CRM & Automation So No Lead Slips Through
Leads from your website, WhatsApp, ads and calls land in one CRM, get assigned instantly, and receive the right follow-up automatically. We set up your CRM around how you actually sell, connect your channels, automate the repetitive work, and train your team, so you close more deals with less chasing.
- Every lead captured in one place
- Instant assignment and WhatsApp replies
- Automatic follow-ups and reminders
- Dashboards for sales and pipeline
What CRM and automation do for your business
A CRM (customer relationship management system) keeps every lead, customer, conversation and deal in one place. Automation makes it act on its own: assigning leads, sending WhatsApp and email replies, creating follow-up tasks, reminding customers about payments and updating your reports, without anyone copying data around.
In most growing businesses, leads sit in a mix of WhatsApp chats, spreadsheets, email inboxes and notebooks. Follow-ups depend on someone remembering, and the owner can't see what's in the pipeline. Leads that wait for a reply often go to a faster competitor.
We fix that by setting up a CRM around your real sales process, connecting every lead source to it, and automating the steps your team repeats every day.
Signs your business needs a CRM
If two or more of these sound familiar, you're losing deals you've already paid to get.
- 1Leads come from everywhereWebsite, WhatsApp, calls, ads and portals, but no single list of who's interested.
- 2Slow or forgotten follow-upsLeads wait hours for a reply, and second and third follow-ups rarely happen.
- 3No view of the pipelineYou can't say how many deals are open, what they're worth or where they're stuck.
- 4Data leaves with peopleWhen a salesperson leaves, their contacts and history go with their phone.
- 5Manual copy-paste workThe team spends hours moving data between sheets, WhatsApp, quotes and invoices.
- 6Late paymentsInvoices go out late and nobody consistently reminds customers to pay.
Automations that save hours every week
Built around your process. These are the ones most businesses start with.
Instant lead response
A personalised WhatsApp, SMS or email reply the moment a lead comes in, at any hour.
Smart assignment
Leads routed to the right person by city, product or turn, with an alert on their phone.
Follow-up sequences
Scheduled reminders and messages until the lead replies, books or says no.
Lead scoring
Hot leads float to the top based on source, budget and engagement.
Quotes & payment reminders
Quotes from templates, payment links, and polite reminders before and after due dates.
Reports on autopilot
Daily and weekly pipeline, team and source reports sent to your inbox or WhatsApp.
What would faster follow-up and less admin be worth?
Use your own numbers. See the extra deals and the hours your team gets back each month.
Extra revenue a month
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Illustration using your inputs. We assume automation removes about half of manual admin; actual results depend on your process and team adoption.
CRM & automation plans
A one-time setup fee. CRM software licences are paid to the provider, and many have free or low-cost plans for small teams.
CRM Setup
For small teams moving from spreadsheets and WhatsApp to a real CRM.
₹14,999₹22,999+ GST · one-time · up to 5 users
- Process mapping and CRM recommendation
- Pipeline, stages, fields and up to 5 users
- Website form and 1 more lead source connected
- Contact and deal import (up to 5,000)
- 5 automations, such as assignment and reminders
- Team training and 15 days support
- WhatsApp and SMS automation
- Custom integrations
Sales Automation
For growing sales teams that want speed and follow-up on autopilot.
₹29,999₹44,999+ GST · one-time · up to 15 users
- Everything in CRM Setup, plus:
- All lead sources: website, WhatsApp, ads, calls
- Instant WhatsApp, SMS and email replies
- Follow-up sequences and lead scoring
- 15 automations and quote templates
- Sales dashboards and daily reports
- 30 days support
Business Automation
For businesses automating sales, support and collections together.
₹59,999₹84,999+ GST · one-time · up to 40 users
- Everything in Sales Automation, plus:
- Support tickets and service workflows
- Invoices, payment links and collection reminders
- Approvals and multi-team workflows
- Accounting and custom API integrations
- Unlimited automations within scope
- 60 days support and a quarterly review
GST at 18% applies. CRM licences, WhatsApp and SMS message charges are extra. Ongoing admin, changes and new automations after the support period: from ₹4,999 a month. Need WhatsApp set up too? See WhatsApp Business API.
Connect every lead source and tool
Your CRM becomes the one place where everything meets.
How we set up your CRM
Live in 2 to 6 weeks depending on the plan, without stopping your sales.
Process mappingWeek 1
We map how leads arrive, who handles them, your sales stages and the reports you need.
Choose & configureWeek 1–2
We recommend the right CRM for your size and budget, then set up stages, fields, users and permissions.
Connect & importWeek 2–3
Lead sources connected and existing contacts and deals cleaned and imported.
