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# Source: https://fortivsolutions.in
# Description: Fortiv Solutions builds AI agents, workflow automation and enterprise AI integrations around your existing business systems, data and processes.

# AI systems, built around how your business works.

We build and integrate AI agents, workflow automation and operational intelligence into the software, data and processes your business already relies on.

[Book a demo](https://cal.com/fortiv-solutions/30min)[Explore our systems]

40+Enterprises Served

Real Estate

Real EstateManufacturingHospitalityFinancial ServicesHealthcareLegal Practice

What we build

## Systems engineered into the work, not bolted on beside it.

Seven kinds of system, built to order. Most engagements combine two or three — an agent that reads documents, a voice line that updates the CRM — around one workflow.

[All solutions](https://fortivsolutions.in/solutions)

- [

### AI agents

Agents that carry a defined task from start to finish — triage, qualification, follow-up — inside the tools your team already works in, with clear limits on what they may do alone.

Connects to CRM · ticketing · email · internal APIs

](https://fortivsolutions.in/solutions/ai-agents)

- [

### Workflow automation

Multi-step processes across systems — intake, routing, approvals, updates — automated with proper exception handling instead of brittle rules.

Connects to ERP · approval chains · email · spreadsheets

](https://fortivsolutions.in/solutions/workflow-automation)

- [

### Voice AI

Inbound and outbound calls answered, qualified and logged, with the transcript and the outcome written back to the record your team works from.

Connects to telephony · CRM · calendars · WhatsApp

](https://fortivsolutions.in/solutions/voice-ai)

- [

### Document intelligence

Invoices, contracts, forms and reports read, checked and turned into structured records — with low-confidence fields sent to a person, not guessed.

Connects to email inboxes · document stores · ERP · accounting

](https://fortivsolutions.in/solutions/document-intelligence)

- [

### Forecasting & operational intelligence

Demand, inventory and cash forecasts built on your operating data, surfaced in the dashboards and planning meetings where decisions are actually made.

Connects to ERP · data warehouse · BI tools

](https://fortivsolutions.in/solutions/predictive-analytics)

- [

### Knowledge systems

Internal assistants that answer from your policies, SOPs and records, cite their sources, and respect the same access permissions as the documents.

Connects to SharePoint · Google Drive · wikis · databases

](https://fortivsolutions.in/solutions/knowledge-systems)

- [

### Systems integration

The connective work underneath everything else: APIs, data pipelines and access controls that let AI read from and write to your systems of record safely.

Connects to CRM · ERP · databases · identity providers

](https://fortivsolutions.in/solutions/crm-integration)

How it fits

## Your existing systems stay. Intelligence connects them.

Most of the value comes from the connections: reading from the systems you already trust, acting through the tools your teams already use, and handing decisions to people at the right moment.

1.

Yours, unchanged

### Existing systems

  - CRM

  - ERP & accounting

  - Email & documents

  - Databases

  - Telephony & messaging

2.

Built by Fortiv

### Integration layer

  - APIs & webhooks

  - Connectors & data pipelines

  - Event triggers

  - Access controls & logging

3.

Built by Fortiv

### AI systems & agents

  - Task agents

  - Document models

  - Forecasting models

  - Retrieval over your knowledge

4.

Your team decides

### Human review

  - Approvals

  - Exception queues

  - Escalation paths

  - Audit trail

5.

Agreed before build

### Measured outcomes

  - Cycle time

  - Error and rework rate

  - Response time

  - Cost per transaction

Simplified view. Each architecture is chosen for its environment — which systems take part, where data is processed, and which actions need a person’s approval.

### Nothing is ripped out

We work through your current CRM, ERP and databases — their APIs, their permissions. Replacing a system is a last resort, not the starting point.

### People stay in the loop

Approval steps, confidence thresholds and escalation paths are designed in, so the system acts alone only where you have agreed it should.

### Measured against your baseline

Before anything is built we agree what success means in your numbers. The system is accepted against those criteria, not against a demo.

