🧩 The Problem
A mid-sized digital marketing agency in Pune was struggling with:
❌ Missed client renewal follow-ups
📊 No single place to track active retainers vs. expiring contracts
🧍♂️ Managers manually sending reminders and invoices
🤯 Confusion between client account teams on renewal status
🧾 Delayed collections and scattered communication
Their team was spending hours chasing paperwork and reminders instead of focusing on client service and growth.
💡 The Solution
The company implemented our ERP + WhatsApp Automation system:
1️⃣ Step 1: Client Dashboard —
Setup a central Client Dashboard with real-time view of ongoing retainers, expiry dates, and renewal pipeline.
2️⃣ Step 2: HR & Attendance module —
Integrated the HR & Attendance module to automatically assign account managers to upcoming renewal clients.
3️⃣ Step 3: CRM + WhatsApp Automation —
Enabled CRM + WhatsApp Automation to trigger automated, pre-set reminders to clients at 15 days, 7 days, and 1 day before contract expiry.
4️⃣ Step 4: Finance & Invoicing module —
Activated Finance & Invoicing module to auto-generate renewal invoices and track payment status in real-time.
5️⃣ Step 5: Reports & Alerts —
Used Reports & Alerts to flag overdue renewals, giving management instant visibility to take quick action.
📊 The Result
In just 30 days:
💥 25% increase in monthly retainer renewals
💸 Drastically reduced late payments and manual follow-ups
🧠 Account Managers focused on delivering service, not chasing paperwork
🔍 Every renewal tracked, zero missed contracts
🔍 Why It Worked
✔ Smart workflows, not extra staff
✔ Everything auto-tracked → No human error
✔ Instant WhatsApp alerts → Clients felt cared for
✔ Simple system → Adopted by entire team in 1 week
📣 Final CTA
“Want to stop chasing clients for renewals and start focusing on growth?
Let’s build your ERP + CRM + WhatsApp engine for stress-free client retention.”
