Six typical situations from small and mid-sized businesses, each with a few-second demo.
01
Ready to adapt
Local ERP on your own server, wired to WordPress
Orders live in WooCommerce, stock in an Excel file, customers in your phone, invoices in yet another tool. Nobody knows what's true.
One Appsmith panel on your own server — orders, stock, customers, invoices — with automation keeping it all in sync with the shop and the invoicing tool.
- WooCommerce
- Automation
- Appsmith
- Invoicing
- New order #1042 in the shop
- Stock down by 2, customer saved
- Order shows up in the panel, ready to ship
- Invoice issued and sent to the customer
- Stock below 5 → reorder alert
02
Ready to adapt
Invoices reach the accountant on their own
At month end you hunt invoices across email, WhatsApp and folders, then send the lot to the accountant. One is always missing.
Every incoming and issued invoice is collected automatically, renamed, filed by month, and the accountant gets the package on day 1 — with a list of what's missing.
- Email / WhatsApp
- Automation
- Drive archive
- Accountant
- Supplier PDF arrives by email
- Data extracted: supplier, number, amount, date
- Saved as 2026-10_Supplier_1234.pdf
- Row added to the month's register
- Day 1: package sent to the accountant, 2 gaps flagged
03
Ready to adapt
Appointments people actually show up for
Clinic, salon, repair shop: the phone rings all day and a share of customers simply never turn up.
Online booking straight into your calendar, confirmation and a WhatsApp or SMS reminder the day before, a rebooking link, and a review request after the visit.
- Website / Facebook
- Calendar
- Automation
- WhatsApp / SMS
- New booking: Tuesday 10:30, Ana P.
- Confirmation sent on WhatsApp
- Monday 18:00: automatic reminder
- Reply “Yes” → confirmed in the calendar
- After the visit: Google review request
04
Built to order
A quote in 2 minutes, not 2 days
Quotes are written by hand in Word, prices dug out of old lists, and the follow-up gets forgotten.
The request comes in through a form, the price is calculated from your list, a branded PDF quote goes out, and the follow-up fires after 3 days — on its own.
- Form
- Automation
- PDF quote
- CRM
- New request: 120 m² flooring, Cluj
- Price calculated from your price list
- PDF quote generated and sent
- Quote moved to “Sent” in the CRM
- Day 3: automatic follow-up → “Let's talk”
05
Ready to adapt
The Monday morning report
The numbers are scattered across the till, the webshop and the bank. You learn how the month went from the accountant, on the 20th.
Every Monday at 07:00 you get one page: sales, cash in, top products, unpaid invoices — from the systems you already have.
- POS / Webshop
- Bank
- Automation
- Email / WhatsApp
- 06:55: the week's sales read from the POS
- Receipts imported from the bank statement
- 3 invoices overdue by 30+ days found
- One-page report compiled
- 07:00: sent by email and WhatsApp
06
Built to order
Supplier feeds → online shop
Supplier price lists (CSV, XML) get uploaded by hand, stock is a week old, and you sell products you no longer have.
The automation reads the feeds every night, updates prices with your margin and stock in WooCommerce, hides what's discontinued, and leaves you a report in the morning.
- Suppliers (CSV/XML)
- Automation
- WooCommerce
- Report
- 03:00: 3 supplier feeds downloaded
- 1,240 products: price recalculated with your margin
- 86 products out of stock → hidden from the shop
- 12 new products → draft for review
- 07:00: change report in your inbox