Every lead captured, assigned and followed up. Automatically.
We connect your lead sources to your CRM and automate the follow-up, so no enquiry sits untouched and your pipeline shows what's really happening.
Most CRMs fail for one reason: the data going in is incomplete and late. Leads arrive from the website, ads, WhatsApp, IndiaMART, JustDial and phone calls, and someone is supposed to type them in. Some get entered twice, some never, and follow-ups depend on memory.
CRM automation fixes the input side. Leads flow in on their own, cleaned and deduplicated, get assigned to the right person straight away, and follow-up tasks and messages happen on schedule. Your team spends its time talking to prospects, not updating records.
From first enquiry to closed deal
Lead capture from every source
Website forms, Meta and Google ads, WhatsApp, IndiaMART, JustDial, calls and email, all into one CRM.
Deduplication and enrichment
Matching against existing contacts so each customer exists once, with company and source details added.
Instant assignment
Round-robin, by territory, by product or by lead score, with an alert to the salesperson on WhatsApp or Slack.
Automatic follow-ups
Email and WhatsApp sequences plus tasks for calls, so no lead goes quiet by accident.
Pipeline hygiene
Stale deals flagged, missing fields chased, and records kept up to date without manual checks.
Reporting
Daily or weekly pipeline summaries sent to managers automatically.
Use the CRM you have
We automate the CRM you already use, or help you pick one if you're still on spreadsheets.
HubSpot and Zoho
The two most common choices for Indian SMEs, both with good automation support.
Salesforce and Pipedrive
For larger sales teams or specific pipeline needs.
Google Sheets
A perfectly good starting point for small teams, automated properly.
Want to see a full build? Read our lead-routing example, which covers capture, deduplication, AI qualification and routing step by step. Our blog post on signs your team needs automation helps you decide where to start.
Common questions
Do we need to change CRMs?
Usually not. We automate the CRM you already have. If you're on spreadsheets and outgrowing them, we'll recommend a CRM that fits your team size and budget.
Can you clean up our existing CRM data?
Yes. We can merge duplicates, standardise fields and fill gaps as part of the project.
Will salespeople still get the leads fast?
Faster. Assignment happens within seconds of the lead arriving, with an alert on the channel they actually check.
Find the leads you're losing today.
Book a free audit and we'll trace one lead from enquiry to follow-up and show you where it leaks.
Book your free audit