AI · Real-Time · Business Software

Vertical SaaS, AI, Voice & Business Platform Engineering

Ship domain software—education ERP, restaurant & hotel ops, membership loyalty, PM/workgroups, insurance & telecom ERP, marketplaces with telephony, device license desks, AI equity research—plus the voice and AI planes when the product needs them.

Stacks on public case studies include Laravel & CodeIgniter, NestJS & Next.js, Vue/React, React Native, Ionic & Android Studio, PostgreSQL/MySQL, Asterisk 22 & FreeSWITCH, and LLM/RAG with explicit integration boundaries—not a generic dev shop or hosted-PBX login.

School ERP · Hospitality & PMS · Loyalty · PM tool · Device AMC · Expert marketplace · SandeshX CPaaS · EAIBAP · PBX/CCaaS · AI voice

One practice · complete stack
UNIFIEDPBXProduct engineering planes
business
CRM / ERP · industry workflows · SaaS
realtime
FreeSWITCH · Asterisk · WebRTC · SIP
app
Next.js · NestJS · Python · PostgreSQL
ops
Linux · Docker · AWS/Azure/GCP · Prometheus · OpenTelemetry
✓ AI + business software + real-time + production

At a glance

Experience

20+ years engineering

Delivery

90+ Upwork projects

Scope

E2E to production

Proof

15+ case studies · 45 demos

START HERE

Problems solved — pick the job, not the framework

Buyers search for the outcome. Each row names a common pain, the business domain and where to read proof on this site.

Your team spends hours on repetitive business workflows

Problem: Manual lead qualification, document processing, customer follow-up and data entry burn hours every week.

Solution: AI agents + deterministic automation + CRM/ERP integration — with human escalation when confidence drops.

AI Agentsn8nCRM / ERP
AI Agent & Automation → n8n workflows →
AI agents and workflow automation outcome

Your knowledge is scattered across documents and databases

Problem: Employees cannot quickly find reliable answers across docs, tickets, CRM fields and operational DBs.

Solution: RAG + enterprise search + knowledge graphs + controlled AI access tied to your systems of record.

RAGNeo4jPostgreSQL
AI & Data Engineering → Private AI Architect →
RAG and knowledge systems outcome

Your AI prototype isn’t production-ready

Problem: Slow responses, uncontrolled costs, unreliable workflows and no observability after the demo works.

Solution: Production AI architecture — model routing, retries, monitoring, tool boundaries and human escalation.

Production AIObservabilityHITL
AI production architecture → Agent engineering →
Production AI architecture outcome

After the call, five tools own the work

Problem: Leads, GST-style bills, stock and HR live in different products — the desk re-types what the phone already captured.

Solution: One CRM/ERP login with telecom or insurance workflow baked in.

CRM / ERPTelecomInsurance
Custom CRM & ERP → Clixxo case study →
Custom CRM and ERP outcome — telecom ops on one login

CRM, dialer, campaigns and AI pilots do not share one tenant record

Problem: RevOps, BPO and vertical SaaS teams stitch HubSpot, dialers and AI experiments together—tenant boundaries, consent and call-session state stay inconsistent.

Solution: Commission a multi-tenant CRM + workflow + integration hub (optional voice)—industry packs for insurance, collections, BPO or owned vertical SaaS.

RevOps SaaSWorkflowsAI agentsVoice
EAIBAP product & estimator → Industry workflow hub → Technical case study →
Custom AI CRM and RevOps automation platform

You resell seats, not own the platform

Problem: Zoom or a locked UCaaS bill grows forever; tenants, billing and white-label are not yours.

Solution: Multi-tenant hosted PBX or CCaaS with isolation, RBAC and provisioning you control.

Multi-tenant PBXCCaaSBilling
Multi-tenant PBX → CCaaS case study →

Field crews and customers need one API

Problem: Dispatch, payouts and mobile apps drift from the admin desk — duplicate rules in spreadsheets and app stores.

Solution: Laravel or NestJS backend plus React Native, Ionic or native Android on the same JSON API.

