Stop Losing Leads in WhatsApp Chats and Spreadsheets — Get a Proper CRM.
Most growing businesses manage leads through a messy mix of WhatsApp, Excel, and memory. A CRM gives you a single place to track every lead, follow up at the right time, and never let a potential client slip through the cracks.
The challenge
Does this sound familiar?
- Leads come in from multiple sources and you have no system to track them all
- You follow up inconsistently — some leads get chased, others are forgotten entirely
- You have no idea how many leads convert to clients or where they drop off
- Your sales process exists in someone's head, not in a repeatable system
- You've tried setting up a CRM before but your team didn't adopt it
Here's how we solve it.
- We map your current sales process before configuring anything — so the CRM fits how you actually work
- We set up your pipeline, deal stages, lead sources, and automations correctly from the start
- We connect your website forms, ad leads, and WhatsApp so every lead flows in automatically
- We run a live training session with your team so adoption happens from day one
What's included
Everything we deliver.
Everything we configure and connect for a CRM that actually gets used.
- ✔ Platform recommendation (Zoho CRM vs HubSpot free vs paid)
- ✔ Pipeline setup with your specific deal stages
- ✔ Lead source tracking (website, ads, WhatsApp, referral)
- ✔ Website lead form connected to CRM automatically
- ✔ Email and WhatsApp notification on every new lead
- ✔ Basic automation: follow-up reminders, deal stage changes
- ✔ Team member accounts and permission setup
- ✔ Contact import from existing spreadsheets
- ✔ 1-hour live training session for your team
- ✔ 30-day support for questions and adjustments
How it works
How we set up your CRM.
A structured process that ensures your team actually uses it.
Process Mapping
We map your current sales process — how leads come in, what stages they go through, who follows up.
CRM Configuration
We set up pipeline, fields, lead sources, and automations based on your actual workflow.
Integrations
We connect your website forms, ad leads, and WhatsApp so every lead flows in automatically.
Training & Handover
We run a live training session and provide a quick-start guide for new team members.
Results
What a properly set up CRM delivers.
0
Leads lost to follow-up gaps
1
Dashboard for all leads
7
Days to setup
100%
Team trained
Pricing
Simple, transparent pricing.
Our fee covers setup and configuration. The CRM subscription is paid directly to Zoho or HubSpot.
Basic Setup
Essential CRM configuration for small teams.-
Zoho or HubSpot config
-
Pipeline setup
-
Website form integration
-
Team accounts
-
1-hr training
Full Setup
Complete CRM with integrations and automations.-
All Basic inclusions
-
Ad lead integration
-
WhatsApp notification setup
-
Follow-up automations
-
Contact import
-
30-day support
Custom Setup
Complex workflows, multi-team, custom reporting.-
All Full inclusions
-
Custom fields and workflows
-
Multi-team setup
-
Reporting dashboards
-
Monthly management option
Client stories
What our clients say.
FAQs
Frequently asked questions.
Everything you need to know before getting started.
Which CRM do you recommend — Zoho or HubSpot?
For most Indian startups, Zoho CRM is our first recommendation — generous free tier, works well for small teams, and integrates easily with Indian tools. HubSpot is better if you need strong marketing automation. We’ll advise based on your team size and requirements.
We already use Excel. Why should we switch?
Spreadsheets work for 10 leads. When managing 50+ leads across multiple team members, things get missed, follow-ups are forgotten, and you have no visibility on conversion rates. A CRM solves all of this.
Can you connect Facebook Ads leads directly to the CRM?
Yes. Facebook Lead Ads can be connected directly to Zoho or HubSpot so every lead from your Meta campaigns lands in the CRM automatically — no manual export needed.
What if our team doesn't use the CRM after setup?
Adoption is the biggest CRM challenge — which is why our training covers not just how to use it but why it makes each person’s job easier. We also keep it simple: we don’t configure features your team won’t actually use.
Do we pay separately for the CRM subscription?
Yes. Our fee covers setup and configuration. The CRM subscription is paid directly to Zoho or HubSpot. Both have free tiers that work well for small teams — we’ll tell you when and if you need to upgrade.
Losing leads because you have no system to track them?
Book a free call — we’ll show you how a properly set up CRM transforms your follow-up process.
Free 30-minute call · No commitment required · Honest advice, always
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