CRM Setup & Automation

Never miss a lead.Ever again.

We design CRM pipelines, automations, scoring and reporting in HubSpot, Zoho, Pipedrive or custom — so every lead is captured, nurtured and closed.

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Service

CRM Setup & Automation

LIVE

Faster follow-ups

Higher close rate

Real visibility

Team accountability

Average impact

2.6x close rate

For service brand

The Problem

How leads quietly die in most companies

1

Excel-based tracking

A messy spreadsheet that nobody updates after Friday.

2

No defined pipeline

Salespeople invent their own stages. Reporting is chaos.

3

Follow-ups are random

Some leads get 5 calls, some get zero. There’s no system.

4

No insight on what closes

You can’t tell which channel, offer or rep actually drives revenue.

The Solution

A CRM your team actually uses

Clean pipeline stages, auto-assigned leads, lead scoring, follow-up sequences across email / WhatsApp / call, lost-reason tracking and a leadership dashboard — set up, trained and supported.

What you get

  • Custom pipeline + stage definitions
  • Auto lead assignment by region / source
  • Lead scoring and tagging
  • Email + WhatsApp + SMS sequences
  • Reminders, tasks and SLA alerts
  • Leadership reporting dashboard
Benefits

Why teams love this engine

Faster follow-ups

Auto-assigned, auto-reminded — every lead is contacted in minutes.

Higher close rate

Defined cadences mean nobody falls through the cracks.

Real visibility

See pipeline, conversion and rep performance live.

Team accountability

Clear ownership, SLAs and reasons for every win or loss.

Repeatable process

New reps onboard in days, not months.

Clean data

Dedupe rules, validation and audit logs keep the database trustworthy.

Our Process

From idea to growth in 5 clear steps.

01

Discovery

We deep-dive into your business, audience, offers and current funnel.

02

Planning

Strategy, scope, KPIs, timeline and team handoff documented clearly.

03

Execution

We build, design, set up, integrate and ship the system end-to-end.

04

Optimization

Weekly testing, iteration and tuning based on real data.

05

Growth

Scale spend, surface area, channels and audiences without breaking the engine.

Features

Everything included

01

Pipeline + stages

Custom to your sales motion (B2B, B2C, retail, services).

Included
02

Auto-routing

Round-robin or rule-based assignment of new leads.

Included
03

Sequences

Multi-channel touchpoints (email, WhatsApp, SMS) by stage.

Included
04

Scoring + segmentation

Score by behaviour + demographics; nurture cold, push hot.

Included
05

Reporting dashboard

Funnel, conversion, source, rep performance and forecast.

Included
06

Team training

We onboard your sales team and document SOPs.

Included
Case Study

Real numbers,
real businesses.

Migrated from Excel to a custom HubSpot pipeline with sequences and reporting. Close rate jumped from 8% to 21% in one quarter.

2.6x close rate

Before

  • Avg follow-up11 hrs
  • Close rate8%
  • Lost “reason” data0%

After

  • Avg follow-up4 min
  • Close rate21%
  • Lost “reason” data94%

Results depend on industry, offer, budget and execution.

For the first time in 8 years we know exactly where every lead is and why we won or lost them.

VS

Vikram Singh

Sales Head

FAQ

Common questions.

Can’t find what you need? Email us.

Depends on size: HubSpot for fast-growing teams, Zoho for cost-effective Indian setups, Pipedrive for lean sales teams, custom for unique flows.

That’s the whole point of our process — we design pipelines around your team’s real workflow and train them, so adoption sticks.

Yes — we de-duplicate, clean and import existing data with audit logs.

Yes — we integrate WhatsApp Cloud API or 3rd-party tools so conversations live inside the CRM.

We do CRM audits + rebuilds all the time — restructured pipelines, cleaned data, re-trained team.

Monthly retainer covers automation tweaks, reports, new sequences and team Q&A.

Let’s build it

Ready to start crm setup & automation?

Book a 20-min strategy call — we’ll audit your current funnel and show you exactly where to focus next.