Field serviceLaravelReact NativeIonic
Field service platform → Care home platform → Becketts Android →

Missed inbound or agents without context

Problem: IVR dead-ends, no click-to-dial, or AI demos that cannot transfer to a human queue.

Solution: WebRTC desk, programmable IVR and hybrid AI + human queues on real SIP.

WebRTCAI VoiceIVR
AI call center → WebRTC softphone → Twilio IVR testing platform →

It works in development — production is paging

Problem: One-way audio, dead trunks, WebRTC ICE failures, flaky AI tools or API timeouts — the incident is already paging.

Solution: Trace across application, API, database, network, SIP/RTP, AI and infrastructure — then Debug → Stabilize → Monitor → Modernize.

RescueSIP / RTPAI / APIsObservability
Production rescue → SIP/WebRTC diagnostic lab → FusionPBX toll-fraud monitor → Rescue articles →

Vertical product, not a chatbot wrapper

Problem: Legal, markets, messaging or hospitality rules must live in the app — not in a generic LLM prompt.

Solution: Domain products with APIs first: Indian-law assistant, SandeshX CPaaS, portfolio P&L, event and school ERP.

Domain SaaSLegal AIMessaging
Domain products → All capabilities →

Describe your problem — get architecture direction

AI ENGINEERING

AI that works inside the business — not beside it

Build AI systems that connect your business data, CRM, ERP, communications and workflows — with tools, retrieval and human escalation designed in.

AI Agents RAG Knowledge Graphs AI Voice Lead Intelligence Workflow Automation Multi-Agent Systems LLM Integration AI Observability

Agentic AI & Intelligent Automation

Design AI agents that use tools, retrieve enterprise knowledge, interact with APIs, coordinate workflows and escalate to humans when required.

Agent loop
Business eventLead · ticket · document
AI agentRAG · CRM · ERP · APIs · KG
DecisionScore · route · draft
Automationn8n · webhooks
Human approvalWhen needed
Business actionCRM update · call · message

AI Agent & Automation Engineering →

Why this combination matters

AI + Business Systems + Real-Time Communications — most providers specialize in one layer. You can connect all three.

Connected product
CRM / ERPSystem of record
AI agentRAG · tools
Automationn8n · APIs
CommunicationAsterisk / FreeSWITCH
SIP / WebRTCHuman desk when needed

Example: Lead enters CRM → AI qualifies → workflow enriches → Asterisk calls lead → AI voice handles first conversation → qualified lead reaches human agent → CRM updates automatically. That is a complete business system.

One engineering practice across the complete product stack

Planes owned end-to-end
BusinessCRM · ERP · industry workflows
ApplicationNext.js · NestJS · Python
AILLM · Agents · RAG · Automation
Real-timeWebRTC · SIP · FreeSWITCH · Asterisk
DataPostgreSQL · Redis · Neo4j
EventsKafka · RabbitMQ · Webhooks
ObservabilityOpenTelemetry · Prometheus · Grafana
InfrastructureLinux · Docker · AWS · Azure · GCP

Quantitative + software engineering foundation

Mathematics & Statistics · Mathematics · Computer Applications · Data Analytics — credentials support the AI and data work; the homepage sells what ships.

Google Data Analytics Claude API About & credentials →

Next step

Describe the workflow, data sources and constraints — get an architecture direction, not a generic sales script.

Describe Your Problem
DOMAINS & PROOF

Business domains shipped on one engineering practice

Insurance & telecom ERP, CCaaS/hosted PBX, hospitality (restaurant CMS, PMS, Italian guest compliance), education, membership, field service, care homes, events, sports fan apps, device license desks, capital-markets research, messaging CPaaS and AI voice—each tile links to a case study naming the domain rules and stack (Laravel, CodeIgniter, NestJS, Vue, React Native, Ionic, Android, Python, Asterisk, FreeSWITCH).

Custom CRM & ERP

Leads, stock, GST-style bills, purchasing, finance, HR portals and public careers on one login — for operators who outgrew five tools.

