Solutions

Every connected journey, in one place

Ready-made WhatsApp and Tally-connected journeys, plus our flagship campaigns — each one a focused landing page you can go straight to, not a feature buried in a longer page.

The solutions map

59

Solution pages

7

Groups

Campaigns
WhatsForm journeys & industries
Tally connectivity
Industry solutions

Your problemOne journeyConnected system

Campaigns

Our flagship campaign pages

Focused invitations built around a specific audience or path into Smarty.

Tally to ERPNext

Keep Tally for accounting; add ERPNext for sales, inventory, projects, approvals, and collections — a phased, low-risk route to one connected system.

For Chartered Accountants

An invitation to CAs to partner on AI, automation, and system solutions — bring client trust, we bring the technology.

White Label Partner Program

Build your own WhatsApp-led SaaS business under your own brand, on the WhatsForm and WhatsWork platform.

WhatsForm journeys

Connected WhatsApp solutions built on WhatsForm

Each journey is WhatsForm configured for one connected use case.

Shared Team Inbox and Customer Service

Assign conversations, retain full history, and coordinate service responses from a single shared WhatsApp inbox — so no customer depends on one employee's phone.

WhatsApp CRM and Sales Journeys

Capture enquiries, qualify leads, and track follow-ups by owner and stage — turning WhatsApp conversations into a disciplined sales pipeline.

Campaigns and Marketing Automation

Run segmented broadcasts, drip journeys, retargeting, and re-engagement campaigns directly on WhatsApp.

Interactive Forms and Onboarding

Collect structured details, KYC records, requests, and feedback in chat — no separate portal or app required.

Document Collection and Retrieval

Request files, organise submissions, and provide controlled document access — all through the conversation.

Appointments Bookings and Reminders

Coordinate appointments, visits, reservations, and service reminders directly on WhatsApp.

Tally connectivity

Specific Tally and ERP connected journeys

Each one is a slice of our broader Tally-to-ERPNext integration, ready to deploy on its own.

Tally WhatsApp Business Connectivity

Enable authorised sharing of balances, invoices, statements, and transaction updates straight from Tally over WhatsApp.

Customer Self Service Portal

Give customers controlled access to orders, invoices, statements, documents, and support — without a phone call to your office.

Vendor and Supplier Portal

Coordinate onboarding, quotations, purchase orders, invoices, and payment status with vendors and suppliers.

WhatsApp Order to Collection

Capture customer orders and connect confirmation, dispatch, invoices, and payment follow-ups — all on WhatsApp.

WhatsApp Purchase to Payment

Capture purchase requests and coordinate supplier quotations, deliveries, and payment updates — all on WhatsApp.

Receivables Payables and Reconciliation

Track dues, share statements, record disputes, and route reconciliation exceptions — connected to Tally.

Customer and Vendor Document Exchange

Collect and track onboarding records, invoices, delivery proofs, and confirmations with customers and vendors.

WhatsForm by industry

WhatsForm, configured for your sector

Fifteen industries WhatsForm is built for — each with its own journeys, segments, and talking points.

Education

Manage admissions enquiries, fee reminders, and day-to-day student and parent communication on WhatsApp instead of scattered calls, notice boards, and missed SMS.

Automotive

Coordinate test-drive bookings, service appointments, and sales enquiries for dealerships, garages, and service centres — all on WhatsApp.

Finance

Capture loan and policy applications, answer routine queries, and coordinate document collection for lenders, insurance intermediaries, and finance providers — on WhatsApp.

Fitness and Wellness

Handle class bookings, membership renewals, and member reminders for gyms, studios, and wellness centres — on WhatsApp.

Manufacturing and IMPEX

Coordinate shipment updates, documentation, and trading communication for manufacturers, importers, and exporters — on WhatsApp.

Marketing and Advertising

Coordinate campaign delivery, approvals, and client communication for agencies and brand marketing teams — on WhatsApp.

Public Utilities and Non Profits

Handle service requests, grievances, and public information for utilities, NGOs, and citizen-service desks — on WhatsApp.

Restaurants

Handle orders, table reservations, and loyalty communication for restaurants, cafes, and food-service operators — on WhatsApp.

Retail

Handle product enquiries, orders, and delivery updates for retailers, online sellers, and chains — on WhatsApp.

Technology

Handle customer onboarding, technical support, and product updates for SaaS companies and IT providers — on WhatsApp.

Travel and Hospitality

Handle bookings, confirmations, and guest support for hotels, travel agents, and tour operators — on WhatsApp.

Entertainment Social Media and Gaming

Handle event registrations, audience interaction, and community support for event organisers, creators, and gaming communities — on WhatsApp.

