Service-due reminder three months after the last visit
The visit date is on the contact. A workflow sends a WhatsApp reminder with a booking link. Uses CRM & Pipelines, Automations.
For auto repair & service centres
Remind customers when service is due and send the estimate on WhatsApp.
A two-wheeler service centre in Coimbatore has hundreds of customers who should come back every 3,000 km. Nobody reminds them, so they go to whichever garage is nearest that day.
Where it usually goes wrong
Customers forget their next service
Estimates are read out on the phone and disputed later
Pick-up updates mean calling every customer
What we'd set up first
In this order. Each step is useful even if you stop there.
Estimate and job updates in the WhatsApp inbox
Staff send the estimate and 'ready for pick-up' messages from one shared inbox, so the history stays with the vehicle owner. Uses WhatsApp Inbox.
Bill payment on UPI with a GST invoice
The customer pays the link when collecting the vehicle and gets the invoice on email. Uses Checkout & Billing.
The apps behind it
CRM & Pipelines
A list of every lead, a board of every deal, and a timeline that fills itself from forms, chats and payments.
- A timeline nobody has to type
- Boards that match how you sell
- A short list of who to call today
Automations
Wait, branch, send a message, add a tag, create a task. Workflows that run across every app here.
- One canvas, readable by anyone
- Start from a recipe
- A log of every run
WhatsApp Inbox
Put your business number on Meta's official Cloud API. Your whole team replies from one inbox, and the AI covers nights.
- Meta's price, no markup
- One inbox, many people
- Broadcasts that don't get you banned
Checkout & Billing
Checkout on Razorpay, Cashfree or Stripe with UPI first, UPI AutoPay for monthly fees, coupons, order bumps and GST invoices on every order.
- UPI at the top of the page
- Small add-ons that add up
- Invoices your CA will accept