CRM setup & implementation · India

A CRM your team actually uses.
Set up around how you sell.

We set up HubSpot, Zoho or your existing CRM for service businesses in India, connected to WhatsApp, forms and calls, with follow-up that runs without anyone remembering it.

Book the free 30-minute Systems Audit See pricing

CRM implementation means configuring a CRM around your real sales process instead of its defaults: deal stages, lead capture from every channel, routing rules, automated follow-up, calendar booking and a dashboard your team trusts. AcquihireTech does this inside your own accounts as part of the Conversion Engine, then trains the team and hands everything over.

Signs the CRM is not doing its job

Most CRMs hold contacts. Few move deals.

01

Leads arrive but go cold.

Enquiries from WhatsApp, calls and forms land in different places, and the first reply depends on who happens to look.

02

The founder handles first touch.

A senior person answers every new enquiry, so the pipeline moves only when they are free.

03

Follow-up runs on memory.

Next steps live in WhatsApp threads and personal reminders, not in a system that nudges the right person at the right time.

04

Nobody trusts the numbers.

Deal stages are inconsistent and reports are rebuilt by hand, so decisions get made on gut.

What we set up

From lead capture to a dashboard the team uses.

  • Lead-source audit. Where enquiries actually come from today and where they go cold.
  • Flow mapping. The journey from first message to booked call, drawn before anything is built.
  • CRM configuration. Deal stages, routing rules and automation set up around your process, in your own account.
  • Qualification and scoring. Structured questions and a scoring framework so the team sees the leads worth calling first.
  • Automated follow-up. Follow-up cadences that run on WhatsApp, email or calls without anyone having to remember.
  • Calendar booking. Qualified leads book straight into the right calendar.
  • Reporting and training. A dashboard, documented SOPs and structured handover so the team can run it independently.

We work inside your existing CRM where it fits (HubSpot, Salesforce, Pipedrive and others) and recommend a change only if the tool is genuinely wrong for you. For smaller teams we often choose HubSpot or Zoho, picked for what the team will actually use consistently.

Timeline and price

Built and running in about 60 days.

CRM setup is delivered as part of the Conversion Engine, which starts from ₹1–2 lakh over 60 days. Improvements such as faster replies and better booking rates are typically visible within 2–4 weeks of go-live.

Scope and price are confirmed after the free 30-minute Systems Audit. Everything is built in your own accounts and transfers to you at project close, with full credentials and documented SOPs.

Before you book

Questions we get asked first.

No. We work inside your existing CRM, whether HubSpot, Salesforce, Pipedrive or another. We configure it properly: enforce deal stages, build routing rules and wire in automation. If it is genuinely the wrong tool we will say so, but replacement is rarely the answer.
We choose based on firm size, how you sell and what the team will actually use consistently. Smaller teams often do well on HubSpot or Zoho; larger practices with complex tracking may need Salesforce.
Yes. Our conversion flows use the WhatsApp Business API and chat, so enquiries are captured, qualified and logged against the lead record automatically.
About 60 days as part of the Conversion Engine. Conversion improvements are visible within 2–4 weeks of go-live.
The Conversion Engine, which includes CRM setup, starts from ₹1–2 lakh. We confirm scope and price after the free 30-minute audit, and we do not quote before diagnosing what is holding the business back.
That is the point of the build. We train the team, document SOPs for every automated workflow and hand over structured documentation, so the CRM matches how people already work.
Yes, entirely. Every automation, workflow and piece of configuration transfers to you at project close, with full credentials for every tool and platform. No lock-in.
Next step

Start with a free Systems Audit.

We map how enquiries become booked calls today, name the one thing worth fixing first, and tell you whether a CRM build is the right move yet.

Book the free 30-minute Systems Audit