Lead capture & routing
Website, WhatsApp, IndiaMART, JustDial and ad leads auto-assigned by territory or product.
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Enterprise Platforms · For growing companies
A CRM designed around your sales motion — capturing every lead from website, WhatsApp, calls and portals, and making sure none are lost between follow-ups.
What this covers
Typical timeline
Scoped in the discovery call; most engagements start within two weeks.
Who it is for
Custom CRM software with lead pipelines, WhatsApp & email automation, sales dashboards and ERP/Tally integration, built around your sales process.
Discuss your requirementSales teams handling high enquiry volumes (real estate, education, B2B)
Businesses losing leads across WhatsApp, calls and spreadsheets
Companies needing CRM tightly linked to billing or ERP
Capabilities
Website, WhatsApp, IndiaMART, JustDial and ad leads auto-assigned by territory or product.
Custom stages, reminders, call logging and escalation for overdue follow-ups.
Template messages, drip sequences and AI-assisted replies through official APIs.
Quotes, approvals and conversion to orders or invoices in your ERP or Tally.
Mobile check-ins, visit reports and offline data capture for on-ground teams.
Conversion funnels, source ROI and salesperson performance dashboards.
AI lead scoring, call and meeting summaries and next-best-action suggestions for each deal.
How we work
You always know what happens next, who is responsible and what you will receive at each stage.
Typical timeline
Scoped in the discovery call; most engagements start within two weeks.
Workflows, users, integrations and success metrics are mapped.
Data model, security design and milestone plan are signed off.
Two-week sprints with a live preview you can test.
QA, VAPT, user acceptance testing and a controlled launch.
SLA-backed support and a roadmap for the next phase.
Deliverables
Technology & standards
We recommend tools based on your scale, budget and existing systems, not on what is fashionable. Every choice is explained in the proposal.
Engagement models
Discovery of your sales process, then a fixed-scope build with migration of existing leads.
CRM plus WhatsApp/email automation and AI lead scoring.
New pipelines, reports and integrations as your team scales.
How pricing works: Every project is priced after a free discovery call: you receive a written scope with milestones and a fixed quote, so there are no surprises mid-way.
Get a quoteFAQs
A custom CRM matches your exact sales stages, has no per-seat fees and can integrate deeply with your ERP, telephony and WhatsApp. If a SaaS CRM fits your process, we will tell you.
Yes, through the official WhatsApp Business API using approved templates, with replies logged against each lead.
Yes. We import data from Excel, Google Sheets or your current CRM, de-duplicate it and map it to the new pipelines.
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