Business Consultancy & Government Schemes Advisory Ahmedabad, Gujarat, India

Egniol Group of Companies

Odoo 16 Community Edition ERP, Centralized Application Tracking, Multi-Gateway Invoicing,
Legal Document Management, VoIP Call Log Integration, and Multi-Branch HR Suite

80%

Faster Data Processing

1,000+

Applications Tracked Monthly

90%

Fewer Payment Errors

50%

Better Coordination

About the Client

About Egniol Group of Companies

Headquartered in Ahmedabad (Gujarat), Egniol Group of Companies is a premier business consultancy and advisory firm dedicated to simplifying complex corporate processes for startups and MSMEs across India. Egniol specializes in facilitating government grants and subsidies, MSME loan advisory, business certifications (Startup India, ISO, Udyam), digital marketing, and legal advisory services through multiple branches.

As Egniol expanded its multi-branch presence, managing decentralized customer databases across sales, legal, and quality assurance (QA) teams created operational silos, document handling delays, and payment reconciliation errors across multiple payment gateways. To centralize service delivery, track client applications in real-time, and automate multi-branch operations, Egniol partnered with SerpentCS (Serpent Consulting Services Pvt. Ltd., a global Odoo Gold Partner founded in 2011) to implement Odoo 16 Community Edition ERP Solution.

Industry

Business Consultancy & Advisory Services

Odoo Version

Odoo 16 Community Edition

Location

Ahmedabad, Gujarat, India

Products

Odoo CRM, Project & Timesheets, Invoicing, HR Suite, Survey & VoIP

Business Challenges

Challenges Before Odoo

Decentralized Customer Data & Siloed Teams

Manual customer record-keeping across isolated sales, legal, and QA units caused data duplication and lack of service history visibility.

Fragmented Document Management & Compliance Risks

Disharmonized legal and customer document handling led to application submission delays and increased regulatory compliance risks.

Multi-Gateway Payment Processing Errors

Manually processing client payments across 3 separate payment gateways was time-consuming and led to reconciliation errors.

Scattered VoIP Call Records & Application Tracking

Dispersed phone call records hampered client follow-ups, while tracking over 1,000 monthly government applications manually was inefficient.

Our Solution

How SerpentCS Solved It

SerpentCS deployed an end-to-end Odoo 16 Community Edition ERP system customized for Egniol Group's consultancy and multi-branch advisory workflows.

Odoo CRM & Integrated Sales Engine centralized customer records, lead pipelines, and service history tracking for personalized advisory.

Odoo Project & Timesheets Application Tracker enabled real-time tracking of over 1,000 monthly client government applications from submission to approval.

Centralized Digital Document Repository standardized legal and customer document storage, providing instant 1-click access and reducing compliance risks.

Multi-Gateway Invoicing & Automated Reconciliation integrated 3 payment gateways into Odoo Invoicing, eliminating processing errors.

HR Suite & Transparent Sales Incentive Reporting automated multi-branch employee attendance, leave management, and transparent commission calculations.

VoIP Call Log Integration & Survey Feedback Engine centralized all phone interactions into CRM client cards and automated customer feedback collection.

Key Implementations

Odoo 16 Community

CRM & Sales Pipeline

Project & Timesheet Tracker

Central Document Storage

Multi-Gateway Invoicing

Multi-Branch HR & Leaves

VoIP Call Integration

Automated Survey Engine

Key Results

Business Impact

80% Reduction in Manual Data Entry Time

Centralized CRM data entry eliminated duplicate efforts and streamlined customer service workflows.

50% Better Interdepartmental Coordination

Real-time task tracking in Project & Timesheets unified sales, legal, and QA teams across all branches.

1,000+ Monthly Applications Tracked in Real-Time

End-to-end application lifecycle tracking accelerated government grant approval rates.

90% Reduction in Multi-Gateway Payment Errors

Integrated payment gateways into Odoo Invoicing ensured accurate, error-free transaction logging.

Transparent Sales Incentive & Branch Scaling

Automated commission reporting boosted team morale while centralizing multi-branch operations.

“

Serpent Consulting Services Pvt. Ltd. transformed our multi-branch operations with Odoo 16. Managing CRM, legal document storage, application tracking for over 1,000 monthly clients, and multi-gateway invoicing is now completely automated. SerpentCS is a magnificent ERP partner! "