In practice

## The systems, at work.

Eight examples of what we build, shown as the screens people use day to day. Illustrations with sample data — not client deployments.

Voice AI for CRMInventory forecastingProcurementKYC onboardingRFP responsesVoice supportContract screeningRSVP management

### Voice AI for CRM

Enquiry calls arrive faster than the team can return them, and what was said rarely reaches the CRM intact.

**What the system does**
Answers and qualifies calls, follows up, books visits, and logs the conversation and outcome against the right record.

**Connects to**
Telephony, CRM, shared calendars, WhatsApp

**Human review**
Pricing exceptions, complaints and low-confidence calls go to a person with a summary.

**Operational benefit**
Every enquiry gets a response, and the CRM reflects what customers actually said.

Voice line / Inbound call → CRM

Sample data

Inbound call

10:42 · 4m 12s

- AgentThanks for calling. Is this about the three-bedroom homes at Lakeside?

- CallerYes. We'd like to see one this weekend — budget is around 1.2 crore.

- AgentI can book a site visit. Saturday at 11:00 or Sunday at 16:00?

- CallerSaturday works.

Intent: site visit · Confidence 0.94

CRM record updated

Saved

Sample CRM field changes| Lead status | NewQualified |
|---|---|
| Budget | —₹1.1–1.3 Cr |
| Interest | —3 BHK · Lakeside |
| Next step | —Site visit · Sat 11:00 |
| Owner | UnassignedSales team (West) |

Calendar invite sentSummary to owner

### Inventory forecasting

Reorder decisions are made in spreadsheets, so stock-outs and excess inventory show up after the fact.

**What the system does**
Forecasts demand per item from sales history, stock movement and seasonality, and suggests order quantities against lead times.

**Connects to**
ERP stock and sales data, supplier lead times

**Human review**
A planner approves every suggested order before a PO is raised.

**Operational benefit**
Replenishment planned ahead of demand, from the same data the ERP already holds.

Planning / Replenishment

Sample data

BRG-6204 Ball bearing · weekly demand

Lead time 21 days · Safety stock 1,500

Sample replenishment suggestions| Item | On hand | Days of cover | Suggested order | Status |
|---|---|---|---|---|
| Ball bearingBRG-6204 | 1,840 | 9 | 4,000 | Awaiting approval |
| V-beltBLT-A48 | 920 | 14 | 1,200 | Awaiting approval |
| Oil sealSEL-112 | 6,200 | 41 | — | Covered |
| Filter cartridgeFLT-330 | 3,050 | 28 | — | Covered |

A planner approves each order before the PO is raised in the ERP.

Review 2 orders

### Procurement automation

Purchase requests stall between stock checks, supplier quotes, budget sign-off and PO preparation.

**What the system does**
Checks stock, compares approved-supplier quotes, confirms budget, routes approvals and drafts the purchase order.

**Connects to**
ERP, supplier records, email, approval workflow

**Human review**
The approval route stays yours; nothing is sent to a supplier without sign-off.

**Operational benefit**
Requests move through one traceable path instead of inboxes and spreadsheets.

Procurement / Purchase request PR-2291

Sample data

Hydraulic hose assembly HS-12 × 400

Raised by Maintenance · need-by 18 Nov

1.

Stock check

120 on hand · reorder point 300

Below reorder

2.

Approved suppliers

3 quotes received against spec HS-12

Compared

3.

Budget

Cost centre MNT-04 · within quarter budget

Available

4.

Approval route

Plant manager → Finance

Awaiting Finance

Sample supplier quotes| Supplier | Unit price | Lead time | Note |
|---|---|---|---|
| Northwind Hydraulics | ₹1,840 | 10 days | Best value |
| Fabrikam Industrial | ₹1,795 | 24 days | Lead time over need-by |
| Contoso Fluid Power | ₹1,960 | 7 days |  |

Draft PO-55190 prepared · not yet sent

Send for Finance approval

### KYC onboarding

Onboarding files are checked by hand, and missing or inconsistent documents surface late.

