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The Platform

Total Visibility. Total Control. One Platform.

Every team works on one live platform, synced between office and field in real time. The result: higher operational efficiency on every project — and profit margins that survive from quotation to handover.

Platform
  • CRM & Sales
  • Procurement
  • HR & Workforce
  • O&M Management
  • Finance & Acc
  • Project Management
EPC Companies
250+

EPC Companies

Users
8,000+

Users

Countries
12+

Countries

Years Experience
10+

Years Experience

Mobile Apps
ios+android

Mobile Apps

Open Integration
REST API

Open Integration

Explore The Platform

16 Modules. One Database.

Pick any module to explore its features and functions in detail.

Sales Suite

CRM & Sales Force Automation

Connect, engage and grow — empower your sales team with a CRM that understands EPC selling: site surveys, BOQ costing and long quote cycles.

  • Lead, quotation & sales order management
  • BOQ/BOM costing & budgeting built-in
  • Follow-ups, reminders & escalations
  • Sales targets, commissions & lost analysis
  • Sales funnel dashboards by person, product & territory
  • IndiaMART, JustDial & website lead capture
  • Auto lead assignment rules & lead scoring
  • Master price lists & markups
  • Quotation approval workflows
  • Channel partner portal with rights-based access
  • Scan a visiting card to create a lead instantly
  • Tax & proforma invoices, payment receipts
CRM & Sales Force Automation
Bidding Suite

Tender Management

Win more work with a disciplined bid process — track every tender from notification to award, with documents, deadlines and win–loss intelligence in one place.

  • Tender notice capture & eligibility screening
  • Bid calendar with submission deadline alerts
  • BOQ pricing & competitive cost build-up
  • Pre-bid query & addendum tracking
  • Win–loss analysis by client & sector
  • EMD, bid security & document checklist
  • Technical & financial bid preparation
  • Tender fee, EMD & bank guarantee register
  • Convert an awarded tender to a project instantly
Tender Management
Estimation Suite

Costing & Budgeting

Build accurate, defensible estimates fast — from site survey to BOQ to final budget, with live rates, margins and approval control on every number.

  • BOQ & BOM-based cost estimation
  • Markups, margins & contingency control
  • Budget approval workflows
  • Project budget vs committed vs actual
  • Revision history on every estimate
  • Live material, labour & service rate masters
  • Scenario costing & what-if comparisons
  • Rate analysis & reusable cost templates
  • Costing linked to quotation & sales order
Costing & Budgeting
Core Module

Project Management

Complete lifecycle control — plan, execute and monitor every project with live data from the field instead of end-of-week phone calls.

  • Activity planning with milestones & dependencies
  • Daily Progress Reports (DPR) with photos
  • Resource & contractor allocation across sites
  • Payment milestones linked to billing
  • Client & vendor stakeholder portals
  • Sub-project & multi-site management
  • Gantt charts, critical path & schedule tracking
  • Budget vs actual & project profitability
  • Material requests & consumption tracking
  • Centralized document repository
  • Risk identification & mitigation tracking
  • Real-time KPIs & project dashboards
Project Management
Document Control

Engineering & Design

From concept to construction-ready designs — with every drawing, revision and approval tracked and linked to the project schedule.

  • Master Document List (MDL) linked to the schedule
  • Approval workflows for every document
  • Customer portal document approvals
  • System design & site layout records
  • Component datasheets & technical documentation
  • Drawing version control & revision history
  • Vendor technical evaluation at the RFQ stage
  • Automated BOM generation with specs
  • Change management with impact analysis
Engineering & Design
Everyday Execution

Task Management

The connective tissue of the platform — every meeting action, constraint, complaint or site job becomes a task with an owner, a deadline and a status everyone can see.

  • Create & assign tasks with priority & due dates
  • Checklists & sub-tasks
  • Status boards for quick triage
  • Reminders, escalations & overdue alerts
  • Photos & documents attached to tasks
  • My Tasks & team workload views
  • Tasks auto-created from meetings & constraints
  • Update & close tasks from the mobile app
  • Productivity reports & completion analytics
Task Management
Field Reporting

Daily Progress Report (DPR)

Replace end-of-day phone calls with structured field reports — capture progress, manpower, materials and photos straight from the site on a mobile.

