One manager. Four departments. Fully automated.
Matcha Si was growing its wholesale network across Serbia while running sales, customer support, inventory, and finance manually. We audited the full operation and rebuilt it.
By Nikita Zhylkin & Kira Gusak, Co-founders at DigX Agency
The Challenge
Matcha Si serves B2B clients across Serbia — cafes, restaurants, resellers — with client-specific pricing, delivery thresholds, and payment terms. Alongside wholesale, they manage B2C orders, inbound partnership requests, and multi-channel inventory. All of it ran manually across email, Telegram, Instagram, WhatsApp, and spreadsheets.
Every B2B order processed by hand
Custom invoice per client, manual stock update, courier handoff — 15–20 minutes per order, no exceptions.
No visibility across channels
B2B, D2C, and marketplace stock tracked separately. One oversold, another overstocked — nobody knew.
Partnership inquiries handled one by one
3–4 inbound inquiries per day. Each one researched, qualified, and followed up manually.
Finance run from spreadsheets
Revenue by client, by channel, by product — all assembled by hand before every meeting.
What We Built
A complete operational infrastructure: a B2B ordering platform, a CRM with automated lifecycle, real-time inventory sync, AI-powered sales outreach, and financial dashboards — all connected through a central automation engine.
B2B Ordering Platform
Each wholesale client gets a personal portal with their negotiated pricing, delivery conditions, and order history. They place orders independently — no WhatsApp, no back-and-forth.
CRM & Client Lifecycle
Every B2B client is tracked from first inquiry to repeat order. The system detects clients who haven’t ordered in a while and triggers follow-up sequences.
Sales AI Agent
Two directions handled automatically. Inbound: the agent scans incoming emails for partnership inquiries, qualifies them, and follows up. Outbound: researches prospects and sends personalised outreach.
B2C Customer Bot
Handles customer inquiries, order status questions, and product information directly. No manager involvement for routine support.
Financial Dashboards
Automated reporting across B2B partners and revenue streams. Sales by client, by product, by channel — updated in real time.
The Results
Four departments transformed. One manager runs what previously required two. The sales pipeline grows on autopilot.
One manager now runs what previously required two.
Order processing, partnership inquiries, inventory reconciliation, customer support, and financial reporting — all automated.
Personalised partnership proposals sent automatically to qualified prospects.
Sales, customer support, inventory, and finance — each rebuilt around automation.
Before & After
Your fractional technical team for operational change.
The technical partner most growing companies don’t have internally. We bring the judgment to tell you what’s worth building, the experience to build it, and the honesty to say when a simpler fix is enough.