From a leaky pipeline to lead-to-cash on autopilot.
We connected the whole lead-to-cash flow and automated the handoffs, so more of the team's time went to clients, and nothing slipped between stages.
The challenge
Leads sat in an inbox, proposals were copy-pasted, project status lived in someone's head, and billing chased timesheets. Revenue work waited on busywork.
Cash came in late because the process leaked at every handoff.
What we built
We joined HubSpot, Google Workspace and Razorpay into one flow with custom Google Apps Script glue, automating the handoffs and reminders between stages and notifying the team in Slack.
Leads convert to projects to invoices without re-entry, and nothing waits on a status meeting.
The results
What changed.
Delivery flows straight into billing.
Handoffs and reminders run automatically.
Every enquiry is captured and followed up.
Tools we used
We finally bill for what we deliver, when we deliver it. The pipeline stopped leaking.
FAQ
Questions, answered.
What is lead-to-cash and how do you streamline it?
Lead-to-cash is the full flow from a new lead to collected payment. SutraSarthi connects the stages and automates the handoffs, so nothing slips between marketing, delivery and billing.
How do you make billing faster for a services firm?
By connecting delivery to billing so invoices are raised on completed work automatically. In this engagement that made billing about 40% faster.
How do you stop leads slipping through the cracks?
By connecting the whole pipeline so every lead and handoff is tracked, which means more of the team's time goes to clients instead of chasing status.
Does this reduce manual admin work?
Yes. Automated handoffs remove the manual coordination between stages, freeing the team for client-facing work.
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