Join the Business AI Summit 2027

All case studies Finance

Vipul Aiya

Mumbai, Maharashtra

Watch the story

The challenge

Managing leads, Follow-ups, Customer information and Loan operations through Excel, diaries and WhatsApp groups

The solution

Automate Tasks & CRM

The results

  • Business grew from around ₹2 crore in revenue to targeting ₹4–4.5 crore
  • Improving visibility across sales, operations, tasks and customer follow-ups.

Full story

Business grew from around ₹2 crore in revenue to targeting ₹4–4.5 crore

Ready to achieve similar results for Finance?

Join 12,000+ MSMEs who automated their business. Join the 2 day live hackathon today.

Book a demo

Choose a time that works for you.

Loading calendar…

Automate Business

Automation expert online

WhatsApp Automation Assistant

Automate Chats Team

What do you want to automate today?

Choose an option. Our WhatsApp bot will guide you.

Used by MSMEs for CRM, WhatsApp, tasks and lead automation.

Opens WhatsApp with your selected message ready.

Powered by Automate Chats