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Custom Web-Based Solutions

Business Process Automation

If a person is retyping it, we automate it.. Cartel Planet builds custom business process automation for Indian companies. We connect your forms, approvals, documents, WhatsApp, Tally, Zoho and payment gateways so data moves on its own, reports build themselves and your team gets back hours every week. Fixed price in writing, phased rollout, and everything handed over in your name.

Typical: ₹50,000 – ₹8,00,000Timeline: 6–30 weeks

Tell us what you need

We reply within one working day — with questions or a first scope.

No spam, no cold calls. A free scope even if you don't hire us.

What you get

  • Free process audit with estimated hours saved before you commit
  • Fixed price in writing with a GST invoice
  • Tally, Zoho, WhatsApp, Razorpay, Google Sheets and email connected
  • Phased rollout, so daily operations never stop
  • Role-based access, audit logs and encrypted data
  • Weekly demo on a live staging link
  • You own the code, accounts and data
  • 30 days of free support and team training after go-live

What's included

Every business process automation project starts with a clear map of how work moves through your company today: who enters what, where it gets stuck and which steps are repeated by hand. From there, we build automation that removes the retyping, the follow-up calls and the end-of-month spreadsheet scramble.

  • A process audit with documented workflows and an estimate of hours saved
  • Automated forms, approvals and multi-level sign-offs
  • Auto-generated documents: quotations, invoices, offer letters, agreements and PDFs
  • WhatsApp, SMS and email notifications triggered by real events
  • Integrations with Tally, Zoho, HubSpot, Google Workspace, payment gateways and your existing software
  • Live dashboards and scheduled reports delivered to your inbox or WhatsApp
  • Role-based access, audit logs and secure data handling
  • Documentation, team training and 30 days of free post-launch support

Who is Business Process Automation for?

If your team spends hours copying data between Excel, WhatsApp, email and accounting software, automation will pay for itself. It is built for:

  • MSMEs and growing businesses that have outgrown spreadsheets but don't need a full ERP yet
  • Manufacturers and distributors managing orders, dispatch, stock and dealer communication
  • Service businesses and agencies handling leads, bookings, follow-ups and recurring billing
  • Finance, NBFC and professional services firms where approvals, documents and compliance must be tracked
  • HR and recruitment teams processing onboarding, attendance and payroll inputs
  • Founders and operations heads who want real-time numbers without waiting for someone to compile them

What we offer

  • Workflow automation: trigger-based flows that move work from one person or system to the next automatically
  • Lead and CRM automation: capture leads from your website, Meta and Google Ads, IndiaMART and JustDial, assign them instantly and schedule follow-ups
  • Billing and accounts automation: GST invoices, payment reminders, UPI links and Tally sync without manual entry
  • Approval systems: purchase requests, expenses, leaves and discounts approved from mobile with a full audit trail
  • Document automation: templates that fill themselves and get e-signed, stored and shared
  • WhatsApp Business API automation: order updates, reminders, confirmations and chatbots on the official API
  • AI-powered automation: data extraction from invoices and PDFs, smart replies, lead scoring and summaries using AI and LLM APIs
  • Reporting and MIS automation: daily, weekly and monthly reports generated and delivered without anyone touching Excel

What makes our Business Process Automation different

Most automation projects fail because they automate a broken process. We audit first, fix the workflow on paper, and only then write code. You see the expected hours saved before you spend a rupee on development.

We also build for Indian operations as they actually run: GST, Tally, UPI, WhatsApp-first communication, staff who work mostly on mobile and teams that can't afford a week of downtime. Modules go live one at a time, your team is trained on each, and nothing breaks the day-to-day business. You get a fixed price in writing, a weekly demo on a live staging link, and full ownership of the code, accounts and data.

Our process

Understand, audit, plan, build, test, then launch and grow. Each stage has a written deliverable, so you always know what's done, what's next and what it costs.

Benefits

Businesses that automate their core workflows typically cut manual data entry sharply, respond to leads faster, get paid sooner and make decisions on live numbers instead of last month's spreadsheet. Fewer errors, fewer missed follow-ups, and a team that spends its time selling and serving instead of copy-pasting.

Why Choose Cartel Planet

  • Audit before you build: we show you the hours and money saved before you commit
  • Fixed scope, fixed price: written quote and GST invoice, no surprise bills
  • Built for Indian businesses: Tally, GST, UPI and WhatsApp integrations as standard
  • Zero-downtime rollout: phased go-live so operations never stop
  • You own everything: code, accounts, credentials and data in your name
  • Real support: a real person on call and WhatsApp, not a ticket queue

Features

Process Audit First

We map how work flows today, find the bottlenecks and estimate the hours saved before you commit to development.

