Leads go cold
Nobody follows up within the first hour, so buyers move on.
Fixed with: Instant assignment and automatic follow-ups
Custom CRM, Salesforce, HubSpot, Dynamics 365 and Zoho, set up around how your industry sells, connected to WhatsApp, your website and your ERP, with automation and AI that keep every lead moving.
Marketing, sales, support, WhatsApp, your website and your ERP all write to the same customer timeline, so every team sees the full story.
Each leak is small on its own. Together they cost more than the CRM.
Nobody follows up within the first hour, so buyers move on.
When a salesperson leaves, their pipeline leaves with them.
Managers ask for numbers on Monday and get opinions.
Nobody knows which campaign brought which customer.
Sales, support and accounts each hold a different version.
Set your monthly leads, current conversion rate and average deal value, then the improvement you expect from faster follow-up, to see the extra deals and revenue a year. Figures are illustrative.
A 20% lift means a 6% conversion rate becomes 7.2%. Results vary by industry and how consistently the team uses the CRM.
Every stage of the funnel is measured, so you know whether to fix lead quality, follow-up or proposals. Percentages show conversion from the stage above. Sample B2B company, one quarter.
Each card opens the detailed service page.
Our general view of where each option is strongest, from 1 to 5 dots. The right choice depends on your process, team size and budget.
| Criteria | Custom CRM | Salesforce | HubSpot | Dynamics 365 | Zoho CRM |
|---|---|---|---|---|---|
| Fits a unique process | |||||
| Low licence cost at scale | |||||
| Speed to go live | |||||
| Marketing tools built in | |||||
| Microsoft 365 fit |
Build rules once: when something happens, check a condition, then assign, message, remind or update. The CRM runs them every time, day and night. Sample workflow.
AI scores each lead from behaviour and profile, explains the score and suggests the next best action, so reps spend time where it counts. Sample lead.
Values in lakh rupees. Sample sales team.
Each open deal is weighted by its stage probability, so the forecast is based on the pipeline, not on gut feel. Targets, closed deals and the weighted pipeline sit on one chart.
Pipelines, fields and automations differ for every industry. Tap yours for more.
Contacts, companies, deals, notes and attachments are mapped, de-duplicated and checked by count before go-live.
A typical platform rollout. A fully custom CRM usually takes 10 to 16 weeks.
Typical improvement targets we plan against, not guarantees.
Estimate the return before you commit, or check how ready your business is for AI.
Services that make a CRM more useful, from integration and apps to AI and marketing.
Straight answers to what businesses ask us most.
A CRM (customer relationship management) system keeps every lead, customer, conversation and deal in one place, so sales, marketing and support work from the same information and nothing falls through the cracks.
Choose a platform when your sales process is fairly standard and you want to go live quickly. Choose a custom CRM when your process is unique, you need deep integration with your ERP or operations, or per-user licence costs become too high as the team grows. We build and implement both.
SaaS, fintech and lending, healthcare, education, manufacturing, distribution, retail, hospitality, real estate and professional services. Each gets pipelines, fields and automations that match how that industry sells.
Yes. WhatsApp Business messages can be sent and received from the CRM, logged on the customer timeline and triggered automatically by workflows.
Yes. We migrate from Excel, Zoho, Pipedrive, Freshsales, SugarCRM and in-house systems, with duplicate checks and field mapping, and verify record counts before go-live.
Yes, if you want it. Leads are scored from behaviour and profile data, and the CRM can suggest the next best action for each deal.
Yes. Field teams can log visits with GPS check-ins, update deals and capture orders offline, with sync when they are back online.
Typically about 6 to 8 weeks for a platform implementation and 10 to 16 weeks for a custom CRM, depending on integrations and data migration.
Tell us what you want to build, your products, plants and current tools. We reply within 4 business hours with honest advice.