🧩 The Problem
Running a fleet business in India is no joke 👷♂️🚛.
This mid-sized logistics company in Jaipur had daily struggles:
❌ Drivers misreporting fuel usage
📊 No real-time track of vehicle routes
🧍♂️ Managers stuck in manual approvals & endless paperwork
🤯 Delay in salary processing for drivers due to attendance confusions
🧾 Multiple pending vendor payments and advance settlements
The owner summed it up:
“Every month, the fuel and payment records end up in a mess!”
💡 The Solution
They decided to implement our Smart ERP + CRM + WhatsApp automation engine.
Here’s how we fixed it, step by step:
1️⃣ Step 1: Setup Dashboard —
- Live fleet status dashboard + Private Dashboard for management → tracked fuel consumption, mileage, and route data daily.
2️⃣ Step 2: Enabled HR module —
Drivers’ attendance, shift timings, leaves, and overtime → all automated. Payroll got super smooth.
3️⃣ Step 3: Used CRM + Deal Notes + WhatsApp Automation —
Customer follow-ups and booking confirmations automated via WhatsApp → no missed clients.
4️⃣ Step 4: Controlled Purchases & Vendor Payments —
Purchase Requests, Vendor Bills, Advance Allocations → all approvals done in-app → zero manual errors.
5️⃣ Step 5: Enabled Reports —
Weekly leakage reports flagged high fuel wastage vehicles early.
Time tracking + driver bills + fuel slips → completely transparent & auto-verified.
📊 The Result
In just 90 days:
💸 ₹7 Lakhs saved in fuel wastage
👷♂️ Managers focused on route planning, not chasing paperwork
📋 Salaries and overtime were processed on time
🧠 Customer orders and follow-ups were perfectly tracked
📉 Unpaid dues to vendors came down by 70%
The owner smiled and said:
“Now the system handles everything. My mind is free to focus on growing the business.”
🔍 Why It Worked
Simple → Smart systems, not extra people:
✔️ Everything tracked → Nothing lost
✔️ Instant alerts → Fast decisions
✔️ Same system used by drivers, dispatch team, and management
✔️ Data + WhatsApp = Zero chaos, only growth
📣 Final CTA
“Want to run your transport or fleet business without daily tension?”
“Let’s build your own dashboard-based engine.”
✅ ERP + CRM + WhatsApp = Growth without chaos
