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Customer story · Synobiz · ERP consulting

It's month-end. A client's ERP question can't wait till Monday.

The story of an Ahmedabad ERP consultancy that started with a team of two, and how it keeps sales and support on one WhatsApp number across India, Kenya and New Zealand.

Last updated: 13 November 2026

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The last day of the month

An accounts team is closing the books. One report won't come out the way it should, and the auditor is waiting. The people who can fix it work at their ERP partner.

For many businesses, that partner is Synobiz. Synobiz Systems started in Ahmedabad in 2015 with a team of two. Today it implements and supports ERP systems including SAP Business One, SAP S/4HANA, Microsoft Dynamics 365, Odoo and Mango ERP, with its own add-ons for things like GST, bank integration and distribution. Besides Ahmedabad, it has offices in Nairobi and in Hamilton, New Zealand.

An ERP question is never "just a question". Someone's work is waiting on it.

Sales on one side, support on the other

Synobiz's WhatsApp gets two very different kinds of chat. New businesses asking about ERP and wanting a demo. And existing clients who need help today, or want to renew their support contract (AMC).

Both need the right person, quickly, with the full history in front of them. So Synobiz runs its own sales and support on Lead Pattern.

How Synobiz does it

Every chat to the right consultant

01How Synobiz does it

Every chat starts in the right place

A short menu greets every chat: new enquiry, book a demo, or support. Each one goes to the right team before anyone has typed a word.

  • Instant first reply
  • Sales and support sorted from the start
  • Hands over to a consultant in one tap
9:41
Lead Pattern

Synobiz

Example conversation

Hi

⚡ Automated

Welcome to Synobiz 👋 How can we help today?
New enquiry
Book a demo
Support

02How Synobiz does it

A demo booked inside the chat

A new business picks a time and says which ERP it's looking at, in a short form right inside WhatsApp. The enquiry is then tracked from the first chat to the proposal.

  • A booking form inside WhatsApp
  • Lead stages from enquiry to proposal
  • No back-and-forth emails
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Lead Pattern

Synobiz

Example conversation

We're a manufacturer looking at SAP Business One.

⚡ Book a demo

Thanks! Pick a day and time for your demo, and tell us how many users you'll need.

Lead added · Stage: Demo booked

03How Synobiz does it

Month-end support, with the full history

Support chats land in a shared inbox. Consultants see the client's past conversations, leave notes for each other, and answer from the same Synobiz number.

  • One number every client knows
  • Internal notes between consultants
  • Nothing lost when someone is away
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Lead Pattern

Support Inbox

Example conversation

Our month-end GST report isn't matching. Can someone check today?

Assigned to Support · SAP Business One

📝 Same client as last month's tax code change
On it. Could you share a screenshot and the period? A consultant will check it today.

04How Synobiz does it

News for clients in three countries

Updates about Synobiz's add-ons and services go out as WhatsApp broadcasts to clients who opted in, in India, Kenya and New Zealand.

  • Opted-in clients only
  • Separate lists by country or product
  • One tap to the details
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Lead Pattern

Broadcast

Example conversation

What's new at Synobiz

Updates to our ERP add-ons and services.
See what's new

Why it works for an ERP partner

An ERP consultancy sells expertise and trust. One number for sales and support, a menu that routes every chat, demos booked in the chat, and a shared history so no client ever has to explain twice: that's what makes a partner feel close, even across three countries.

ERP experts, one message away.

Synobiz at a glance

  • What they do: ERP implementation, migration, integration and support (AMC), including SAP Business One
  • Since: 2015, Ahmedabad, with offices in Nairobi and Hamilton, New Zealand (synobiz.com)
  • On Lead Pattern: every feature, for their own sales and support (see below)

*The chats in this story are examples written to show how it works, not real customer messages.*

Lead Pattern

Sell and support on one number.

Shared inbox, chatbots, WhatsApp Flows, CRM, calling and broadcasts on the official WhatsApp Business API. 14-day free trial.

14-day free trial · No credit card · Free WhatsApp API setup

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