• Workflow orchestration

Automate critical workflows.

Integrate the tools you rely on .

Automate critical workflows. Integrate the tools you rely on .

End-to-end automation across Sales, Support, Finance, and Operations.

Book a discovery call
View automation examples

Typical response: 1 business day

Teams choose us for reliable delivery

What we do

End-to-end automation expertise

From workflow automation to system integration, we deliver outcomes that move your business forward.

AI Workflow Automation

Transform repetitive processes into intelligent, self-running workflows.

Support Triage & Ticketing

Connect disconnected tools so data flows where you need it, when needed.

AI Tools & Agents

Build custom interfaces and AI assistants tailored to your specific workflows.

Data Orchestration

Automate data collection, transformation and enrichment for better insights.

Support & Monitoring

Ongoing maintenance, optimization, and proactive monitoring for peace of mind.

Systems Integration

We connect CRM, ERP, support, and internal tools into a single automated workflow layer.

Automation examples

See what's possible

Real scenarios we’ve automated for teams like yours

Sales
CRM
Lead Intake & Enrichment
INPUTS
Lead Form / Email
AUTO
Enrich
Route
CRM
RESULT
  • Cleaner leads. Faster handoff.
Support
AI
Support Triage
INPUTS
Lead Form / Email
AUTO
Analyze
Tag
Draft
RESULT
  • Faster triage. Cleaner queues.
Finance
OPS
Invoice Processing
INPUTS
Lead Form / Email
AUTO
Extract
Match
ERP
RESULT
  • Fewer errors. Faster close.
Growth
Email
Sales Follow-up
INPUTS
Lead Form / Email
AUTO
Summarize
Task
Email
RESULT
  • Next steps. Follow-up ready.
HR
Hiring
 Recruiting Screening
INPUTS
Lead Form / Email
AUTO
Screen
Score
Schedule
RESULT
  • Better shortlists. Fast booking.
Internal
docs
Knowledge Base Bot
INPUTS
Lead Form / Email
AUTO
Search
Synthesize
Answer
RESULT
  • Fast answers. Fewer interrupts.

How we work

A process built for results

Clear milestones, constant communication, and zero hand-waving. Here’s how we get from idea to impact.

Step 01
Discovery & Success Criteria

We map your current workflows, identify bottlenecks, and define clear metrics for success.

Step 02
Map Workflows + Data Access

We document every step, identify bottlenecks, and determine what data and systems need to connect. No surprises down the road.

Step 03
Build + Test + Security Review

We build incrementally, test thoroughly, and review security at every stage. You see progress weekly and can give feedback early.

Step 04
Launch + Monitor + Iterate

Go live confidently. We monitor performance, catch issues, and optimize based on data.

Prefer to talk first?

+1 (234) 567-890

Industries

Built for your industry

We tailor to your data + compliance needs

Accounting

Client books, invoices and follow-ups tracked in one place accounting teams use Bunch to manage client work without losing track of who's owed what and when.

Event Management

From vendor coordination to guest lists and day-of task assignments, event teams run every moving piece through Bunch's tasks and kanban views.

Insurance

Policy leads, renewal follow-ups and client records stay organized insurance teams use Bunch to make sure no lead or renewal deadline slips through.

Healthcare

Staff attendance, HR records, and patient-facing task coordination run side by side. Clinics use Bunch to keep operations running without extra admin software.

Manufacturing

Production tasks, staff attendance and order tracking stay in sync manufacturers use Bunch to keep the shop floor and the back office reading from the same page.

* We tailor every solution to your specific data requirements and compliance needs.

PROOF & CREDIBILITY

Proven results

Real results from real engagements. We measure success by outcomes, not activity.

01
Accounting
Sharma & Associates
Case study
ACCOUNTING
63%
fewer
missed follow-ups

Automated lead-to-client handoff.

Problem
Enquiries lived in WhatsApp, client files in email, and attendance on paper nothing synced, so overdue filings only surfaced when a client called to ask.
Approach:
Moved Leads, Clients and Tasks into one Bunch workspace, with biometric attendance feeding straight into payroll.
Outcome:
Every enquiry becomes a tracked task automatically, filing deadlines sit on a shared calendar, and payroll runs off real attendance data with no month-end reconciliation.
Read full case
02
Event Management
Meraki Events
Case study
EVENT MANAGEMENT
5.5 hrs
saved weekly
per coordinator

AI agent answers status questions instantly.

