Verified engagement
Team actually uses it now
Earlier CRM attempts failed because reps stopped updating entries. They simplified the fields and added WhatsApp logging automatically. Follow-ups stopped falling through.
One-time project
Sales Enablement
CRM Setup & Sales Automation
Zoho, LeadSquared or Freshsales configured to your real process — with follow-ups that never slip.
Onboarding in 14 daysFixed-scope project, 30 days support included8 experts · Since 2021
What you get
- Zoho CRM, LeadSquared or Freshsales set up to your process
- Lead capture from website, WhatsApp and marketplaces
- Auto follow-ups, task reminders and owner dashboards
- Team training in Hindi & English, recorded for new joiners
About this service
CRMs fail in SMBs for two reasons: they're configured for a generic sales process, and nobody maintains them. This project fixes both — we map your actual stages (including credit terms and dealer networks), simplify fields to what your team will fill, and automate follow-ups so the system works even when people forget.
Post-setup, we train your team on their phones in Hindi or English, and hand over a one-page admin guide so you're not dependent on us for every change.
Packages & pricing
Partner-listed prices, fixed for 12 months from signup. GST invoice direct from the partner.
Setup
One team, one pipeline, clean start.
₹49,999 one-time
- 1 pipeline, up to 5 users
- 5 automation rules
- Lead capture (site + WhatsApp)
- Data migration from sheets
- 2-hour team training
Most chosen
Pro
Multi-team with reporting depth.
₹89,999 one-time
₹1,09,999 Save ₹20,000
- Multi-pipeline, up to 25 users
- WhatsApp + telephony integration
- Custom dashboards & reports
- Role-based access
- 3 training sessions + admin guide
Custom
Complex products, custom modules.
Custom quote
- Custom modules & APIs
- ERP/accounting integration
- Multi-branch setup
- Onsite workshops
- 90-day hypercare
Service details
- Platforms
- Zoho CRM, LeadSquared, Freshsales
- Timeline
- 2–4 weeks depending on scope
- Migration
- Sheets/Excel data cleaned and imported
- Training
- 2–3 live sessions + recordings
- Support
- 30 days post-launch, then optional care plan
4.6
73 verified reviews
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Frequently asked questions
Zoho CRM fits most Indian SMBs on cost and depth; LeadSquared suits high-volume enquiry businesses like real estate and education; Freshsales is the lightest to run. We recommend after a scoping call, not before.
Licences are paid by you directly to the vendor (typically ₹800–₹2,000 per user/month). We configure, migrate, automate and train — you own the account and the data.
Adoption is designed in: minimal fields, mobile-first flows, WhatsApp auto-logging, and manager dashboards that surface neglected leads. The 30-day support window includes two adoption check-ins.
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