Business Automation, CRM & Custom Web Apps
Replace registers and spreadsheets with lead-tracking CRMs, dashboards, and workflow tools.
Growing businesses drown in WhatsApp threads, paper registers, and Excel files that only one person understands. We digitize the workflows that actually hurt: a CRM where every enquiry is captured, assigned, and followed up (no lead ever forgotten); WhatsApp Business API automation for instant responses and status updates; quotation and GST-invoice generators that produce professional documents in seconds; and custom dashboards that show owners their sales, pending payments, and staff follow-ups in one screen. Where off-the-shelf tools fit, we configure them (Zoho, Google Workspace); where they don’t, we build lightweight custom web apps — the same modern stack this website is built on.
Scope Covered
- CRM setup on Zoho/HubSpot or lightweight custom builds
- WhatsApp Business API automation and broadcast flows
- Custom web apps: booking systems, service trackers, client portals
- Google Workspace / spreadsheet workflow automation
- Integration between website enquiry forms, CRM, and WhatsApp
Key Deliverables
- Lead/Enquiry CRM configured to your sales pipeline stages
- WhatsApp auto-response and follow-up automation flows
- Quotation & GST Invoice generator with your branding
- Owner dashboard: sales, pending payments, follow-ups, staff activity
- Staff onboarding, roles/permissions, and training sessions
- Documentation and 30-day post-launch support
Why Clients Choose This Service
No Lead Left Behind
Every enquiry from every channel lands in one pipeline with owner-visible follow-up status.
Hours Saved Daily
Quotations, invoices, and status updates that took 30 minutes now take 30 seconds.
Owner-Level Visibility
One dashboard shows sales, collections, and team activity — no more asking around for numbers.
How We Work
Step 01
Workflow Mapping
Sitting with your team to map how enquiries, orders, and payments actually flow today.
Step 02
Tool Selection & Design
Choosing configure-vs-build for each workflow and designing screens around real daily use.
Step 03
Build, Integrate & Migrate
Setting up the CRM/apps, connecting website and WhatsApp, and migrating existing data.
Step 04
Train & Stabilize
Hands-on staff training, a parallel-run period, and iteration based on first-month usage.
Free Sample
SME Lead-Tracking CRM & Owner Dashboard (Demo)
Format: Live Demo / PDF Overview
Review a real, watermarked deliverable before you commit — see exactly the quality and format you will receive.
Frequently Asked Questions
A heavy enterprise CRM, yes. A right-sized pipeline with WhatsApp integration, no — even a 3-person team leaks leads without one. We deliberately configure the minimum that solves the problem.
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