🧩 The Problem
This real estate builder from Kolkata had big ambitions—but daily operations were full of chaos and confusion:
❌ Site updates and client follow-ups were getting missed
No one had clarity on who was doing what, and leads were slipping through the cracks.
📊 No real-time tracking of project expenses
Money was being spent, but there was no live record of where, how much, or why.
🧍♂️ Project managers were stuck doing manual approvals
Instead of focusing on the ground work, they were busy chasing paperwork and signatures.
🤯 Salaries, overtime, and attendance were always disputed
Workers kept raising issues—“My hours are wrong,” “Leave not counted,” “Why is my pay cut?”
🧾 Material deliveries were delayed, bills weren’t cleared, and vendors were unhappy
Because purchase tracking was manual and scattered, vendors lost trust, and sites suffered delays.
💡 The Solution
We implemented a complete ERP system—easy for the team to use, yet powerful enough to handle 9 active projects without confusion. Here’s how each part worked:
1️⃣ Step 1: Central Live Dashboard – One Screen, Full Control
We created a central dashboard for the company head.
- It showed updates from all 9 sites in real-time
- Daily progress, cost tracking, pending approvals—everything in one place
- No more calling site managers again and again for updates
With this, decisions became faster and more accurate. Just one login, and the whole company’s health was visible.
2️⃣ Step 2: HR Tools – Attendance, Leaves, Payroll – All Automated
The system tracked the workforce without any manual effort:
- Attendance and shifts were updated automatically from the site
- Leave requests were processed online
- Payroll calculated automatically based on present days, overtime, and absents
This
3️⃣ Step 3: CRM + Deal Notes + WhatsApp Automation – No Missed Follow-Ups
We activated the CRM with smart features:
- Every lead had a proper deal page with updates and history
- WhatsApp messages were sent automatically for reminders, payments, and site visit confirmations
Earlier, follow-ups were missed. Now? Every lead is handled on time, and deals move faster.
4️⃣ Step 4: Purchase & Finance Control – Spend Only Where Needed
The finance panel made sure no money was wasted:
- Vendor payments were approved in a proper flow
- Material orders were made from approved suppliers only
- Advance payments were linked to specific projects
Everything was documented. No more cash disappearing or untracked purchases.
5️⃣ Step 5: Reports – Real-Time Alerts That Catch Mistakes Early
We set up custom reports to catch issues before they became big problems:
- Wrong billing? Immediate alert.
- Time delays in approvals or payments? Flagged.
- Material overuse or misuse? Tracked.
Management started receiving reports that not only showed numbers but also suggested what to fix. That’s how money leakages were stopped early.
📊 The Result
📈 Within 45 days :
✔ 9 projects running without delay
✔ ₹1.8 Cr worth of billing & order errors caught
✔ HR team saved 40+ hours monthly
✔ 100% attendance-linked payroll
✔ Team confidence soared—no confusion, no follow-ups
🔍 Why It Worked
Because:
🔔 Instant alerts → Fast action
📱 WhatsApp + CRM → Follow-ups always on
📂 Dashboard → Every site ka live update
🛠 No extra hiring → Just smart tracking
📣 Final CTA
Ready to manage 5–10 sites without hiring 5–10 extra managers?
Let’s build your own Real-Time Site Control Room.
👉 ERP + CRM + WhatsApp = Real Growth. Zero Guesswork. 🚀
