Convert & retain
CRM & Marketing Automation
Make the handover from interest to action more reliable.
Your investment
Know the starting point.
Starting agency fee · Initial setup of one existing CRM for up to three users, one sales pipeline and three simple automations.
Included at this starting scope
- One pipeline with up to six stages and ten custom fields
- One clean CSV import of up to 500 contacts
- Three standard trigger/action workflows and one team handover
CRM licenses, ongoing administration, complex migration or cleanup, custom APIs, paid connectors, multi-system automation and applicable GST are separate.
Agency fees in INR for the starting scope shown. Advertising spend, third-party charges and applicable taxes are extra. Your final fee and scope are agreed in writing before work starts.
01 / The opportunity
A useful place to start.
A CRM is useful when it reflects how your team actually works. We map the enquiry journey, reduce repetitive administration and create clear ownership of each next step.
02 / The scope
What the work can include
- Lead lifecycle and pipeline design
- Contact field and data-quality review
- Lead routing, follow-up and appointment-booking integrations
- Customer-support handoffs and ownership rules
- API integration and exception-handling plan
- Team handover and operating documentation
The final scope is agreed after reviewing your starting point, access, priorities and available resources. Deliverables and responsibilities are documented before work begins.
03 / Applied intelligence
Where AI helps
AI can assist with classification, summaries and next-action suggestions. Scoring rules and automated decisions are reviewed for business relevance and data quality.
Clear accountability. AI supports the process; it does not replace permission, accurate business information or responsible judgement.
04 / Meaningful progress
How we measure progress
Review response time, lead progression, missed follow-ups, data completeness and the operational time saved by reliable workflows.
05 / The process
From the first conversation to delivery
- Understand: establish the business goal, starting point and practical constraints.
- Agree: prioritise the scope, ownership, access and useful measures.
- Deliver: create and implement the agreed work with appropriate review.
- Improve: assess evidence, explain limitations and recommend the next action.
Questions worth asking
Do we need a new CRM?
Not necessarily. We begin with your existing tools and process. A simpler integration or better pipeline design may solve the problem without changing platforms.
How is the engagement priced?
Our starting fee is ₹10,000 one-time for the starting scope shown above. The pricing panel lists the included work and extra costs. A written quote confirms your final scope, fee and applicable taxes before you commit.
Can we start with a focused project?
Yes. A focused review, defined deliverable or limited implementation can establish a useful baseline before a larger commitment.
Connect the pieces
Related services.
WhatsApp Automation & Marketing
Give every enquiry a clear, timely next step.
Email Marketing & Automation
Build useful conversations beyond the first visit.
Analytics, Attribution & BI Reporting
Understand what happened and what to do next.
Make your next move
Your next chapter starts here.
A new idea. A challenge to solve. An ambition to grow. Tell us what you have in mind.