CRM readiness checklist
A checklist to decide whether your team needs spreadsheet cleanup, CRM automation, lead routing, AI workflow support or a custom CRM system.
A checklist to decide whether your team needs spreadsheet cleanup, CRM automation, lead routing, AI workflow support or a custom CRM system.
A checklist to decide whether your team needs spreadsheet cleanup, CRM automation, lead routing, AI workflow support or a custom CRM system.
A checklist to decide whether your team needs spreadsheet cleanup, CRM automation, lead routing, AI workflow support or a custom CRM system.
A checklist for deciding whether your team needs spreadsheet cleanup, CRM automation, lead routing, AI workflow support or a custom pipeline system.
Lead sources
- Do you know where each lead came from?
- Are website forms, calls, WhatsApp and referrals captured in one place?
- Can the team separate high-intent enquiries from low-fit messages?
Pipeline stages
- Can everyone explain the stages using the same words?
- Is there a clear owner at each stage?
- Do stale leads become visible automatically?
Follow-up rules
- Is there a standard response time?
- Are reminders tied to next actions, not just dates?
- Can managers see missed follow-ups without asking the team manually?
Automation and AI readiness
- Are lead routing rules written down before automation is added?
- Do you know which fields AI can suggest and which fields require human approval?
- Is there an audit trail for owner changes, stage changes and missed follow-ups?
Reporting
At minimum, a CRM should show new leads, qualified leads, owner workload, conversion by source, proposal value and reasons for lost deals.
If these answers are unclear, start with process cleanup before building a custom CRM. If the answers are clear but the tools are scattered, a CRM build is probably worth scoping.
Think this is your problem too?
A 20-minute Fit Call. We'll tell you honestly if we're not the right fit.
Think this is your problem too?
A 20-minute Fit Call. We'll tell you honestly if we're not the right fit.
Think this is your problem too?
A 20-minute Fit Call. We'll tell you honestly if we're not the right fit.
Think this is your problem too?
A 20-minute Fit Call. We'll tell you honestly if we're not the right fit.
What this costs
Monthly plans
- Custom Website₹1,599/mo
- or yearly₹13,499/yr
- Digital Marketing₹2,999/mo
- or yearly₹29,999/yr
Setup is free for the first 50 customers, then ₹1,999 one-time.
One-time builds
- Landing page for ads₹2,999
- Starter website₹3,500
- Business website₹7,500
- E-commerce starter, to 20 products₹14,999
Campaigns & content
- Google Search Ads setup₹3,999
- Meta Ads setup₹2,999
- Social creativesfrom ₹999
- Content packfrom ₹1,999
Upkeep & systems
- Website update₹900/edit
- Website maintenance₹5,000/yr
- CRM & workflow automationQuoted
- Dashboards & internal toolsQuoted
Systems work is scoped and quoted in writing after a Fit Call.
Prices in INR, applicable taxes extra. Ad spend is always yours and billed separately by the ad platform. Scope is agreed in writing before any work starts.
Think this is your problem too?
A 20-minute Fit Call. We'll tell you honestly if we're not the right fit.