CRM & Automation

Custom CRM development & business automationbuilt around how you already work

Every enquiry captured, every follow-up reminded, every report ready without chasing anyone — for businesses in Dhanbad, Ranchi, across Jharkhand and India.

  • custom CRM
  • sales automation
  • lead management
  • WhatsApp CRM

What you get

  • One pipeline for website, WhatsApp, call and ad enquiries
  • Automatic follow-up reminders with clear ownership
  • Quotations, orders and dispatch out of spreadsheets
  • A live owner dashboard on phone and desktop

Based in Dhanbad, Jharkhand · working across India and overseas

Where businesses lose money

Most lost deals were never lost to a competitor — they were simply never followed up.

  • Enquiries live in too many places

    Website forms, WhatsApp, phone calls, ad leads and visiting cards — nobody can say how many enquiries came this month or what happened to them.

  • Follow-ups depend on memory

    The biggest deals need three or four touches. Without reminders, they quietly go cold and the team blames the market.

  • Work still runs on registers and Excel

    Quotations, approvals, dispatches and daily reporting take hours of manual effort and break the moment one person is absent.

  • The owner has no live picture

    Numbers arrive at month end, by which time the month is already lost. Decisions get made on feeling instead of data.

What we build

A system your team will actually use

  • CRM built to your process

    We map your actual sales and delivery flow first, then build stages, fields and permissions around it — not a generic template you have to adapt to.

  • WhatsApp & website capture

    Enquiries from your website, WhatsApp and ad campaigns land in one pipeline with their source recorded.

  • Follow-up automation

    Task reminders, stage timers and automatic nudges so no high-value enquiry sits untouched.

  • Team roles & accountability

    Each person sees their own pipeline; managers see everything. Clear ownership for every enquiry.

  • Orders, stock & dispatch

    For traders, dealers and manufacturers — orders, stock movement and dispatch status in one connected system.

  • Owner dashboard

    Live view of enquiries, conversion rate, revenue in pipeline and team performance, on phone or desktop.

How it runs

Mapped first, built second

Nothing is built before you have seen and approved the blueprint in plain language.

  1. 01

    Process mapping

    We sit with your team, document how an enquiry becomes an order today, and find where it leaks.

  2. 02

    Blueprint & approval

    You get a plain-language blueprint of screens, stages, roles and reports before any build starts.

  3. 03

    Build & integrate

    We build the CRM and connect website forms, WhatsApp and ad leads into it.

  4. 04

    Team onboarding

    Hands-on training with your staff, plus simple documentation they will actually use.

  5. 05

    Support & improve

    Monthly support: fixes, new reports and changes as your process evolves.

Who this suits

  • Industrial suppliers, manufacturers and mining vendors managing dealer and B2B enquiries
  • Jewellery, auto and high-ticket retail showrooms following up bridal and big-purchase buyers
  • Builders, real-estate and consultants tracking site visits and long decision cycles
  • Hospitals, clinics and institutes handling appointments, admissions and callbacks

Common questions

Why a custom CRM instead of a ready-made one?
Ready-made CRMs work when your process matches theirs. Most local businesses have their own way of quoting, approving and dispatching. A custom build follows your process, so the team adopts it instead of abandoning it.
Will my staff be able to use it?
That is a design requirement, not an afterthought. Screens stay simple, fields are limited to what is needed, and we train the team directly.
Can it connect with our website and WhatsApp?
Yes. Website enquiries flow in automatically, and WhatsApp enquiries are logged against the right customer record with the source captured.
What does ongoing support cover?
Hosting and uptime, backups, bug fixes, small changes and new reports — handled as a monthly retainer so the system keeps improving.

Contact

Get a free consultation

Share a few details and we will get back to you with practical suggestions.

We usually reply within one business day.