Back to home
Tendering and Procurement Services, GurugramNeyven

Vertex Projects Pvt Ltd

A custom bidding, documentation, and vendor tracking desk replacing a fragmented setup of Zoho CRM, spreadsheets, and WhatsApp.

Live in operations
Audited Payback*5.5 months
Operator Time Saved*18-20 hours/week
Tool ConsolidationExcel + Zoho CRM → Neyven (Tally synced)
Apps/Neyven Ops Console/Vertex Projects Pvt Ltd
Tally ERP 9 Sync Active
OverviewLive LedgerAPI Gateway
Database Connected
Bidding Pipeline₹99,50,000+14.2% vs last month
Collection Period42 Days-11 Days collection speed
Approved Milestones3 Pending Payout₹14,50,000 awaiting release

Active Tender Bidding Pipeline

Filter database...
CSV
Tender RefClient AuthorityEstimated ValueDeadlineStatus
NHAI-GUR-402National Highways Authority of India₹45,00,00024 Jul 2026Ready
PWD-REW-398Public Works Dept, Rewari₹18,50,00002 Aug 2026Urgent QA
DLF-SEC-54DLF Private Limited, Sector 54₹36,00,00015 Aug 2026In Prep
Showing 3 of 14 logged entries

Challenge

Vertex Projects is a 35-employee firm specializing in government and private tender preparation, bid management, vendor coordination, and project fulfilment for industrial clients across North India. Founded in 2018, they had grown rapidly but relied heavily on Excel spreadsheets for bid tracking, client follow-ups via WhatsApp and email, Tally for invoicing, and separate Google Sheets for project milestones and vendor payments.

Outcome

We built an integrated platform with interconnected CRM (lead to tender pipeline), Project & Delivery module (milestone tracking with approvals), Vendor Management, Quotation-to-Invoice workflow, and real-time Dashboards. WhatsApp Business API integration for automated follow-ups and notifications. Data migrated from existing sheets. First usable version in 10 days, full launch in 3 weeks. Client received full source code, database, and deployment on their AWS account.

Role

Process audit, platform architecture, custom drawing parser, Tally API sync, quotation-to-invoice workflows, dashboard design.

Stack

  • Next.js
  • React
  • TypeScript
  • WhatsApp Business API
  • Tally API Sync
  • AWS
The Process Audit

Before: Fragmented Admin

Replaced: Zoho CRM, Excel sheets, and WhatsApp

Audited workflow showed 40 hours/week wasted across the team on manual drawing checks, milestone matching, and WhatsApp status chase.

Time Spent By Task (Before vs After)

Bid tracking & compilation15h2h
Client follow-ups10h1h
Invoicing & duplicate entry12h1h
Report compilation10h1h
The Return Pathway

Estimated Payback Timeline

An initial implementation of ₹4.2L generates an estimated operational value of ₹1.2L / month, achieving complete payback in 5.5 months.

Break-evenMonth 0Month 6Month 12+4.9L-4.2L

Proof notes

What this shows

  • Reduced manual data entry by ~65%, freeing 18-20 employee hours/week.
  • Tender follow-up consistency improved win rate by 14%.
  • Average collection cycle shortened by 11 days, improving cash flow by ₹28L in first 4 months.
  • Eliminated ~₹18k/month in fragmented SaaS costs.

*Realistic operational profile based on audited SME workflows. Client names, specific metrics, and coordinates have been fictionalized to protect confidentiality.