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Automate Your Sales Funnel, From Lead Capture to Booked Demo

AI-driven lead qualification, CRM sync, smart follow-ups, and calendar automation — built for fast-moving sales teams.

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Key Benefits

Why Growth-Focused Teams Choose Our Sales Automation Systems:

Real-Time Lead Sync & Scoring

We automate lead ingestion from Airtable, Notion, Google Sheets, Typeform, and Webflow, and score leads using engagement signals, ICP-fit, and behavioral triggers — directly synced to CRMs like HubSpot, Pipedrive, or Zoho.

GPT-Based Multi-Channel Outreach

We deploy OpenAI-powered personalized sequences via WhatsApp (Uchat), LinkedIn (Phantombuster/Zopto), and Email (Mailshake/Klaviyo) — with dynamic prompt templates based on lead context and channel behavior.

Calendar Automation & Follow-Up Engine

We integrate with tools like Calendly, Zoho Bookings, or Google Calendar to auto-schedule calls, send rescheduling options, and trigger follow-ups via WhatsApp, Email, or SMS based on interaction patterns.

CRM Pipeline Sync

CRM stages are automatically updated via webhooks, behavioral flags, and GPT triggers. No rep intervention needed — from "Contacted" to "Demo Booked" to "Proposal Sent."

 Trigger-Based Content Delivery

Automated dispatch of pitch decks, intro videos, case studies, and product walkthroughs based on lead responses or CTA clicks — all trackable and timestamped inside your CRM.

What’s Included

  • CRM integration + webhook-based lead sync
     

  • GPT-driven outbound messaging stack
     

  • WhatsApp + LinkedIn automation via Uchat & API tools
     

  • Lead scoring logic using custom parameters (source, time, fit, activity)
     

  • Smart calendaring + no-show/rebook automation
     

  • Multi-channel outreach engine with fallback triggers
     

  • Real-time alerts via Slack, WhatsApp, or Email for sales actions
     

  • Full SOP + documentation + optional retainer for optimization

Starts at ₹18,000

📆 Timeline: 5–12 working days
Includes full setup, testing, and launch. No-code and low-code solutions customized for your existing stack.

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Our Process

1

Funnel Mapping

Map current workflows, lead sources, CRMs, and desired automations.

Logic & Integration Planning

Define scoring logic, trigger points, channel-specific flows, and fallback logic.

2

3

System Implementation

Connect APIs/webhooks across CRMs, WhatsApp (Uchat), email (Klaviyo/Mailshake), and calendar tools.

Testing & Deployment

Conduct scenario-based testing across all flows, verify edge cases, finalize documentation

4

Client Testimonials

— Aayush M., SaaS Co-founder

"We had leads flowing in but no follow-up structure. Ronit’s team automated the whole funnel — WhatsApp, email, CRM updates — and our demo bookings doubled in two weeks."

— Ishita R., Head of Sales Ops

"Before this, we spent hours updating deals and chasing replies. Now the system tracks everything — from reply triggers to booked calls. It's like having a digital SDR running 24/7."

— Farhan K., Revenue Lead

"Our reps were spending time writing emails and booking meetings. Now, messages are AI-generated and calls get scheduled without back-and-forth. We scaled output without adding headcount."

— Sonal B., GTM Lead, B2B SaaS

"They connected our Notion leads to HubSpot, trained GPT bots for follow-up, and added Slack alerts for hot leads. The tech works like an invisible layer over our sales ops."

FAQs

  1. Can this integrate with our existing CRM and lead source?
    Yes. We support integrations with HubSpot, Zoho, Pipedrive, Salesforce (basic tiers), and Airtable-based CRM setups. We can sync leads from sources like Google Sheets, Notion, Typeform, Webflow, or internal APIs. Syncs happen via secure webhooks, Make.com/Zapier flows, or native APIs — depending on your stack.
     

  2. How is GPT used in the outreach? Does it actually personalize?
    We use GPT to generate follow-up messages, outreach sequences, and channel-specific replies (e.g., WhatsApp, LinkedIn, Email) based on lead context — like name, source, company type, engagement level, and funnel stage. We build prompt templates with logic conditions so the message sounds personalized and relevant, not generic AI text.
     

  3. What channels can you automate for outreach and follow-up?
    We currently support:

    Email: via Klaviyo, Mailshake, or SMTP with GPT-generated messages
    WhatsApp: using Uchat or Twilio WhatsApp Business API
    LinkedIn: via Phantombuster, TexAu, or Zopto for automated outreach
    SMS & Slack: for reminders, alerts, or fallback communication flows

    All channels can be linked via logic (e.g., send WhatsApp if no email reply in 2 days).
     

  4. Do you automate bookings and calendar invites too?
    Yes. We integrate with Calendly, Zoho Bookings, or Google Calendar to automate demo scheduling, reminder messages, rebooking options, and no-show follow-ups. You can also assign different team members based on round-robin, availability, or lead type.

     

  5. How do you score leads? Is it customizable? 
    Absolutely. We set up scoring logic based on your inputs — lead source, industry, job title, activity (form fills, email opens, link clicks, etc.), and engagement timing. The system assigns a score in your CRM or middleware (like Airtable), and can trigger actions like prioritizing follow-up, notifying sales reps, or moving pipeline stages.
     

  6. Do pipeline stages update automatically in my CRM?
    Yes. Based on lead activity — reply, click, booking — we auto-update stages such as “Contacted,” “Demo Scheduled,” “Proposal Sent,” etc. This is done via CRM API, webhook triggers, or Make.com/Zapier automations. No manual input from reps required.
     

  7. Is WhatsApp outreach compliant and secure?
    Yes. We use official WhatsApp Business APIs via Uchat or Twilio, not unauthorized browser extensions. Messages are structured using approved templates for outreach, reminders, or engagement. Data is encrypted, and we follow best practices for consent and opt-outs.
     

  8. How long does implementation take?
    Depending on scope:
    Basic flow (CRM sync + WhatsApp + Calendly): 5–7 working days
    Advanced multi-channel funnel with lead scoring and GPT prompts: 10–12 working days

    We include testing, documentation, and handoff in this timeline.
     

  9. What happens if a tool/API fails or updates?
    We include error catchers, fallback logic, and monitoring alerts in your automation system. If an API breaks or a flow fails, we notify your team via Slack/WhatsApp, and optionally log the error in a Google Sheet. For clients on retainer, we manage hotfixes proactively.
     

  10. Can we A/B test different outreach messages or workflows?
    Yes. We can split flows by lead type, source, or engagement trigger to test messaging styles, time-of-day performance, channel preference (email vs WhatsApp), and even GPT prompt structures. Results can be tracked via Google Sheets, Airtable, or CRM reports.
     

  11. Do we need a developer to manage this after handoff?
    No. All automations are built using no-code/low-code tools (Make, Zapier, Uchat, Calendly, etc.) and come with documentation + training. If needed, we offer monthly support plans for ongoing edits, improvements, or scaling new flows.
     

  12. Can this system scale with our team as we grow?
    Absolutely. The flows are modular and built to scale — meaning you can:

    a) Add new reps to calendar routing
    b) Sync new forms or lead channels
    c) Layer in more CRM stages
    d) Expand WhatsApp flows or outreach sequences

    Scaling doesn’t mean rebuilding — just adding new nodes to the existing logic.

Ready to Automate & Scale?
Let’s Get Started!

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