A CRM your team actually uses, wired to follow up for them
CRM automation is the setup and wiring of your sales system so leads are captured, scored, routed, and followed up without manual work. Digital Door Agency implements and automates CRMs for Indian businesses, connecting website forms, WhatsApp, calls, and email into one pipeline.
- Starting investment
- From ₹2,50,000
- Typical timeline
- 4 to 6 weeks.
- Built for
- Healthcare, Real estate, Manufacturing, Professional services
Who this is for
- Teams tracking leads in spreadsheets or WhatsApp
- Businesses losing deals to slow or missed follow-up
- Founders with no reliable pipeline visibility
- Teams unwilling to change how they log activity
What you get
- 01Pipeline and stage design that matches how you really sell
- 02CRM setup or clean-up with required fields and validation
- 03Lead capture from website, WhatsApp, calls, ads, and email
- 04Deduplication and enrichment
- 05Scoring and automated routing by fit and territory
- 06Follow-up sequences across email and WhatsApp
- 07Task automation and reminders for the sales team
- 08Dashboards for pipeline, conversion, and source quality
- 09Team training and documentation
How the work runs
- 01
Map the sale
Stages, owners, exit criteria, current leaks.
Week 1 - 02
Configure
CRM, fields, pipelines, permissions.
Week 1 to 3 - 03
Automate
Capture, routing, sequences, tasks, alerts.
Week 3 to 5 - 04
Report and train
Dashboards, adoption, documentation.
Week 5 to 6
Common mistakes
- Forty required fields nobody fills
- Automation that emails a lead four times in an hour
- No source tracking, so marketing spend cannot be judged
- Stages that describe your process instead of the buyer's decision
- No owner for pipeline hygiene
Our checklist
- Every lead source writes into one pipeline
- First response time measured
- Duplicates prevented at capture
- Sequences respect replies and opt-outs
- Dashboards reviewed weekly by a named owner
CRM Automation FAQs
Which CRM do you recommend?
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We work with what fits your team and budget, commonly HubSpot or Zoho for Indian SMEs. The system design matters more than the logo on it.
Can you connect WhatsApp?
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Yes, through the WhatsApp Business API, with conversations logged against the contact record.
Will this work if my team resists CRMs?
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Adoption comes from removing typing, not adding it. We automate logging so the CRM saves time on day one.
How long does implementation take?
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4 to 6 weeks for a full setup, automation, dashboards, and training.