Workflow & Approval Automation

Multi-step approvals for purchases, expenses, leaves and discounts, all from mobile with a complete audit trail.

Seamless Integrations

Tally, Zoho, HubSpot, Google Sheets, Razorpay, WhatsApp, SMS and email connected so data flows on its own.

WhatsApp Business API Automation

Order updates, payment reminders, booking confirmations and chatbots on the official, ban-safe API.

Document Auto-Generation

Quotations, invoices, agreements and offer letters created, signed, stored and shared automatically.

AI-Powered Data Extraction

Read invoices, bills and PDFs with AI and push clean data straight into your system.

Live Dashboards & Auto Reports

Real-time MIS and scheduled reports delivered to your inbox or WhatsApp every morning.

Role-Based Access & Security

Permissions, audit logs, encrypted data and regular backups for every user and team.

Phased Rollout

Modules go live one at a time so your daily operations never stop.

Scalable Architecture

Start with one workflow, add more as you grow, without rebuilding from scratch.

Why it pays off

  • Save 15–40 hours of manual work per team every week
  • Eliminate data-entry errors and duplicate records
  • Respond to every lead within minutes, automatically
  • Get paid faster with automated invoices and payment reminders
  • Approve requests from your phone, anywhere
  • See live business numbers without waiting for reports
  • Keep a complete audit trail for compliance and accountability
  • Scale operations without hiring for repetitive work
  • Free your team to focus on sales, service and growth
  • Lower operating costs month after month

How it runs

  1. Discovery Call

    A free conversation about your business, team, bottlenecks and goals. If automation isn’t the right fix, we’ll tell you.

  2. Process Audit

    We document every step of your current workflow, identify manual work and estimate hours and cost saved.

  3. Written Scope & Fixed Quote

    What we’ll automate, which tools we’ll connect, the timeline and a fixed price, all in writing.

  4. Design & Prototype

    Clickable workflow screens and flow diagrams you approve before development starts.

  5. Build & Weekly Demos

    Development in sprints, with a live staging link and a demo every week.

  6. Testing & Data Migration

    Every flow, integration and permission tested with real data; existing records migrated safely.

  7. Phased Go-Live & Training

    Modules launched one by one, with hands-on training for each team.

  8. Support & Optimisation

    30 days of free support, then an optional care plan to monitor, improve and add new automations.

Technologies we use

Testimonials

Don't believe us? People talk about it

Founders, marketing heads and operations teams on what it was like to build with us — and what changed after launch.

4.8
50 Google reviews
FAQ

Questions about business process automation

Straight answers on cost, timelines, ownership and support. Can't find yours? Ask us — a real person replies within one working day.

What is business process automation?

It’s the use of software to handle repetitive tasks such as data entry, approvals, invoicing, follow-ups and reporting, so information moves between people and systems without manual effort.

What does business process automation cost in India?

Typically ₹50,000 – ₹8,00,000. A single workflow like lead capture with WhatsApp follow-ups sits at the lower end; multi-department automation with Tally and CRM integration sits higher. You get a fixed price in writing before work starts.

How long does it take?

Between 6 and 30 weeks depending on scope. Because we roll out in phases, your first automation usually goes live much earlier than the full project.

Which processes should I automate first?

Start with tasks that are high-volume, rule-based and error-prone: lead follow-ups, invoicing, payment reminders, approvals and daily reports. Our process audit ranks them by time and money saved.

Can you integrate with Tally, Zoho or our existing software?

Yes. We regularly connect Tally, Zoho, HubSpot, Google Workspace, Razorpay and other payment gateways, WhatsApp Business API, SMS and email, plus most tools that offer an API.

Do I need to replace my current software?

Usually not. We connect the tools you already use. We only recommend replacing something when it genuinely blocks automation.

Is my business data secure?

Yes. We use role-based access, encrypted data, audit logs and regular backups, and all accounts and data remain in your name.

Will my team be able to use it?

Yes. We design for staff who work mostly on mobile, keep screens simple and train every team before go-live.

Can you use AI in our automation?

Yes. We use AI and LLM APIs for invoice and document data extraction, smart replies, lead scoring and summaries, wherever it saves real time.

What happens after launch?

You get 30 days of free support and training. After that, you can choose an optional care plan for monitoring, updates and new automations.

Do I own the code?

Yes. Code, accounts, credentials and data are all handed over in your name.

Let's build it

Stop Paying People to Copy-Paste.

Book a free process audit. In one 45-minute call, we’ll map where your team loses time, what it would take to automate it and what it would cost. No pressure, and if we’re not the right fit, we’ll tell you who is.