🧩 The Problem
This Delhi-based consultancy was stuck in a loop: work was increasing, but managing the team and handling clients had become a nightmare.
❌ Missed client follow-ups — deals kept slipping away
📊 No proper records of project costs or monthly expenses
🧍♂️ Managers were handling approvals manually over calls and WhatsApp
🤯 HR systems were messy — confusion around salaries, leaves, and overtime
🧾 Vendor payments were delayed, client invoices were irregular — cash flow was always tight
Every month felt like working in firefighting mode, with no clear path to growth.
💡 The Solution
Then, they introduced a smart ERP + CRM + WhatsApp Automation system. Step by step, the entire workflow became simpler and more organized
1️⃣ Step 1: Dashboard Setup —
Private dashboards for Owners aur Project Heads to track real-time revenue, expenses, and pending tasks.
2️⃣ Step 2: HR Automation went live —
Attendance punch-ins (via mobile app), leave requests, shift rosters, and payroll calculations all started auto-syncing seamlessly.
3️⃣ Step 3: CRM Activation —
Lead follow-ups were tracked with Deal Notes + WhatsApp automatic reminders → client conversion doubled!
4️⃣ Step 4: Purchase & Finance Control —
Vendor payments, material advance allocations, and billing approvals were all tracked from a single unified panel.
5️⃣ Step 5: Reports Module Enabled —
Quick reports revealed which projects had the most leakages and which clients had delayed payments — enabling faster action!
📊 The Result
📈 Revenue scaled 5X in just 8 months
💬 Client satisfaction increased → Repeat business received a strong boost
👷 Managers focused on real work, not paperwork
💸 Salaries, overtime, and reimbursements became error-free and always on time
📞 Lead follow-ups became fast and structured → No more lead leakage
🔍 Why It Worked
- Systems kept running smoothly → People were freed up to focus on growth
- Real-time data alerts → No last-minute surprises
- Simple, daily-use tools → The team adopted them easily
- Manual errors and approval delays were almost eliminated
📣 Final CTA
“Ready to run your consultancy like a fast, smart machine?”
Let’s build your custom Dashboard + CRM + WhatsApp automation engine today! 🚀
