Work that speaks
for itself.

The problem

A growing plastics and packaging manufacturer had five sales staff generating orders simultaneously — but with no shared system. Quotations were written manually, copied from spreadsheets, and sent via personal WhatsApp numbers. Customer-specific pricing for over 1,000 SKUs was impossible to track consistently. Errors were routine. Management had no visibility into what each salesperson was doing.

The solution

Brix CRM was deployed across the sales team. All staff now log in to a single platform. Customer-specific item lists and pricing are configured per account — no more spreadsheet lookups. Quotations and Proforma Invoices are generated in one click and sent directly from the CRM. Admins see every order and every pipeline stage in real time.

Results

• Order generation time cut from 30+ minutes to under 5
• Zero pricing errors on customer-specific items
• Sales team now manages 1,000+ SKUs from a single screen
• Management has full real-time visibility into all orders

The problem

A B2B medical devices company had a multi-tier field sales hierarchy — CEO, Sales Head, RSMs, ASMs, and Sales Officers spread across regions. Managers had no way to verify whether reps actually visited clients, expense claims were unverifiable, and tour plans existed only on paper. No one could see the team's actual activity without making calls. The data isolation requirement — each level should see only their region's data, not others' — couldn't be configured in any existing tool.

The solution

Brix ERP's field staff module was deployed. Staff punch attendance and record every client visit with check-in/check-out times from the mobile app. Sale orders are raised on-site from mobile. Monthly tour plans are submitted digitally and approved by managers before travel. Daily expenses are submitted through the app and approved by HR. The hierarchy (CEO → Sales Head → RSM → ASM → SO) is configured with region-based data isolation: each level sees exactly their team's data, nothing more.

Results

• Full field staff accountability — check-in and check-out for every visit
• No disputed expense claims — digital submission and approval trail
• Management has real-time view of team location and activity
• Tour plan compliance trackable month-by-month
• Hierarchy-based data access working exactly as required

The problem

A large trade association managing annual exhibitions was handling visitor registration through Google Forms. Passes were printed manually and distributed at the gate — creating queues and confusion. There was no way to verify who had actually registered versus who just showed up. Post-event data was scattered across spreadsheets on multiple organisers' laptops, making reports nearly impossible to compile.

The solution

ExpoConnect was deployed. A custom branded registration form was set up online. Every registration was verified via WhatsApp OTP. Visitor passes were delivered automatically to WhatsApp — no printing, no distribution, no queue. At the gate, QR codes were scanned in under 2 seconds per visitor. A live dashboard gave the organising committee real-time visibility throughout the event. Post-event, a full visitor database was exported with state-wise breakdown, category analysis, and daily attendance trends.

Results

• Zero queue issues at the gate across all event days
• 100% verified visitor list — no unregistered walk-in confusion
• Live attendance visible to all organisers from their phones
• Complete, clean visitor database ready within hours of event end
• Post-event reports delivered with state-wise and category breakdowns