MIS Automation
One Google Sheet that runs your entire business.
A complete done-for-you MIS system in Google Sheets — CRM, finance, tasks, and reports — connected and automated. We build it, you stop manually compiling spreadsheets every Monday.
What breaks without a real operating system
Concrete gaps we hear every week — before teams adopt one connected workflow.
Reports take 6 hours every Monday
Your team copy-pastes the same numbers from 5 different spreadsheets into a Monday report nobody reads carefully. By the time it's done, the numbers are already stale.
You don't know your real revenue today
Finance is reconstructed at month-end from invoices, bank statements, and memory. Decisions about hiring, spend, and pricing are made blind for 25 days a month.
Leads die in inboxes and chats
A sheet of leads. A WhatsApp group of leads. An email folder of leads. No one source of truth, no follow-up tracker, no idea which lead is hot.
Tasks live in heads, not systems
You assign work in calls and chats. Three days later you ask 'is it done?' and hear 'almost.' Same conversation, different week. Forever.
What you get — built and maintained for you
Every item below is configured by our team. You approve outcomes — not wiring.
A custom MIS dashboard in your own Google Drive
We build it to match your business — sales, services, manufacturing, retail, agency. You own the file. Your team uses it like any sheet they already know.
Live CRM with pipeline, ownership, and follow-up reminders
Every lead has a stage, an owner, a next-action date, and an automated reminder. Pipeline visibility for the founder, accountability for the team.
Finance tracker: revenue, expenses, P&L, cash position
Daily-updated P&L. Receivables aging. Cashflow forecast. The numbers you actually need to run a business — not a CA's quarterly summary.
Task system with owners, deadlines, and auto-escalation
Every task has a person and a due date. Overdue tasks get flagged. You see the live state of work without asking a single status question.
Daily MIS report in your inbox at 8 AM
One concise email summarising yesterday's revenue, leads, tasks done, and anything at risk. Read it with your morning chai. Skip the weekly review meeting.
Ongoing maintenance — we keep it running
Your business changes. Your sheets change with it. We tune formulas, add columns, fix breakages, and add new automations as part of the monthly plan.
How we deliver this
Predictable milestones — no vague “we’ll circle back.”
Week 1
Discovery and design
30-min call to understand how your business actually runs today. We map your processes, identify the gaps, and propose the exact MIS structure.
Week 1
Build and migrate
We build the dashboard in your Google Drive, migrate existing data from your current spreadsheets/CRM, and wire in automations (reminders, daily reports).
Week 2
Train and go live
30-min team walkthrough. Your team is using it the same day. We watch the first week, fix anything that doesn't fit, and hand over the running system.
Before vs after
Without Automety
- 5–14 spreadsheets, none of them connected
- 6 hours every Monday building reports manually
- P&L done from memory at month-end
- Leads in WhatsApp, email, and no one place
- No idea what your team is actually working on
- Decisions made on stale or guessed numbers
With Automety
- One Sheet that contains your entire business
- Daily MIS report auto-delivered at 8 AM
- Live revenue, expenses, and P&L every day
- Every lead in one CRM with auto-reminders
- Live task board — you see status without asking
- Decisions made on yesterday's actual numbers
Pricing snapshot
MIS Service — built and run for you
From ₹9,999/mo
Scoped to team size · No per-seat pricing · 30-day money-back guarantee
- Custom MIS dashboard in your own Google Drive
- CRM, finance, tasks, and automated reports
- Daily MIS email delivered at 8 AM
- Ongoing maintenance and tuning included
- Free 30-min onboarding call
- Cancel anytime with 30 days' notice
Common questions
How is this different from just buying a CRM?
Most CRMs solve one problem (lead tracking) and create another (your team has to maintain it). Automety's MIS Service replaces 4–5 separate tools (CRM, finance tracker, task list, report builder) with a single connected system in Google Sheets — and we maintain it for you.
Why Google Sheets instead of a 'real' SaaS?
Sheets is the most flexible business tool ever built. Your team already knows it. It costs nothing extra. It doesn't lock your data inside someone else's database. For most SMBs, a well-built Sheet outperforms a generic SaaS — without the per-seat pricing, learning curve, or vendor lock-in.
Can it handle 20+ users editing at once?
Yes. Google Sheets handles concurrent editing well, and we structure the dashboard so different teams (sales, ops, finance) work in their own areas without conflict. We've deployed this for teams up to 30 people.
What if my business is too unique for a template?
There is no template. Every MIS we build is custom to your business — your stages, your metrics, your process. The only standard part is the underlying engine (automations, formulas, formatting). The structure is yours.
How long until we're live?
Most clients are live and using the system within 5–7 days of the discovery call. Migration from existing tools adds 1–2 days depending on data volume.
What if I want to upgrade to the SaaS Platform later?
Easy. The data structure we build in Sheets maps cleanly onto our SaaS Platform. Most clients start with MIS to get value fast, then move to SaaS once they outgrow Sheets (usually around 25+ users or complex automation needs).