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EthicsCRM: CRM for Leads, Proposals & Client Management

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.

  • Your data, your server option
  • Customised to your workflows
  • Onboarding & training included

What this covers

  • EthicsCRM — CRM, Leads, Proposals & Client Management

Typical timeline

Standard deployments go live in 1–3 weeks including data import and training.

Who it is for

Who our EthicsCRM service 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 requirement
  • 01

    SMEs moving leads out of Excel and WhatsApp chats

  • 02

    Service businesses sending quotations and proposals

  • 03

    Sales teams needing follow-up discipline and reports

  • 04

    Companies wanting a CRM they can host and customise

Capabilities

What is included in EthicsCRM

Lead capture & assignment

Leads from website forms, ads, portals, calls and WhatsApp, assigned automatically to salespeople.

Pipeline management

Visual deal stages, next actions, reminders and win-loss tracking.

Proposals & quotations

Branded quotations and proposals generated from templates and shared digitally.

WhatsApp workflows

Follow-ups, reminders and updates through the WhatsApp Business Platform.

Lead scoring & insights

Scoring that highlights hot leads, plus source and conversion reports.

Client management

Customer history, documents, tasks and renewals in one record.

How we work

A clear, step-by-step delivery process

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.

  1. 01

    Discovery

    Goals, users, workflows, integrations and success metrics are mapped in a workshop.

  2. 02

    Solution design

    Architecture, data model, security design and a milestone plan are signed off.

  3. 03

    Build sprints

    Two-week sprints with a working preview you can test at every step.

  4. 04

    Testing & launch

    Functional QA, performance checks, VAPT and user acceptance before go-live.

  5. 05

    Support & growth

    SLA-backed support, monitoring and a roadmap for the next phase.

Deliverables

What you receive

  • Configured EthicsCRM workspace
  • Lead source integrations
  • Proposal templates
  • WhatsApp setup
  • Data import from Excel or an old CRM
  • Team onboarding and training

Platform & integrations

Tools we work with

Responsive web appWhatsApp Business APIREST APIWebsite form integrationCloud telephonyTally / Zoho Books syncEncrypted cloud hosting

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

Choose how we work together

Cloud deployment

We host and manage the platform for you with backups, updates and support.

Most chosen

Private deployment

Installed on your own server or cloud account for full data control.

Custom edition

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 quote

FAQs

EthicsCRM: frequently asked questions

How is EthicsCRM different from Zoho or HubSpot?

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.

Can we import our existing leads?

Yes. We import contacts, leads and deal history from Excel or your previous CRM and clean duplicates during onboarding.

Does it work on mobile?

Yes. EthicsCRM is responsive, so salespeople can update leads, log calls and share proposals from their phones.

Can it be customised for our process?

Yes. Stages, fields, approval rules, proposal formats and reports can be configured, and custom modules can be built when needed.

Reply within one business day

Request a proposal for EthicsCRM

Share a few details. A senior specialist reviews them and schedules a call to discuss scope, timeline and cost, with no obligation.

  • Written scope and fixed quote
  • NDA signed before you share sensitive details
  • Direct access to the people doing the work

By submitting you agree to be contacted about this enquiry. We never share your details.

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