What You Get
Lead Pipeline with Custom Stages
Track every enquiry from first WhatsApp message to closed deal. Custom stages for your sales process — not a generic Kanban template.
WhatsApp Business API Integration
Automated follow-up messages, appointment reminders, and status updates sent directly on WhatsApp when a lead moves stage.
Client and Patient Records
Centralised record per client or patient — notes, documents, history, next action. No more searching across chats.
Role-Based Access Control
Admin sees everything. Staff see only their assigned leads. View-only access for partners. Configurable per role.
Automated Reports
Daily lead count and conversion summary delivered to your WhatsApp or email every morning. No login required to stay informed.
Follow-Up Reminder System
Never miss a follow-up. The system flags overdue leads and sends you a nudge at the time you set.
Typical Timeline
4–8 weeks depending on feature scope
Custom CRM setup
₹1.5L – ₹3.5L
Scoped in a 45-minute discovery call. Milestone-based payment — 50% upfront, 50% on delivery.
See all packages →Frequently Asked Questions
Can the CRM send WhatsApp messages automatically?
Yes. We integrate with the official WhatsApp Business API (through Meta-approved providers like Interakt or Wati). Messages are sent on trigger — when a lead is created, stage changes, or an appointment is due.
We already use Zoho/Salesforce. Why build custom?
Off-the-shelf CRMs work well for generic sales pipelines. If your workflow is specific — like managing patient files, site visits with photo uploads, or GST-linked invoicing — a custom system costs less long-term and fits exactly.
How long does it take to go live?
4–6 weeks for a standard CRM. Complex integrations (accounting, lab systems, property portals) may take 6–10 weeks. We give you a working staging URL at week 3.
What happens after delivery?
3 months of included support after go-live. Post that, a monthly retainer of ₹15,000–₹35,000 covers updates, bug fixes, and one new feature per month.
Ready to get audit-ready?
Whether it's HPD violations, HIPAA operations, or any compliance workflow that's outgrown your current tooling — let's map it out.