Sharvari Motors filled their service center with daily bookings.
184Monthly leads
₹248CPL
71%Show-up rate
Google Search + Meta lead ads + WhatsApp follow-up wired into Zoho. From sporadic to daily walk-ins in 60 days.
Close the loop
from ad → deal.
Lead routing, scoring, follow-up sequences and revenue attribution — wired end-to-end so you know which ad bought which customer, and which leads your sales team is actually working.
HubSpot·Zoho·GoHighLevel·Server-side Tracking
What we deliver
Outcomes we put
Outcomes we put
on the board.
- ↓5min Average time from lead-submit to first contact attempt — vs. industry 48hr.
- ↑2.1× Lead-to-call show-up rate after follow-up sequence install.
- 100% Of marketing spend mapped to actual revenue via offline conversion uploads.
- 14d From audit to fully-wired CRM + ad → revenue attribution live.
Our crm automation process
How we actually run
How we actually run
crm automation for you.
-
01
CRM audit
What's in your CRM today, what's actually being used, what's rotting. We map the gap between marketing data and sales reality.
-
02
Pipeline + stage design
Lead → MQL → SQL → opportunity → won. Clear gates, clear owners, clear SLAs. No more "interested" deals stuck for 6 months.
-
03
Automation build
Form → CRM → routing → instant SMS/WhatsApp → assigned task → no-show recovery → win/lost reasoning. All of it, wired and tested.
-
04
Attribution setup
Pixel + CAPI + GA4 + offline conversion imports so Meta and Google can see closed-won deals, not just form fills. Bid optimization gets 5–10× better when the data is real.
-
05
Reporting + handoff
Live dashboard for marketing + sales. Weekly cadence with named owners. We hand it off as a system you actually run, not a black box you can't touch.
Proof · 3 stories
Real numbers from
Real numbers from
brands we run for.
Reliable Assurance built a daily inbound policy pipeline.
92Weekly leads
₹312CPL
38%Policy CVR
Qualifying multi-step form, HubSpot routing, 5-minute auto-followup. Lead-to-policy 2.8× over baseline.
Fireblaze AI School booked 600+ trial seats from one funnel.
612Trial signups
24%Trial-to-paid
₹224CPL
Multi-step qualifying form, parent/student dual-track sequences, AI-themed creative testing. First batch sold out in 3 weeks.
Stack we run on
The tools behind the numbers.
- HS HubSpot
- Z Zoho CRM
- GHL GoHighLevel
- SF Salesforce
- ZP Zapier
- WA WhatsApp API
FAQ
CRM Automation
CRM Automation
questions, answered.
Still curious? Bring the rest of your questions to the strategy call — we don't hide behind sales decks.
Talk to the team →Do you work with our existing CRM or do we have to switch?
Almost always your existing one. HubSpot, Zoho, GoHighLevel, Salesforce, Pipedrive, even custom Notion / Airtable setups — all fine. We don't force migrations.
How does CRM automation connect back to Meta and Google Ads?
Offline conversion uploads. When a CRM deal moves to "won", we push that event back to Meta and Google so their algorithms know which leads were the real buyers. ROAS reporting goes from "leads" to actual revenue.
Will my sales team actually use the CRM after you set it up?
That's the design test. We build it around their existing workflow, not the other way around. Automations remove their busywork; they don't add to it. Adoption is a feature, not an afterthought.
How long does a full CRM + automation setup take?
Audit + design in week 1. Build + test in weeks 2–3. Live with sales team trained by end of week 4. Iteration continues forever — CRMs are living systems, not one-shot installs.
Limited capacity · Q3
Ready to make
Ready to make
crm automation work?
One 30-minute call. We'll audit your crm automation setup, find what's leaking, and show you exactly what we'd do in the first 90 days — whether or not you hire us.
- ✓ Live crm automation audit on the call
- ✓ Custom 90-day roadmap, free
- ✓ Honest yes-or-no on fit