What is CRM setup and automation?
CRM setup and automation means choosing the right CRM software, configuring it around your sales process and connecting it to WhatsApp, ads, calls and email so leads and updates flow in on their own. We work as Zoho CRM and HubSpot consultants: we migrate your data, build pipelines and automation rules, and add AI that writes call summaries and next steps so nobody has to type them.
What the CRM setup & automation does
- CRM choice and setup: Zoho CRM, Zoho Bigin, HubSpot or Salesforce
- Lead capture from ads, WhatsApp, website and calls
- Pipelines, stages and automation rules for your sales process
- Data migration from Excel and old tools, de-duplicated
- AI summaries, next steps and follow-up reminders
- Sales dashboards and team training
How it works
Choose
We compare Zoho CRM, Bigin, HubSpot and Salesforce against your process and budget.
Configure and migrate
Pipelines, fields, automation rules, integrations and clean data migration from Excel.
Adopt
Team training, sales dashboards, and AI summaries and reminders.
Who it's for
Real estate and construction
Project-wise pipelines, site visits and broker leads.
Manufacturing and distribution
Dealer pipelines with quotation and order tracking.
Education
Admission funnels from enquiry to enrolment.
Professional services
Proposal tracking, renewals and client onboarding.
Pricing
Discovery call + AI audit
30-minute call, process map and a costed plan for your CRM setup & automation. Founding members only.
Book for ₹199Set up and go live
One-time, fixed quote after the audit. Live in 2 to 6 weeks, with 30 days of fixes included.
Get a specialised quoteManaged every month
We monitor, fix and improve it, and add new automations each month.
Get a specialised quotePrices are starting points; GST extra where applicable. Your quote depends on volume, tools and integrations, and is fixed before we start. Full details on the pricing page.
Questions about CRM setup & automation
What is the best CRM for small business in India?
For most Indian small businesses we start by looking at Zoho CRM or Zoho Bigin: rupee pricing, GST invoices and strong WhatsApp and Indian-app integrations. HubSpot fits teams that value ease of use and inbound marketing, and Salesforce suits larger, complex sales teams. We compare them on your audit.
How much does CRM setup cost?
Every project starts with a discovery call and AI audit, ₹199 for founding members while seats last (normally ₹15,000). Building and automating your CRM starts from ₹50,000 as a fixed quote, and running it as a managed service starts from ₹40,000 a month. GST is extra. CRM licence fees are paid directly to the vendor.
Do you work as a Zoho consultant?
Yes. We set up and automate Zoho CRM, Bigin and connected Zoho apps, and integrate them with WhatsApp, telephony, ads and Tally.
Can you migrate our data from Excel?
Yes. We clean and de-duplicate it on the way in and check record counts so nothing is lost.
How long does it take to set up?
About one week for the audit, then two to six weeks to build and test it with your team. You see progress every week.
Read our guide: Zoho CRM vs HubSpot: which CRM is better for a small business in India?