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Workflows
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Featured guides
The most important workflows to master first.
Getting Started with BabaBuilds ERP
Onboarding walkthrough from plan-aware signup to first invoice, with persona-specific setup guidance.
Generating, Sending, and Collecting Invoices
Advanced guide to drafting invoices, delivering PDFs, avoiding duplicates, and accelerating collections with payment links.
Personalized Onboarding by Persona
Choose CA, Agency, Freelancer, or Contractor onboarding and finish with a completed money task.
Managing Your Client CRM
Build a clean client master, reduce invoice errors, and improve relationship visibility across billing and collections.
Setting Up Retainers, MRR, and Renewal Operations
Recurring revenue operations guide with retainer setup, health monitoring, and renewal discipline.
Demo to Real Business Activation
How to move from an interactive demo session to your real business workspace with plan-aware signup intent.
Connecting Razorpay & Stripe
Set up payment gateways, validate keys, and ensure every invoice includes actionable online payment links.
Using BabaBot — AI Assistant for Finance Operations
How to use BabaBot for invoice workflows, CRM commands, expense tracking, reminders, and operational decision support.
Guided Money Flows on Dashboard
Use guided flows to win clients, bill retainers, recover overdue invoices, and prepare month-end tax packs.
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