**What the system does**
Extracts details from submitted documents, cross-checks them, identifies what is missing, and requests it.

**Connects to**
Onboarding portal, document storage, core or CRM system

**Human review**
Mismatches and missing items are routed to a compliance analyst, who makes the decision.

**Operational benefit**
Analysts start from a checked file with the exceptions already identified.

Onboarding / Business account · Case 0418

Sample data

Documents received

- PAN cardExtracted

- Certificate of incorporationExtracted

- Address proofMismatch

- Bank statement · 6 monthsExtracted

- GST registrationMissing

- Board resolutionExtracted

Cross-checks

**Entity name**
Tailspin Components Pvt Ltd

Matches across 4 documents

**Registered address**
Plot 14, Phase II

Differs from address proof

**Authorised signatory**
R. Mehta

Matches board resolution

2 exceptions routed to the compliance analyst: GST registration missing, address mismatch.

Request missing documentOpen case

### RFP response automation

Every RFP means re-finding approved answers across old proposals, policies and product documents.

**What the system does**
Maps each requirement to approved company sources and prepares draft answers that cite where they came from.

**Connects to**
Document libraries, past proposals, knowledge base

**Human review**
Subject-matter experts fill gaps; a bid manager approves every section before export.

**Operational benefit**
Teams spend their time on the questions that need judgement, not on retrieval.

Proposals / RFP · Contoso Logistics · 46 requirements

Sample data

Sample requirements matrix| Req | Requirement | Approved source | Draft |
|---|---|---|---|
| R-3.1 | Describe data encryption at rest and in transit | Security policy v4 §3.2 | Drafted |
| R-3.4 | Provide uptime commitments for the hosted service | — | Needs SME |
| R-4.2 | List integrations with ERP systems | Integration overview 2026 | Drafted |
| R-5.1 | Provide three client references | — | No approved source |
| R-6.3 | Describe implementation methodology | Delivery handbook §2 | Drafted |

Draft answer · R-3.1

Customer data is encrypted at rest using AES-256 and in transit using TLS 1.2 or higher. Keys are managed in the cloud provider’s key management service with role-based accessSecurity policy v4 §3.2

Every answer cites its source. A bid manager approves before export.

Approve section 3

### Voice AI for customer support

Routine status and account questions take up the same queue as the cases that need an expert.

**What the system does**
Verifies the caller, answers suitable questions from authorised systems, records the interaction, and escalates the rest.

**Connects to**
Telephony, order or account systems, help desk, SMS

**Human review**
Disputes and anything outside policy are handed to a person with a written summary.

**Operational benefit**
Agents receive escalations with context instead of repeating the same lookups.

Support line / Call 7731 · In progress

Sample data

1. 00:04

Verified Identity

Caller verified by one-time code to registered mobile

2. 00:21

Lookup Order system

Order A-20931 — dispatched 21 Oct, arriving Thursday

3. 00:48

Answered Messaging

Delivery date and tracking link shared by SMS

4. 01:30

Escalated Human agent

Caller disputes an earlier refund — outside policy for automated handling

Hand-off to agent

Summary for the agent

Verified customer. Delivery query resolved. Now disputing refund R-5520 issued 2 Oct (partial). Wants the full amount. No promise made.

- Ticket created in help desk

- Transcript attached

- Queued for billing team

### Contract & compliance screening

Reviewing contracts against internal standards is slow, and deviations are easy to miss on page forty.

**What the system does**
Extracts obligations, compares clauses with your playbook, and flags deviations and missing clauses.

**Connects to**
Document management, contract register, email

**Human review**
Qualified legal or compliance staff review every flag and decide.

**Operational benefit**
Reviewers start from a marked-up document instead of a blank first read.

Contract review / Master services agreement · Fabrikam

Sample data

7.2Limitation of liability

Liability capped at two times the fees paid in the preceding twelve months.

