Add a messaging-driven module to the ERP or POS your customers already run.
You already own the relationship with wholesalers, distributors and retailers. Autom8 gives them WhatsApp orders, balances and payments, built around Indian GST and payments today.
Runs on the official WhatsApp Business API, on each customer's own number.
For the distributor, and for you
- Balance and credit limit shown to the buyer
- Orders checked against the credit limit
- Order appears on the distributor's screen
- Posted to your ERP as a sales order, built with you
What changes for your customers' day
Their buyers call, message and visit all day. Much of it is the same few requests.
| The task | Phone, notebook and field staff | With Autom8 |
|---|---|---|
| Take orders | Calls and field staff writing quantities down | Buyer opens an order link and enters quantities against the price list |
| Check credit | Look up the ledger before saying yes | The cart shows a running total against the buyer's credit limit |
| Balance and payment queries | Calls asking what is owed | Buyers check their balance and record payments in the chat |
| Tax and accounts | Export and re-key into accounts | GST export, with Tally and Zoho Books integrations |
| Local fit | A generic tool built for another market | Built around Indian GST and UPI payment links |
How a software-provider partnership works
You keep the ERP and the customer relationship. Autom8 adds the WhatsApp side as a module.
Tell us about your product and customers
Who you serve, what they sell, and how orders and ledgers flow today.
Map the data that crosses
Items, prices, ledgers and orders: which data flows each way.
Pilot with a few customers
A few distributors or retailers go live, and we measure orders and support load.
Sell it to your installed base
The module goes to the rest of your customers. Partner terms are agreed with you.
What's ready, and what we build with you
The platform is live. The ERP-specific parts are built with founding partners, so we won't claim them as finished.
- Ready: credit limits and balances
- Orders are checked against each buyer's limit, and buyers see their balance on request.
- Ready: orders and payments
- Order link, payment recording, and supplier verification.
- Ready: Indian accounting
- GST export, with Tally and Zoho Books integrations.
- Ready: webhooks both ways
- Events can flow between your software and Autom8.
- Built with you: ERP sync
- Items, prices, ledgers and sales orders in step with your product.
- Built with you: other markets
- Tax, payment methods and language beyond India, discussed per partner.
Is Autom8 right for you as a partner?
It comes down to whether your customers take orders and credit by phone, and whether your product can exchange data with Autom8.
Likely a good fit if you
- Sell ERP, POS or billing software to wholesalers, distributors or retailers in India.
- Serve customers who sell on credit and take orders by phone.
- Own the customer relationship and can onboard customers.
- Want a module you sell to your installed base.
You may not need it yet if
- Your product is on-premise and cannot exchange data with another system.
- You need another country's tax and payment rules today. Autom8 is built around India.
- Your customers don't sell or order by WhatsApp.
If you already have a system that handles this well, you don't need another tool. Not sure? Tell us how you work today and we'll say honestly whether automation would change anything.
Tell us about your customers.
We'll look at how orders and ledgers flow through your software today and suggest a pilot with a few of your customers.
See the full Autom8 partner programme, or the pages for other partner types.