CRM & Lead Management
Stop losing leads in DMs, spreadsheets and forgotten call registers.
CRM setup, WhatsApp Business API and lead-flow automation — every enquiry captured, routed, followed up and reported on.
The biggest hole in most Chhattisgarh SMEs isn't lead volume — it's what happens after a lead arrives. Enquiries get scattered across Instagram DMs, WhatsApp messages, missed calls, walk-in registers and a sales executive's personal notebook. Half never get followed up. The other half get called twice, badly.
We fix that end-to-end. We implement a CRM tuned to your sales process — HubSpot, Zoho, Salesforce, or a lightweight custom one for smaller teams — and wire every lead source into it. Meta forms, website enquiries, WhatsApp API, Google Business messages, walk-in QR codes and inbound calls all land in one place with owner, source and stage attached.
Then we automate the boring parts. Auto-assignment by territory or product. WhatsApp templates for first response inside 60 seconds. Follow-up reminders. Missed-call callbacks. Sales dashboards for owners. Weekly leaderboards for teams. Everything you'd love to have but never sit down to build.
We've done this for auto dealerships, real-estate brands, event businesses and D2C companies across Durg, Bhilai and Raipur — and the pattern is the same: capture more, respond faster, close more. Zero magic, just plumbing done right.
What you get
Deliverables, wired to outcomes.
How we work
A tight process, run every time.
01
Map
Current lead sources, drop-offs, sales stages and owner roles.
02
Configure
CRM instance, WhatsApp API, integrations, permissions.
03
Automate
Assignment, first-response, reminders, dashboards, reports.
04
Train
Team walkthrough, SOPs, ongoing support and iteration.
< 60 s
First-response time
→ near-zero
Lead leakage
2–3 wks
Setup window
Deeper dive
How this practice actually runs.
Implementation starts with a lead-flow map. We shadow your existing sales operation for a week — sitting on inbound calls, watching DM triage, reviewing Excel trackers, and interviewing every executive who touches an enquiry. That produces a source-of-truth flowchart of where leads enter, where they leak, how long each stage takes, and which team member owns which step. The CRM is then configured to that flow, not the other way around, which is why adoption sticks.
The WhatsApp Business API layer is where most of the compounding value shows up. We build approved message templates for every stage — welcome, callback confirmation, quote sent, appointment reminder, feedback request — connect them to CRM triggers so they fire automatically at the right moment, and route inbound WhatsApp replies to the assigned sales owner instead of a shared inbox. Response time drops from hours to seconds and conversion rates on paid campaigns typically lift 20–35%.
Reporting is designed for the owner, not the analyst. You get a single dashboard with three views — a live pipeline (deals by stage and value), a team leaderboard (leads handled, response time, conversion rate) and a source-attribution panel that shows exactly which channels are earning back their spend. Weekly WhatsApp digests summarise the week's numbers and flag any executive who is consistently missing SLA — accountability without micromanagement.
Pricing & engagement
What a real engagement looks like.
Standard implementation for a single-team setup — CRM subscription setup, WhatsApp API onboarding, lead-source integrations, automations, dashboards and training — is a one-time ₹85,000–₹1.75L project depending on tooling and integration count.
Multi-branch, multi-product or dealership-network implementations start at ₹2.5L one-time and scale with pipeline complexity. Custom CRM builds on Zoho Creator, Airtable or Retool are quoted separately.
Ongoing management retainers — new automations, adoption reviews, monthly reporting and integration maintenance — start at ₹22,000/month. Your CRM subscriptions, WhatsApp conversation charges and BSP fees are billed direct to you at cost, never marked up.
FAQs
Questions we get on this service.
Which CRM do you recommend for a Chhattisgarh SME?+
For teams under 10 sales users we usually implement Zoho CRM or a lightweight HubSpot Free/Starter — both are affordable, WhatsApp-friendly and easy to train non-technical staff on. Enterprise dealership networks and multi-city real-estate developers we typically migrate to HubSpot Sales Hub Pro or Salesforce depending on integration needs.
How long does a CRM + WhatsApp API implementation take?+
A lean single-team setup — CRM instance, WhatsApp Business API, three lead sources wired in, auto-assignment rules, first-response templates, one dashboard — ships in 2–3 weeks. Multi-branch, multi-product configurations with permission trees, custom pipelines and ERP handoffs take 4–8 weeks.
Do you provide the WhatsApp Business API or does that come from Meta?+
The API is Meta's. We resell it through official BSPs (Interakt, Wati, AiSensy, Gupshup or 360dialog) based on your volume and use case, handle the entire onboarding, template approval, green-tick verification and message-cost audit, and integrate it into your CRM so every conversation is logged against the right lead.
Will our sales team actually use it, or will it collect dust like the last one?+
That's the risk we design against. Our rollout includes SOP documentation, live team training, a two-week hyper-care period where we sit inside your daily standup, gamified adoption dashboards, and monthly usage audits. We also configure the CRM to make the sales rep's day easier — WhatsApp templates, auto-reminders, one-click callback — because tools that add friction get abandoned.
Can you integrate with our existing tools — Tally, ERP, dealer management system?+
Yes. We integrate with Tally, Zoho Books, DMS platforms used by TVS, Bajaj, Yamaha and other OEM dealer networks, and custom ERPs via API or middleware (Zapier, Make, n8n). Data flows both ways — leads down, invoicing and delivery status up — so sales, finance and delivery see the same customer record.
Who this is for
Auto dealerships, real-estate developers, coaching institutes, wellness clinics and multi-location retailers where every missed call is a lost customer.
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