CRM Solutions — Setup & Management
Get every lead into one system with automated follow-up, so enquiries stop dying in personal inboxes and WhatsApp threads.
The problem CRM actually fixes
Most businesses do not have a lead generation problem so much as a lead handling problem. Enquiries arrive across website forms, WhatsApp, phone calls and social DMs, then scatter. A properly configured CRM consolidates all of it and makes follow-up automatic rather than dependent on memory.
What our CRM solutions configure for you
Lead capture from your website, ads, WhatsApp and calls; pipeline stages matched to how your sales process genuinely works; automated reminders and follow-up sequences; task assignment; and dashboards that show conversion rate by source.
Integration with your marketing
When CRM data is connected back to Google Ads and Meta, you can optimise campaigns against closed revenue rather than raw form fills — which usually changes where budget should go.
What is included
Pricing for this service depends on volume and setup complexity, so we quote after a short discovery call rather than publishing a flat rate that would be wrong for most businesses.
Get a custom quote →- — CRM platform selection advice
- — Account setup & configuration
- — Multi-channel lead capture integration
- — Sales pipeline & stage design
- — Automated follow-up workflows
- — Team training & documentation
- — Reporting dashboards
Frequently asked questions
Which CRM do you recommend?
It depends on team size and budget rather than brand preference. Small teams often do well on lighter tools, while businesses needing deep automation and reporting may justify a heavier platform. We recommend based on your actual process, not on a reseller commission.
Can you migrate our existing data?
Yes. Contacts, historical deals and notes can usually be migrated from spreadsheets or an existing CRM. We de-duplicate and standardise records during migration, which is generally the point at which most data quality problems surface.
How long does CRM implementation take?
A straightforward setup takes 1–2 weeks. More complex implementations with multi-channel capture, automation and integrations typically run 3–5 weeks including team training.
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Official sources and documentation
We work to published platform and regulatory guidance rather than second-hand advice. These are the primary sources behind our process.
- Google Ads — offline conversion imports ↗
- Meta — Conversions API ↗
- Google Analytics 4 — setup ↗
- Google Ads — conversion tracking ↗
- Google Search Console ↗
- Meta Business Help Centre ↗
- Google Ads Help — campaign types ↗
- WhatsApp Business Platform ↗
- TRAI — Telecom Regulatory Authority of India ↗
- Schema.org vocabulary ↗
Tell us where you want to grow
Share a few details and we will send back a specific, prioritised plan for your business — not a generic proposal. No obligation, no sales pressure.
Get a free digital audit
Tell us your goals and current setup. We will send back a specific, prioritised list of what to fix first — no obligation.
Request Free Audit →Or call +91 79825 40118 · +91 74510 05142
How an engagement runs
Six stages, in this order. We do not skip ahead because a client is impatient — the sequence exists because each stage depends on the one before it.
Discovery and audit
Everything currently running is reviewed together — search, paid, social, website, follow-up. Channels are almost never failing independently; the gaps between them are usually where the money leaks.
One strategy document
A single plan covering every active channel with a stated role for each. Without it, channels compete for the same budget while claiming credit for the same enquiries.
Shared research layer
Keyword and audience research done once and used by every channel. Paying two agencies to research the same business twice is the most common hidden cost of a split setup.
Sequenced rollout
Paid launches first because it produces data fastest. Organic and content build underneath it. Social runs alongside to make both cheaper. Turning everything on at once makes attribution impossible.
Conversion infrastructure
Landing pages, forms, tracking and CRM routing. Sending more traffic to a site that does not convert is an expensive way to discover the site does not convert.
One report, one call
Consolidated monthly reporting that leads with enquiries and cost per enquiry, with channel detail underneath for anyone who wants it.
The mistakes we see most often
Every one of these comes from an account or a site we have actually inherited. None of them are hypothetical.
Splitting channels across vendors
Each optimises their slice, nobody owns the gaps, and research gets paid for twice. The gaps between channels are where enquiries leak.
Turning everything on at once
Simultaneous launch across five channels makes attribution impossible. Sequenced rollout tells you what actually worked.
Judging channels in isolation
Social rarely closes the sale directly; it makes search and paid cheaper. Measured alone it looks like failure, measured in context it often subsidises everything else.
No conversion infrastructure
More traffic to a site that does not convert is an expensive way to confirm the site does not convert. Fix the destination before increasing volume.
Changing strategy every month
Compounding channels need at least two quarters to show their shape. Agencies overhauling the plan every reporting cycle are usually managing anxiety, not performance.
Questions worth asking
Ask these of us and of everyone else you are considering anywhere. The answers separate agencies faster than any proposal does.
If an answer is vague, that is the answer. Vagueness at the sales stage becomes vagueness in reporting.
- — Who owns the accounts, domain and data if we leave?
- — What exactly is delivered each month, in writing?
- — Do you mark up ad spend or media cost?
- — Who actually does the work, and where do they sit?
- — What is the notice period, and what happens on exit?
- — Can I speak to a client you stopped working with?
- — What would make you tell me to stop spending?
What results realistically look like
Honest timelines, based on engagements we have actually run rather than what sounds persuasive in a pitch.
Foundation
Audit, fixes and setup. Little visible movement. This is the stage clients find hardest, and skipping it is why most engagements underperform later.
First signals
Early movement on long-tail terms, campaigns stabilising, first attributable enquiries. Enough data to know what is working and what is not.
Compounding
Commercial keywords move, cost per enquiry falls as the account matures, and content published earlier starts ranking. This is where the work pays back.
Scale or stop
By now the numbers are clear. Either we scale what works, or we tell you honestly that the channel is not right for your business.
Terms you will hear, explained
Agencies hide behind jargon. Here is what the words actually mean, so you can hold any vendor to account — including us.
Attribution
Assigning credit for an enquiry across the channels that touched it. Last-click flatters paid and undervalues everything upstream.
CAC
Customer acquisition cost — total spend divided by customers won. The number that decides whether marketing is working.
Full funnel
Covering awareness, consideration and decision rather than only the final click.
Marketing stack
The combined tools running your marketing. Fragmented stacks lose data at every handoff.
Incrementality
Whether a channel produced sales that would not have happened anyway. Rarely measured, frequently assumed.
Things clients ask before signing
Can we start with one channel and expand?
That is usually what we recommend. Two channels, then expand once there is data showing where the next rupee performs best. Buying everything on day one is rarely the efficient move.
How is this cheaper than separate vendors?
The research and reporting layer is shared instead of repeated. Combined engagements typically land 20–30% below the sum of the same services bought individually.
Who is our point of contact?
One account strategist who owns the whole engagement. You do not brief a different person per channel.
What contract length?
Monthly rolling after an initial three-month period, which exists because compounding channels need a fair run to show anything. No annual lock-in.
What if it is not working?
We tell you, with numbers, and either change approach or recommend you stop. An agency that never delivers bad news is not reporting honestly.