Lead management, multi-stage sales pipelines and multi-channel automation across email, SMS and WhatsApp, tailored to how your team sells.
What you receive
Generic CRMs are built for a sales process that looks like a funnel on a slide. Real pipelines have dealer networks, site visits, quotations with revisions, credit approvals and follow-ups on WhatsApp. We build CRMs that model those realities instead of asking your team to work around them.
Because we also build ERPs and portals, your CRM connects to quotations, stock, dispatch and receivables rather than living in a silo.
Website, IndiaMART, ads, inbound calls and WhatsApp leads captured into one queue and assigned by territory, product or load.
Multi-stage pipelines with versioned quotations, approval rules, margin checks and conversion analytics.
Verified WhatsApp Business API flows for follow-ups, order confirmations, payment reminders and support, with human hand-off.
Email, SMS and WhatsApp sequences triggered by stage changes, inactivity or events in your ERP.
Mobile apps for visits, check-ins, orders and collections, working offline on the road.
Territory and rep dashboards, funnel velocity, win/loss reasons and forecast accuracy for leadership.
Technologies we typically use
Industries this serves
Sales, inventory, booking and customer platforms for developers, brokers and property businesses.
ExploreStorefronts, marketplaces and B2B portals for brands and distributor networks.
ExploreSmart ERPs, MRP and shop-floor visibility for discrete and process manufacturers.
ExploreA distributor ordering portal with tiered pricing, credit control and a scheme engine for turnover, slab and quantity schemes, integrated with the brand's ERP and WhatsApp.
If a packaged CRM fits your process, use it; we will say so. Custom CRMs make sense when your pipeline has dealer hierarchies, complex quotations, approval chains or deep ERP integration that packaged tools handle poorly or price punitively per seat.
Yes. We work with Meta's official API via approved providers, including template approval, opt-in management and hand-off to human agents.
Book a free architecture session. We'll understand your operations, identify the highest-impact opportunities and outline a clear roadmap, with no obligation.