Lead capture & assignment
Leads from website forms, ads, portals, calls and WhatsApp, assigned automatically to salespeople.
Our Platform · CRM
EthicsCRM is our own CRM platform for teams that sell through calls, WhatsApp and meetings. It captures leads from every source, keeps the pipeline visible, generates proposals and reminds your team to follow up, so fewer deals slip away.
What this covers
Typical timeline
Standard deployments go live in 1–3 weeks including data import and training.
Who it is for
Because we build and run it ourselves, EthicsCRM can be configured to your sales stages, fields and approval rules, deployed on our cloud or your own server, and integrated with your website, WhatsApp, telephony and accounting.
Discuss your requirementSMEs moving leads out of Excel and WhatsApp chats
Service businesses sending quotations and proposals
Sales teams needing follow-up discipline and reports
Companies wanting a CRM they can host and customise
Capabilities
Leads from website forms, ads, portals, calls and WhatsApp, assigned automatically to salespeople.
Visual deal stages, next actions, reminders and win-loss tracking.
Branded quotations and proposals generated from templates and shared digitally.
Follow-ups, reminders and updates through the WhatsApp Business Platform.
Scoring that highlights hot leads, plus source and conversion reports.
Customer history, documents, tasks and renewals in one record.
How we work
You always know what happens next, who is responsible and what you will receive at each stage.
Typical timeline
Standard deployments go live in 1–3 weeks including data import and training.
Goals, users, workflows, integrations and success metrics are mapped in a workshop.
Architecture, data model, security design and a milestone plan are signed off.
Two-week sprints with a working preview you can test at every step.
Functional QA, performance checks, VAPT and user acceptance before go-live.
SLA-backed support, monitoring and a roadmap for the next phase.
Deliverables
Platform & integrations
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
We host and manage the platform for you with backups, updates and support.
Installed on your own server or cloud account for full data control.
Additional modules, integrations and branding built for your organisation.
How pricing works: Pricing depends on users, modules and deployment model. Book a demo and we will share a written quote for the configuration you need.
Get a quoteFAQs
EthicsCRM is built by our team for Indian sales workflows, with WhatsApp-first follow-ups and the option to host it on your own server and customise it deeply. If a mainstream CRM suits you better, we implement those too.
Yes. We import contacts, leads and deal history from Excel or your previous CRM and clean duplicates during onboarding.
Yes. EthicsCRM is responsive, so salespeople can update leads, log calls and share proposals from their phones.
Yes. Stages, fields, approval rules, proposal formats and reports can be configured, and custom modules can be built when needed.
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