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+91 93076 17702 WhatsApp Us mybidtheory1@gmail.com
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⚙️ Lead Nurturing · Pipeline · WhatsApp

CRM & Automation

Set up and automate your lead pipeline so no prospect ever falls through the cracks. From CRM setup to WhatsApp automation — your leads are followed up before you even wake up.

📞 +91 93076 17702
Hours Saved
20+
Per week per client
Response Time
<5 min
Automated follow-ups
Lead Leakage
0%
Every lead captured
ROI
High
Lower CAC guaranteed
What We Do

Our CRM & Automation
Services Include

🗄️
CRM Setup
Zoho, HubSpot, or custom CRM — configured for your sales process and team.
🤖
Automation Workflows
Trigger-based email and WhatsApp sequences that follow up leads automatically.
📱
WhatsApp Integration
WhatsApp Business API for automated replies, broadcasts, and nurturing.
🔔
Lead Alert System
Real-time notifications to your team the moment a new lead comes in.
📊
Pipeline Tracking
Visual sales pipeline — see every lead's status from inquiry to close.
📧
Email Drip Campaigns
Automated email sequences that educate, nurture, and convert on autopilot.
Our Process

How We Deliver Results

01
Audit
Map your current lead flow — where leads come in, what happens, what's lost.
02
Design
Design automation workflow, pipeline stages, and trigger logic.
03
Build
Set up CRM, connect forms/WhatsApp/email, and test every automation.
04
Train & Hand-Off
Train your team and hand over with full documentation.
Real Client Work

CRM & Automation
Projects We've Done

🏠
CRM · AU
VicDry Australia
Lead capture automation · booking follow-ups · Melbourne cleaning brand
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🛡️
Automation · Canada
Suchait Financial
Lead nurturing for insurance advisor · email sequences · Ontario
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🔍
Pipeline · India
Trace Investigation
Investigation leads pipeline · WhatsApp follow-ups · pan-India
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🏥
CRM · Healthcare
Vardaan Clinics
Patient lead management · appointment follow-up automation
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🎓
Lead Flow · EdTech
Celestial Technology
Form → WhatsApp → email automation · PG program leads
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☀️
Pipeline · Solar
Alpha Power
WhatsApp leads pipeline · messaging conversation automation
View Campaign →

READY TO START WITH CRM & AUTOMATION?

Book a free 30-min call. We'll audit your current setup and show you exactly what we'd do differently.

📞 +91 93076 17702
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+91 93076 17702 WhatsApp Us