One pipeline for every lead, updated automatically, visible to the owner.
A simple CRM set up around your sales stages, filled automatically from calls, WhatsApp and forms, with a live owner dashboard.
New
2Meena Sharma
3 kW · Mansarovar
Arjun Mehta
25 kW · factory roof
Survey booked
1R. K. Gupta
5 kW · Vaishali Nagar
Quote sent
2Farhan Qureshi
40 kW · hotel roof
Anita Joshi
4 kW · Malviya Nagar
The problem
Leads live in five places: the owner's phone, a sales WhatsApp group, an Excel sheet, email and someone's notebook. Nobody can say how many enquiries came in last month or why deals were lost.
What we build
Stages that match how you actually sell, from enquiry to site visit to quote to payment.
Calls, WhatsApp chats, website forms and lead portals create and update records on their own.
Every lead has an owner and a next step. Overdue tasks alert the salesperson and then the manager.
Enquiries, conversion by source and revenue in the pipeline, on your phone every morning.
We clean and import your existing Excel and phone contacts.
How it works
Live in 7 days
We map stages, fields and who owns what, on one page.
Zoho, HubSpot or a lightweight CRM, chosen for your size and budget.
Calls, WhatsApp, forms and portals flow in automatically.
A 45-minute session for your team and a recorded walkthrough.
Example
Enquiries came by phone, WhatsApp and walk-ins across two branches. The CRM now records every enquiry automatically, assigns it to a branch salesperson, and the owner gets a daily summary of new leads and pending quotes at 9 am.
The five numbers that run your business, on one screen, every morning.
Every lead followed up within 5 minutes, and again until they decide.
The repetitive steps between your tools, done automatically.
Popular with: Energy and Renewables, Healthcare
Questions
Get started
Tell us a little about your business. We will tell you whether this service fits, and what a 14-day pilot would aim for.