  • Daily progress capture against planned activities
  • Material received & consumed at site
  • Weather, delay & constraint logging
  • Auto roll-up to project schedule & S-curve
  • Contractor-wise productivity tracking
  • Manpower & equipment deployment log
  • Geo-tagged site photos & remarks
  • Planned vs actual progress %
  • Auto-compiled daily & weekly reports
Daily Progress Report
Supply Chain Suite

Procurement & Vendor Management

A disciplined PR → RFQ → PO pipeline with automated quote comparison and configurable approvals — so buying decisions are fast and defensible.

  • Purchase requisitions from project teams
  • Automated comparative statements
  • Purchase order generation & tracking
  • Centralized vendor database with ratings
  • Payment requests & tracking
  • RFQ issue & vendor response tracking
  • Multi-level configurable approvals
  • Online self-service vendor registration
  • Product master management
Procurement & Vendor Management
Stores & Stock

Inventory & Site Warehouses

Real-time stock across head office and every project site — receive, issue, audit and value materials without a single spreadsheet.

  • Multi-site & warehouse location tracking
  • Barcode scanning of serial numbers
  • Inward quality checks
  • Delivery challans & outward notes
  • Inventory audits
  • GRN — receive material at site via mobile
  • Material issue to contractors
  • Stock ledger & valuation summary
  • Reorder levels & consumption tracking
Inventory & Site Warehouses
QA / QC Suite

Quality Assurance & Control

Ensure excellence at every stage with digital inspections, closed-loop NCR management and audit-ready records.

  • Standardized digital inspection checklists
  • CAPA workflows to prevent recurrence
  • Auto-generated quality reports
  • Test certificate management
  • NCR tracking — identification to closure
  • QC hold points & clearance approvals
  • Complete audit trails for compliance
Quality Assurance & Control
Safety First

Health, Safety & Environment

Protecting people, planet and performance — digitize your entire HSE program from hazard identification to emergency response.

  • Real-time incident & near-miss reporting from the field
  • PPE inventory, issuance & compliance
  • Proactive hazard identification
  • Environmental & regulatory compliance
  • Digital HIRA & JSA risk assessments
  • Induction training & toolbox talk tracking
  • Centralized emergency response plans
Health, Safety & Environment
Risk & Cover

Insurance Management

From policy request to claim settlement — keep every project, asset and transit shipment covered, and never miss a renewal or a claim deadline again.

  • Insurance requests per project, asset, or shipment
  • CAR, marine/transit, asset & liability policies
  • Claim intimation with document checklist
  • Surveyor coordination & visit records
  • Claim vs premium analytics
  • Policy repository — coverage, premium & documents
  • Renewal & expiry alerts before lapse
  • Claim status tracking to settlement
  • Policies linked to projects & assets
Insurance Management
Statutory & Compliance

Statutory Approvals

Statutory approvals decide your commissioning date. Track every application — net metering, CEIG, discom, environmental — with documents, fees, follow-ups and validity in one register.

  • Approval checklist per project type
  • Authority/department contact registry
  • Follow-up reminders & escalations
  • Status dashboard — applied, pending, received
  • Approvals linked to blocking project activities
  • Application & document tracking
  • Fees, challans & payment records
  • Validity & renewal alerts
  • Complete audit trail for compliance
Government Approvals
O&M Suite

Operations & Maintenance

Maximize asset performance and uptime for years after commissioning — and turn O&M into a recurring revenue engine.

  • Preventive maintenance plans & auto work orders
  • Plant performance, PR calculation & energy analytics
  • Complaint management with SLA tracking
  • Asset registry with warranties & lifecycle
  • Complete service history & logs
  • Breakdown reporting, diagnosis & resolution
  • AMC & O&M project management
  • Spare parts inventory & reorder levels
  • Generation, availability & downtime reports
Operations & Maintenance
Governance Suite

PMO — Project Management Office

Run disciplined governance across the whole portfolio — structured meetings, tracked constraints and MIS reporting that keeps management decisions data-driven.

