Sales CRM for Industrial Equipment
A CRM handling nine-month sales cycles, multi-stage quotations and a field team across four states.
View case studyAutomation · Manufacturing
Order-to-Dispatch Automation
Automation connecting website orders, ERP, accounting and courier tracking — removing three manual re-entry points.
- Client
- Engineering components exporter, Rajkot
- Industry
- Manufacturing
- Duration
- 2 months
- Platform
- Web + API integrations
About the Project
The client received export orders through their website and email, then re-typed each one into their ERP, again into their accounting package, and a third time into a courier portal for the AWB. Three people spent significant parts of their day on the same data.
The Challenge
Every re-entry point introduced transcription errors, and a mistake discovered at the courier stage meant unpicking work across three systems. Customers had no automatic tracking updates, so status enquiries consumed the sales team's time.
Our Solution
We built integrations linking the four systems. A confirmed website order creates the ERP sales order automatically, generates the invoice in the accounting package, books the courier and returns the AWB — with the customer receiving tracking details on email and WhatsApp without anyone touching it.
Every integration retries on failure and alerts a person when intervention is genuinely needed, so a provider outage does not silently lose orders.
The Result
Roughly 22 hours a week of manual data entry were eliminated. Transcription errors on export documentation, which had been a recurring source of costly delays at customs, dropped to near zero. Customer status enquiries fell noticeably once automatic tracking was in place.
Measured Impact
- 22 hrs
- Manual entry saved weekly
- ~0
- Transcription errors
- 4
- Systems connected
- Automatic
- Customer tracking
Key Features Delivered
- Website order to ERP sales order automation
- Automatic invoice creation in accounting software
- Courier booking with AWB generation
- Automatic customer tracking notifications
- Retry logic with failure alerting
- Reconciliation report across all four systems
- Export documentation generation
- Exception queue for orders needing attention
“We were typing the same order into three systems. They mapped it, quantified the hours it was costing us, and only then proposed the automation. Twenty-two hours a week back, and the documentation errors that used to hold up shipments at customs have simply stopped.”
More Work
Related Case Studies
Pharma Distribution ERP
A batch-driven ERP for a distributor handling 4,000+ SKUs across three godowns, replacing four disconnected systems.
View case studyBrass Manufacturing ERP
Weight-based ERP with job work reconciliation and scrap recovery accounting for a brass components unit.
View case studyFree consultation
Have a Software Requirement? Let's Discuss Your Idea.
Tell us about your business challenge and our team will help you identify the right technology solution — no obligation, no sales pressure.
- Response within one business day
- NDA on request
- Fixed-scope or retainer engagement