Medical sales automation
Orders in.
Invoices out.
Automatically.
From WhatsApp order to paid invoice without a single manual step. Your team closes deals — the system handles everything else.
0
Orders processed
this month
↑ 23% vs last month
this month
<2m
Invoice sent after
order arrives
Fully automatic
order arrives
0h
Saved per week
per sales rep
Zero data entry
per sales rep
0%
Improvement in
on-time collections
Avg across clients
on-time collections
Interactive simulation
Be the sales rep.
Watch it automate.
Type a real order below — exactly like a customer would WhatsApp you. Then watch the system process every step live across all three panels.
AI Profit Lab — Sales Dashboard
WhatsApp — Al Shifa Pharmacy
online
Salam! We need our monthly order please 🙏
10:21 AM
Quick fill
Automation Pipeline
idle
0%
Waiting for order
Send an order to begin the workflow
Order received
WhatsApp message parsed and captured
waiting
Logged to Google Sheet
Row added with ID, items, customer, rep
waiting
Invoice generated & sent
PDF delivered via email + WhatsApp
waiting
Payment reminders scheduled
Auto-sends at D-3 and D-1
waiting
Overdue escalation armed
Manager WhatsApp alert if payment missed
waiting
Order & Invoice Output
waiting
Order details, invoice preview, and alerts will appear here as the workflow runs.
Ready — type or pick a quick fill to begin
The transformation
What your team's day looks like
before and after
Without Automation
- ✕Rep takes order on WhatsApp, details get lost or misread
- ✕Admin manually types into Tally — takes 15–30 min per order
- ✕Invoice created late, sent to wrong contact, or not at all
- ✕Payment chased by phone — no one owns due-date tracking
- ✕Manager hears about overdue invoices only at month-end review
- ✕Zero visibility into the sales pipeline or collection rate
With Automation
- ✓Order auto-captured the moment it arrives on WhatsApp or email
- ✓Instantly logged to Google Sheet — zero manual entry, zero errors
- ✓Branded PDF invoice generated and sent in under 2 minutes
- ✓Automated reminders go out at D-3 and D-1 without lifting a finger
- ✓Manager gets a WhatsApp alert the same day an invoice goes overdue
- ✓Live dashboard — full order, invoice, and payment visibility
Stop chasing.
Start collecting.
Set up in under a week. Works with your existing WhatsApp number and Google account. No disruption to how your reps work today.