🧩 The Problem
A mid-sized transport firm in Delhi was struggling with:
❌ Endless delays in vendor & driver payments
📊 No real-time tracking of trip expenses or advances
🧍♂️ Manual approvals for every payment, causing frustration
🤯 Drivers complaining of pending fuel and maintenance reimbursements
🧾 Accounts team buried under piles of paper bills and WhatsApp screenshots
The owner said: “I want a system that works on its own — I just want to monitor it.”
💡 The Solution
We activated our ERP suite to systematically fix every bottleneck:
1️⃣ Step 1: custom dashboardd —
Created a custom dashboard for owner + accounts to track every rupee in real-time.
2️⃣ Step 2: HR Module —
Enabled HR Module to automate driver attendance, duty shifts, and salary calculations.
3️⃣ Step 3: Finance Automation —
Deployed Finance Automation → automated vendor payments, trip advances, and settlement requests.
4️⃣ Step 4: WhatsApp Automation + CRM —
Integrated WhatsApp Automation + CRM → drivers submitted expense claims and POD (proof of delivery) directly via WhatsApp.
5️⃣ Step 5: Expense Reports —
Activated Expense Reports → instantly flagged duplicate claims or missing documents.
Result? No human chasing. Everything recorded.
📊 The Result
💸 70% reduction in payment reconciliation time
🚛 Drivers got advances + reimbursements on time = higher satisfaction
👷 Managers stopped wasting time on approvals
📋 Accounts team went from 4 hours/day paperwork → 30 mins/day monitoring only
🧠 Owner finally had control of every rupee from his phone
🔍 Why It Worked
✔ Smart system, not extra staff
✔ Everything auto-tracked → Nothing missed
✔ Instant alerts → Fast decisions
✔ Simple tools that team already knew (WhatsApp + ERP dashboard)
The owner summed it up:
“For the first time, I feel like I am running the transport business… it’s not running me!”
📣 Final CTA
Ready to stop chasing paperwork and start growing your business?
Let us set up your ERP + CRM + WhatsApp growth engine.
👉 Contact us today for a demo.
