Q1Should I build a custom CRM or use Salesforce, Zoho or HubSpot?
If a standard CRM fits about 80% of your needs, customising it is usually faster and cheaper. A custom CRM makes sense when your process is unique, when per-user licences become expensive at scale, or when you need deep integration with your own systems. We will compare both honestly.
Q2Can the CRM capture leads automatically?
Yes. Leads can flow in from website forms, landing pages, Facebook and Google lead ads, property and job portals, WhatsApp and email, then be assigned by rules such as location, product or round-robin.
Q3Can you integrate WhatsApp with the CRM?
Yes. Using the WhatsApp Business API, conversations are logged against each contact, and you can send approved templates, reminders and follow-ups from the CRM.
Q4Can you migrate our data from Excel or another CRM?
Yes. We clean, de-duplicate and map your data, import contacts, companies, deals and history, and validate the results with your team.
Q5What reports will managers get?
Typical reports include pipeline value by stage, conversion rates, lead source performance, team activity, forecasts and customer service SLAs, all available on live dashboards.
Q6Can the CRM work on mobile?
Yes. Sales teams can use the CRM on phones through a responsive web app or a native mobile app, including offline notes and visit check-ins.
Q7How do you make sure the team actually uses the CRM?
We keep screens simple, automate data entry where possible, involve users in design and provide training. We also review usage after launch and adjust.
Q8How long does CRM implementation take?
A platform CRM setup can take 3โ6 weeks. A custom CRM usually takes 8โ14 weeks, and enterprise roll-outs across teams and regions take longer.
Q9Can you improve our existing Zoho or Salesforce setup?
Yes. We audit your current setup, simplify pipelines and layouts, add automation and integrations, and train your team.
Q10Can the CRM send automatic follow-ups?
Yes. We set up automated emails, WhatsApp messages and reminders based on lead stage, activity or time since last contact.
Q11Can you add AI to our CRM?
Yes. We add AI to summarise calls and chats, draft follow-ups, score leads and answer questions about your pipeline.
Q12Can the CRM connect to our accounting software?
Yes. We integrate CRMs with Tally, QuickBooks, Xero, Zoho Books and ERPs to sync customers, quotes and invoices.