Next.jsNestJSPostgreSQLHRMS
CRM / ERP brief → Clixxo ERP case →
Custom CRM and ERP development

Vertical SaaS & industry ops

School ERP, restaurant CMS + Android API, PMS/booking, loyalty clubs, PM/workgroups, device AMC desks, FSM marketplaces, care-home scheduling—usually Laravel, CodeIgniter or NestJS with React/Vue or mobile clients.

LaravelCodeIgniterReact NativeAndroid
School ERP case → Restaurant platform → All vertical products →
School management ERP case study

Domain products (regulated & markets)

Insurance agency OS, Indian-law assistant, Foliolytics portfolios, AI equity research, SandeshX messaging—APIs first, screens second. Not a broker, not legal advice, not a carrier.

InsuranceLegal AIMarketsMessaging
Domain outcomes → Insurance ERP →
Domain products and messaging SaaS

Voice plane

FreeSWITCH, Asterisk, FusionPBX — trunks, IVR, DID, failover and the carrier path, not only a dialplan.

FreeSWITCHAsteriskFusionPBXSIP
FreeSWITCH brief → Asterisk brief → FusionPBX brief → VoIP / SIP brief →
FreeSWITCH and VoIP engineering

AI Voice

Conversational IVR and outbound agents on a real trunk — STT, LLM tools, TTS and a transfer you can audit.

AI VoiceSTTTTSSIP
AI Voice brief → AI voice agent case study →
AI voice on SIP telephony

AI Agents, RAG & Private AI

Agents with tools, RAG over enterprise knowledge, knowledge graphs and model serving in a VPC or on-prem — AI that writes back to the same systems voice and CRM already use.

AI AgentsRAGPrivate AIn8n
AI Agent Engineering → AI & Data Engineering → Private AI Architect →
AI agents, RAG and private AI architecture

CCaaS

Queues, campaigns, agent state, recordings and CRM write-back on a tenant-isolated stack.

CCaaSQueuesCRM
Contact center brief →
Custom CCaaS contact center

Mobile & Web clients

Browser softphones plus field and consumer apps on the same API — React Native (ISL, ChurchEvent), Ionic/Capacitor (Oober), native Android (Becketts), SIP.js, push and ICE/TURN that survive NAT.

WebRTCReact NativeIonicAndroid StudioLaravel API
WebRTC brief → React SIP lab case study → Mobile brief → Oober mobile demo →
Mobile and WebRTC client apps

SaaS

Tenant isolation, provisioning, billing, white-label and RBAC — the product plane around the voice plane.

Multi-tenantBillingRBAC
SaaS brief →
Multi-tenant SaaS development

APIs & data

REST, webhooks, PostgreSQL, Redis and the n8n / GHL / WhatsApp path that writes the same record the phone writes.

PostgreSQLRESTn8n
APIs brief → AI & Workflow Automation → Automation brief →
APIs and full-stack development

Identity

TLS/SRTP, tenant roles, fraud controls and HA — the isolation the SaaS admin claims has to be in the data.

TLS / SRTPRBACHA
Security brief →
SIP security and tenant isolation

Migrate

Hardware IPPBX → software/cloud, chan_sip → PJSIP, or a suite you cannot extend. Same DIDs, a cut that can roll back.

MigrationPJSIPCloud PBX
Migration outcome →
PBX migration and modernization

Rescue

One-way audio, dead trunks, WebRTC that dies on guest Wi-Fi — traces first, then the smallest change that restores traffic.

One-way audioSIP / RTPWebRTC
Rescue outcome →
Production VoIP rescue

Filter all services →

SELECTED CASE STUDIES

Shipped platforms across operations, voice and domains

Same outcome thumbnails as the full portfolio — voice, CCaaS, ERP, insurance, markets, legal and field-service mobile. Eight featured studies below; fifteen public case studies in all.

View all projects →

WORKING SYSTEM DEMOS

Don't take the architecture claim on trust — see the working systems

45 recorded walkthroughs — CRM, ERP, insurance, legal, Indian markets, IP PBX, CCaaS, SMS CPaaS, WebRTC and mobile SaaS. Each clip shows duration, stack and what you will see on screen.

View all 45 demos →

SOLUTIONS

Outcomes operators and product teams actually buy

What a buyer can point at in a search or an RFP — each outcome page names who owns SIP, media, identity and the system of record. Not sure where to start? Use Start here above or Contact.