AutomateWeek 3–4
Assignment, replies, follow-ups, reminders and reports built and tested with real scenarios.
Train & go liveWeek 4+
Team training, a simple guide, and support while everyone gets used to the new way of working.
Your data, properly protected
A CRM holds your most valuable business data and your customers' personal data. We set it up responsibly.
- OwnershipYour account, your dataThe CRM account is in your company's name, and you can export your data at any time.
- AccessRoles and permissionsEach person sees only what they need, with two-step login and access removed the day someone leaves.
- ConsentRespecting customer privacyConsent captured on forms, opt-outs honoured, and data used only for the purpose collected, in line with India's Digital Personal Data Protection rules.
- MessagingChannel rules followedWhatsApp templates and opt-in, and DLT-registered SMS templates, so automated messages are delivered and compliant.
- BackupExports and audit trailRegular exports and change history so nothing important is lost or changed without a record.
Start, Build and Grow with one team
The CRM in the middle, with the website, ads and messaging around it.
Clean foundations
Accounting and GST set up so CRM quotes and invoices flow into your books.
AccountingLead-ready website
Websites and landing pages with forms that feed straight into your CRM.
Landing pagesMore leads in
Google and Meta ads, WhatsApp and SMS, all tracked back to sales in the CRM.
Google AdsCRM & automation: frequently asked questions
What is a CRM?+
Customer relationship management software that keeps all your leads, customers, conversations, deals and tasks in one place, so your team can follow up consistently and you can see the whole pipeline.
What is sales automation?+
Letting the CRM do repetitive work automatically: assigning leads, sending replies and reminders, creating follow-up tasks, updating stages and sending reports, based on rules you set.
How much does CRM setup cost?+
Our one-time setup plans are ₹14,999, ₹29,999 and ₹59,999 + GST, depending on users, lead sources and automations. CRM licences and message charges are paid separately.
Which CRM do you use?+
We recommend the CRM that fits your team size, budget and process, from popular cloud CRMs to free and open-source options. The account is always in your name.
Do I have to pay for the CRM software?+
Usually yes, per user per month, though many CRMs have free or low-cost plans for small teams. We help you choose a plan that covers what you need without paying for features you won't use.
Can leads from WhatsApp and Facebook ads come into the CRM automatically?+
Yes. We connect website forms, WhatsApp, Facebook and Instagram lead ads, Google Ads lead forms, calls and other sources so leads land in the CRM within seconds.
Can the CRM send WhatsApp messages automatically?+
Yes, through the official WhatsApp Business Platform, using approved templates. We set up instant replies, reminders and follow-ups.
How long does setup take?+
About 2 weeks for CRM Setup, 3 to 4 weeks for Sales Automation and 4 to 6 weeks for Business Automation, depending on integrations and data.
Can you import our existing data?+
Yes. We clean and import contacts, leads and deals from spreadsheets, old CRMs and phone exports, removing duplicates along the way.
Will my team actually use it?+
That's why we start with your real process, keep fields and steps simple, and train the team with their own leads. Automation also removes the boring data entry that makes people avoid a CRM.
Can salespeople use it on their phones?+
Yes. Most CRMs have mobile apps, so your team can see leads, call, message and update deals on the go, with alerts for new leads.
Can we track which ads bring sales?+
Yes. We capture the lead source and campaign with every lead, so reports show which channels and ads bring customers, not just enquiries.
Can it send payment reminders and invoices?+
Yes, on the Business Automation plan, with payment links and reminders before and after due dates, and integration with your accounting software where possible.
Is our data secure?+
We set up roles and permissions, two-step login, and remove access when people leave. The data stays in your account, and you can export it any time.
Does the CRM follow data protection rules?+
We set up consent capture, opt-outs and access controls to help you meet India's Digital Personal Data Protection requirements. You remain responsible for how your business uses customer data.
Can you fix our existing CRM?+
Yes. We review your current setup, clean up data and pipelines, and add the automations and integrations that are missing.
Do you offer ongoing support?+
Yes. After the included support period, ongoing admin, changes and new automations start from ₹4,999 a month.
What do you need from us to start?+
A 1 to 2 hour session with the people who handle leads and sales, access to your lead sources, and any existing data you want imported.
Stop losing leads to slow follow-up
Tell us how you sell today. We'll map a CRM and automation plan with a fixed quote.
IBACT Digital (IBACT Innovations Pvt Ltd). We implement and connect third-party CRM and messaging software; licences, message charges and their terms are set by the respective providers. Product names are trademarks of their owners. Results depend on your process, data and team adoption. The calculator is an illustration only.