CRM Setup
CRM setup centralises leads and customer interactions into one system with defined stages, ownership and source tracking. Without it, leads live in inboxes, WhatsApp and spreadsheets, follow-up depends on memory, and nobody can tell which channel produced revenue.
The common failure is a CRM nobody uses. It gets configured with forty fields, the sales team finds it slower than a notebook, and within a month the data is worthless.
We configure for the smallest set of fields that answers the questions you actually ask, automate capture so nobody types leads in by hand, and connect sources so attribution flows through without manual tagging.
What's included
- CRM selection guidance
- Pipeline stages matched to how you actually sell
- Automated lead capture from forms, ads and WhatsApp
- Source and campaign attribution on every lead
- Follow-up task automation and reminders
- Reporting on conversion by stage and source
- Team training and adoption support
Questions people actually ask
Which CRM should I use?
For most small and mid-sized Indian businesses, Zoho for value and local support, or HubSpot's free tier to start. The right answer is the one your team will actually use: a simple CRM used consistently beats a powerful one abandoned.
Why do CRM implementations fail?
Too many required fields and no automated capture. If a salesperson must type in every lead and fill fifteen fields, they will stop. Automate capture and require only what you genuinely report on.
Can it connect to WhatsApp?
Yes, through the WhatsApp Business API. Conversations log against the contact record, so you can see the full history rather than it living on one person's phone.