11.1Termination for convenience

Either party may terminate on fifteen days' written notice.

14.3Governing law

This agreement is governed by the laws of India.

—Data protection

No data processing clause found in the agreement.

Findings against playbook

-

Limitation of liability

Playbook: 1× fees

Deviation

-

Termination for convenience

Playbook: 30 days

Deviation

-

Governing law

Standard

-

Data protection

Required for vendors handling personal data

Missing

Assigned to legal for review. Obligations exported to the contract register after sign-off.

### RSVP & guest management

Event teams chase RSVPs across WhatsApp, calls and spreadsheets, and the headcount is never quite current.

**What the system does**
Sends invitations, collects replies and guest details by WhatsApp, voice call or email, reminds non-responders, and keeps one guest list up to date.

**Connects to**
WhatsApp Business, telephony, email, guest list or event CRM

**Human review**
The event coordinator approves each reminder round and personally handles special requests and VIP guests.

**Operational benefit**
A current headcount for catering, seating and logistics, without manual follow-up.

Events / Partner summit · Guest list

Sample data

**Invited**
240

**Confirmed**
162

**Declined**
21

**Awaiting**
57

Sample guest list with RSVP status| Guest | Replied by | Status | Details |
|---|---|---|---|
| A. RaoContoso Retail | WhatsApp | Confirmed | +1 guest · vegetarian |
| S. IyerFabrikam Foods | Voice call | Confirmed | Arrives Fri 18:40 |
| M. KhanTailspin Traders | Email | Declined | Sends a colleague |
| P. DesaiNorthwind Stores | WhatsApp | Special request | Wheelchair access |
| R. MenonLitware Distribution | — | No reply | 2 reminders sent |

Reminder round 3 · 57 guests

WhatsApp first, voice call if unread after 24 hours. 3 special requests sent to the coordinator.

Approve reminder round

Have a workflow like one of these? We’ll walk through how it would connect to your systems.

[Book a demo](https://cal.com/fortiv-solutions/30min)

Industries

## Applied to the operations each industry actually runs.

[All industries](https://fortivsolutions.in/industries)

-

Drag to turn

### Real Estate

Voice AI · AI agents · Document intelligence

View details

Where it applies

Real Estate

Portal and phone enquiries answered before they go cold, site visits booked against live calendars, agreements checked clause by clause.

Business functions

  - Lead qualification & CRM operations

  - Sales follow-ups & voice AI

  - Property & document workflows

[Explore Real Estate](https://fortivsolutions.in/industries/real-estate)Show front

-

Drag to turn

### Manufacturing & Supply Chain

Procurement automation · Forecasting · Knowledge systems

View details

Where it applies

Manufacturing & Supply Chain

Purchase requests, receipts and invoices reconciled automatically; demand forecast per item; quality and maintenance records made searchable.

Business functions

  - Inventory visibility & forecasting

  - Procurement & purchase-request workflows

  - Supplier coordination

[Explore Manufacturing & Supply Chain](https://fortivsolutions.in/industries/manufacturing)Show front

-

Drag to turn

### Hospitality

AI agents · Voice AI · Workflow automation

View details

Where it applies

Hospitality

Guest requests and booking changes handled across channels, group and event enquiries quoted quickly, feedback routed to the property that owns it.

Business functions

  - Reservation enquiries & guest communication

  - Voice AI & customer support

  - Lead & event enquiry management

[Explore Hospitality](https://fortivsolutions.in/industries/hospitality)Show front

-

Drag to turn

### Healthcare & Life Sciences

Voice AI · Document intelligence · Knowledge systems

View details

Where it applies

Healthcare & Life Sciences

Appointment and report calls taken off the front desk, referral letters and intake forms read into the right systems, SOPs answerable mid-shift.

