CRM & Lead Management – Pune

Never Lose a Lead Again. Ever.

We set up, customise, and manage powerful CRM systems that organise every lead, track every interaction, automate every follow-up, and tell your sales team exactly who to call — and when. Stop guessing. Start closing.

40%
More Leads Converted with CRM
0
Leads Fall Through the Cracks
Sales Team Productivity
14 Hot Leads Today
3 Deals Closed
CRM Pipeline Dashboard
Live lead management view
LIVE
Sales Pipeline — This Week
New 8
Rahul M. Facebook • Baner Plots
Sneha P. Google • 2BHK Flat
+6 more various sources
Contacted 12
Amit K. WhatsApp sent
Priya J. Called • CB tmrw
+10 more follow-up due
Qualified 7
Dev S. Budget ₹55L ✓
Nita R. Site visit booked
+5 more high priority
Closed ✓ 3
Vikram B. ₹68L deal won 🎉
Kavita M. ₹42L deal won 🎉
Raj H. ₹55L deal won 🎉
30
Total Leads
₹1.65Cr
Pipeline Value
38%
Conv. Rate
4.2 days
Avg. Close Time
Recent Leads — Score & Status
R
Rahul Mehta
Facebook Lead • Baner Plots • 2 min ago
🔥 Hot
A
Anjali Sharma
Google Ad • 2BHK Flat • 18 min ago
⚡ Warm
S
Suresh Patil
Website Form • Industrial Plot • 1h ago
❄ New

Everything Your CRM Should Be Doing

We set up and customise your CRM with every feature your sales team needs — so no lead is forgotten, no follow-up is missed, and every deal is tracked to close.

Automatic Lead Capture

Leads from Facebook, Google, website forms, WhatsApp, and Instagram automatically flow into your CRM — no manual data entry, ever.

AI Lead Scoring

Every lead gets an automatic score based on source, budget, location, and behaviour — so your team knows exactly who to call first every morning.

Visual Sales Pipeline

A clear Kanban-style pipeline showing every lead's exact stage — New, Contacted, Qualified, Proposal, Closed — with drag-and-drop simplicity.

Automated Follow-Up Sequences

Multi-step follow-up sequences triggered automatically based on lead stage — WhatsApp messages, emails, and SMS sent at the right time without any manual action.

Task & Reminder System

Your sales team gets automatic reminders for every follow-up call, site visit, and meeting — so nothing slips through no matter how busy the day gets.

Sales Analytics Dashboard

Real-time reports on lead volume, conversion rate, average deal size, sales team performance, and revenue forecast — all in one live dashboard.

Complete Lead History

Every call, message, email, and note logged against each lead — so any team member can pick up where the last one left off, with full context.

Mobile CRM Access

Your sales team can view, update, and manage leads from their phone — perfect for field sales teams visiting sites, clinics, or client offices.

Multi-Channel Integration

Connected to your website, Facebook, Google Ads, Instagram, WhatsApp, email, and phone — every lead source feeds into one unified CRM inbox.

See Every Lead. Know Every Stage.

Your CRM pipeline gives your entire sales team a real-time bird's-eye view of every deal in progress — from first enquiry to final signature.

New Leads
8
Rahul Mehta
Baner Plots • ₹50–60L budget
Facebook
2 min ago
Sneha Pawar
2BHK Flat • ₹35–40L budget
Google
15 min ago
Mohan Raje
Agricultural Plot • Pune outskirts
Website
1h ago
Contacted
12
Amit Kumar
Industrial Plot • Chakan area
Facebook
CB tomorrow
Priya Joshi
Retirement Home • Budget ₹45L
Instagram
Follow-up due
Suresh Nair
Bungalow • ₹80L budget
Google
WhatsApp sent
Qualified
7
Dev Sharma
NA Plot 2000 sqft • ₹55L confirmed
Referral
Site visit set
Nita Rathi
Flat 3BHK • ₹65L budget ✓
Facebook
Hot lead 🔥
Proposal Sent
4
Rajesh Iyer
Industrial land • 5 acres • ₹1.2Cr
LinkedIn
Decision pending
Heena Kapoor
Pre-lease commercial • Baner
Website
Counter offer
Closed Won
3
Vikram Bhosle
NA Plot • Baner • ₹68L 🎉
Facebook
Won today
Kavita Mane
2BHK Flat • Aundh • ₹42L 🎉
Google
Won yesterday

We Set Up & Customise Any CRM You Need

Whether you want an industry-leading platform or a lightweight custom solution — we build it, configure it, and train your team to use it from day one.

