CRM Setup in Mumbai
Get a CRM configured, populated and running in two weeks.
The implementation version of our CRM work: you have chosen a tool, now it needs to be configured and adopted. We build your pipeline stages, import and de-duplicate existing contacts, connect the website forms, ads and WhatsApp so leads land automatically, set up the automations that remove data entry, and train the team on the three screens they will actually use.
What you get
- Pipeline and stage configuration
- Contact import and de-duplication
- Website, ads and WhatsApp lead integration
- Task and follow-up automation
- Dashboards and reports
- Team training and 30-day support
What it should produce
- Leads captured automatically
- Nothing lost in a personal inbox
- A team that logs in without being chased
How CRM Setup works with BuildStory
Every engagement starts with a free 45-minute call and a written scope. Nothing begins until you have the deliverables, the timeline and the price in writing. During delivery you have one point of contact, weekly progress you can see rather than status emails, and a handover that leaves every account and file in your name.
Clients in Mumbai typically pair CRM Setup with Shop Act Registration and GST Registration, though there is no requirement to take more than one service.
Frequently asked questions
How long does setup take?
Two weeks for a standard configuration, longer if data migration from spreadsheets is messy — which it usually is, and which we handle.