Business functions

  - Patient & customer enquiry handling

  - Appointment & service workflows

  - Document intake & processing

[Explore Healthcare & Life Sciences](https://fortivsolutions.in/industries/healthcare)Show front

-

Drag to turn

### Financial Services

Document intelligence · AI agents · Contract screening

View details

Where it applies

Financial Services

KYC and loan files checked against policy with exceptions routed for review, customer queries answered from authorised systems, long compliance documents screened.

Business functions

  - Document intake & classification

  - KYC onboarding

  - Customer enquiry handling

[Explore Financial Services](https://fortivsolutions.in/industries/banking-financial-services)Show front

-

Drag to turn

### Legal & Professional Services

Voice AI · Contract screening · Knowledge systems

View details

Where it applies

Legal & Professional Services

Intake calls triaged before they reach senior staff, contracts compared with your standard positions, precedents found across drives.

Business functions

  - Contract & document screening

  - Matter intake & classification

  - Research & document workflows

[Explore Legal & Professional Services](https://fortivsolutions.in/industries/legal)Show front

Drag a card sideways, or tap it, to turn it over.

Implementation

## From one workflow to a system in production.

Every engagement follows the same six steps. Each one ends with something you can review before the next one starts.

1. 01

### Discover the workflow

We map how the process actually runs — people, systems, hand-offs and exceptions — with the operators who do it, not just the org chart.

Output Workflow map

2. 02

### Find the highest-value opportunity

Candidate automations are sized by volume, effort and risk, and we recommend the one with the clearest return to start.

Output Prioritised opportunity

3. 03

### Design the system and integrations

Architecture, data access, permissions and review points, agreed with your IT and process owners before any build begins.

Output System design & acceptance criteria

4. 04

### Build and validate

We build against your real data in a controlled environment and test against the acceptance criteria, edge cases included.

Output Validated build

5. 05

### Deploy where the work happens

Released into the tools your teams already use, with monitoring, fallbacks and a staged rollout instead of a big-bang switch.

Output Production release

6. 06

### Monitor, improve, scale

Performance is tracked against the baseline, the system is tuned as real cases arrive, and proven patterns extend to adjacent workflows.

Output Performance reviews

### Agreed before anything is built.

**Systems & data access**
Which systems the solution reads from and writes to, through which APIs, under whose credentials.

**Security**
Where data is processed and stored, who can access it, and how activity is logged.

**Human oversight**
Which actions need approval, the confidence thresholds, and who handles the exceptions.

**Acceptance criteria**
The measurable results the system has to reach in your environment before it is signed off.

Integrations

## Built on the software you already run.

We connect through each platform’s supported APIs and your access policies, and choose the architecture for your environment — cloud, private network or on-premise data.

### CRM & sales

- [Salesforce](https://fortivsolutions.in/resources/integrations/salesforce)Leads, accounts, opportunities and activity history.

- [HubSpot](https://fortivsolutions.in/resources/integrations/hubspot)Contacts, deals, sales sequences and support tickets.

- [Zoho CRM](https://fortivsolutions.in/resources/integrations/zoho-crm)Leads and deals, alongside Zoho Desk and Zoho Books.

- [Dynamics 365](https://fortivsolutions.in/resources/integrations/microsoft-dynamics-365)Sales, customer-service and supply-chain records.

### ERP & finance

- [SAP S/4HANA](https://fortivsolutions.in/resources/integrations/sap-erp)Purchase orders, goods receipts, invoices and sales orders.

- [TallyPrime](https://fortivsolutions.in/resources/integrations/tally-prime)Vouchers, ledgers and GST registers.

- [Oracle NetSuite](https://fortivsolutions.in/resources/integrations/oracle-netsuite)Vendor bills, sales orders, inventory and subsidiaries.

- [Odoo](https://fortivsolutions.in/resources/integrations/odoo-erp)Invoices, inventory, manufacturing orders and CRM leads.

### Data

- [PostgreSQL](https://fortivsolutions.in/resources/integrations/postgresql-vector)Relational records, with vector search alongside them.

- [Snowflake](https://fortivsolutions.in/resources/integrations/snowflake)Warehouse tables, queried in place for analysis and retrieval.