  • Purchase requisitions from project teams
  • Meeting scheduler with agendas & attendees
  • Action items with owners & due dates
  • Constraint ownership & resolution workflow
  • Escalation of ageing constraints
  • Management review dashboards
  • Decisions & follow-ups linked to projects
  • Minutes of Meeting (MOM) recorded digitally
  • Constraint log across projects
  • MIS reports — daily, weekly & monthly
  • Cross-project portfolio view
Project Management Office
Insights Suite

Reports & Analytics

Turn one unified database into decisions — real-time dashboards and drill-down reports across sales, projects, procurement, finance and O&M.

  • Role-based dashboards for every team
  • Drill down from summary to transaction
  • Custom report builder
  • Project profitability & cost analytics
  • Inventory, ageing & consumption reports
  • Real-time KPIs across all modules
  • Scheduled MIS reports by email
  • Sales funnel & win-rate analysis
  • One-click export to Excel & PDF
Reports & Analytics
And There's More

Tender, HR & Powerful Add-Ons

Extend the platform as your business grows — every add-on shares the same unified database.

Tender Management
Tender Management

Manage the full tender process, documents and win–loss analysis to sharpen your bidding strategy.

Field Force Tracking
Field Force Tracking

Live geo-location of sales & service executives — visits, distance traveled and expenses on a map.

Manufacturing Module
Manufacturing Module

Assembly-line operations with stage-wise tracking, barcode serials, QC/IPQC, palletizing and wastage control.

White-Label Customer App
White-Label Customer App

Give customers a branded app to view progress, photos, documents and invoices — and refer new business to you.

HR & Payroll
HR & Payroll

Attendance, leave, payroll with auto salary slips, expense & reimbursement, appraisals and an employee self-service portal.

Solar Pump — Kusum Yojana
Solar Pump — Kusum Yojana

Work orders, LOI allocation, beneficiary handling, installation tracking and certificate printing for pump schemes.

Mobile First Operations

Your Business. Anywhere.

Two purpose-built mobile apps. One for your field teams to execute work, and one for management to approve and track progress on the go.

Field Team App

  • Attendance & Task Updates
  • Site Survey & Photos
  • Material Requests
  • Checklists & Issues

Management App

  • Mobile Approvals
  • Dashboard KPIs & Reports
  • Project Monitoring
  • Team Tracking & Alerts

Real-Time Updates

Improved Productivity

Faster Communication

Smartphone on Hand
Connected, Not Isolated

Integrates With The Tools You Already Use

OctaBees syncs two-way with your accounting, lead sources, communication channels and field devices — so data flows in and out of one unified database, automatically.

Connect Your Stack

  • TallyTally
  • SAPSAP
  • ZohoZoho
  • QuickBooksQuickBooks
  • IndiaMARTIndiaMART
  • WhatsAppWhatsApp
OctaBees Unified Database
Two-Way Sync
Real-Time
Field & Devices
Field & Devices
  • Biometric Attendance
  • Barcode / QR Scan
  • GPS Field Tracking
  • Geo-tagged Photos
Data & APIs
Data & APIs
  • Excel Import / Export
  • PDF Generation
  • Google Maps
  • REST API / Webhooks
Powers Everything
Powers Everything
  • Web Portal
  • Mobile App
  • Dashboards
  • Reports
  • Alerts
Accounting & ERP
Accounting & ERP
  • Tally
  • SAP
  • Microsoft Dynamics
  • Zoho
  • QuickBooks
Communication
Communication
  • WhatsApp Business
  • Email / SMTP
  • SMS Gateway
Lead Sources
Lead Sources
  • IndiaMART
  • JustDial
  • Website Lead Forms
Smart Alerts
Smart Alerts
  • Push Notifications
  • Email Alerts
  • WhatsApp Alerts
Across Every Module

Platform-Wide Superpowers

Capabilities baked into the core, so every team benefits everywhere.

  • Real-time reports & analytical dashboards
  • Configurable approval workflows
  • Custom forms, fields & reports
  • Tally, SAP, Dynamics, Zoho & QuickBooks integrations
  • Biometric attendance integration
  • Smart alerts — Email, WhatsApp & push
  • Role & rights-based access control
  • Offline-capable mobile apps
  • IndiaMART, JustDial & website lead APIs
  • 99.9% uptime, enterprise-grade security
Platform-Wide Superpowers
Explore the Platform Built for EPC

Ready to See the Full Platform in Action?

Get a personalized walkthrough mapped to your verticals and workflows — Solar, Wind, HVAC, Engineering EPC or Infra.

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