Case study · Email, WhatsApp & Alert Automation

WhatsApp Outstanding-Balance Reminders

Personalised WhatsApp payment reminders from Excel - or straight from TallyPrime with a custom report.

The challenge

Following up member dues individually was tedious and inconsistent.

What we built

Our tool reads an Excel of names, mobile numbers and outstanding amounts, and sends each member a personalised WhatsApp reminder automatically. Collections improved with zero manual follow-up effort. For businesses that live in TallyPrime, the same reminders can now be fired from inside Tally itself: a custom Outstanding WhatsApp report on the Gateway of Tally lists every debtor with a balance due and sends one, all or a shared list through TallyPrime's own WhatsApp actions and an approved message template - no browser automation involved, so it is far more robust.

The result

Before: individual follow-ups. Now: zero manual follow-up.

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