D2C / ERP & automation
One business. One connected operation.
The starting point was CRM. The ambition grew into a connected operating system for a direct-to-consumer business.
business system
Win the lead
Start with CRM.
Lead management, lead tracking and telecalling tracking. A clearer starting point for the sales team.
Move the order
Connect sales to delivery.
Order management and tracking, a mobile app, and India Post integration for delivery operations and tracking.
Join the conversations
Bring the channels together.
An AI WhatsApp agent, Meta advertising reports and lead management, plus Airtel integration for telecalling.
Support the business
Go beyond the sales team.
HRMS, accounting and an ecommerce website extend the connected operation into the rest of the business.
Connected in this rollout
- WhatsApp BusinessConversations
- MetaLeads & advertising
- AirtelTelecalling
- India PostDelivery operations
Start where the sale starts.
The first phase focused on CRM: lead management and tracking, telecalling activity, order management and order tracking. Incentive calculations and a mobile application supported the team's day-to-day work.
Connect the daily operation.
The implementation expanded into other modules and workflow automation. Sales activity, order progress and delivery-related operations could be handled within the wider connected system rather than treated as separate projects.
Bring the conversations in.
An AI WhatsApp agent and Meta integrations supported customer conversations, advertising reports and lead management. Airtel integration supported telecalling operations, while India Post integration covered delivery-related operations and tracking.
Build beyond the sales team.
The scope grew to include HRMS, accounting and an ecommerce website. The project reflects an ongoing approach: implement a useful first phase, learn from daily use, then connect the next part of the business.
The business reported
2×revenue in two monthsMore confidence to go further.
The business reported roughly twice its previous revenue within two months. The owner also reported greater confidence in serving customers across India and internationally, with the business continuing to grow.
Revenue and confidence outcomes are client-reported, supplied by the project implementer. They have not been independently audited. The effect of the software has not been isolated from other business factors; this is not a forecast or guarantee.