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Technology Services

Success Story: Nerdsey

From chaos to clarity in 4 weeks.

Industry

Technology Services

Company Size

8 employees

Package Used

Starter (AED 1,999)

Timeline

4 weeks

The Challenge

Before OSForBiz, Nerdsey was struggling with:

  • Client projects tracked in 5 different spreadsheets
  • No centralized customer database
  • Invoicing delays of 2 to 3 weeks
  • No visibility into cash flow
  • Team communication scattered across WhatsApp, email, Slack

The Solution

OSForBiz implemented ERPNext Starter package with CRM and basic project tracking.

Modules Activated

  • CRM & Lead Management
  • Sales & Invoicing
  • Basic Project Tracking
  • Accounting

Integrations Built

  • Email integration
  • WhatsApp notifications

Custom Workflows Automated

  • Lead created → Auto assign to sales rep
  • Quote accepted → Auto create project
  • Project completed → Auto generate invoice
  • Invoice overdue → Auto send reminder

Data Migration

500 contacts100 historical projects2 years of invoices

The Results

Time Saved

  • Client lookup

    10 min/searchInstant

    100% faster

  • Invoice creation

    2 to 3 weeks delaySame day

    No delays

  • Weekly reporting

    3 hours15 min

    Automated

Accuracy Improved

  • Data accuracy

    70%98%

  • Invoice on time

    50%95%

  • Lead follow up

    60%90%

Revenue Impact

  • Reduced invoice delays by 3 weeks (improved cash flow)
  • Increased lead conversion by 20%
  • Saved 10 hours/week on admin tasks

Return on Investment

Investment

AED 1,999 (Starter Package setup)

Annual Value

AED 25,000 (time + cash flow)

Payback Period

3 weeks

ROI

1,150% Year 1

What the Client Says

We finally have visibility into our entire operation. No more guessing. No more searching through 5 spreadsheets. Everything in one place.

Nerdsey Team

Technology Services

Before / After

MetricBefore OSForBizAfter OSForBiz
Client Lookup10 min/searchInstant
Invoice Delay2 to 3 weeksSame day
Data Accuracy70%98%
Lead Follow up60%90%
Admin Time15 hours/week5 hours/week
Systems Used5 spreadsheets1 ERPNext

Ready for Similar Results?

Nerdsey is flourishing. Yours can too.

Book a 15 minute call. We will show you exactly how OSForBiz can eliminate your chaos.