Audit First, Build Smart: Designing a Scalable Multi-Site CRM Architecture with Zero-Duplicate Logic

Project Overview The client required a structured, proof-backed implementation of a multi-site data architecture using Custom Objects and Associations. The system needed to demonstrate: Custom Objects: Properties/Sites and Site Contacts Associations: One Contact linked to multiple Properties Each Property linked to multiple Site Contacts Role types for Site Contacts (tenant, property manager, billing) Adding a […]

Smart Chrome Automation: Power Automate Workflow for Personalized WhatsApp Messaging from Google Sheets

Project Overview The client required a fully automated workflow using Power Automate Desktop to read contact data from Google Sheets and send personalized WhatsApp messages through browser automation in Google Chrome. The automation needed to process rows sequentially, avoid rate limits, and operate reliably without using Firefox or Edge. The objective was to eliminate manual […]

Architecting a True Multi-Site CRM: Scalable GoHighLevel Data Modeling for Real Estate & Body Corporate

Project Overview The client required a highly structured and scalable multi-site data model inside GoHighLevel to support Real Estate, Body Corporate, and multi-property operations. The core requirement was to build a true relational structure using Custom Objects and Associations — ensuring that one customer/contact could link to multiple properties, and each property could link to […]

Seamless & Secure: Future-Proofing Dolibarr with a Strategic Upgrade from v12 to v18

Project Overview The client required a safe and structured upgrade of their heavily customized Dolibarr ERP system from Version 12 to the latest stable Version 18. The existing system included custom PDF invoice templates, additional CRM fields, workflow automations, and multiple third-party module integrations. The key objective was to preserve all data, protect business continuity, […]

Seamless OTCommerce to Shopify Integration: Powering Smart, Scalable eCommerce Automation

Project Overview The client required a seamless and scalable solution to import products, vendors, reviews, and multilingual content from OTCommerce into Shopify. The primary objective was to eliminate manual processes, ensure accurate data synchronization, and provide administrators with full control over product imports. Challenges Establishing a stable and secure connection with the OTCommerce API Managing […]

Precision in the Skies: Building a Smart Aviation Crew & Compliance Management System

Project Overview The client required a comprehensive aviation management platform to monitor pilot flying hours, mandatory rest periods, duty time limitations, and administrative data — all within a structured and compliant system. The objective was to build a scalable, user-friendly solution that ensures regulatory compliance while simplifying operational management. Project Milestones & Execution Strategy 1. […]

Successful e-Factura Integration: Delivering a Flawless, ANAF-Compliant Dolibarr Module Ahead of Schedule

Project Background A fast-growing Romanian company needed a reliable, fully compliant integration between their Dolibarr ERP system and the Romanian government’s mandatory e-Factura platform. The goal was to eliminate manual invoice handling, ensure real-time compliance with ANAF regulations, and streamline both outgoing and incoming electronic invoicing directly inside Dolibarr. Project Scope & Technical Requirements Compatible […]

Dolibarr Transformed: Powering Smarter Production Workflows

Project Overview The client approached CnEL India seeking a seasoned Dolibarr expert to perform deep customization, eliminate persistent system errors, and align the ERP platform with their evolving operational workflow. The primary focus was the Production Module, where enhanced workflow steps and efficiency-driven customization were critical to daily operations. Client Challenges Misaligned Dolibarr UI and […]

Secure by Design: Delivering a High-Performance Professional Access Portal for Restricted Products

Project Overview The client required a private, access-controlled web portal for launching a new product exclusively available to verified professionals. Unlike a traditional public website or eCommerce platform, this solution needed to prioritise security, speed, and simplicity while supporting controlled registrations, manual approvals, order placement, and document access. The objective was clear: create a lightweight, […]

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