Real estate brokerages where each lead is worth ₹50K+ and follow-up is everything — but Excel is the system of record.
Your leads deserve better than a spreadsheet.
Zoho felt too heavy. Salesforce cost more than the rest of your stack combined. Google Sheets worked — until three people started editing the same row. We build CRMs that fit the way your team actually sells.
Who needs a custom CRM.
B2B companies with 6-month sales cycles, where "the deal" involves 14 people and 200 emails.
Service businesses — gyms, clinics, institutes — where renewal is 60% of revenue and nobody's tracking it.
D2C brands moving to B2B, where the sale isn't a checkout — it's a conversation over three weeks.
A sales pipeline. Moving, not stagnant.
What a lead journey looks like in a CRM built for how Indians actually sell.
What goes into your CRM.
WhatsApp integration
Two-way chat logged against each lead. Automated follow-ups.
Call tracking
Every call logged with recording, disposition, next action.
Pipeline kanban
Drag-and-drop deal stages. Real-time for your whole team.
Automations
Trigger-based follow-ups. No lead slips through because someone forgot.
Not a template. Your answer, engineered.
Four disciplines we apply to every engagement — tuned to your context, your team, your constraint.
- 01DiscoverStep 01 of 03
Built for your actual process.
Most CRMs force your team to change how they work. We map your existing sales process first, automate the boring parts, and remove data entry that adds no value.
- 02DesignStep 02 of 03
WhatsApp-first, not email-first.
94% of Indian leads respond to WhatsApp; 31% to email. We build CRMs where the primary channel is WhatsApp — not bolted on as a plugin.
- 03DeliverStep 03 of 03
Mobile works in the field.
Your salespeople aren't at a desk. The CRM has to work on a 4G phone in a basement. We build for that reality, not a conference-room demo.
From <em>23% follow-up rate to 91%</em>. The leads were always there.
A 12-broker agency in Pune handling 400 leads/month. 23% were followed up within 48 hours. We built a CRM that made non-follow-up impossible — automated WhatsApp at 4h, reminders at 24h, escalation at 48h.
Before Ligio, 77% of our leads died silently in someone's WhatsApp. Now none of them can.
The tools. Chosen for your reasons.
How we actually work.
- 01
Process mapping
Week 1We shadow your sales team for a day. Write down every step. Find what can be automated.
- 02
Data model
Week 2Leads, accounts, opportunities, activities. Designed around your language, not Salesforce's.
- 03
Pipeline + automations
Weeks 3-6Kanban, WhatsApp, follow-up rules. The core of your daily use.
- 04
Reports + dashboards
Weeks 6-8What your sales head opens at 9:30 AM every Monday.
- 05
Data migration
Week 8Import from Excel, Zoho, HubSpot, or handwritten notebooks.
- 06
Training + rollout
Weeks 8-12Your team learns it. We stay on for 30 days.
Answers, without the fluff.
Still have questions? Talk to us — we answer within a business day.
01Why not just use Zoho or HubSpot?
02Does it integrate with IndiaMART / Justdial / Sulekha?
03WhatsApp Business API — official or unofficial?
04Can I export my data?
05How much does it cost to maintain?
06Mobile app or responsive web?
Explore more of what we do.
Every un-followed-up lead is a competitor's customer.
30-minute walkthrough of your current sales process. We'll find the three biggest leaks.
