CRM & Sales Automation

Leads are easily missed when enquiries, ownership, notes, and next actions live in separate tools.

Digital AI 360 configures a shared CRM pipeline, lead routing, follow-up tasks, and reporting around your sales process.

Starting from ₹30,000. Third-party subscriptions, messaging fees, telephony usage, advertising spend, taxes, and other usage charges are separate.

What Digital AI 360 implements

The implementation is configured around your current sales and delivery workflow, with clear ownership at each handoff.

You receive a tested setup, practical documentation, and a team handover.

• CRM pipeline and lifecycle stages
• Lead-source capture and assignment rules
• Automated tasks and follow-up reminders
• Contact history and sales context
• Pipeline dashboards and reporting

Systems and channels connected

The service connects the customer touchpoints and operational systems that matter for this workflow.

Connections are scoped during discovery and implemented only with approved access.

• Website and campaign enquiries
• WhatsApp conversation context
• Email follow-up activity
• Sales tasks and reporting

Expected implementation process

We begin with discovery and workflow mapping, then configure, test, review, and hand over the approved system.

Scope and timing depend on the selected systems, access, data readiness, and approval cycles.

• Discovery and workflow mapping
• Configuration and connection setup
• Testing with approved scenarios
• Launch review and team handover