Custom CRM & ERP

Sales, stock, GST-style billing, HR and insurance desks on one product — not a generic accounting SKU.

CRMERPHRMS
Build custom CRM / ERP →
Run CRM and ERP on one product

Domain products

Legal AI, Indian-market portfolios, messaging SaaS and insights platforms — for teams who need the domain in the data model.

LegalMarketsMessaging
Build a domain product →
Ship domain-specific products

AI Call Center

Hybrid AI and human queues on real SIP trunks, with CRM write-back and QA on both agent types.

AI VoiceQueuesCRM
Build an AI Call Center →
AI call center on real SIP

Cloud PBX

Hosted extensions, IVR, recording and failover — a hardware IPPBX or locked UCaaS alternative you can inspect.

Cloud PBXIVRFailover
Build a Cloud PBX →
Hosted cloud PBX outcome

Multi-tenant PBX

Isolation, provisioning, billing, white-label and RBAC so you can sell hosted PBX without tenant crosstalk.

Multi-tenantBillingRBAC
Build a Multi-Tenant PBX →
Sell hosted PBX seats safely

VoIP Platform

APIs, number inventory, routing and an admin OS — a vertical TPaaS, not a Twilio clone for its own sake.

APIsRoutingAdmin
Build a VoIP Platform →
VoIP platform and TPaaS

WebRTC Softphone

Embed browser and companion-app calling: click-to-call, push, hold/transfer and a TURN path that works off-LAN.

WebRTCSIP.jsICE / TURN
Build a Softphone →
Embed WebRTC softphone calling

Private AI

RAG, agents and model serving inside a VPC or on-prem — for teams that cannot paste internal knowledge into a public chatbot.

Private AIRAGAgents
Build private AI →
Private AI with VPC or on-prem RAG

AI Workflow Automation

Connect AI to CRM, ERP, APIs, voice and WhatsApp—with human-in-the-loop approvals and production guardrails, not just a chatbot.

AI agentsCRM / ERPVoiceWhatsApp
Automate a workflow → AI & Workflow Automation →
AI workflow automation across CRM, voice and messaging

AI Voice & IVR

Real-time voice that listens, understands and acts—live transcript, natural response, DTMF fallback, CRM/API workflows and human handoff.

AI VoiceLive transcriptIVR / DTMFCRM
Build AI Voice & IVR →
AI Voice and IVR automation

Migrate

Leave a hardware IPPBX, chan_sip stack or locked suite without losing numbers, hunt groups or the week after cut-over.

MigrationPJSIPCloud PBX
Migration outcome →
PBX migration outcome

Rescue

Calls are dying now. Restore traffic, name the layer, attach the proof — then monitor so Friday does not repeat.

One-way audioSIP / RTPWebRTC
Rescue outcome →
Production rescue outcome

Filter all solutions →

WHY CLIENTS WORK WITH ME

Architecture before code — across voice and software.

The job is an operations system you can maintain in production: CRM, ERP, voice or a domain product — not a demo that dies on the first carrier trunk.

Architecture-first

Planes, tenancy and failure modes on paper before components are chosen — then implementation follows the same drawing.

Telecom + software

One engagement across SIP/RTP/WebRTC and NestJS/Laravel/PostgreSQL — the desk and the trunk share one record.

Production experience

Real traces for one-way audio, dead trunks, ICE failures and tenant leaks — not greenfield slides.

Full-stack ownership

Frontend, APIs, data, telephony, AI tooling and deploy paths designed as one system when the product needs it.

AI in the call path

AI voice, private RAG and automation wired into queues and CRM events — not a chat widget bolted on later.

Remote engineering

Architecture, build and production support for distributed teams — Delhi base, worldwide delivery. Full biography →

HOW I WORK

A clear path from idea to production

1

Discover

Workflows, constraints, architecture review.

2

Architect

Planes, data, identity and integrations.

3

Build

App, APIs, telecom and client surfaces.

4

Integrate

SIP, AI, CRM/ERP, billing, webhooks.

