Design the pipeline
Stages, qualification rules and who does what at each step.
AUTOMATE · CRM & AUTOMATION
Never miss a lead. Follow up automatically.
We set up a CRM and automation system that captures every enquiry, replies within seconds on email and WhatsApp, reminds your team to follow up and shows you which channels actually produce customers.
Plans from ₹15,000 one-time · exact scope quoted after a free call
WHAT'S INCLUDED
Everything you need for CRM & Automation that works.
- Lead capture from website, Meta Lead Ads, Google Ads and WhatsApp
- Pipeline stages, lead scoring and owner assignment
- Instant auto-reply emails and WhatsApp templates
- Follow-up sequences and task reminders
- Quotes and GST invoices linked to deals
- Source and campaign attribution (UTM, gclid, fbclid)
- Dashboards for leads, conversion rate and revenue
- Team training and playbooks
Who it's for
Sales-led businesses getting enquiries from several channels who want faster response times and clear reporting.
Why Hashtagfirst
Strategy, creative, ads, development and automation sit in one team — so your CRM & Automation work connects to the rest of your marketing. Every lead is tracked in a CRM with its source, every plan has written scope, and reporting focuses on enquiries and revenue rather than vanity metrics.
From first call
to measurable results.
A simple, transparent process with clear checkpoints and reporting.
Connect sources
Forms, ads and WhatsApp feed one CRM with full attribution.
Automate
Replies, reminders, follow-ups and alerts based on real triggers.
Report
Dashboards showing cost per lead, conversion and revenue by source.
CRM & Automation questions,
answered.
Which CRM do you use?
We can implement our own lightweight CRM on your hosting, or configure Zoho, HubSpot or LeadSquared depending on your needs.
How fast are auto-replies?
Email and WhatsApp replies go out within seconds of a form or ad lead arriving.
Can my sales team use it on mobile?
Yes, the CRM and WhatsApp inbox work on phones.
Will it work with my existing leads?
We import and de-duplicate your existing lead lists by phone and email.
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Explore ↗Ready to grow with CRM & Automation?
Tell us your goal. We'll reply with a practical plan, timeline and price — usually within one business day.