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Stop losing leads inside WhatsApp.

Enquiries come from the website, Justdial, Instagram and three staff phones. Nobody knows who followed up, who went cold, or which source is worth the money. A CRM built around how your team already works fixes that in about four weeks.

See pricing
📊 CRM Pipeline Screenshot Lead board with stages and deals. Blur names, keep the layout visible. 800 × 500px
1
Place for every
enquiry
4wk
Typical setup
time
₹0
Per-user fees
on custom builds

The Problem

What happens without one

01

Follow-ups depend on memory

A lead says "call me next month" and that promise lives in one salesperson's head. Next month arrives, nobody calls, and the customer buys from whoever did. This is the most expensive gap in most small businesses.

02

You cannot tell which spend works

Google Ads, Instagram, Justdial and referrals all produce enquiries, and none of them are tagged. So budget gets decided on gut feeling instead of on which source closed deals last quarter.

03

Staff leave with the customer list

When contacts live on personal phones, the relationship walks out with the person. Data in a CRM stays with the business, and access ends on the day the person does.

04

Nobody knows what is coming

Ask what the next thirty days of revenue looks like and you get a guess. With deals sitting in stages against values, that becomes a number you can plan staffing and stock around.

Features

What we build in

  • Lead capture from your website forms
  • WhatsApp Business API integration
  • IndiaMART and Justdial lead sync
  • Pipeline stages you define
  • Auto-assignment to sales staff
  • Follow-up reminders and tasks
  • Call logging and notes
  • Quotation generation
  • Source tracking per lead
  • Role-based access control
  • Owner dashboard with real numbers
  • Mobile access for field staff

Custom build or existing tool?

We will tell you honestly which one you need. If Zoho or HubSpot covers ninety percent of your process, paying us to rebuild it from scratch is a waste of your money. We set those up, configure the workflows and train your team instead.

A custom build makes sense when your process does not fit any template, when per-user pricing becomes painful past fifteen staff, or when the CRM has to talk to software you already run on the factory floor.

Who It Suits

Businesses this works well for

Clinics and consultants

Appointment enquiries, follow-up cycles, treatment plan reminders. Patient consent and data handling built in from the start.

Manufacturers and traders

IndiaMART enquiries, quotation rounds, sample dispatch and long negotiation cycles that need a written history.

Service businesses

Interior work, real estate, education, events. Anything with a site visit, a quote and a decision that takes weeks.

Pricing

Two routes

Setup on an existing CRM

₹25,000plus their licence fee
  • Zoho, HubSpot or Freshsales configured
  • Pipelines and fields matched to your process
  • Website and WhatsApp lead capture wired in
  • Data imported from your existing sheets
  • Two training sessions with your team

Live in about two weeks. Cheapest way to get organised.

Questions

Owners ask us this

My sales team will not use it. Now what?

That is the usual failure, and it happens when the CRM adds work instead of removing it. We keep data entry to what the person genuinely needs to type, put the rest on automation, and run training with the team rather than with the owner alone. If they can update a deal in fifteen seconds on their phone, they will.

Can it send WhatsApp messages?

Yes, through the official WhatsApp Business API. Template messages need Meta approval, which takes a few days. We handle the application and the number verification.

Where does the data live?

On your server or your cloud account, for custom builds. On the vendor's servers for Zoho or HubSpot. Either way, exports are yours whenever you want them.

Can it handle billing too?

Quotations yes, out of the box. Full GST invoicing, stock and accounting is a different piece of software, and we build that too. See billing software.

Walk us through how a lead reaches you today.

Thirty minutes on a call is usually enough for us to say whether you need a custom build or a configured tool.

Other Services

Also worth looking at

Let's Talk

Tell us what
you need.

Send the details and we come back with scope, timeline and a price. If the job is not a fit for us, we say that too and point you somewhere better.

Email hello@validcode.in
Location Indore, Madhya Pradesh

Or reach us directly