Marketing automation that respects the lead and the human.
WhatsApp Business, CRM workflows, lead routing and post-sale nurtures. We build the automations a small in-house team would build if they had three months and one really good engineer. Most of our clients see lead response time fall under two minutes.
- Timeline
- 4–12 weeks
- Team
- 3 · engineer-led
- Best for
- Lead nurture, post-sale, retention
What's included
Lead routing
Inbound lead → right team → right channel → timestamp. Round-robin, skill-based or geo, with SLAs alerted to a Slack channel.
WhatsApp Business API
Verified green-tick setup, message templates, broadcast lists and a chatbot that hands off cleanly to a human.
CRM build
Pipeline, custom fields, automation rules and dashboards in HubSpot, Zoho or LeadSquared. Migration from your spreadsheet included.
Email + SMS journeys
Welcome, nurture, re-engagement, win-back and post-sale series — written by our copy team and built in your ESP.
How it runs
Map
Whiteboard every existing path from lead to revenue. Where it breaks, where it stalls, where humans do work a machine should.
Pick
Three highest-leverage automations first. The rest is roadmap, not week-one work.
Build
Configured, tested, documented. Every automation has a written run-book your team can read in five minutes.
Tune
Two weeks of supervised live operation. We fix what breaks, retrain what mis-fires, and only then hand over the keys.
Tools we use
- HubSpot
- Zoho
- LeadSquared
- WhatsApp Business API
- Twilio
- Make.com
- n8n
- Postmark
Related work
Projects where this service did the heavy lifting.
Common questions
Will this work with our existing CRM?
Probably. We work with HubSpot, Zoho, Salesforce, LeadSquared and a few homegrown systems. We will audit it on call one and tell you honestly.
Do you set up the WhatsApp green tick?
Yes, through Meta’s Business Service Provider programme. Verification typically takes 7–10 working days.
What about data privacy?
Indian DPDP-compliant by default. Consent capture, deletion paths, audit logs. We will not build anything that gets you a regulator letter.
Can you train our team?
Built in. Two training sessions, written run-books, and a 30-day post-handover support window are part of every engagement.
Talk to us about marketing automation.
A 20-minute call to scope your project. No pitch deck, no obligation, just a useful conversation about your business.