5

Deploy

CI/CD, cloud/VPC/on-prem, cut-over.

6

Operate

Monitor, rescue, optimize, iterate.

ENGAGEMENT MODELS

How we can work together

Pick the shape that matches your team and stage — the first reply still names the technical plane.

Product engineering

Idea → MVP → production — product thinking, architecture and technical delivery under one roof. Service brief →

Architecture review

You have a team; you need a senior cut line, tenancy model or 90-day plan before spend accelerates.

Rescue / troubleshooting

Production FreeSWITCH, Asterisk, FusionPBX or WebRTC is failing now — traces first, smallest fix that restores traffic.

Fixed-scope project

A defined platform slice: hosted PBX tenant, CCaaS desk, CRM module, mobile app or AI voice workflow with a written deliverable.

Fractional solution architect

Startups and MSPs that need senior architecture without a full-time hire — design authority plus selective implementation.

Long-term engineering

Ongoing build for telecom or AI SaaS products — same owner from schema to SIP to deploy and incident response.

Start the brief

Name the outcome, stack and stage on the contact form — rescue uploads welcome.

Qualify your project →
FIT

When custom engineering earns its cost

Clarity on both sides — this is a consultancy for platforms and production systems, not a five-seat office PBX reseller.

You probably don’t need custom development if…

  • You need a basic office PBX for a handful of users this month.
  • Standard suite workflows are enough — no custom CRM or tenancy.
  • You don’t need to own the platform, billing or isolation story.
  • There is no integration, WebRTC desk or AI on real SIP in scope.

Custom engineering is the right move when…

  • You sell PBX or CCaaS seats and need tenant isolation you can test.
  • CRM/ERP, voice and mobile must share one system of record.
  • WebRTC, AI voice or private RAG must live in your VPC or on-prem.
  • Hardware IPPBX or chan_sip must migrate without losing DIDs.
  • Production is already failing — one-way audio, trunks or ICE.

Build vs buy table on Solutions →

TECHNOLOGY

The stack these platforms are built on

Grouped by responsibility — core expertise first, supporting tools second, integrations where clients already pay bills. Click a badge for the matching service brief.

Core expertise

Supporting technologies

RedisPythonFastAPIReactVueNeo4jKafkaRabbitMQDockerAWSAzureGCP

Integration ecosystem

TwilioTelnyxWhatsAppHubSpotGoHighLeveln8nZapierMake

Application

ReactNext.jsNestJSLaravelVueFastAPIFlaskCodeIgniterPHP

Mobile

React NativeIonicCapacitorAndroid StudioFCM push

AI & Data

LLMsRAGLangChain / LangGraphNeo4jVector SearchAI Agents

Events & pipelines

KafkaRabbitMQWebhooksData pipelines

Data & integration

PostgreSQLRedisREST APIsCRM / ERP

Business domains

Telecom ERPInsuranceCCaaS / PBXField serviceHealthcareHospitalityEducationLegal AIMarketsMessagingCommunity

Telecom

FreeSWITCHAsteriskFusionPBXSIPRTPIVR

Real-time

WebRTCSIP.jsICE / TURNRealtime APIs

AI platforms

AI Voice — conversational IVR and agents on a real trunk. Private AI — RAG and agents in VPC or on-prem. AI Agents — tools, HITL and automation. Workflow — n8n, CRM and WhatsApp.

AI VoicePrivate AIAI Agentsn8nOpenAIClaudeGeminiOpenRouterBedrockAzure AI

Observability

OpenTelemetryPrometheusGrafanaMonitoring

Security & reliability

TLS / SRTPRBACTenant isolationHA

Automation

n8nGoHighLevelZapierMakeWhatsAppHubSpot

Infrastructure

AWSGCPAzureLinuxDockerKubernetesCI/CD

Delivery

ArchitectureMigrationCI/CDDeploymentOptimization
UPWORK REVIEWS

Feedback after the work shipped

Quoted from public Upwork reviews. Older notes that mention a team are left as the client wrote them.

★★★★★

IVR & Alert System Development

Working with Pankaj has been an outstanding experience from start to finish. He consistently demonstrated exceptional professionalism, strong technical skills, and a true sense of ownership over every task.

