procurement, support and reporting onto one connected platform, so information entered once is available everywhere it is needed.
Which modules does Dynatlas include?
Sales management, CRM, accounts and finance, HRM, procurement, expense management, customer support, workflow automation, real-time reporting and role-based access control.
Can we start with a few modules and add more later?
Yes. The platform is modular by design, so you can begin with the areas losing the most time today and switch on further modules as the business grows, rather than paying for capability nobody is using yet.
Can Dynatlas be deployed on our own servers?
Yes. Dynatlas runs on our managed cloud or can be deployed onto your own hardware where regulatory or data residency requirements call for it.
What does the implementation process involve?
Five stages: onboarding and configuration against your business structure and user roles, secure migration of existing customer, product and financial data, hands-on team training, go-live with deployment support and monitoring, then ongoing optimisation as workflows settle.
Does Dynatlas integrate with our existing software?
Yes. Modules expose APIs so Dynatlas can exchange data with the accounting, payment, e-commerce and internal systems you already run, instead of forcing every tool to be replaced at once.
Is there an app for clients, vendors and employees?
Yes. Dynatlas includes a white-label companion app that runs under your own name, logo and colours. Clients track orders, invoices and support requests; vendors receive purchase orders and submit invoices against them; employees mark attendance, apply for leave and download payslips. Role-based access decides what each of them can see, and everything reads from the same records as the main system.
Dynatlas has a CRM module — do we still need Dynreach?
Not necessarily. The CRM module inside Dynatlas covers lead and customer records, follow-ups and basic pipeline tracking, which is enough for most teams where sales is one job among several. Dynreach is the fuller product for a dedicated sales team — multi-channel lead capture, configurable deal stages and conversion reporting — and it works against the same customer records, so running both is not double entry.
How much does Dynatlas cost?
Pricing is quoted per deployment, based on the modules you need, user count and whether you run on our cloud or your own infrastructure. Our knowledge base has a full guide to what drives ERP cost if you are scoping a budget.
Planning an ERP project? Start here.
Long-form guides on scoping, costing and rolling out an ERP — written for the decisions you make before a single module is configured.
- Custom ERP Software Development GuideWhat building a bespoke ERP actually involves, end to end.
- Custom ERP vs Off-the-Shelf ERPHow to tell which side of that decision your business is on.
- ERP Implementation ProcessThe ten steps of a rollout, and where they usually stall.
- 12 Essential ERP Modules ExplainedWhat each module does and which ones you need first.
- ERP Software Development CostWhat drives the price, and how to scope against a budget.