Marketing Automation and CRM
CRM setup, lead routing and automated follow-ups that stop leads slipping away. Many businesses lose leads not because of poor marketing but because follow-up is slow or inconsistent.
About our automation and CRM services
Many businesses lose leads not because of poor marketing but because follow-up is slow or inconsistent. Gravmo sets up CRMs, routing rules and automated workflows across email, WhatsApp and SMS so every enquiry gets a fast, appropriate response.
We work with tools such as Zoho CRM, HubSpot, LeadSquared, Salesforce, Pipedrive, Make, Zapier and WhatsApp Business Platform providers, choosing what suits your team and budget, and respect customer consent and India's data-protection law.
Fastest response on WhatsApp. Send us a message about automation and CRM and we usually reply within working hours the same day.
Automation and CRM services
CRM Setup and Pipeline Configuration
Set up a CRM with pipelines, stages and fields that match how your team sells.
View serviceLead Routing and Assignment Automation
Send each new lead to the right person instantly, based on location, product or workload.
View serviceLead Nurturing Workflow Design
Automated sequences that keep leads warm until they are ready to buy.
View serviceEmail Automation Setup
Set up automated emails for welcomes, follow-ups, reminders and re-engagement.
View serviceWhatsApp Business Workflow Design
Automate WhatsApp replies, follow-ups and handoffs to your team using the official platform.
View serviceAppointment Booking Automation
Let customers book appointments online with automatic confirmations and reminders.
View serviceAbandoned Cart Automation
Recover lost sales with timely email and WhatsApp reminders for abandoned carts.
View serviceCustomer Onboarding Automation
Welcome new customers and help them succeed with automated onboarding journeys.
View serviceCRM Data Cleanup and Deduplication
Clean, deduplicate and standardise CRM data so reports and automation work properly.
View serviceSales Follow-Up Automation
Automatic tasks and reminders so salespeople never forget a follow-up.
View serviceMarketing Automation Audit
Review existing automations to find broken flows, gaps and opportunities.
View serviceLead Source Attribution Setup
Know exactly where every lead came from, from first click to closed deal.
View serviceNo-Code Workflow Integration
Connect your apps with Make, Zapier or similar tools to remove manual data entry.
View serviceWhy work with Gravmo
Speed to lead
Instant routing and alerts so enquiries are handled in minutes.
Clean data
Deduplication and clear fields from day one.
Consent-aware
Opt-in and data-protection principles built in.
Team-friendly
Workflows your sales team will actually use.
How we work
Map
Current lead sources, stages and handoffs.
Design
Pipeline, fields, routing and automations.
Build
Configure CRM and integrations.
Train
Team training and documentation.
Optimise
Monthly review of response times and conversion.
Available in 30 metro cities
- CRM Setup and Pipeline Configuration in Delhi
- Lead Routing and Assignment Automation in Mumbai
- Lead Nurturing Workflow Design in Bengaluru
- Email Automation Setup in Hyderabad
- WhatsApp Business Workflow Design in Chennai
- Appointment Booking Automation in Kolkata
- Abandoned Cart Automation in Pune
- Customer Onboarding Automation in Ahmedabad
- CRM Data Cleanup and Deduplication in Gurugram
- Sales Follow-Up Automation in Noida
- Marketing Automation Audit in Jaipur
- Lead Source Attribution Setup in Lucknow
- No-Code Workflow Integration in Chandigarh
- CRM Setup and Pipeline Configuration in Indore
- Lead Routing and Assignment Automation in Kochi
- Lead Nurturing Workflow Design in Surat
- Email Automation Setup in Nagpur
- WhatsApp Business Workflow Design in Bhopal
- Appointment Booking Automation in Coimbatore
- Abandoned Cart Automation in Visakhapatnam
- Customer Onboarding Automation in Vadodara
- CRM Data Cleanup and Deduplication in Patna
- Sales Follow-Up Automation in Ranchi
- Marketing Automation Audit in Bhubaneswar
- Lead Source Attribution Setup in Guwahati
- No-Code Workflow Integration in Thiruvananthapuram
- CRM Setup and Pipeline Configuration in Kanpur
- Lead Routing and Assignment Automation in Ludhiana
- Lead Nurturing Workflow Design in Thane
- Email Automation Setup in Navi Mumbai
Explore more service categories
- Social Media Strategy and Operations
- Short-Form Video and Creative Production
- Creator Economy and Partnerships
- Digital PR and Media Outreach
- Brand Search, Entity SEO and Authority
- Online Reputation and Review Operations
- Account Access, Safety and Platform Support
- Verification and Digital Identity Guidance
- Paid Media and Lead Generation
- Email, WhatsApp and Customer Retention
- Website Experience and Conversion
- E-commerce Growth Add-ons
- B2B, SaaS and Account-Based Marketing
- Personal Branding and Executive Presence
- White-Label and Agency Partner Services
- Research, Insights and Intelligence
- Emerging and Specialist Digital Services
- Content Protection and Brand Safety
- Founder, CEO and Professional Visibility
- PR Strategy, Content and Campaign Delivery
- Awards, Lists, Rankings and Recognition
- Editorial, Sponsored and Paid Media Collaboration
Frequently asked questions
Which CRM should we use?
It depends on team size, sales process and budget. Zoho, HubSpot, LeadSquared and Pipedrive suit many Indian businesses. We recommend after mapping your process.
Can automation feel impersonal?
Good automation handles timing and routine messages, so people can spend more time on real conversations.
Do you migrate existing data?
Yes, including cleaning and deduplicating data before import.
Ready to grow with Gravmo?
Tell us about your business and goals. We will review your current marketing and suggest a practical plan, with no obligation.