AI & automation

Every lead in one place, and nobody forgets to follow up

We set up (or clean up) your CRM, connect every lead source to it, and automate the follow-ups, reminders and hand-offs, so your team spends its time closing rather than chasing.

Get a lead-flow reviewAsk on WhatsApp

Zoho, HubSpot, Pipedrive, SalesforceWebsite, WhatsApp, ads, callsAutomatic reminders and follow-ups

To do, doing and done sticky notes for a workflow
Is this for you?

For sales teams juggling spreadsheets, inboxes and WhatsApp

A good fit if you are

  • Businesses whose leads live in email, WhatsApp and a spreadsheet
  • Teams with a CRM that nobody keeps up to date
  • Owners who can't see which marketing produces customers
  • Growing sales teams that need clear stages and handovers

Signs your lead process is leaking

  • Leads wait hours or days for a first reply
  • You can't say how many enquiries came in last month, or from where
  • Follow-ups depend on someone remembering
  • Quotes go out and nobody checks back
  • Data is entered twice in different tools
Our approach

Map the lead's journey, then remove every manual step you can

We start with a short workshop: where leads come from, who handles them, what happens at each stage, and where things get dropped. That becomes a simple pipeline with clear stages.

Then we connect the sources (website forms, WhatsApp, ad platforms, calls) so every lead arrives in the CRM with its source, and we automate the routine work: instant acknowledgements, assignment to the right person, reminders, follow-up messages, and alerts when a lead goes quiet.

We keep it as simple as your team will actually use. A CRM nobody updates is worse than none.

What’s included

What you get

Every engagement is scoped to what you actually need, then quoted at a fixed price.

  • Lead-flow workshop

    Sources, stages, owners and the gaps where leads are lost.

  • CRM set-up or clean-up

    Pipeline stages, fields, users and permissions in Zoho, HubSpot, Pipedrive or Salesforce.

  • Lead capture integrations

    Website forms, WhatsApp, Meta and Google lead forms, and call tracking feeding the CRM.

  • Source tracking

    UTM and landing-page data stored with each lead, so you can see what marketing works.

  • Automated follow-ups

    Instant replies, reminders, follow-up sequences on WhatsApp and email, and re-engagement for quiet leads.

  • Routing and alerts

    New leads assigned to the right person, with WhatsApp or email alerts.

  • Reporting dashboard

    Leads, conversion by stage and source, and response times.

  • Training

    A short session and a written guide for your team.

How it works

How a project runs

One project manager, a written update every week, and nothing starts until you have approved the scope.

  1. 01

    Map

    Workshop on your current lead process.

  2. 02

    Set up

    CRM configured and lead sources connected.

  3. 03

    Automate

    Follow-ups, reminders and alerts built and tested.

  4. 04

    Train and review

    Team training, then a 30-day review of the numbers.

Tools and platforms

What we build with

  • Zoho CRM
  • HubSpot
  • Pipedrive
  • Salesforce
  • Google Sheets
  • n8n
  • Make
  • Zapier
  • WhatsApp Business API
  • Meta Lead Ads
  • GA4
Cost and timeline

What it costs and how long it takes

CRM projects are quoted at a fixed price for set-up and automation, plus the CRM's own subscription, which you pay directly. Ongoing support and improvements are optional and billed monthly.

Most set-ups take 2–6 weeks depending on the number of lead sources and the complexity of your pipeline.

Get a fixed quote See how pricing works

Want to see similar work first?

We are publishing detailed case studies with our clients’ permission. Until then, we are happy to walk you through relevant projects and live sites on a short call, including what worked and what we would do differently.

Ask for examplesSee our work
FAQ

Questions about CRM & lead automation.

Something else? Ask us on WhatsApp.

Which CRM should we use?

For many Indian SMBs, Zoho CRM or Pipedrive offer good value; HubSpot suits marketing-heavy teams. We'll recommend one based on your team size, budget and the tools you already use.

Can you fix the CRM we already have?

Yes. Often the fastest win is cleaning up stages and connecting the lead sources properly.

Can WhatsApp conversations go into the CRM?

Yes, through the WhatsApp Business API and an integration with your CRM.

Do you need access to our data?

We need admin access to set things up. We work under NDA if you need one, and you control all accounts.

Works well with
All services

Talk to us about CRM & lead automation.

Tell us where things stand and what you want to change. You will get a reply within one business day with a recommended next step and a fixed quote.

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