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CRM setup and sales pipeline

Most CRMs fail for the
same boring reason.

Nobody updates them. Not because the software is bad, but because it was configured around the product's idea of a sales process instead of yours, so every entry is extra work with no return. This sets one up around how your team already sells — and trains them on it, which is the step that usually gets dropped.

From ₹59,000 for the scope below.

The package

What you get

01

Requirements session

We map how you sell today, including the parts that only live in someone's head. The configuration follows this, not a template.

02

Pipeline and fields

Stages that match your real process, and only the fields someone will actually fill in. Every extra field is a reason not to use the system.

03

Lead capture and assignment

Enquiries arriving from your site, email or phone land in the CRM with an owner attached, instead of in a shared inbox.

04

Follow-up and notifications

Tasks and reminders so a deal cannot sit untouched because the person who owned it was on leave.

05

A dashboard you trust

Pipeline value, stage ageing and what needs attention this week — built on the records, so the number on screen is the number in the system.

06

Training, not a handover PDF

A working session with the people who have to use it. This is the step that decides whether the project succeeds.

About the price. The figure above buys the scope listed, at that price, with the exclusions stated. Anything outside it is quoted after discovery rather than estimated in advance — which is how we price everything else, and why there is no rate card on the pricing page. Taxes are shown separately. Third-party costs such as hosting, licences and API fees are billed at cost or paid on your own accounts.

Boundaries

What is not included

CRM subscription fees

Your licence, on your account, billed by the vendor to you.

Complex data migration

Moving years of history from an old system is its own project with its own risks. Quoted separately once we have seen the data.

Custom development

Bespoke modules and deep API work beyond the standard configuration.

Ongoing administration

Available as a support arrangement. Not assumed.

Marketing automation campaigns

Sequences, content and campaign management are separate work.

Making people use it

We can make it worth using. Whether it is used is a management decision and we will be straight with you about that.

Honest qualification

When this is the wrong purchase

Two situations where we would tell you not to buy it.

Nobody internally will own it. A CRM with no owner is abandoned within a quarter. If there is no named person whose job includes keeping it current, fixing that comes before any configuration.

There is no repeatable sales process yet. If every deal is handled differently, a CRM will record the chaos rather than reduce it. A short process-mapping engagement is the cheaper first step, and we will suggest it instead.

Questions

Before you enquire

Which CRM do you work with?

We work with the mainstream platforms and will recommend based on your team size, budget and what you already pay for. If you already have a licence, using it properly is almost always cheaper than switching.

We already bought a CRM and nobody uses it. Can you fix that?

That is the most common version of this project. The licence cost is already sunk, so the work is configuration, cleanup and adoption rather than a new purchase. Often the fastest visible win available.

Can you move our existing contacts in?

Straightforward exports, yes, as part of the package. Years of messy history across several systems is a separate migration project — we will look at the data before quoting rather than guessing.

Will it connect to our website and WhatsApp?

Website enquiry capture is in scope. WhatsApp Business and deeper integrations are separate work with their own platform fees, which stay on your accounts.

Do you work with clients outside India?

Yes. We invoice in Indian rupees and will set out the payment route before you commit. Time-zone overlap for training sessions is agreed at scoping.

Start here

Tell us what you need

Tell us what breaks today. We answer within one working day, usually with questions rather than a quote.

We use what you send here to answer you and, if it becomes a project, to run that project. Nothing else. See our privacy policy.

We reply within one working day.

Prefer email?

officials@kaizensparktech.com
A person reads that inbox.

Outside India?

We work with clients overseas and invoice in Indian rupees. Ask and we will set out the payment route before you commit.

Considering a build? Describe the process and we will come back with a scope and a cost range — including if our view is that software is not the right answer. Get a range Message on WhatsApp