Enterprise CRM & ERP Transformation Powered by Webkype
- Client: Rishan Engineering Company (Tata OEM Partner)
- Industry: Generator Manufacturing & Power Systems
- Turnover: ₹200+ Crore
- Technology Partner: Webkype
- Project Leads: Gajendra Singh & Shakti Pratap
- OEM Partner: Tata Group
- Business Model: Turnkey captive power station projects
- Operations: Multiple factories, warehouses, and pan-India installations
Client Profile: Rishan Engineering Company (Tata OEM)
Rishan Engineering undertakes projects from concept design to commissioning, covering design, manufacturing, supply, erection, testing, and commissioning of DG sets along with auxiliary mechanical and electrical subsystems.
Project Report: Rishan Engineering (Tata OEM) – Custom ERP & CRM Implementation
Digital Transformation of a ₹200+ Cr Generator Manufacturing Enterprise
Project Overview
This project documents the end-to-end design, development, and deployment of a custom ERP and CRM platform for Rishan Engineering Company (REC), a leading Generator Manufacturing company and Tata OEM partner operating at an enterprise scale.With an annual turnover exceeding ₹200 Crore and multiple manufacturing facilities, Rishan Engineering required a robust, scalable, and future-ready digital system to manage complex operations spanning sales, manufacturing, inventory, HR, finance, and customer support.
The complete project was conceptualised, architected, and delivered by Webkype, under the strategic and technical leadership of Gajendra Singh and Shakti Pratap, who led the development of CRM, ERP, and AI-driven automation from the ground up.
Rishan Engineering, a Tata OEM partner and large-scale generator manufacturing enterprise, partnered with Webkype to design and deploy a custom-built ERP and CRM platform to unify sales, manufacturing, inventory, HR, finance, and customer support operations across multiple factories. The project was strategically led by Gajendra Singh and technically executed by Shakti Pratap, resulting in a CRM-centric, AI-enabled enterprise system that now acts as the digital backbone
Core Challenges Before Implementation
Before the ERP and CRM implementation, Rishan Engineering faced several structural and operational challenges:
Enterprise-Level Challenges
- No centralized ERP or CRM platform
- Siloed departmental operations
- Heavy dependency on manual processes and spreadsheets
Sales & CRM Challenges
- No centralized lead management system
- Manual follow-ups causing lost opportunities
- Error-prone and slow quotation generation
- No real-time sales pipeline visibility
Inventory & Manufacturing Challenges
- Complex inventory tracking across DG sets and auxiliary systems
- Poor synchronization between manufacturing, warehouse, and sales
HR & Workforce Challenges
- Manual attendance, payroll, and performance tracking
- Limited visibility into workforce utilization
Customer Support Challenges
- Manual handling of post-sales service requests
- No structured ticketing or SLA tracking
Solution Architecture: Custom ERP & CRM Platform
Webkype designed and developed a fully custom ERP and CRM ecosystem, tailored specifically for the manufacturing and OEM requirements of Rishan Engineering.
Key Solution Principles
- Custom-built (not off-the-shelf)
- Modular and scalable architecture
- AI-ready and automation-first design
- Enterprise-grade security and performance
- CRM-Centric Sales Transformation
- Advanced Sales CRM Capabilities
Centralized Lead Management
- Lead capture from website, calls, emails, and WhatsApp
- Automated lead categorization and prioritization
- Complete lead lifecycle and interaction history
Automated Follow-ups & Workflows
- CRM-driven follow-up schedules
- Automated reminders and alerts
- Custom workflows based on lead type and deal value
Intelligent Quotation Management
- Dynamic quotation builder
- Custom pricing logic (tax, discounts, volume slabs)
- Version-controlled quotations
- Secure quote sharing and approvals
Real-Time Sales Dashboards
- Live sales pipeline visibility
- Conversion tracking and funnel analytics
- Revenue forecasting and performance reports
HRMS Module
- Employee onboarding and master data
- Attendance, payroll, and performance tracking
- Leave, shift, and workforce planning
Order Management System
- End-to-end order lifecycle tracking
- Synchronization between sales, production, and dispatch
Inventory & Warehouse Management
- Multi-warehouse inventory tracking
- Barcode-based stock control
- Low-stock alerts and replenishment workflows
Finance & Payment Processing
- Invoice generation and payment tracking
- Automated payment reminders
- Accounting integrations
Customer Support & AI Bots
- AI-powered chatbots for 24/7 support
- CRM-integrated ticketing system
- SLA-based issue tracking
Technology Stack & Engineering Excellence
- React.js for scalable, high-performance UI
- Real-time dashboards and analytics
- Component-based architecture for long-term scalability
- Node.js with event-driven architecture
- High concurrency and real-time data processing
- Secure API-first design
Integrations | AI & Automation
- Tally & accounting systems
- WhatsApp, SMS, Email
- Barcode systems
- Third-party automation tools
- AI-based lead scoring
- Chatbots for sales and support
- Workflow automation across departments
Business Impact
- Faster lead-to-order conversion
- Centralized control across multiple factories
- Reduced manual errors and operational delays
- Real-time sales, inventory, and performance visibility
- Scalable digital foundation for future growth