Industry solutions

Implementation-ready industry systems

A focused ERPNext implementation for one sector's workflows — production, stock, projects, members, or facilities.

Manufacturing and Engineering ERP

Connect production planning, materials, purchases, quality, costing, and dispatch into one ERPNext system built around how your shop floor actually runs.

Trading and Distribution ERP

Manage orders, procurement, stock, credit limits, dispatch, and collections in one ERPNext system built for high-volume trading and distribution.

Retail and Multi Outlet Operations

Connect billing, inventory, purchasing, and outlet performance across every store into one ERPNext system built for multi-location retail.

Construction and Contractor Operations

Track site purchases, material movement, workforce, projects, and costs in one ERPNext system built for contractors and construction operations.

Property and Facility Management

Manage properties, leases, service requests, and maintenance coordination in one ERPNext system built for property and facility operators.

Associations and Member Management

Organise member records, subscriptions, events, chapters, and communication in one ERPNext system built for associations and membership bodies.

Education and Training Operations

Manage enquiries, admissions workflows, fees, communication, and learning delivery in one ERPNext system built for schools, institutes, and training providers.

Field Service and Safety Operations

Coordinate technicians, inspections, permits, incidents, and service closure in one ERPNext system built for field service and safety-critical operations.

Service solutions

Every engagement type, as its own page

From a single ERPNext module to full CXO advisory — each one scoped, costed, and delivered on its own.

Finance and Accounting

Manage books, billing, receivables, payables, budgets, and cost centres — ERPNext accounting configured to your chart of accounts, approval matrix, and reporting needs.

Sales and CRM

Track enquiries, opportunities, quotations, orders, and follow-up ownership — a CRM built around your sales process, not a generic pipeline.

Procurement and Vendor Management

Control purchase requests, approvals, supplier orders, and receipts — procurement with a trail, not a verbal agreement.

Inventory and Warehouse Management

Track stock, batches, serial numbers, transfers, and replenishment — inventory control that matches what's actually on the shelf.

HR and Payroll

Manage recruitment, attendance, leave, expenses, payroll, and appraisal workflows — HR that scales past the point where everyone knows everyone.

Project and Service Delivery

Plan tasks, resources, timesheets, budgets, and project profitability — delivery management that answers the profitability question.

Assets Maintenance and Quality

Track asset lifecycle, maintenance schedules, inspections, and quality records — maintenance that's scheduled, not reactive.

Helpdesk Learning and Management Reporting

Deploy support tickets, training delivery, and business dashboards as scoped — the operational layer around your core systems.

Digital Transformation and CXO Advisory

Assess operational gaps and define a phased business improvement roadmap — advisory before any system gets proposed.

ERPNext Implementation and Customisation

Configure modules, controls, workflows, and reporting around business requirements — implementation, not a generic rollout.

Tally and Existing ERP Integration

Connect daily operations with accounting systems and enable phased ERP adoption — covered in full in our Tally-to-ERPNext journey.

Custom Frappe Applications and Portals

Build specialised business systems and customer, employee, or vendor portals — custom software on an open-source foundation.

Modern Interfaces and Office Integrations

Build focused web interfaces and Office-connected business workflows — simpler, role-specific screens on top of Frappe/ERPNext.

Data Migration and System Integration

Clean and migrate data; connect applications and maintain agreed synchronisation — the unglamorous work that makes everything else reliable.

Hosting Support and Adoption

Provide deployment, backups, maintenance, user training, and ongoing improvements — professional services on a system you own.

AI & Automation

Eight ways to put AI and automation to work

Consultancy-led — diagnose, prioritise, design, and implement, one use case at a time.

AI and Automation Consultancy

Assess your processes, identify the use cases worth pursuing, and define a costed, phased roadmap for AI and automation adoption.

Process Redesign and Automation Advisory

Map workflows, controls, and handoffs; define requirements and success measures before automation gets built.

AI Pilot and Adoption Programme

Validate one use case, measure results, and train teams before wider rollout.

AI Knowledge and Business Assistants

Answer questions from approved knowledge and connected business information — accurately, and only from what you've approved.

AI Document Processing

Extract, classify, and summarise information from documents for review and workflow use.

Document Office and Workflow Automation

Automate document assembly, approvals, reminders, and recurring process steps.

Accounting Automation and Exception Reporting

Streamline reconciliations, collections, reporting, and review of exceptions.

Managed AI and Automation Services

Ongoing use-case delivery, monitoring, support, and improvement for your AI and automation systems.

Not sure which journey fits?

Tell us the one problem that's costing you the most time — we'll point you to the right solution, or build the one you don't see here.

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