Problem
Coordinators burned hours each week compiling status updates — who's assigned to which vendor, what's overdue — across scattered spreadsheets and chat threads.
Approach:
Layered Bunch's AI Agent on top of the Leads, Tasks and Clients modules the team already used, so anyone could just ask a plain question.
Outcome:
Weekly status meetings dropped from three to one, new leads get an auto-created follow-up task, and the AI agent flags vendor payments before they're overdue.
Read full case
03
Manufacturing
Aarav Industries
Case study
MANUFACTURING
42%
faster
payroll close

Biometric attendance flows straight into payroll.

Problem
HR manually re-typed biometric logs into a separate payroll sheet each month for 200+ shift workers, delaying and error-prone salary runs.
Approach:
Connected Biometric Attendance directly to Payroll and HRMS, so clock-ins across all three shifts sync with zero manual entry.
Outcome:
Payroll closes 42% faster every month, shift-attendance disputes dropped sharply, and HR now spends that time on hiring instead of data entry.
Read full case
View all case studies

What clients say

Priya Nair
COO, Nair & Co Accounting

“We used to pay more every time we hired. Now our software bill never moves, no matter how big the team gets.”

Arjun Mehta
Founder, Meraki Events

“Leads, payroll, and client follow-ups finally live in one place instead of six different tabs.“

Divya Reddy
COO, Reddy Manufacturing

“The AI agent tells us an order’s stuck before the client even has to call and ask”

Karan Bhatia
VP Operations, Bhatia Insurance Services

“Onboarding took a single afternoon. No implementation project, no consultants — we just started working.”

Meera Iyer
HR Manager, Iyer Healthcare Group

“Payroll used to take me three days every month. Now it closes itself off our attendance data in a few hours.“

Our stack

GET STARTED

Let's set up your workspace

Book a free demo or send us a message. We’ll get back to you within one business day.

15 minutes, no pressure — just a walkthrough of Bunch Lighter and how it fits your team.

  • See all 12 modules live in your industry's context
  • Get your questions on pricing and setup answered
  • Walk away with a clear go-live date

Call us at:

99148-27740

Email us:

[email protected]

Book a free demo

Tell us about your business, and we’ll show you exactly how Bunch Lighter fits.

We'll only use your info to respond to your inquiry.

FAQ

Common questions

Everything you need to know before you sign up.
Start free trial

Yes. Add 5 users or 500 — your bill stays ₹4,900/month, flat.

Full BunchCRM is a deeply customised CRM + ERP. Bunch Lighter is the self-serve version — ready-made modules, live the day you sign up.

Any. Tasks, HR, payroll, attendance, leads, clients and orders are universal — accounting firms, event managers, insurance agents, healthcare providers and manufacturers all run on the same core.

Same day. No implementation project — create your account, add users, set permissions, and you’re working.

Prices shown exclude 18% GST, added on your invoice per Indian tax rules. You’ll get a proper GST invoice for input credit.

It reads your live tasks, leads, clients and orders, answers plain-language questions about them, and can turn those answers into tasks automatically.

Yes. Your team can start fresh in Bunch Lighter the same day you sign up — no migration project required to get going.

Optional add-ons (extra storage, WhatsApp, accounting integrations, and more) are available on top of the flat plan — everything core stays included by default.

Book a discovery call

From our blog

Articles & insights

All articels
  • Product
Why HRMS, Payroll, and CRM Live in the Same Tab
Most businesses run leads in one tool, attendance in another, and payroll in a spreadsheet nobody trusts.
Read more
  • Comparisons
Bigin vs Kylas vs Zoho One vs Bunch Lighter
Features all look similar until you check what happens to HRMS, payroll, and attendance. A straight, sourced comparison of what each platform includes and what
Read more
  • Pricing & Growth
What Happens to Your Software Bill When Your Team Doubles
On most CRMs, going from 20 to 40 people means your bill doubles, too. We ran the numbers, and one of these stays flat.
Read more
All articels