Automation & CRM
CRM Consulting
A CRM nobody updates is a very expensive contact list. The failure is almost never the software; it's a pipeline that doesn't match how the team sells and data entry that costs more time than it saves. We configure around your actual process and automate the admin out of it.
Starting from
₹25,000one-time setup
Configuration, migration and training. Custom module development and API integrations are quoted separately.
Typical timeline
Sales process mapped and friction documented.
Why it matters
What you actually get out of it
Adoption, because it helps
When the CRM saves reps time rather than taxing it, they use it without being chased.
A pipeline that reflects reality
Stages defined by observable buyer actions, not optimistic internal labels — which is what makes forecasts believable.
Admin automated away
Data entry, follow-up scheduling and activity logging handled automatically instead of manually.
Reporting leadership trusts
Clean data producing pipeline, conversion and velocity reporting that holds up in a board meeting.
Process
How the engagement runs
Sales process mapping
Interview the team, map how deals actually progress, and identify where the current system creates friction.
CRM design
Pipeline stages, required fields, automation rules and reporting requirements documented before configuration.
Configure and migrate
System configured, data cleaned and migrated, integrations connected, automations built and tested.
Train and embed
Role-based training, documentation, and a follow-up review once the team has been live for a month.
Deliverables
What lands on your desk
- Sales process documentation
- CRM platform selection advice
- Pipeline and stage configuration
- Custom fields, objects and validation rules
- Data cleanup, deduplication and migration
- Email, calendar and marketing integrations
- Automated task and follow-up rules
- Role-based training and adoption review
Timeline
What to expect, when
Weeks 1–2
Sales process mapped and friction documented.
Weeks 2–3
CRM design approved.
Weeks 3–5
Configured, migrated and integrated.
Week 6
Team trained and live; adoption reviewed at 30 days.
Pricing
Transparent from the first conversation
This is our recommended starting price — the number we'd quote by default. Scope moves it up or down, and we'll tell you which before you commit to anything.
CRM Consulting — from
₹25,000one-time setup
Configuration, migration and training. Custom module development and API integrations are quoted separately.
FAQs
CRM Consulting — common questions
Works well with
Services that compound this one
These aren't upsells — they're the combinations where each channel makes the other cheaper.
Next step
Let's see whether crm consulting is your biggest lever
Book a 30-minute call. We'll look at your situation and tell you honestly whether this is where your budget should go.