No lead left untouched
Every enquiry from every channel lands in the CRM with source attribution attached.
AI Automation
CRM Automation
A pipeline that updates, follows up and reports itself
CRM setup, migration and automation that captures every lead, assigns owners, triggers follow-ups and gives leadership accurate pipeline visibility without manual data entry.
Why choose us
Why choose our CRM Automation
Follow-up on autopilot
Sequenced WhatsApp, email and call tasks fire automatically until a lead responds.
Clean, trustworthy data
Deduplication, validation and required-field logic keep reporting reliable.
Visibility for leadership
Live dashboards on pipeline, conversion rates and rep performance.
Features & benefits
What's included
Capabilities
- CRM selection, setup and migration
- Omnichannel lead capture and routing
- Automated follow-up sequences
- Lead scoring and qualification rules
- Pipeline and deal stage design
- Task, reminder and SLA automation
- Reporting dashboards
- Integration with ads, web and WhatsApp
Business outcomes
- Increase lead-to-customer conversion
- Eliminate manual data entry for sales reps
- Know your true cost per acquisition
- Onboard new reps into a working system
Industries
Industries we serve
Real estate
Education
Healthcare
B2B services
Automotive
Financial services
Our process
How we deliver
A transparent, milestone-driven engagement from first call to long-term support.
- 01
Consultation
A free strategy call to understand your business, current systems, bottlenecks and growth targets.
- 02
Planning
We map the solution architecture, success metrics and delivery timeline into a custom proposal.
- 03
Development
Our team builds in focused sprints with weekly demos so you always see progress, never a black box.
- 04
Testing
Real-world scenario testing, QA, security review and performance tuning before anything goes live.
- 05
Deployment
Controlled launch with monitoring, analytics and full handover documentation for your team.
- 06
Support
Ongoing optimisation, reporting and enhancements as your business scales.
Engagement models
Choose your scope
Every engagement is scoped to your business goals and quoted individually — contact us for custom pricing.
Starter
For businesses validating their first AI-driven system.
- Discovery & requirement mapping
- CRM selection, setup and migration
- Omnichannel lead capture and routing
- Single-channel launch
- 30 days of post-launch support
Contact for Custom Pricing
Professional
For growing teams that need a complete, integrated system.
- Everything in Starter
- Automated follow-up sequences
- Lead scoring and qualification rules
- CRM & analytics integration
- Monthly performance reporting
- 90 days of optimisation support
Contact for Custom Pricing
Enterprise
For organisations needing scale, governance and deep integrations.
- Everything in Professional
- Pipeline and deal stage design
- Task, reminder and SLA automation
- Dedicated solution architect
- SLA-backed monitoring & support
- Quarterly strategy reviews
Contact for Custom Pricing
Technologies
Our tech stack
- HubSpot
- Zoho CRM
- Salesforce
- Pipedrive
- n8n & Zapier
- WhatsApp Business API
- Google Analytics 4
- Looker Studio
Client results
What clients say
"Our reps stopped losing leads in WhatsApp. Everything is in one pipeline with automatic follow-up."
"For the first time we can see true cost per closed deal by channel."
FAQ
Frequently asked questions
Which CRM should we use?
It depends on team size, sales motion and budget. We recommend objectively during the consultation — we're not tied to one vendor.
Can you migrate our existing data?
Yes, including cleaning, deduplication and field mapping from spreadsheets or another CRM.
Will our sales team actually use it?
That's a design goal. We reduce required clicks, automate data entry and train the team on a workflow that saves them time.
Can leads from ads flow in automatically?
Yes — Google, Meta lead forms, website forms and WhatsApp all pipe in with campaign attribution.
Can we automate quotes and proposals?
Yes, including templated document generation, e-signature and payment link workflows.
Do you provide dashboards for management?
Yes, role-based dashboards covering pipeline health, forecast, source performance and rep activity.
How long does a crm automation project take?
Most crm automation engagements go live in 2 to 6 weeks depending on scope, integrations and how quickly content and access are shared. We confirm an exact timeline in your custom proposal after the strategy call.
What does CRM Automation cost?
We don't sell fixed packages off a shelf. Every engagement is scoped to your business goals and you receive a custom proposal with a clear, itemised investment after the free consultation.
Do you work with businesses outside India?
Yes. We work with clients worldwide and run projects remotely with async updates plus scheduled calls in your timezone.
Will this integrate with the tools we already use?
In almost every case, yes. We integrate with mainstream CRMs, helpdesks, calendars, payment tools, ad platforms and databases, and we build custom API connections where a native one doesn't exist.
What happens after launch?
You get documentation, team training and an optimisation window. Most clients continue on a support retainer so the system keeps improving with real usage data.
Do we own everything you build?
Yes. All code, content, accounts and assets created for your project belong to you and are handed over in full at the end of the engagement.
Related services
Pairs well with
Ready to get started with CRM Automation?
Book a free 30-minute strategy call and get a tailored roadmap plus a custom proposal for your business — no obligation.