- [BigQuery](https://fortivsolutions.in/resources/integrations/google-bigquery)Analytics datasets, queried in place.

Fortiv integration layer

- APIs & webhooks

- Event triggers

- Access controls

- Audit logging

Feeds

Agents, document models, forecasting and retrieval

Point at a platform to trace how it connects to the layer.

### Messaging & voice

- [WhatsApp Business](https://fortivsolutions.in/resources/integrations/whatsapp-business)Customer conversations on the WhatsApp Business Platform.

- [Twilio](https://fortivsolutions.in/resources/integrations/twilio)Programmable voice calls and SMS.

- [Microsoft Teams](https://fortivsolutions.in/resources/integrations/microsoft-teams)Internal requests, approvals and alerts where staff already work.

- [Slack](https://fortivsolutions.in/resources/integrations/slack)Internal requests, approvals and alerts in channels.

### Documents & knowledge

- [Google Workspace](https://fortivsolutions.in/resources/integrations/google-workspace)Gmail, Drive, Docs and Sheets.

- [Microsoft 365](https://fortivsolutions.in/resources/integrations/microsoft-365-sharepoint)SharePoint and OneDrive document libraries.

- [Notion](https://fortivsolutions.in/resources/integrations/notion)Wikis and databases, used as a knowledge source.

### Service desks

- [Zendesk](https://fortivsolutions.in/resources/integrations/zendesk)Ticket triage and agent assistance inside Zendesk.

- [ServiceNow](https://fortivsolutions.in/resources/integrations/servicenow)Incident categorisation and service workflows.

- [Freshworks](https://fortivsolutions.in/resources/integrations/freshworks)Freshdesk tickets and Freshsales leads.

Names link to our integration notes for each platform. Logos are trademarks of their owners and identify platforms we integrate with; no partnership is implied. What connects depends on edition, API access and configuration.

[All integration guides](https://fortivsolutions.in/resources/integrations)

Before you commit

## What you can check for yourself.

We would rather show than claim. This is what is available to any team evaluating us, before a contract is discussed.

-

### A demo around your workflow

Bring one process. We map it with you and show where an AI system would sit, what it would connect to, and what it would take to build.

[Book a demo](https://cal.com/fortiv-solutions/30min)

-

### The AI readiness assessment

A structured look at your data, systems and processes, so the first conversation starts from your facts rather than ours.

[Take the assessment](https://fortivsolutions.in/assessment)

-

### Published technical writing

Notes on agents, retrieval, document processing, security and implementation — the thinking behind how we build.

[Read the blog](https://fortivsolutions.in/blog)

-

### A registered, recognised company

Fortiv Solutions Private Limited, a registered private limited company, recognised as a startup by DPIIT under Startup India.

[About Fortiv](https://fortivsolutions.in/about)

### Recent writing

[All articles](https://fortivsolutions.in/blog)

- [How to Qualify Real Estate Leads Automatically with AI9 Nov 2026 · 10 min](https://fortivsolutions.in/blog/real-estate-lead-qualification)

- [Business Process Automation in India: A Practical Guide for Mid-Market Companies9 Sept 2026 · 9 min](https://fortivsolutions.in/blog/business-process-automation-in-india)

- [How AI Can Predict Which Real Estate Leads Are Ready to Buy26 Aug 2026 · 8 min](https://fortivsolutions.in/blog/how-ai-can-predict-which-real-estate-leads-are-ready-to-buy)

Start with one workflow

## Find the right AI system for your workflow.

Start with the process you want to improve. We’ll help you identify the opportunity, the integration requirements, and a practical path to implementation.

[Book a demo](https://cal.com/fortiv-solutions/30min)[Take the AI readiness assessment](https://fortivsolutions.in/assessment)

Prefer to research first? Ask an AI assistant about Fortiv, or write to [info@fortivsolutions.in](mailto:info@fortivsolutions.in).

Ask about us