Selection and setup
An honest recommendation on which CRM fits your size and budget, then a configured instance with stages, fields and permissions in place.
Engineering
CRM
One record of the customer
CRM selection, setup, migration and automation — so every call, form, ad click and invoice lands on one timeline your team will actually keep updated.
Websites and customer systems built to ship fast and stay yours.
The honest version
The problem with how this is usually done
Most briefs for CRMarrive already shaped by the last agency’s reporting template. We start by disagreeing with the shape.
A CRM fails for one of two reasons: it was configured for a process nobody follows, or updating it is more work than the deal is worth.
We start from how your team already sells, then shape the CRM around that rather than the reverse. Data comes in automatically wherever it can — forms, calls, WhatsApp, ad platforms and billing — so reps spend their time selling instead of typing. Pipeline stages, ownership and reporting are agreed with the people who use them, and we train the team on the workflow rather than on the software.
What changes
The outcomes this is bought for.
Every line below is something we have produced on a live CRM programme and will forecast for yours — with the assumptions written down, so you can hold us to them.
Configured around how your team already sells, not a vendor's template
Automatic capture from forms, calls, WhatsApp and ad platforms
Pipeline and forecast reporting leadership can trust
Training on the workflow, so adoption survives month three
Deliverables
What actually arrives, and when.
The 4 items below appear verbatim in the statement of work, each with a named owner and a date. Anything outside this list is quoted separately before it starts, never after.
Data migration
Existing contacts, deals and history moved across, de-duplicated and cleaned, with a rollback point before anything is written.
Integrations and automation
Website forms, WhatsApp, calls, email, ad platforms and invoicing wired in, with follow-up tasks created automatically.
Dashboards and training
Pipeline, forecast and source-attribution dashboards, plus hands-on sessions with the team who will live in it daily.
Runs well alongside
The disciplines that make this one work harder.
Nothing here is an upsell for its own sake — these are the services that most often sit in the same pod as CRM, sharing the same target and the same weekly review.
Growth
Lead Generation & Marketing Strategy
A pipeline sales will actually work
Full-funnel demand programmes — ICP, offer, channels, nurture and handover — built so the leads reaching sales are ones they are willing to call.
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Explore Lead Generation & Marketing StrategyPerformance
Performance & Digital Marketing
Paid media judged on revenue
Google and Meta campaigns built around an acquisition cost you can defend to a finance team, rather than a platform-reported ROAS screenshot.
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Explore Performance & Digital MarketingEngineering
Website Design & Development
Sites built to convert and to last
Marketing sites, storefronts and landing pages designed around the action a visitor has to take, then built to load fast on an Indian mobile connection.
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Explore Website Design & DevelopmentCRM questions
The things clients ask before signing.
Answered by the strategists who run this discipline day to day, not by a sales team reading from a deck.
Still holding a question this does not answer?
Ask the strategist who would actually run the work. First response inside four business hours, or call +91 93304 04914.
Ask us directlyUsually, and it is cheaper than migrating. Low adoption is nearly always a process and data-entry problem rather than a software one, and that is fixable in place.
The next step
Let’s put CRM to work.
Tell us the number you need to hit next quarter. Inside five working days you get a CRM plan, the forecast behind it and the named people who would run it — before a rupee changes hands.
First response inside 4 business hours · 15 specialists on one floor in Kolkata