Stop Losing Leads.
Automate Your Sales Pipeline.
CRM setup, lead pipeline automation, WhatsApp integration, and drip sequences — built for Indian SMBs that receive 50–500 leads/month and need zero manual follow-up.
What's Included
Every CRM automation package includes setup, integration, automation, and training — not just software licenses.
CRM Setup & Configuration
Zoho CRM, HubSpot, or custom CRM deployment configured for your sales pipeline, lead stages, and team structure.
Lead Pipeline Automation
Auto-assign leads from ads, forms, and WhatsApp into the right pipeline stages with zero manual entry.
WhatsApp + CRM Integration
Every WhatsApp conversation synced to your CRM. Trigger automated follow-ups based on lead status or inactivity.
Sales Dashboard & Reporting
Real-time dashboards for leads, conversions, revenue, and team performance. No more Excel spreadsheets.
Team Training & Onboarding
Your sales team trained on CRM workflows, lead updating, and pipeline management within 2 weeks.
Drip Sequence Automation
Email + WhatsApp drip sequences triggered by lead behaviour — enquiry, demo booked, proposal sent, follow-up due.
How We Set Up Your CRM in 14 Days
Audit & Map
We map your current lead flow, sales stages, and team structure.
Build & Integrate
CRM configured, WhatsApp & Ads integrations connected, workflows built.
Test & Refine
Live lead testing across all sources. Every workflow verified end-to-end.
Train & Handover
Your team trained on daily CRM usage. You get a full SOPs document.
Pricing
One-time setup fee applies for new CRM deployments. Monthly fee covers ongoing management, optimization, and support.
- Zoho CRM or HubSpot setup
- Up to 3 pipeline stages
- WhatsApp API integration
- 2 automation workflows
- Basic reporting dashboard
- Team training (2 members)
- 1 month support
- Full CRM customization
- Unlimited pipeline stages
- WhatsApp + Email automation
- 10 automation workflows
- Advanced analytics dashboard
- Team training (up to 8)
- AI calling integration
- 3 months ongoing support
- Multi-location CRM setup
- Custom API integrations
- Advanced lead scoring
- Unlimited workflows
- Dedicated account manager
- Monthly strategy sessions
- Priority support SLA
CRM Automation for Indian Businesses
Manage 200+ monthly enquiries from Google Ads + Facebook. Auto-assign to counsellors. Trigger WhatsApp follow-up within 2 minutes. Never miss an admission lead.
Auto-book appointments from WhatsApp. Send reminders 24h and 2h before. Trigger post-visit feedback. Track patient lifetime value in your CRM.
Nurture site-visit leads over 3–6 months with automated email + WhatsApp sequences. Track every interaction. Flag hot leads for immediate follow-up.
High-ticket sales need multiple touchpoints. CRM tracks showroom visits, quotes, and follow-up history. Automate estimates via WhatsApp.
Frequently Asked Questions
Ready to Automate Your Lead Pipeline?
Book a free 30-minute CRM audit. We'll map your current lead flow and show exactly where you're losing leads and revenue.