🧩 The Problem
Before using automation, the catering company faced typical day-to-day problems:
❌ Forgetting to follow up with inquiries
📊 No proper daily tracking of leads and orders
🧍♂️ Managers manually calling clients all day
🤯 Confusion between advance bookings and last-minute requests
🧾 Unpaid bills piling up due to lack of timely reminders
The team was busy working but had no structured way to manage leads or payments.
💡 The Solution
After adopting our ERP + CRM + WhatsApp Automation system, everything changed:
1️⃣ Step 1: Set up a Real-Time Dashboard —
Every new lead, order, and payment status was now instantly visible.
2️⃣ Step 2:Activated CRM Module -
All inquiries were logged, and follow-up schedules were clearly mapped.
3️⃣ Step 3: Launched WhatsApp Automation —
Personalized messages were sent for order confirmations, payment reminders, event details, and special promotions.
4️⃣ Step 4: Used Deal Notes —
Managers recorded client preferences (menu type, guest count, delivery time) inside the CRM. No more scattered WhatsApp chats or lost details.
5️⃣ Step 5: Scheduled Automated Reports —
Weekly reports showed pending leads, upcoming events, and slow-moving prospects.
📊 The Result
🔥 40% increase in corporate catering orders within 30 days
👨🍳 Chefs focused on cooking instead of administrative work
💸 90% advance payment collected before event dates
📅 100% follow-up rate — no client missed
📈 Repeat bookings increased as old clients felt well-managed
🔍 Why It Worked
- Automation handled daily reminders — no manual chasing needed
- WhatsApp kept it simple for clients — no new app or system required
- Real-time dashboards helped managers take faster decisions
- CRM notes made client handling smarter and more personal.
📣 Final CTA
“Want to increase your service or catering orders without chasing customers?”
Let’s build your ERP + CRM + WhatsApp setup and grow faster, with less effort!”
