Most lost sales in Pakistan are not lost to competitors. They are lost to a follow-up nobody made because the enquiry sat in a personal WhatsApp thread. A CRM is worth building when it makes that impossible.
What this covers
- Lead capture from website forms, WhatsApp, Facebook and phone calls
- Visual pipeline with stages you define, not stages a product imposes
- Follow-up reminders assigned to a person with a date
- Quotation generation, versioning and approval
- Email and WhatsApp campaigns with delivery tracking
- Sales reporting by agent, source, region and product
Adoption is the whole game
A CRM only works if the sales team uses it. So we keep data entry to the minimum that produces a useful report, put the day's calls on one screen, and make it usable on a phone between meetings. If a field does not drive a decision, we remove it.
Where the leads come from
We connect the sources you already use — website forms, Meta lead ads, a WhatsApp Business number, a landline log — so nothing depends on someone remembering to copy an enquiry across. Duplicate detection merges the same customer arriving twice.
The essentials
| Best for | Real estate, education, healthcare, B2B services, distribution |
|---|---|
| Timeline | 6 to 12 weeks |
| Deployment | Cloud, with mobile access for the field team |
| Integrations | WhatsApp Business API, Meta lead ads, SMS gateways, email providers |
| Support | Training for the sales team plus a monthly review of adoption |
Included as standard
The details that decide whether it works.
WhatsApp integration
Message from inside the record; the conversation stays on the customer.
Territory rules
Automatic assignment by region, product line or round robin.
Targets and commissions
Track against monthly targets and calculate commission automatically.
Call logging
Log outcomes fast, with the next action mandatory before closing.
Customer history
Every quote, order, complaint and payment on one timeline.
Email marketing
Segmented lists, templates, scheduling and open tracking.
Start here
Have a system in mind? Let's scope it together.
Send us a short brief. You get a written scope, a fixed timeline and a clear price — no obligation to proceed.