CRM setup and custom CRM development for small businesses.
One place for every enquiry, customer, and follow-up — CRM setup on a tool you already like, or custom CRM development when your process does not fit off-the-shelf software.
01The problem
Enquiries arrive by phone, WhatsApp, email, and the website form. They end up in notebooks, chat threads, and spreadsheets, and some are never followed up.
Off-the-shelf CRMs often fail in small teams because they are set up for a sales process nobody follows. People stop updating them within a month.
02What you get
- A short review of how enquiries come in and how your team follows up today
- Setup of an existing CRM, or a custom CRM when your process does not fit one
- Pipeline stages, fields, and views that match your actual sales steps
- Website form and WhatsApp enquiries flowing into the CRM automatically
- Follow-up reminders and a simple weekly view of what needs attention
- Import of your existing contacts and a walkthrough for your team
03How it works
01
Map
We walk through how a lead becomes a customer in your business today, step by step.
02
Choose
I recommend an existing tool or a custom build, with the cost of each, in a fixed quote.
03
Build
Pipeline, fields, automations, and integrations are set up and tested with real enquiries.
04
Adopt
Your team is trained, your data is imported, and I check in after the first weeks of use.
04Who it is for
In India
Local businesses that run on WhatsApp and phone calls and want every enquiry tracked without changing how customers reach them.
Worldwide
Startups and small companies that have outgrown a spreadsheet and need a pipeline the whole team can see.
05Questions
Should I use an existing CRM or a custom one?
Most small teams should start with an existing tool. A custom CRM makes sense when your process is unusual, you need it tied closely to your own systems, or per-user pricing becomes expensive.
Can the CRM receive WhatsApp enquiries?
Yes, through the WhatsApp Business Platform or a connected tool. The setup depends on your volume and which account type you use, and the quote covers it.
Can you move our data from spreadsheets?
Yes. Existing contacts, leads, and history are cleaned and imported as part of the setup.
What does it cost to run afterwards?
That depends on the tool and team size. The quote lists any ongoing subscription or hosting costs so there are no surprises.
06Start
Tell me what you need. You get a fixed written quote before any work starts.