The gap between what was ordered and what arrives
Three of the eleven lines were short, one was substituted with a different pack size, and the chemist finds out when the van reaches his shutter. He rings the officer, the officer rings the desk, and three people spend forty minutes on information that already existed at the moment of billing. Do that across a day's dispatches and the goodwill cost is larger than the value of the short lines.
Payment works the same way in reverse. The credit period ends on a date everyone agreed and nobody diarised. The first reminder goes out when someone finally reads the outstanding report, usually a fortnight late, and it arrives as an uncomfortable phone call from the officer who has to ask the same shop for next cycle's order ten minutes later.
Sequences that fire off the record, not off memory
When the order is confirmed, the counter receives the billed lines, including what was short, on an approved template. When the van leaves, a dispatch note goes out. Two days before terms close, a reminder goes; if payment is not marked, a second follows, and both stop the moment the account is cleared. A shop that has not ordered in three weeks gets a light re-engagement message and lands back in the desk's queue. Replies do not disappear into a messaging tool: they open in the shared inbox with that counter's history attached, so a question about a short line is answered by someone who can see it.
More on the capability itself: WhatsApp Automation. More on this industry: CRM for pharma distributors.
One order, four messages, no reminders needed
A counter orders eleven lines on Tuesday morning.
- 1On confirmation, the template goes out naming the billed lines and the two that are short.
- 2When the van leaves, the dispatch note follows on the same thread.
- 3Two days before terms close, the payment reminder fires, naming the invoice and the date.
- 4The moment the account is marked cleared, the remaining messages are cancelled and the thread goes quiet.
₹899/user/month + GST on annual billing covers everything on this page. There is no per-user minimum, no setup fee and no implementation SKU, and the Free Forever plan carries one user and 200 leads with no card.
Other things this team runs here
Questions teams ask
See it with your own numbers
Start free, import a list, and run the sequence above. If it does not change what your team does on Monday, nothing was spent.