Milestone ERP · CRM · Insights
Run Your Business with Clarity, Control and Confidence.
Connect your critical business processes, strengthen coordination between departments and turn operational information into better decisions.
Connecting business processes. Strengthening control. Enabling better decisions.
Every function works from the same record. Select a function to see what it shares, and with whom.
- Since 2005Building and supporting business software from Mumbai
- One databaseERP, CRM and Insights on the same records
- Configured to fitYour approvals, formats and workflows
- Indian compliance built inGST, TDS, e-invoice and e-way bill
The cost of disconnected work
Where Growing Businesses Lose Control
Most businesses run on handoffs: a call, an email, a spreadsheet. Each one is a place where information is re-keyed, delayed or lost, and where margin quietly leaks.
-
Sales
Delivery promised on a phone call
Dates set without checking stock or capacity
-
Purchase
Requisitions on paper and chat
Urgent buying at the wrong rate
-
Stores
Stock kept in a spreadsheet
Material ordered while it sits in another location
-
Production and site
Issues and usage not recorded
WIP and site consumption nobody can see
-
Dispatch
Delivery not linked to billing
Work done but not yet invoiced
-
Finance
Receipts chased from memory
Cash tied up in overdue bills and retention
None of these breaks shows up in a report until the money has already gone.
How Milestone works
One Transaction, Followed Through Every Department
Departments work in parallel, not in a queue. Milestone keeps them on the same record, puts control points where decisions are made and feeds results back into the next plan. Select a step to see its document, who acts and the control.
01 · Customer order
- Document
- Sales order with delivery schedule
- Who acts
- Sales
- Control
- Credit status and stock checked before the date is promised
- 1SalesCustomer orderCredit status and stock checked before the date is promised
- 2PlanningProduction planCapacity and material looked at together
- 3PlanningMaterial requirementNet of stock in hand and open purchase orders
- 4Procurementin parallelPurchase and receiptReceived against an approved order only
- 5Storesin parallelIssue from stockIssued quantity tracked against the BOM
- 6ProductionOperations and WIPWIP visible by stage
- 7ProductionQuality checkRejections recorded with their reason and cost↺ Rework returns to operations
- 8LogisticsFinished goods and dispatchDispatch matched to the customer schedule
- 9FinanceInvoice and collectionUnbilled dispatches and overdue receivables surface for action↺ Actual cost informs the next quotation
Read the steps as text
- Customer order (Sales). Sales order with delivery schedule; Credit status and stock checked before the date is promised.
- Production plan (Planning). Plan from open orders; Capacity and material looked at together.
- Material requirement (Planning). Requirement from the bill of materials; Net of stock in hand and open purchase orders.
- Purchase and receipt (Procurement). Purchase order, goods receipt; Received against an approved order only.
- Issue from stock (Stores). Material issue against the work order; Issued quantity tracked against the BOM.
- Operations and WIP (Production). Work order, operation by operation; WIP visible by stage.
- Quality check (Production). Inspection record; Rejections recorded with their reason and cost.
- Finished goods and dispatch (Logistics). Delivery note and e-way bill; Dispatch matched to the customer schedule.
- Invoice and collection (Finance). Tax invoice, e-invoice, receipt; Unbilled dispatches and overdue receivables surface for action.
01 · Customer order
- Document
- Sales order
- Who acts
- Sales
- Control
- Rates and terms from the price list
- 1SalesCustomer orderRates and terms from the price list
- 2FinanceCredit checkOrders over the limit wait for approval
- 3WarehouseAvailability by locationStock in transit and under inspection shown separately
- 4Warehousein parallelAllocate from stockAllocated stock is not sold twice
- 5Procurementin parallelBack-to-back purchaseBought only against a confirmed order
- 6WarehousePick and packPicked quantity checked against the order
- 7LogisticsDispatch and transportFreight charges captured against the dispatch↺ Returns go back to stock
- 8FinanceInvoiceEvery dispatch billed
- 9FinanceCollectionOverdue amounts followed by customer
Read the steps as text
- Customer order (Sales). Sales order; Rates and terms from the price list.
- Credit check (Finance). Customer credit position; Orders over the limit wait for approval.
- Availability by location (Warehouse). Stock by warehouse; Stock in transit and under inspection shown separately.
- Allocate from stock (Warehouse). Stock reserved for the order; Allocated stock is not sold twice.
- Back-to-back purchase (Procurement). Purchase order linked to the sales order; Bought only against a confirmed order.
- Pick and pack (Warehouse). Picking list; Picked quantity checked against the order.