HubSpot CRM
Best for Growing Businesses
Zoho CRM
Best for Indian SMBs
Salesforce
Best for Enterprise
Freshsales
Best for Sales Teams
Pipedrive
Best for Pipeline View
LeadSquared
Best for Real Estate
Google Sheets CRM
Best for Starters
Custom Built CRM
Tailored to Your Business

From Messy Spreadsheets to Organised CRM in 2 Weeks

A proven onboarding process that gets your CRM live, your team trained, and your leads flowing in — without disrupting your existing sales operations.

01

Sales Process Discovery

We map your entire sales process — how leads come in, how your team follows up, what information you need to capture, and what a "closed deal" looks like for your business. This shapes the entire CRM structure.

Day 1–2
02

CRM Selection & Setup

We recommend the right CRM platform based on your team size, budget, and business type — then set it up from scratch with your custom pipeline stages, fields, tags, and deal properties.

Day 2–5
03

Lead Source Integration

We connect all your lead sources — Facebook Ads, Google Ads, website forms, WhatsApp, Instagram, JustDial, 99acres — so every enquiry automatically appears in your CRM in real time.

Day 5–8
04

Automation & Follow-Up Setup

We build automated follow-up sequences, task reminders, lead scoring rules, and notification triggers — so your team is always guided on what action to take next.

Day 8–12
05

Team Training & Go-Live

We train your entire sales team — in-person or via video — on how to use the CRM daily. We migrate existing lead data, go live, and provide 60 days of free post-launch support.

Day 12–14

What a Properly Set-Up CRM Actually Does

These aren't estimates — these are real, measurable outcomes our clients experience within 90 days of CRM go-live.

40%
Increase in Lead-to-Deal Conversion Rate
3h
Saved Per Sales Person Per Day
100%
Lead Visibility — Zero Slipping Through
60 sec
Average New Lead Response Time
Sales Team Productivity Improvement
150+
CRM Systems Set Up Across India

How Your CRM Manages Every Lead from Click to Close

Your CRM doesn't just store leads — it actively guides each one through a structured journey from first touch to signed deal.

Captured

Lead enters from any channel automatically

Scored

AI scores lead by intent, budget & source

Engaged

Auto WhatsApp & email sent in 60 seconds

Followed Up

Team reminded to call at perfect time

Closed

Deal marked won, revenue recorded

Your Business Before & After a Proper CRM

The difference between a business using Excel to track leads and one using a properly configured CRM is measured in lakhs of rupees every month.

Without a CRM
Leads tracked in Excel — rows get lost or forgotten
No one knows who called which lead or what was discussed
Follow-ups depend on individual memory — things get missed
Sales team has no visibility into each other's pipelines
No data on which ad source generates best quality leads
Manager can't see team performance without asking everyone
Hot leads go cold while team is busy with other tasks
Revenue forecasting is guesswork — not data
With Our CRM Setup
Every lead auto-captured from all sources in real time
Full call & message history logged against every lead
Automated reminders ensure zero follow-ups are missed
Full team visibility — everyone sees the same pipeline
Source tracking shows exactly which ads convert best
Manager dashboard shows team KPIs in real time
AI scores and prioritises hot leads automatically
Accurate revenue forecast based on real pipeline data

Every Lead Source — One Unified CRM

We integrate your CRM with every platform where your leads come from — so your team sees everything in one place, in real time.

Facebook Lead Ads

Instant sync of all Facebook & Instagram lead form submissions into CRM

Google Ads

Google Search & Display lead form conversions auto-pushed to pipeline

WhatsApp Business API

All WhatsApp enquiries and bot conversations logged as CRM leads

Website Contact Forms

Every form submission on your website auto-creates a CRM contact

IVR & Call Tracking

Inbound calls auto-logged with caller number, time, and recording

Instagram DMs

Instagram direct message enquiries automatically captured as leads

99acres / MagicBricks

Real estate portal enquiries synced to CRM with full property details

JustDial & IndiaMart

B2B and local directory leads automatically pushed into your pipeline

CRM Setup & Management Packages

One-time setup fee + optional monthly management. You own your CRM — we make sure it works perfectly and keeps improving.

Starter CRM
₹11,999 setup
For small businesses setting up their first CRM with basic lead tracking and follow-up.
  • CRM Platform Setup (HubSpot / Zoho)
  • Custom Pipeline (up to 5 stages)
  • 2 Lead Source Integrations
  • Basic Lead Scoring Setup
  • Task & Reminder Automation
  • Team Training (up to 3 users)
  • 30 Days Post-Setup Support
  • Monthly: ₹2,499 Management
Get Started
Enterprise CRM
Custom
For large teams, real estate developers, and businesses needing custom CRM development and deep integrations.
  • Custom CRM Development (if needed)
  • Unlimited Pipeline Stages & Fields
  • All Lead Sources + Custom APIs
  • Advanced AI Scoring & Routing
  • Multi-Team / Multi-Branch Setup
  • ERP / Tally / Accounting Integration
  • Custom Reports & Dashboards
  • Dedicated CRM Manager
  • 90 Days Priority Support
Get Custom Quote

Why Pune's Sales Teams Trust Us to Build Their CRM

We don't just set up software. We design a complete lead management system built around how your sales team actually works — and we stay with you to make sure it keeps working.

