● AI automation / CRM and lead management

CRM With WhatsApp Integration: Every Lead Tracked From First Message to Sale

We set up and connect your CRM so every enquiry from ads, WhatsApp, calls and your website lands in one pipeline, gets scored, and gets followed up automatically. Built for clinics, real estate and service businesses in India.

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WhatsApp integratedLead scoringAutomated follow-upSet up for you

● Why it matters

Leads do not disappear. They get lost.

Enquiries sit in WhatsApp chats, call logs, ad dashboards and notebooks. Nobody can see which ones were followed up, so many never are.

One pipeline

Leads from Meta, Google, WhatsApp, calls, website forms and portals land in one place, with their source recorded.

Scored automatically

Each lead is scored on budget, need and timeline, so your team calls the best ones first.

Follow-up that runs itself

Reminders, WhatsApp messages and tasks go out on schedule, so no lead is forgotten.

WhatsApp inside the CRM

Your team sees the full WhatsApp conversation next to each lead and replies from the same screen.

Clear reports

Leads, response times, bookings and sales by source, so you know which campaigns pay.

In your name

The CRM, data and WhatsApp number belong to you. We set it up and hand over admin access.

● CRM implementation services

We set up the CRM, so your team just uses it

Most CRM projects fail because the software is bought and never set up properly. We choose a CRM that fits your team size and budget, or work with the one you already have, then build the pipeline, fields, automations and WhatsApp integration around how you actually sell.

For very small teams we sometimes start with a well-built Google Sheet and move to a CRM as volume grows. You do not pay for software you do not need.

What implementation includes

Choice of CRM for your team and budget
Pipeline stages that match your sales process
WhatsApp Business API connected to the CRM
Ad, form, call and portal leads routed in automatically
Lead scoring and automatic assignment
Follow-up sequences and reminders
Dashboards for leads, bookings and revenue
Training for your team

● CRM by industry

CRM for clinics, real estate and small businesses

CLINICS

CRM for clinics

Patient enquiries, appointments, reminders and follow-up visits in one place, linked to WhatsApp booking.

Learn more →REAL ESTATE

CRM for real estate

Leads by project, budget and location, with site-visit tracking and long-term nurture for buyers not ready yet.

Learn more →SMALL BUSINESS

CRM for small business

A simple pipeline your team will use, with WhatsApp follow-up and a weekly report for the owner.

Learn more →

● CRM setup cost

What a CRM setup costs

Two parts: the CRM software, and our setup and support.

SOFTWARE

CRM subscription

Many CRMs have free or low-cost plans for small teams, with per-user pricing as you grow. We recommend one that fits your budget, or use the one you have.

Setup and support

A one-time setup fee for implementation and WhatsApp integration, and an optional monthly fee for changes and reporting. Quoted after a short call.

Get a quote →

● Questions

CRM and lead management FAQs

Which CRM do you recommend?

It depends on your team size, budget and the tools you already use. We work with common CRMs and can start with a Google Sheet for very small teams. We recommend one after seeing how you sell.

Can you integrate WhatsApp with our CRM?

Yes. We connect the official WhatsApp Business API so every conversation is saved against the lead, and your team can reply from the CRM.

We already have a CRM. Can you work with it?

Yes. We can clean up your pipeline, connect your lead sources and WhatsApp, and add scoring and follow-up automation to the CRM you already use.

What is the difference between a CRM and a lead management system?

A lead management system tracks enquiries until they are qualified. A CRM covers the whole relationship, from first enquiry to sale and repeat business. We set up both parts in one place.

How long does a CRM setup take?

Simple setups take one to two weeks. Setups with several lead sources, WhatsApp integration and custom reports take longer, and we agree the timeline before starting.

● Ready when you are

See every lead in one place

Tell us where your leads come from today. We will show you what your pipeline would look like and what it would take to set up.