🧩 The Problem
A mid-size digital agency in Pune was stuck:
❌ Missed deadlines, frustrated clients
📊 No real-time project tracking or cost monitoring
🧍♂️ Managers chasing freelancers manually for updates
🤯 Scattered communication across emails, WhatsApp, and calls
🧾 Freelancers’ payments, attendance, and leaves were messy
👎 The owner was spending all day on admin issues instead of growing the business
The owner admitted:-
“I started this company for creative work, not to manage admin headaches!”
💡 The Solution
We stepped in with a structured ERP system and solved it in 5 simple steps:
1️⃣ Step 1: Set up the Project Management Dashboard —
➡️ All project timelines, milestones, and client details in one place
➡️ Owner and managers got instant visibility on delays
2️⃣ Step 2: Activated HR & Attendance Modules —
➡️ Freelancers and in-house staff marked time, attendance, and leave digitally
➡️ No more manual chasing
3️⃣ Step 3: Integrated CRM + WhatsApp Automation —
➡️ Automated client follow-ups and reminders
➡️ No leads missed; deal notes tracked every conversation
4️⃣ Step 4: Enabled Finance & Payment Controls —
➡️ Managed freelancer payouts, expense claims, and vendor payments automatically
5️⃣ Step 5: Deployed Performance & Leak Detection Reportss —
➡️ Weekly reports highlighted pending tasks, payment delays, and expense issues
➡️ The team could take action before problems escalated
📊 The Result
🚀 2x project delivery capacity within 90 days
💸 ₹12 lakh saved on delayed payments and missed leads
🧠 Owner shifted focus to growth and client relationships
👷 Managers stopped firefighting and had full accountability
💸 Salaries and freelancer payments were on time
📱 Clients appreciated faster and smoother communication
The owner happily shared:
“For the first time, I feel I run the agency; it doesn’t run me!”
🔍 Why It Worked
✔️ Smart system, not extra staff
✔️ Everything tracked → nothing lost
✔️ Instant alerts → fast decisions
✔️ Familiar tools (WhatsApp + ERP dashboard) made adoption easy
📣 Final CTA
“Want to double your project delivery without overloading your team?”
Let’s build your own ERP + CRM + WhatsApp automation engine.
👉 Scale without chaos.