Upwork client May–Jul 2026
★★★★★

Voice AI pipeline on VoIP / RTP

Pankaj delivered solid, production-grade work on the voice AI pipeline integration (VoIP, RTP, Whisper STT, Anthropic LLM, Inworld TTS). I recommend Pankaj for VoIP, real-time audio, and AI voice pipeline projects.

Giorgio Upwork client · Apr–May 2026
★★★★★

CDL Development Backend

Pankaj was highly responsive and quickly grasped the requirements for a complex digital forensics task. He delivered a thorough forensic report in multiple formats, proactively supplemented his work with additional analysis, and offered helpful guidance on tooling. Recommended for backend/forensics and data-parsing engagements.

Upwork client Endorsed · Mar–Apr 2026 · Digital forensics →
★★★★★

ClickToBiz

Pankaj kumar joshi completed our project exactly how we instructed. Additionally, he made us aware some server updates that we needed to prevent possible problems in the future. I highly recommend him!

Lenny Bernot Founder & Owner, Biz Solutions Group

Read more client reviews →

FROM THE BLOG

Recent writing

FreeSWITCH

One-way audio is rarely “just NAT”

How production FreeSWITCH / FusionPBX traces show whether the failure is signaling, RTP or the browser path.

Read article →
09 Sep 2026

A PBX is now part of the business app

When the phone system has to live inside CRM, WhatsApp and customer workflows.

Read article →
WebRTC · FusionPBX

From broken WebRTC calls to a SIP lab

How one-way audio debugging becomes a reusable diagnostic environment.

Read article →

View all articles →

FAQ

Questions before the first conversation

Founders hire for a spike. Companies hire to own a product. Both start on Contact — not a stacked sales script.

Scope

What kinds of projects do you take on?

AI agents and automation, RAG and knowledge systems, custom CRM/ERP, CCaaS and hosted PBX, AI voice on real SIP trunks, full-stack product engineering, vertical SaaS, migrations and production rescue. Telecom is a deep specialization inside a broader product-engineering practice.

Not only VoIP

Do you only do VoIP?

No. Voice is one plane. AI agents, RAG, CRM/ERP, Clixxo ERP, Insurance ERP, Foliolytics, the Indian-law assistant, SandeshX and Predictive Behavior eXchange are on the same practice. The bar is APIs first, screens second.

Niches

Who is this for?

Teams that need AI agents or RAG inside business systems; operators who need hosted IPPBX or multi-tenant PABX; CRM/ERP around ports, bills and HR; insurance desks next to WebRTC; CCaaS and full-stack SaaS product teams. Not a generic app mill and not a carrier.

Not a login

Is UnifiedPBX.in a hosted PBX dashboard or sign-in?

No. There is no public tenant login here. UnifiedPBX.in is the practice site. If you need hosted IPPBX software, a white-label PABX or a CCaaS built, use Contact — not a “sign in” search.

Worldwide

Do you work with teams outside India?

Yes. Delivery is remote from Delhi to operators, MSPs and product teams in any country. Time-zone overlap is agreed in the first reply. The work is the architecture and the build, not a local-only install.

Individual

Can a founder or solo engineer hire you for a short job?

Yes. Individuals hire for a bug, a spike, or to be the only VoIP engineer on a startup. Upwork and the contact form both work. Send the stack and the failure — not a 40-page RFP.

Company

Can a company hire you to build a product we resell?

Yes. Operators and MSPs hire to own hosted IPPBX, multi-tenant CCaaS or CRM+voice as their product. This is not a Zoom or Teams seat. Source, tenants and recordings stay yours. Use Contact to scope VPC, billing and isolation.

Start

How does an engagement start?

Send the current architecture, the problem, and any constraints through the contact form. The first response is a technical review, clarifying questions, and a recommended next step — not a generic sales script.

View the full FAQ →

Describe your problem — get architecture direction

Share the workflow, data sources and constraints — AI agents, RAG, CRM/ERP, WebRTC, CCaaS, FreeSWITCH/Asterisk or full-stack product engineering. First reply is a technical review, worldwide.