Stop doing the same task twice
Progbiz automates approvals, invoicing, lead follow-up, reports, and customer updates inside your ERP, CRM, and WhatsApp. Our business process automation services start with the one task your team repeats most, so you see time saved from the first month.
Trusted by growing
businesses across India
What we automate
We connect Facebook, Instagram, WhatsApp, IndiaMART, and your website to one CRM. Every enquiry gets an owner and a reply deadline, and it moves to another salesperson automatically if the deadline passes.
We connect Facebook, Instagram, WhatsApp, IndiaMART, and your website to one CRM. Every enquiry gets an owner and a reply deadline, and it moves to another salesperson automatically if the deadline passes.
We set up your ERP so an approved quote becomes an invoice and a ledger entry in one step, and payment receipts go to customers on WhatsApp automatically.
We route leave and attendance requests to the right manager with the details attached, and set credit limits that warn or block a sale before it goes through.
We set up check-in by face, fingerprint, or mobile GPS, and connect attendance and leave directly to your month-end salary run.
We automate supplier quote requests, update stock as goods move, and flag items that haven’t sold in 90 days.
We set up automatic WhatsApp messages for when a quote is ready, a payment is received, or a complaint is resolved. Order status messages are in beta.
We build a WhatsApp complaint flow where customers send details and photos. Each complaint becomes a ticket with a deadline, moves to a senior if it runs late, and the customer is told when it’s fixed.
We set up live sales, stock, collections, and team activity reports on your phone, updated as they happen.
AI automation
AI business automation services handle the work fixed rules can't, like answering open questions or judging a sales call. A person always stays in charge where it matters.
Answers from your own documents and products. If it can't answer twice, it hands the chat to a person.
Answer calls, qualify leads, and pass interested buyers to your team.
Marks each sales call Hot, Warm, or Cold, with coaching notes for the salesperson.
Turns invoices and forms into data in your system.
AI runs on prepaid credits, so you pay only when it works. For a deeper look, see our AI automation page.
How it works
Our business process automation service runs in four steps. Each step ends with something you can see and approve.
By industry
Business process automation solutions change by industry, because every business repeats different work.
Distributors lose hours retyping orders and chasing payments. We automate order entry from WhatsApp, stock updates across branches, and payment reminders. Credit limits stop new sales to customers who already owe too much, and owners see daily sales without waiting for a report.
Factories need materials on time and clear costs. We automate supplier quote requests, production planning from a bill of materials, and stock moves to the shop floor. Labour cost is calculated from real attendance at month-end, so you know what each order truly costs.
Property leads from ads, portals, and walk-ins go cold within hours. We assign every lead to an agent in minutes, schedule site-visit follow-ups, and send project updates on WhatsApp. You see which lead source brings bookings, not just enquiries.
Clinics lose patients when enquiries go unanswered. We automate enquiry capture, appointment reminders on WhatsApp, and complaints with clear deadlines. Staff attendance runs on biometric devices. Patient data follows your compliance rules.
Admission season brings hundreds of enquiries a day. We automate replies to fee and course questions on WhatsApp, assign each lead to a counsellor, and send batch reminders. Fee collections update the accounts automatically, so the office stops chasing records.
Solar firms run long projects with many site visits. We automate lead follow-up, installation tasks with GPS proof at each site, and maintenance visits under service contracts. A ready template covers on-grid installation from survey to handover. Read more in our solar CRM guide.
Logistics teams juggle bookings, drivers, and customer calls. We automate booking confirmations, WhatsApp status updates, and field staff tracking on a live map. Complaints become tickets with deadlines, so delays get fixed before the customer calls again.
Why Progbiz
Progbiz runs your automation on its own ERP and CRM, so your work and your records stay in one place.
No extra app to keep in sync, and the ERP and CRM already hold your data.
Chatbots, voice agents, alerts, and receipts go out where your customers already are.
We're based in Kannur, Kerala, and work with clients across India and the UAE.
The team that brings you leads also automates what happens after they arrive.
Your company's records are kept separate from every other business.
Each user sees only what their role allows.
Every change is logged with who made it and when.
Pricing
The cost depends on three things: how many processes you automate, how many systems they connect, and how many people use them.
You get a fixed written quote after the process audit, before any work begins.
Here's what our customers experienced.
Testimonials
Here's what our customers experienced.
As an proffesional academy that also offers degree programmes, we get student enquiries every day from Instagram, our website, and WhatsApp. Before Progbiz ERP, many of these got lost between calls and spreadsheets. Now every enquiry lands in Progbiz CRM, our counsellors get reminders for each follow-up, and we can see exactly which courses and ads bring in real admissions. With the WhatsApp API, students get quick replies, course details, and batch updates without our team typing the same message again and again. Progbiz ERP keeps our admissions, fee collections, and receipts in one place, so our office and accounts team finally work from the same numbers. The Progbiz team understood how an education business runs and set everything up around our process, not the other way round. We’d happily recommend them to any institute that wants to stop losing students to slow follow-ups.
Progbiz CRM makes running our hardware business so much easier. It's the best CRM for hardware companies. Easy to use, keeps our inventory organized, and helps us manage customers better. Their team really gets what we need. We highly recommend it to any hardware business.
Progbiz did an outstanding job developing our Lesol Solar software! Their team was professional, responsive, and truly understood our needs for a user-friendly solar solution. The software’s clean design and powerful features have streamlined our operations and impressed our clients. They delivered on time, provided excellent support, and made the process seamless. Highly recommend Progbiz for any software development needs—top-notch quality and service!
Business process automation services set up software to do your repeated tasks, like follow-ups, approvals, and reports. A partner maps your work, builds the automation inside your systems, and supports it after launch. Learn what business process automation is in our guide, then book a process audit to find your first task.
Start with a task your team repeats every day, that follows fixed rules, and that costs money when it runs late. Lead follow-up, invoicing, and payment reminders usually come first. A process audit ranks your tasks by hours saved, so you begin with the biggest win.
Not always. Many processes can be automated by connecting to the software you already use. If your current tools can't connect, moving to Progbiz ERP puts everything in one place. The audit tells you which route fits before you spend anything.
WhatsApp connects directly through Meta's official WhatsApp Business API. Other tools connect through integrations such as Zapier or n8n, and Tally, Zoho, and Shopify depend on your setup. Share your tool list during the audit, and we'll confirm each connection in writing.
One process usually takes two to six weeks, from audit to go-live. The time depends on the number of steps, approvals, and systems involved. Simple WhatsApp alerts are faster, and multi-branch flows take longer. Your quote includes a clear timeline.
The cost depends on the number of processes, integrations, and users. Most businesses choose a fixed-scope project or a monthly plan, and AI is paid through prepaid credits. We give you a fixed written quote after the free audit, so the price is clear before work starts.
Business process automation connects your systems so work moves between them automatically. RPA (robotic process automation) uses bots that copy human clicks on a screen. BPA is usually more reliable for SMEs because it doesn't break when a screen changes. We use RPA only when no direct connection exists.
Yes. Our team is based in Kannur, Kerala, and works with businesses across India and the UAE, including Dubai. Audits, setup, and training happen in person in Kerala or online anywhere. Book a process audit, and we'll plan the work around your location.
Send us the task your team repeats most, and we'll tell you if it can be automated.