- Dispatch and transport (Logistics). Delivery note, e-way bill, transport record; Freight charges captured against the dispatch.
- Invoice (Finance). Tax invoice and e-invoice; Every dispatch billed.
- Collection (Finance). Receipt against invoice; Overdue amounts followed by customer.
01 · Enquiry and BOQ
- Document
- Bill of quantities
- Who acts
- Estimation
- Control
- Every BOQ line carries its quantity and specification
- 1EstimationEnquiry and BOQEvery BOQ line carries its quantity and specification
- 2EstimationEstimate from normsMaterial, labour and overhead priced before quoting
- 3EstimationQuotation and contractMargin reviewed before the contract is signed
- 4Project teamProject budgetBudget becomes the yardstick for every cost
- 5Procurementin parallelMaterial purchasePurchased against budget
- 6Site workin parallelLabour and site expensesSmall spends recorded against the project
- 7Site storesMaterial used at siteConsumption compared with the norm
- 8Project teamProgress and running billBilled work matched to measured progress↺ Variations update the BOQ
- 9FinanceCertification, retention, collectionCertified, billed and collected tracked separately
Read the steps as text
- Enquiry and BOQ (Estimation). Bill of quantities; Every BOQ line carries its quantity and specification.
- Estimate from norms (Estimation). Estimate built from material norms; Material, labour and overhead priced before quoting.
- Quotation and contract (Estimation). Quotation, work order; Margin reviewed before the contract is signed.
- Project budget (Project team). Budget by cost head; Budget becomes the yardstick for every cost.
- Material purchase (Procurement). Purchase orders against the project; Purchased against budget.
- Labour and site expenses (Site work). Labour records, site expenses, imprest; Small spends recorded against the project.
- Material used at site (Site stores). Site receipt, issue, return; Consumption compared with the norm.
- Progress and running bill (Project team). Measurement and running bill; Billed work matched to measured progress.
- Certification, retention, collection (Finance). Certified bill, retention, receipt; Certified, billed and collected tracked separately.
Industries
Built Around How Your Business Actually Runs
A contractor, a manufacturer and a distributor do not run the same way. Choose yours to see its journey and the controls that matter most.
Multi-stage production, job work and product cost
Steps stacked together run in parallel. Copper steps are control points.
- Customer order
- Plan
- PurchaseIssueJob work
- Operations
- Quality
- Dispatch
- Invoice
Three controls that matter most
- BOM and routing accuracyWhat the factory intends to build, defined once and used everywhere.
- WIP by stageWhere material sits between issue and finished goods.
- Yield, rejection and actual costThe product that earns the margin, and the one that loses it.
Stock across locations, credit and dispatch
Steps stacked together run in parallel. Copper steps are control points.
- Customer order
- Credit check
- Availability
- AllocateBack-to-back buy
- Pick and pack
- Dispatch
- Collect
Three controls that matter most
- Stock by locationWhat you can promise, and from which warehouse.
- Credit limitsOrders over the limit wait for approval, not for a phone call.
- Landed cost and freightThe real cost of each delivery, not only the purchase rate.
BOQ to retention, site by site
Steps stacked together run in parallel. Copper steps are control points.
- Enquiry and BOQ
- Estimate
- Contract
- Budget
- PurchaseSite work
- Running bill
- Certification
- Retention
Three controls that matter most
- Consumption against normEvery extra unit used at site comes from somewhere.
- Site expenses and imprestSmall spends recorded against the project they belong to.
- Billed, certified, collectedCompleted work is not cash until it is certified and collected.
Plant, depot, dealer and site supply
Steps stacked together run in parallel. Copper steps are control points.
- Plant production
- Depot replenishment
- Dealer orderProject supply
- Dispatch
- Transport
- Collect
Three controls that matter most
- Depot stockWhat each depot holds and what is on the way.
- Dealer receivablesExposure by dealer, before the next order ships.
- Dispatch and freightDeliveries to depots, dealers and sites, with their cost.
One order fulfilled three ways, one margin
Steps stacked together run in parallel. Copper steps are control points.
- Customer order
- Stock allocationWork orderSite execution
- Billing
- Combined margin
Three controls that matter most
- Order-split visibilityWhich part of the order is traded, made or installed.
- One customer viewSupply, production and site work for the same customer.
- Combined marginThe margin of the whole order, not three partial ones.
Each entity on its own books, one group view
Steps stacked together run in parallel. Copper steps are control points.
