What the CRM setup & automation does
- CRM choice and setup: Zoho CRM, Zoho Bigin, HubSpot or Salesforce
- Lead capture from ads, WhatsApp, website and calls
- Pipelines, stages and automation rules for your sales process
- Data migration from Excel and old tools, de-duplicated
- AI summaries, next steps and follow-up reminders
- Sales dashboards and team training
Pricing
Discovery call + AI audit
30-minute call, process map and a costed plan for your CRM setup & automation. Founding members only.
Book for ₹199Set up and go live
One-time, fixed quote after the audit. Live in 2 to 6 weeks, with 30 days of fixes included.
Get a specialised quoteManaged every month
We monitor, fix and improve it, and add new automations each month.
Get a specialised quotePrices are starting points; GST extra where applicable. Your quote depends on volume, tools and integrations, and is fixed before we start.
Questions
How long does it take to set up a CRM setup & automation?
One week for the audit, then two to six weeks to build and test it with your people. You see progress every week.
What does a CRM setup & automation cost?
Building one AI team starts at ₹50,000 as a fixed quote after the audit, and running it as a service starts at ₹40,000 a month. The discovery call with an AI audit is ₹199 for founding members while seats last (normally ₹15,000).
Who is the CRM setup & automation for?
Businesses with 2 to 100 salespeople moving from Excel or an unused CRM.
Do we need a tech team?
No. It runs on tools your team already uses, and we train one or two people to own it.