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Automation

CRM Setup & Automation

We set up a CRM (one place where all your customer details and deals live) and automate the reminders, so no lead is forgotten.

Is this for you?

  • Sales teams tracking leads in spreadsheets or notebooks
  • Real-estate and education businesses with many enquiries
  • Owners who can't see which deals are close to closing

The problem it solves

  • Leads are spread across phones, chats and spreadsheets.
  • Follow-ups depend on someone remembering.
  • You can't see how many deals are in progress or why some are lost.

How it works

  1. We map how you sell

    Your stages, from first enquiry to paid, and who handles each step.

  2. We set up the CRM

    Contacts, deal stages and fields that match your business, not a template.

  3. We bring in your leads

    Existing contacts are imported and new ones arrive from your website and WhatsApp.

  4. We automate and train

    Reminders, assignments and simple reports, plus training for your team.

Before and after

Before

  • Leads scattered across phones and sheets
  • Follow-ups forgotten
  • No view of the sales pipeline

After

  • Every lead in one place
  • Automatic reminders for the next step
  • A clear view of deals and results

What you get

  • A CRM set up around your sales stages
  • Import of your existing contacts
  • Leads from website forms and WhatsApp flowing in
  • Assignment rules and follow-up reminders
  • Simple sales reports
  • Training for your team

In more detail

  • CRM configuration around your contacts, deal stages, and team responsibilities.
  • Lead imports, assignment rules, reminders, and agreed tool integrations.
  • Useful reports, data migration checks, and training for your sales team.
For your technical team
  • Configuration of an existing CRM such as HubSpot or Zoho CRM, or a lightweight custom CRM where that fits better.
  • Lead capture via forms, webhooks and the WhatsApp Cloud API, with de-duplication rules.
  • Workflow automation for assignment, task creation and stage changes.
  • Data migration with field mapping and validation checks.

Common questions

Which CRM should we use?

It depends on your team size, budget and how you sell. We compare options with you, including ones you may already pay for.

Can you move our data from spreadsheets?

Yes. We clean and import your existing contacts and deals, and check them with you.

Will my team actually use it?

We keep it simple, match it to how they already work, and train them. That's what makes people use it.

How much does it cost and how long does it take?

It depends on what you need. After a free consultation you get a written plan, timeline and quote.

Want to know if CRM Setup & Automation is right for your business?

Book a free consultation with our team in Lahore. We listen first, then send you a written plan, timeline and quote.