Lead-to-invoice automation for a B2B distributor
FMCG distributor
Seven automated workflows — from website and WhatsApp leads through CRM, quotes and invoices to payment reminders — with AI reading purchase orders sent as photos and PDFs.
0
Workflows
0+
Hours saved / month
≈ 0
Data-entry errors
The challenge
Two staff members spent most of each day re-typing purchase orders from WhatsApp photos into the accounting system, chasing payments manually and compiling a weekly sales report by hand.
What we did
Automation Pro package: AI extracts items, quantities and prices from PO images/PDFs and creates draft invoices for approval; leads route to the right rep with WhatsApp alerts; payment reminders run on schedule; the weekly report compiles itself every Monday.
The result
Order entry errors dropped to near zero, invoices go out the same day, and roughly a full working week per month was freed up across the team.
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