To address these challenges, ERPNext was deployed to automate appointment booking, lead management, sales, and drop-shipping workflows into a seamless digital process.  

• Automated Appointment Booking & Lead Generation: A customer portal allowed clients to book appointments in their local time zones. Each booking automatically created a lead in ERPNext, linked to a calendar event. Email/SMS reminders ensured no meetings were missed.
• Quotes to Orders with Instant Payments: Sales teams could convert leads into quotes directly within the system, adding structured payment terms like “50% upfront, 50% on delivery.” Stripe integration allowed customers to make advance payments instantly, triggering automated sales order generation.
• Seamless Drop-Shipping Management: Once an order was confirmed, ERPNext auto-generated a purchase order and sent it to the supplier. Suppliers updated shipment status in the system, triggering real-time customer notifications and eliminating the need for constant email updates.
• Automated Invoicing & Payment Reconciliation: As soon as suppliers confirmed shipments, the system generated invoices, tracked payments, and updated financial records in real-time.
• Integrated CRM & Follow-Up Automation: Sales reps received automatic follow-up reminders for leads, appointments, and payment collection, ensuring improved engagement and conversion rates.