Retail & Commerce

Sales/marketing WhatsApp agents and invoice OCR

Toy Manufacturer — Mumbai (name withheld)

WhatsApp sales and marketing agents, plus OCR/LLM invoice automation across 10 godowns — two systems, one client.

A Mumbai-based toy manufacturer — client name withheld — had two unrelated bottlenecks: no reliable way to push catalog and price updates to customers, and five to ten office staff manually retyping purchase invoices from ten different godowns into the company's records.

WhatsApp AutomationCRM / ERP Integration

Two unrelated bottlenecks, one client

  • Sales & marketing — every time a new project launched, a price changed, or a catalog/product was added, there was no reliable way to get that update in front of customers. WhatsApp filled up with order inquiries, worst during the sales season, with no one able to answer them all in time.
  • Accounts — purchase invoices arrive from 10 different godowns, each on its own schedule. Getting them into the company's records meant 5 to 10 office staff sitting and manually copying every field from every invoice into the CRM/ERP — pure data entry, at full salary cost.

What we built

Two systems:

  1. 1 · Sales & Marketing

    A marketing agent watches for catalog changes — a new project, a new price, a new catalog, a new product — and pushes that update straight to the customer database on WhatsApp, no manual broadcast needed. A separate sales chatbot handles inbound WhatsApp order inquiries directly, answering every question instantly regardless of volume, which matters most in the sales season when inquiry volume spikes hardest.

  2. 2 · Accounts

    Godown invoices are read by OCR and an LLM the moment they come in, extracting every field instead of a person retyping it. A verification step flags anything the extraction isn't confident about, and everything else posts straight into the CRM/ERP automatically.

Results

This is a cost-savings build, not a revenue build — it didn't change what the company sells, it changed what it costs to run sales replies and invoice entry.

  • Verified-60% (only ~40% of the original cost remains)Labor cost for manual invoice entry
  • Verified
    Godowns unified into one pipeline
  • Verified5–10Staff previously tied up in manual copy-paste
  • QualitativeAnswered instantly, any volumeOrder inquiries on WhatsApp

The automation's own monthly retainer runs well under what the labor it replaced cost — the saving isn't just headcount, it's the gap between a salary and a subscription.

Have a process that still depends on people?

If invoices are piling up faster than your team can type them, or catalog updates never reliably reach customers, this is the pattern.

Tell us your use case.
We'll build and run it.

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