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CRM & Business Automation
One system your team actually updates — pipelines, automated follow-up and reporting you can trust.
- Source of truth
- SingleSource of truth
- Follow-up
- AutomatedFollow-up
- Pipeline reporting
- LivePipeline reporting
What's covered
- CRM Development
- Sales Automation
- Workflow Automation
- Customer Management
Projects start from ₹67,999
Talk to a specialist
Tell us what you are trying to move and we will send back a scoped plan — no pitch deck, no obligation.
Starting from ₹67,999
Request a proposalReplies within one business day
Overview
What CRM & Business Automation means here
Most CRM projects fail for the same reason: the system was configured for the sales director's reports rather than the salesperson's day, so nobody updates it, and within three months the pipeline data is fiction.
We design around the rep. Stages that match how deals actually move, required fields kept to the minimum that makes reporting possible, and automation doing the admin — logging activity, creating tasks, sending follow-ups, updating stages on trigger — so keeping records current costs almost nothing.
Then the rest of the business connects: website and ad leads flowing in automatically with source attribution intact, quotes and invoices generated from deal data, and dashboards that reconcile with what marketing reports. Migration, deduplication and training are part of the engagement, because a clean start matters more than the feature list.
What you get
Everything included
The full scope of a standard engagement. Anything outside it is quoted before we start, never after.
- CRM selection or audit of your existing setup
- Pipeline, stage and field design matched to how you sell
- Data migration, deduplication and cleaning
- Lead capture and routing from website, ads and WhatsApp
- Automated follow-up sequences, tasks and reminders
- Quote, proposal and invoice generation from deal data
- Dashboards for pipeline, conversion and revenue
- Team training and written process documentation
Why it works
Built around the outcome
One source of truth
Leads, deals, customers and history in one place instead of four spreadsheets and an inbox.
Follow-up on rails
Sequences, reminders and task creation triggered automatically so no lead goes cold unnoticed.
Leads routed instantly
Web, ad and WhatsApp enquiries land in the CRM with source attribution and an owner assigned.
Reporting that reconciles
Pipeline, conversion and revenue dashboards that agree with what marketing is reporting.
Adopted, not abandoned
Configured around how your team actually sells, with training and a migration that starts clean.
How we deliver
From brief to results
The stages every crm & business automation engagement moves through, and what happens in each.
- 01
Map
Document how deals actually move today, including the parts that live in someone’s head.
- 02
Configure
Build pipelines, fields and automations around that process, not a generic template.
- 03
Migrate
Clean, deduplicate and import existing data so the new system starts trustworthy.
- 04
Adopt
Train the team, monitor usage, and refine anything that creates friction.
Good fit
Good fit
Who this is for
- Sales teams tracking deals in spreadsheets and inboxes
- Businesses that bought a CRM nobody uses
- Companies losing leads between marketing and sales
- Operations leads with no reliable view of the pipeline
Tools we work with
We build on established platforms rather than anything proprietary, so you keep full ownership and can take the work elsewhere at any time.
HubSpotZoho CRMPipedriveSalesforcen8nZapierGoogle WorkspaceHubSpotZoho CRMPipedriveSalesforcen8nZapierGoogle Workspace
Google WorkspaceZapiern8nSalesforcePipedriveZoho CRMHubSpotGoogle WorkspaceZapiern8nSalesforcePipedriveZoho CRMHubSpot
Loved by clients
Loved by clients
Don't just take our word for it
Real results, in the words of the founders and teams we've partnered with.
“Kashavi rebuilt our funnel and doubled qualified pipeline in a quarter.”
Ava Thompson
VP Marketing · Northwind
“The most data-driven agency we have worked with — no fluff, just results.”
Daniel Cruz
Founder · Lumen Labs
“Kashavi rebuilt our funnel and doubled qualified pipeline in a quarter.”
Ava Thompson
VP Marketing · Northwind
“The most data-driven agency we have worked with — no fluff, just results.”
Daniel Cruz
Founder · Lumen Labs
FAQ
FAQ
CRM & Business Automation questions
The things prospective clients ask us most often about this service.
It depends on team size, deal complexity and budget. HubSpot suits marketing-led teams, Zoho and Pipedrive fit smaller sales teams well, and Salesforce makes sense at real scale. We recommend after mapping your process, and we have no reseller incentive either way.
Related
Often paired with this
These work well alongside it — and cost less to run together than to bolt on later.
Free strategy call
Ready to start with CRM & Business Automation?
Tell us where you are today and what you need crm & business automation to achieve. We will come back with a scope, a timeline and a price — usually within one business day.
Replies within one business day · No commitment