🧩 The Problem
This Kolkata-based IT & marketing agency had solid clients — but cashflow was always stuck.
❌ Clients forgot to pay invoices on time
📞 Staff was manually following up on payments
📊 No proper record of billable hours or overdue bills
🤯 Owner was tracking everything in Google Sheets
🧍♂️ Managers were wasting hours just reconciling tasks vs payments
Billing was late. Salaries were delayed. Growth was on hold.
💡 The Solution
They switched to a smarter backend using ERP + CRM + WhatsApp Automation.
Here’s what we did, step by step 👇
1️⃣ Step 1: Activated Finance Dashboard —
so the owner could see due invoices, client-wise billing, and follow-ups in real-time
2️⃣ Step 2: Setup Auto-Invoice module —
linked to project milestones and task hours logged
3️⃣ Step 3: Enabled WhatsApp Automation —
automatic reminders sent to clients 3 days before & after due date
4️⃣ Step 4: CRM Module —
used to add Deal Notes, categorize clients, and track billing cycle status
5️⃣ Step 5: Integrated Payroll & Attendance —
so employee work hours synced with client billing
6️⃣ Step 6: Set Alerts —
system flagged any invoice unpaid beyond 7 days
📊 The Result
✔️ 80% drop in payment delays
✔️ 100% bills sent on time — no manual chasing
✔️ Owner now gets daily cashflow summary on WhatsApp
✔️ Employees’ work hours = accurate billing = no revenue leakage
✔️ Payrolls now processed without delay or confusion
🔍 Why It Worked
✅ Automated invoices tied to real work, not guesswork
✅ Follow-ups went before clients forgot, not after
✅ One dashboard, everything visible — nothing missed
✅ Team didn’t need to become accountants — they just worked, system tracked
📣 Final CTA
Tired of chasing payments and fixing billing errors?
Let’s build your agency’s auto-invoice engine.
ERP + CRM + WhatsApp = Peace of mind + Timely cashflow.
