What’s included
CRM Setup
CRM setup means your Zoho or HubSpot account configured, your leads migrated, and your team actually using it — typically live within 2–4 weeks. As a CRM implementation partner in Noida serving clients in 12 countries, DigiSutra handles custom fields, user roles, email and WhatsApp integration, and spreadsheet-to-CRM data migration, then trains your team so adoption sticks. You get a working system mapped to how you sell, not an empty license. Start with a free 15-page audit delivered in 48 hours.
- Zoho or HubSpot fully configured
- Data migration from spreadsheets
- Email + WhatsApp integration
- Team training and adoption support
Sales Pipeline
A well-built sales pipeline shows exactly where every deal sits and what moves it forward. DigiSutra designs pipeline stages in Zoho or HubSpot that mirror how your deals actually close — clear entry and exit criteria, win-probability weighting, and stuck-deal alerts so nothing rots in 'follow up later'. We workshop the stages with your sales team, configure them, and test with live deals. Most B2B pipelines need five to seven stages; we cut the rest.
- Stage design workshop with your team
- Entry/exit criteria per stage
- Win-probability weighting
- Stuck-deal and rot alerts
Lead Tracking
Lead tracking gives you the source, owner, and current status of every enquiry in one place — no more leads dying in inboxes or spreadsheets. DigiSutra wires your website forms, WhatsApp, Google Ads, and Meta lead forms into Zoho or HubSpot with UTM-level source attribution, so you know which channel produces buyers, not just clicks. Startups and SMBs across India use this to stop guessing where revenue comes from. Setup starts with a free 15-page audit in 48 hours.
- Website, WhatsApp + ad form capture
- UTM source attribution per lead
- Live status for every enquiry
- Duplicate detection and merging
Lead Assignment
Automated lead assignment puts every new lead in front of the right rep within seconds — because leads go cold fast. DigiSutra builds assignment rules in Zoho or HubSpot: round-robin for fairness, territory and product-line routing where it matters, and SLA escalations that automatically re-route leads a rep hasn't touched. Reps get instant mobile and email alerts, managers see who is sitting on what, and no enquiry waits overnight for a human to forward an email.
- Round-robin + territory routing
- SLA escalation for untouched leads
- Instant mobile and email alerts
- Manager visibility on lead loads
Sales Dashboard
A sales dashboard puts pipeline value, conversion rates, and revenue on one screen your team checks every morning — no exporting, no spreadsheet gymnastics. DigiSutra builds live dashboards in Zoho Analytics or HubSpot reporting: deals by stage, lead-source performance, rep leaderboards, and month-to-date revenue against target. We configure the views your founders and sales managers actually need, then trim everything else, because a dashboard nobody opens is just decoration. Delivered as part of your CRM build or standalone.
- Live pipeline and revenue view
- Lead-source performance breakdown
- Rep leaderboards and targets
- Zoho Analytics / HubSpot reports
Reporting
Weekly sales reporting turns CRM data into numbers your team acts on: leads by source, conversion by stage, rep activity, and revenue against forecast, delivered automatically every Monday. DigiSutra configures scheduled reports in Zoho or HubSpot for startups and SMBs across India, so founders see the truth without chasing anyone for updates. We define the metrics with you once, automate the rest, and review the format after the first month. Ask for the free 15-page audit to see what your current data can already tell you.
- Automated weekly report delivery
- Conversion and source metrics
- Revenue vs forecast tracking
- Rep activity summaries