- Entity books
- Branch ABranch BBranch C
- Inter-company transfer
- Group view
Three controls that matter most
- Inter-company transactionsA sale in one entity is a purchase in the other.
- Branch P&LEach branch measured on its own performance.
- Group visibilityOne view across entities for the people who run the group.
Business outcomes
What Changes When Departments Share One Record
The same six areas, before and after. We describe the change, not a percentage: your baseline is measured during the study, and improvement is measured against it.
No figures are claimed here. Results depend on your starting point and are measured after adoption.
Discuss Your Business ProcessMilestone ERP
Depth Where Operations Get Complicated
Every area of the business on one database. Each module answers a question someone in your management team asks every week.
Commercial
Supply chain
Operations
Finance and control
Milestone CRM
From First Enquiry to Executed Order
Every lead is tracked to a won order, then handed to projects or production without being keyed in again.
- Enquiries and leads with an owner and a next follow-up date
- Opportunities by stage, quotations with revisions
- A won quotation becomes an order with its items, rates and terms
Milestone Insights
Your Business. Clearly Understood.
Insights reads every module and turns live records into the few items that need management action today.
- TransactionsERP and CRM records, as work happens
- Business rulesYour thresholds, hierarchies and periods
- DashboardsBy role, from summary to document
- Alerts and MISExceptions to the owner; reports on schedule
- DecisionsActions followed up until they close
Visibility by role
Every Leader Gets the Answers They Own
Different questions, one source of truth behind every answer. Choose your role.
Profit, control and growth
Questions Milestone helps you answer
- Which projects, products and customers really make the margin?
- Is cash keeping up with growth?
- What needs my attention today?
Where you see it
Cash, accuracy and compliance
Questions Milestone helps you answer
- How much cash is tied up in receivables, retention and stock?
- What falls due this week?
- Can every number be traced to its document?
Where you see it
Commitments and coordination
Questions Milestone helps you answer
- Which orders and sites are at risk this week?
- Is the bottleneck material, capacity or an approval?
- Where are departments waiting on each other?
Where you see it
Material, WIP and quality
Questions Milestone helps you answer
- Is material ready for this week's plan?
- Which stage is holding up output, and why?
- Where are rejections rising?
Where you see it
Discipline and commitments
Questions Milestone helps you answer
- Are we buying the right quantity, at the right rate, on time?
- Which orders are overdue from vendors?
- Which requisitions are waiting for approval?
Where you see it
Availability and accuracy
Questions Milestone helps you answer
- What stock is idle, short or in the wrong place?
- What is in transit or awaiting inspection?
- Which material is ageing without demand?
Where you see it
Pipeline and conversion
Questions Milestone helps you answer
- Which enquiries and quotations need follow-up today?
- Which orders are waiting to be dispatched or billed?
- Why are we losing the deals we lose?
Where you see it
Integration and security
Questions Milestone helps you answer
- Can we run one connected system instead of many?
- Who can see and change what?
- How does it connect to our other systems?
Where you see it
Implementation and support
Your Process First. Then the System.
Six phases and ten steps, with a defined go-live gate. Select a step to see what happens, what we need from your team and what you get.
- 01Study
- 02Customize
- 03Test
- 04Implement
- 05Support
- 06Enhance
Study
Discovery
We meet the people who run each process and collect the documents, reports and approvals in use.
Your team
Process owners and sample documents.
What you get
Scope and priorities agreed.
Why Milestone
Why Businesses Trust Milestone With Their Processes
What we bring, and how you can check it before you commit.
Milestone Infosoft Solutions has built and supported business software from Mumbai since 2005. That is years of manufacturing, trading and project processes mapped, configured and run.
How to check us before you commit
- See your own process running in Milestone, not a generic demo.
- Meet the consultants who would lead your implementation.
- Review the implementation plan before you sign.
- Process depthWe map the details that decide margin: retention on running bills, job-work challans, three-way match, WIP by stage.
- One databaseERP, CRM and Insights share the same records, so there is nothing to reconcile between them.
- Configured to fitApprovals, formats and workflows follow the way your business runs.
- Indian compliance in the coreGST, TDS, e-invoice and e-way bill are part of the system, not an add-on.
- Consultant-led deliveryImplementation is led by consultants who understand operations, not only software.
Next step
Bring Us One Live Process
Pick one process that costs you time today: a site request, a purchase approval or a production order. We will show it running end to end in Milestone.
- 1UnderstandWe walk through the process as it runs today, with the documents your team uses.
- 2ConnectWe show it working across every module it touches, from first entry to accounts.
- 3MeasureWe agree the measures that will show the change is working.