Built Around Your Sales Process

We study how your team sells — your pipeline stages, your follow-up cadence, your qualifying questions — and build the CRM around that. Not the other way around.

Complete Team Training

We train every sales team member — in person or via video — so your team actually uses the CRM daily instead of going back to WhatsApp groups and Excel.

All Sources Connected

We connect every lead source — Facebook, Google, website, 99acres, JustDial, WhatsApp, phone — so your team never has to manually enter a lead again.

Pune Real Estate Experts

We've built CRM systems specifically for Pune's real estate market — we know the lead sources, the buyer journey, and the follow-up cadence that converts here.

Ongoing Management Available

After setup, our monthly management plan keeps your CRM clean, updated, and improving — new integrations, added workflows, and monthly performance reviews included.

You Own Everything

Your CRM account, your data, your pipeline — all in your name. We manage it for you, but you always have full admin access and complete ownership.

CRM Systems Built for Your Industry

Every industry has a different sales cycle, different lead sources, and different follow-up needs. We build CRM systems that fit yours perfectly.

Real Estate
Education & Coaching
Healthcare & Clinics
Restaurants & F&B
Automobile & EV
Fitness & Wellness
SaaS & Tech Startups
Retail & E-commerce
Legal & Finance
Hospitality & Events
Construction & Infra
Manufacturing & B2B

What Sales Teams Say After Going Live on CRM

Real businesses that replaced spreadsheet chaos with an organised, automated CRM — and the revenue impact that followed.

"
We had 3 salespeople and 3 different WhatsApp groups tracking leads. Leads were getting duplicated, missed, or followed up 5 times by different people. Newin Infinitix set up our CRM in 12 days — connected our Facebook, Google, and 99acres leads. Conversions went up 45% in the first 60 days. I now know exactly what every salesperson is doing without asking them.
S
Sanjay Kulkarni
Real Estate Developer, Pune
"
We run 5 coaching centres across Pune. Managing student enquiries was a nightmare — we'd get 200+ leads a month and lose track of half of them. The CRM Newin built for us now handles everything. Our admissions coordinator says she saves 3 hours every single day. Our conversion rate went from 18% to 34% in the first semester.
N
Nilesh Bhatt
Director, Coaching Institute Chain
"
As a clinic owner, I never knew which ads were bringing patients and which were wasting money. After the CRM setup, I can see every patient's source, track appointment bookings, and measure which doctor's schedule is underperforming. It's transformed how I run the business — not just marketing. Worth every rupee.
A
Dr. Anika Sharma
Clinic Owner, Kothrud, Pune

CRM Questions — Answered Honestly

Everything you need to know before setting up a CRM for your business with us.

For most Pune real estate businesses, we recommend LeadSquared (built specifically for real estate in India), Zoho CRM (affordable and powerful), or HubSpot (best free tier for getting started). The right choice depends on your team size, budget, and number of leads per month. We'll recommend the best option after a free consultation — and we have experience setting up all three for property developers across Pune.

Yes — and here's why. WhatsApp has no pipeline visibility, no lead scoring, no history search, no team accountability, and no reporting. When a salesperson is sick or leaves, all those conversations are gone. A CRM gives you full visibility, automation, accountability, and data — while still working alongside WhatsApp. We actually integrate WhatsApp into the CRM so you keep the convenience but gain all the structure.

Most teams are fully comfortable within 5–7 days of training. We simplify the interface to only show what your team needs — we hide all the unnecessary features that confuse users. We also create short video tutorials specific to your CRM setup that your team can refer to any time. Our 60-day support period means we're always available if someone gets stuck.

Absolutely. Data migration is included in every setup package. We clean, format, and import your existing leads — with all their details, history, and current status mapped to the correct pipeline stage. You won't lose a single contact during the transition.

We set up multi-branch CRM structures all the time — especially for real estate developers with multiple projects, coaching chains with multiple centres, and clinics with multiple locations. Leads can be automatically routed to the right branch team based on location, project, or source. Each branch sees only their leads, while management sees everything in one dashboard.

Our setup fee is one-time. The CRM platform itself (HubSpot, Zoho, etc.) has its own subscription — most have a free or affordable starter plan. Our optional monthly management fee (₹2,499–₹4,999) covers maintaining your workflows, adding new integrations, fixing issues, and monthly performance reviews. Third-party platform costs are paid directly by you to those platforms.

Ready to Stop Losing Leads to Competitors?

Get a free CRM consultation. We'll audit your current lead management process and show you exactly how a CRM would impact your conversions and revenue.

Call: 90963 30565 WhatsApp for Free Audit