N°005 · Sales teams & agencies
We built this CRM to run our own sales pipeline. Then clients asked for it.
Every lead our agency handles runs through this CRM — capture from forms and WhatsApp, pipeline stages, follow-up discipline and per-person KPIs. It exists because generic CRMs didn't fit how Indian sales teams actually work.
Modules — What's inside
Everything the day actually needs. Nothing for the demo.
Lead capture
Website forms, WhatsApp and manual entry land in one inbox — nothing lives in someone's phone.
Pipeline stages
New → Contacted → Qualified → Closed, with reasons on every drop-off.
Follow-up engine
Next-action dates on every lead. The morning list tells each person exactly who to call.
Team KPIs
Calls made, leads qualified, deals closed — per person, per week, visible to everyone.
WhatsApp-first
Templates and click-to-chat built in, because Indian deals close on WhatsApp.
Owner's view
One screen: pipeline value, this week's closes, who needs help.
What changes
After go-live, this is different:
- No lead dies in a personal phone
- Follow-ups happen on schedule, not on memory
- Freshers ramp faster because the system tells them what's next
Who it's for
Built for:
- Agencies and service businesses
- Real-estate and insurance teams
- Any founder still tracking leads in a diary
Deployment — What happens, and when
Live in days, on a dated plan.
The same 5-step deployment we run for every product — the dates below are our fastest real run (11 days); most land within 2–4 weeks depending on data volume.
Day 0–1
Discovery call
We sit with the owner — not a sales rep, someone who'll actually configure your system — and map how your business runs today.
Day 2–4
Setup & data migration
Your existing registers, Excel sheets and old software data move into the system. We do the migration, not you.
Day 5–8
Configuration & training
Fee structures, menus, commission rules — configured to your reality. Your team is trained on their actual daily tasks.
Day 9–11
Go-live with handholding
We stay on WhatsApp through your first live days. Our fastest full deployment took 11 days — that number is real.
Ongoing
Support from the same team
The people who built your setup answer your questions. No ticket queue between you and a fix.
See Clicknify CRM on your own workflows.
A 30-minute demo using your fee structure, your menu, your pipeline — not sample data. If it doesn't fit, we'll say so.