How a Freelancer Agency Tracked Time & Sent 50+ Proposals in 7 Days With 1-Click Magic!

🧩 The Problem

Manoj Runs a Small Design & Marketing Agency in Surat With 7 Freelancers — But Chaos Was Constant

❌ Time tracking was completely manual
❌ Client lead follow-ups were getting missed
📊 No structured record of project timelines
🧍‍♂️ Managers were wasting hours chasing basic updates
🤯 Payment confusion and approval delays were common
🧾 Client proposals were getting lost in scattered WhatsApp chats and emails

Manoj summed it up perfectly:
“The client says they didn’t get the file. The staff says they emailed it. And I’m stuck in the middle every time!”

💡 The Solution

Manoj implemented our ERP + CRM + WhatsApp Automation system.
Step by step, this is how it transformed his agency 👇

1️⃣ Step 1: central Dashboard —

Setup central Dashboard to track live project statuses, team workloads & proposal pipeline

2️⃣ Step 2: HR Module —

Enabled HR Tools → freelancer attendance, work logs, payment approvals all automated

3️⃣ Step 3: CRM + Deal Notes + WhatsApp Automation —

Used CRM + Deal Notes + WhatsApp Automation → all client leads tracked, no manual follow-ups

4️⃣ Step 4: Project Management + Time Tracking —

Activated Project Management + Time Tracking → no missed deadlines, every hour billed properly

5️⃣ Step 5: auto-reports —

Downloaded auto-reports → proposal sent vs. proposal converted ratio, team billable hours, outstanding tasks

📊 The Result

✅ The Results? A Total Turnaround in Just a Few Weeks

✅ 50+ client proposals sent in just 7 days
✅ Client response rate improved by 70%
✅ Zero missed client follow-ups
✅ Freelancer payouts fully automated — no manual tracking needed
✅ Manoj saved 20+ hours per week on admin tasks
✅ Clients started praising the “fast, professional” experience

Manoj says:
“Now I’m relaxed, my team is happy, and clients are happier than ever.”

🔍 Why It Worked

💡 Smart automation, no extra hiring
💡 Everything tracked = nothing lost
💡 WhatsApp & CRM alerts = instant decisions
💡 Simple, daily-use tools → no heavy training needed