🧩 The Problem
Before the ERP system came in, things were pretty typical:
❌ No idea where the money was leaking
📋 Site engineers doing Excel + WhatsApp for everything
🧍♂️ Managers approving vendor bills manually — sometimes twice!
📊 Daily expenses were written down, but never tracked
🧾 Vendor payments were missed, some paid extra too
🧠 HR was a mess — attendance se lekar salary tak sab manual tha
Owner’s words? “We were growing fast but leaking money even faster.” 😓
💡 The Solution
1️⃣ Step 1: Live Dashboard Setup
Created a private dashboard just for the MD — daily expenses, project-wise cost, dues — Real-Time.
For the Sales Team:
- 🧾 See who visited
- ❤️ Know what they liked
- 🧠 Get hints on what to say next
2️⃣ Step 2: HR Tools Activated
We enabled:
- Geo-tagged Attendance from site
- Shift scheduling for workers
- Auto Leave & Overtime tracking
- Salary calculations linked to attendance — no manual input needed
3️⃣ Step 3: CRM + Follow-Up Tracker
- CRM integrated with their vendor/dealer contacts
- Enabled Deal Notes to track what was last discussed
- Added WhatsApp automation to follow-up reminders — no lead dropped
4️⃣ Step 4: Purchase Control + Advance Allocation
- Every vendor bill was linked to a project and PO
- No more duplicate payments
- Advance given? System adjusted automatically at final payment
5️⃣ Step 5: Reports for Leak Detection
- Found that time logs were inflated by 15% — corrected
- Found duplicate vendor billing worth ₹38 lakhs
- Tracked fuel and raw material cost spikes across 3 projects
📊 The Result
💰 ₹5 Cr saved in 4 months across 6 projects
👷 Managers finally focused on execution, not approvals
🕒 Overtime and shifts auto-managed — no salary disputes
📲 Every lead followed up, vendor tracked, and cost controlled
🔍 Why It Worked
Because it was made for how Indian teams work:
✔️ Everything tracked → Nothing lost
✔️ Alerts came on time → No last-minute fire-fighting
✔️ Team used simple tools like WhatsApp, not complex dashboards
✔️ No extra hiring — just smarter systems
📣 Final CTA
“Want to save crores without hiring more managers?”
“Let’s set up your dashboard-based engine — ERP + CRM + WhatsApp = No more chaos.”
📣 Want results like this for your sales team?
Let’s talk. You don’t need more manpower—just a smarter system.
👉 CRM + WhatsApp + App + Task Tracker = Growth 🌱
