🧩 The Problem
Before automation, here’s what the boutique brand struggled with:
❌ Confusion in product updates — 400 SKUs scattered across 5 Excel sheets
📊 Outdated stock levels — leading to wrong sales and cancellations
🧍♂️ Manual follow-ups with suppliers and customers — causing constant delays
🤯 Pricing errors during festive seasons — wrong discounts, manual mistakes
🧾 Missed reorders and over-purchases — resulting in blocked cash and dead stock
It worked when they had 50–100 SKUs. But as the business grew, Excel couldn’t handle it. Operations became chaotic.
💡 The Solution
That’s when they shifted to a complete ERP + CRM system. Step by step:
1️⃣ Step 1: Product Master Setup :-
All 400 SKUs were properly entered into the ERP — including product names, SKU codes, pricing, stock levels, and GST.
Result: No more messy spreadsheets.
2️⃣ Step 2: Inventory & Warehouse Automation:-
Real-time stock updates across warehouses.
System-generated alerts for low stock levels and reorder reminders.
Result: No stockouts. No overstocking.
3️⃣ Step 3: CRM + WhatsApp Follow-Up :-
Customer orders, queries, and complaints were managed through CRM and WhatsApp automation.
Result: Faster service. Happy customers.
4️⃣ Step 4: Finance Automation (Sales + Vendor Payments):-
Sales linked automatically to inventory. Vendor advances and payments tracked daily in the Finance module.
Result: No missed payments. Clean financial records.
5️⃣ Step 5: Dashboards & Smart Alerts :-
Custom dashboards showed Top Sellers, Low Stock Items, and Payment Dues.
Weekly auto-generated reports emailed to the business owner.
Result: Full business visibility in just 2 minutes a day.
📊 The Result
✅ 70% faster order processing
✅ 90% reduction in stock errors
✅ ₹18 lakh cash unlocked from clearing dead stock
✅ 30% sales growth — without hiring additional staff
✅ Zero dependency on Excel sheets
🧠 Peace of Mind Achieved:
The owner now manages the entire operations from a mobile dashboard.
🔍 Why It Worked
- System-driven operations, not manual work
- Real-time reports = faster decisions
- WhatsApp follow-ups = no missed orders
- Accurate stock = higher sales, lower wastage
📣 Final CTA
“Ready to move beyond Excel and scale your business smartly?”
“Let’s set up your ERP + CRM + WhatsApp automation engine today!” 🚀
Grow faster, work smarter — without adding more chaos.
