u/Legitimate_Bike_3618

Hey r/smallbusiness,

I run a B2B business (manufacturing/distribution side) and we’re trying to clean up our operations stack.

Right now, we’re juggling WhatsApp, Excel, and Tally — which works, but breaks once client volume increases.

Wanted to understand how others here are handling this:

1. How do you track orders from placement to delivery?
2. How are you managing client communication across multiple clients?
3. What does your invoicing + payment tracking workflow look like?
4. Any tools you tried but dropped? What didn’t work?

Would really appreciate practical setups that are working for you (even if it’s still Excel-heavy).