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Lead Management & CRM Automation

Stop Losing Leads.
Start Closing More.

We set up, integrate, and automate your entire lead management system — from the first touchpoint to closed deal. One CRM. All your leads. Zero chaos.

WhatsApp Us
100% Lead Capture
Zero missed inquiries
60-sec Response
Automated alerts
8 CRM Platforms
We support all major CRMs

The Transformation

Before CRM vs After CRM

Most Indian businesses run their sales on WhatsApp groups and spreadsheets. This is what changes when you implement a proper CRM.

Without CRM

Leads scattered across WhatsApp, emails, and notebooks

No visibility on which salesperson has which lead

Follow-ups missed because of no reminders

No data on conversion rates or drop-off stages

Same lead contacted multiple times by different people

Slow response time — leads go cold before contact

With Scalify CRM Setup

All leads in one CRM — automatically captured and organized

Real-time pipeline view with lead ownership and status

Automated daily task lists and follow-up reminders

Full-funnel analytics — see exactly where leads are lost

Duplicate detection and single source of truth

Auto-reply + instant lead notification in under 60 seconds

Full-Stack Setup

Everything We Configure For You

End-to-end CRM implementation — from platform selection to team training.

CRM Platform Setup

Account creation, pipeline stages, custom fields, and user roles tailored to your sales process.

Lead Source Integration

Auto-capture leads from Meta Ads, Google Ads, website forms, IndiaMART, JustDial, and WhatsApp directly into CRM.

Automated Lead Assignment

Round-robin or territory-based auto-assignment to your sales team. No manual distribution.

Follow-Up Automation

Automated reminders, task creation, and WhatsApp/SMS alerts when a lead has not been contacted.

Lead Nurturing Sequences

Multi-step email + WhatsApp sequences that warm up cold leads while your sales team focuses on hot ones.

Sales Pipeline & Reporting

Stage-wise pipeline views, conversion reports, team performance dashboards, and revenue forecasting.

Data Security & Backup

Role-based access control, data export policies, and regular backup configuration.

Training & Handover

2-hour live training session with your sales team + recorded walkthrough videos for onboarding.

Multi-Source Integration

Every Lead Source, One CRM

We connect all your lead sources so no inquiry falls through the cracks — ever.

Google Ads
Meta Ads
Website Forms
WhatsApp
IndiaMART
JustDial
Email Campaigns
Referrals

+ IndiaBulls, 99acres, Sulekha, NoBroker, LinkedIn, and 20+ more via Zapier/API

Platform Expertise

CRMs We Implement

We're platform-agnostic — we recommend the best CRM for your business, then set it up completely.

Most Recommended

Kylas CRM

Best for Sales Teams

TeleCRM

Telemarketing & Calls

Cratio CRM

Indian B2B & SMB

Bitrix24

Full Business Suite

Zoho CRM

Enterprise & Mid-Market

HubSpot CRM

Inbound Marketing Focus

LeadSquared

EdTech & Healthcare

Salesforce

Enterprise Scale

Investment

One-Time Setup Packages

Pay once, benefit forever. No monthly licensing fees from us — just CRM platform costs (usually ₹2,000–₹8,000/month for the platform itself).

Starter CRM

₹40,000

One-time setup · Up to 10 users

  • CRM platform setup (Kylas / Cratio / TeleCRM)
  • Up to 3 lead source integrations
  • Basic pipeline with 5 stages
  • Auto lead assignment (round-robin)
  • Follow-up reminders & tasks
  • Email templates (5)
  • 2-hour team training session
  • 30-day post-setup support
Most Popular

Growth CRM

₹60,000

One-time setup · Up to 25 users

  • Everything in Starter CRM
  • Up to 6 lead source integrations
  • Multi-pipeline setup (Sales + Support)
  • WhatsApp automation sequences
  • Lead scoring & priority routing
  • Custom reporting dashboard
  • Email + WhatsApp templates (20)
  • Recorded training + SOP documentation
  • 60-day post-setup support

Enterprise CRM

Custom

Based on scope · Unlimited users

  • Everything in Growth CRM
  • Custom CRM development / API work
  • Salesforce / Zoho / HubSpot setup
  • ERP / tally / accounting integration
  • Custom AI lead scoring model
  • Dedicated CRM manager (3 months)
  • Quarterly CRM health reviews

All packages include free CRM platform recommendation consultation before purchase.

Implementation Process

From Chaos to Clarity in 4 Steps

01

Audit & Recommend

We map your current lead flow, existing tools, and team size to recommend the perfect CRM.

02

Configure & Integrate

CRM setup, pipeline stages, custom fields, and all lead source integrations connected.

03

Automate & Test

Lead assignment, follow-up workflows, notification rules, and data migration completed.

04

Train & Launch

Live training session, recorded walkthroughs, SOP docs, and 30-day post-launch support.

Common Questions

Frequently Asked Questions

Ready to Stop Losing Leads?

Get a free 30-minute CRM audit call. We'll identify exactly which leads you're losing and how to capture them.

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