From the first enquiry to the paid invoice, and every support ticket after.
Leads and deals on one pipeline, quotations that become orders, invoices for licences, subscriptions, services and hardware, a help desk with SLAs, and books that file their own GST returns. Tathven Agentic ERP runs an IT company’s business side in one system.
Selling licences, subscriptions and implementation.
🧑💻
IT services and consulting firms
Development, consulting, managed services and staffing.
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System integrators and IT resellers
Hardware, networking and support contracts together.
The pain points
And how Tathven answers each one
Winning the work
1
Leads in inboxes and spreadsheets
The pain
Enquiries arrive by e-mail, WhatsApp and the website. Each salesperson keeps their own list, and leads go cold when nobody follows up.
How Tathven solves it
Leads are captured, worked and converted in one place, with who referred them and the event they came from. A connected Gmail mailbox turns a stranger’s mail into a lead and a customer’s mail into a ticket, and the WhatsApp inbox does the same for messages. Calls, meetings and tasks are logged against the lead with reminders.
✨ How the agentic ERP helps
Leads are scored by the AI, so the team calls the hottest first.
2
A pipeline nobody trusts
The pain
The forecast is a spreadsheet updated before the review meeting.
How Tathven solves it
Deals carry a value and a stage on a pipeline board, are won or lost, and feed the forecast widgets. A won deal’s customer is the same customer the invoice goes to.
3
Quotations rebuilt from the last one
The pain
Every proposal is copied from an old one, and the price that was agreed is not the price that gets billed.
How Tathven solves it
Quotations carry an expiry date and become orders in one click, at the quoted price. The catalogue comes ready with the trade’s own lines: software licence (per user), SaaS subscription and cloud hosting (per month), custom development and implementation (per job), IT consulting and training (per hour), support and AMC (per year), managed services and resource augmentation (per month), and IT hardware, network equipment, peripherals and consumables.
Billing and collecting
4
Invoices for things that never ship
The pain
A licence or a support contract is not a parcel, but the billing system still asks for a shipping address.
How Tathven solves it
Licences, subscriptions and services go out by electronic dispatch, with no shipping address and no stock. Hardware lines on the same order are picked from stock and shipped. Invoices can also be raised straight from the books, without the sales cycle, with a GST PDF.
5
The right SAC code for every line
The pain
Development, consulting, hosting, licensing, rental of computers and staffing each carry their own SAC code, and the wrong one is a mis-declaration nobody notices.
How Tathven solves it
A software and technology HSN and SAC catalogue comes ready: 29 codes for IT design and development, consulting and support, hosting, network management, software licensing and downloads, maintenance, rental of computers, contract staffing, training, and the hardware an IT reseller stocks. GST returns are built from the tax ledger, and purchases are reconciled against GSTR-2B.
6
Receivables that age quietly
The pain
Clients pay late, and nobody sees it until the cash runs short.
How Tathven solves it
Outstanding is aged in 1–30, 31–60, 61–90 and 90+ day buckets. Collections are matched to invoices, and every client has its own credit days and limit.
✨ How the agentic ERP helps
Ask “which clients owe us more than 60 days?”
Supporting customers
7
Support by e-mail, with no SLA
The pain
Support requests land in a shared inbox. Nobody knows which ones are about to breach the contract.
How Tathven solves it
The help desk has tickets, queues and assignment, with SLA policies on your business hours. Replies to an e-mailed ticket go back in the same thread.
✨ How the agentic ERP helps
The AI scores each ticket’s severity and urgency and sets its priority and SLA. On any ticket, the assistant drafts a reply from the conversation and your own products and orders, for the agent to edit and send.
8
Hardware in stock, and the serial number on the invoice
The pain
Resellers stock laptops, routers and peripherals. Which serial number went to which customer lives in a spreadsheet.
How Tathven solves it
Hardware is held in stock with barcodes, and items can be tracked by serial number, so every dispatch records which unit went to which customer. Purchase orders, goods receipts and purchase returns cover the buying side.
The back office
9
Contracts and documents in shared drives
The pain
Contracts, purchase orders from clients and signed proposals are scattered across drives.
How Tathven solves it
Documents are filed in Tathven AI Workspaces, alongside the records they belong to.
10
An assistant for the owner
The pain
Every question about the business needs someone to run a report.
How Tathven solves it
Tathven’s AI assistant answers from your own data, within your own access rights: the pipeline, open tickets, outstanding and the books. It prepares documents for you to confirm. Nothing happens until you do.
Feature by feature
What you get
🤝
CRM
Leads with AI scoring, deals and pipeline, activities and reminders, Gmail and WhatsApp intake.
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Help desk
Tickets, queues, SLAs on business hours, AI triage, AI reply drafts.
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Selling
Quotations with expiry, orders mixing services and hardware, electronic dispatch for services.
📚
Catalogue
Licences, subscriptions, hosting, development, consulting, AMC, managed services, staffing, training and hardware, ready to import.
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Tax
29 IT HSN and SAC codes, GST returns from the ledger, GSTR-2B reconciliation.
