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Business Systems

CRM-Connected Systems

Your website, WhatsApp and team feeding one customer record.

CRM systems at a glance

Per customer, from every source, duplicates merged.
1 recordPer customer, from every source, duplicates merged.
Routed to the right person, with an alert.
InstantlyRouted to the right person, with an alert.
Tagged with its source, so you know what works.
Every leadTagged with its source, so you know what works.
From, for a CRM build or integration, after a Blueprint.
₹65,000From, for a CRM build or integration, after a Blueprint.

Leads don’t go cold on their own. They go cold in someone’s inbox.

A CRM keeps one record for every customer, with every enquiry, call, message and next step on it. When enquiries arrive from an ad, a listing site, a WhatsApp forward or a call and each lives in a different place, follow-ups depend on memory and the same buyer gets called twice or not at all.

A CRM-connected system brings every source into one record, routes each lead to whoever handles it the moment it arrives, and reminds them of every next step until it’s closed either way. We connect the CRM you use — most with an API — or build a simple one around how you sell.

It works hand in hand with WhatsApp automation and, for businesses that want the whole system at once, the Connected Website.

CRM-Connected Systems

What a connected CRM does

Five things that stop leads going cold.

One record

Every lead, one record.

Enquiries from every source land in one place, and a returning buyer is recognised, not duplicated — with the source kept on every lead.

  • Website, ads, WhatsApp and calls in one record
  • Duplicates merged by phone and email
  • The source kept on every lead

One buyer, one record: every form, ad, message and call

Routing

The right person, straight away.

Rules send each lead to whoever handles it, and they’re alerted at once on WhatsApp or email. Reassigning takes a tap.

  • Routing by project, budget or area
  • Instant alerts to the owner
  • Reassignment in a tap

The rules that send each lead to the right person

Pipeline

Follow-ups that happen.

Every lead has a stage and a next step, with reminders until it’s closed either way — and a pipeline that shows where every buyer stands.

  • Stages that match how you sell
  • Reminders for every next step
  • Reports on where buyers come from

Today’s follow-ups on a salesperson’s phone

WhatsApp on the record

Conversations where the lead is.

Messages on the WhatsApp Business Platform are logged against the customer’s record, so whoever picks up the lead sees everything that was said.

  • WhatsApp messages on the record
  • Templates for brochures and reminders
  • Call notes in a tap

A WhatsApp conversation on the buyer’s record

Reports

Know which ads bring buyers.

Every lead keeps its source from the first click to the booking, so you see where buyers come from and where they drop off — and ad budgets follow what actually sells.

  • A funnel from enquiry to booking
  • Leads, visits and bookings by source
  • Bookings reported back to your ad accounts

Where buyers come from, and where they drop off

CRM-Connected Systems

CRM features

What a CRM-connected system can include, in your CRM or one we build.

  • Every source connected

    Website, ad lead forms, listing sites, WhatsApp and calls.

  • One record per customer

    Matched by phone and email, duplicates merged.

  • Routing rules

    By project, budget, area or language.

  • Instant alerts

    On WhatsApp or email when a lead is assigned.

  • Stages and next steps

    A pipeline that matches how you sell.

  • Follow-up reminders

    Until every lead is closed either way.

  • WhatsApp on the record

    Messages logged against the customer.

  • Call notes

    Added in a tap; automatic logging where your phone system allows.

  • Source reports

    Which sources turn into visits and sales.

  • Conversion tracking

    Leads and sales reported back to your ads.

  • Old leads brought in

    From a spreadsheet or your current tool.

  • Team roles

    Who sees which leads, and who manages the team.

CRM-Connected Systems

How a CRM-connected system is built

  • Capture

    Website forms, ad lead forms, WhatsApp, call notes, and listing sites by email or API.

  • One record

    Matched by phone and email, with every touch on its timeline.

  • Routing and reminders

    Rules you set, alerts on WhatsApp or email.

  • Your CRM or ours

    We connect the one you use, or build a simple one around how you sell.

  • Calls

    A call note in a tap; automatic logging depends on your phone system, checked in the Blueprint.

  • Watched

    Connections monitored, and rules tuned each month on Evolve.

How we connect your CRM

  1. 1

    System Blueprint

    Your lead sources, your stages, and who handles what.

  2. 2

    Connect the sources

    Each one tested with real enquiries.

  3. 3

    Records, routing and reminders

    Set up in your CRM, or in one we build.

  4. 4

    Bring across old leads

    Where they’re in a usable shape.

  5. 5

    Launch and Evolve

    Reports and rules tuned each month.

Works with your CRM and lead sources

  • Zoho CRM
  • HubSpot
  • Google Ads lead forms
  • Meta lead ads
  • Your website forms
  • WhatsApp
  • Google Sheets
  • Zoho CRM
  • HubSpot
  • Google Ads lead forms
  • Meta lead ads
  • Your website forms
  • WhatsApp
  • Google Sheets
  • CRMs
  • Lead sources
  • Messaging
  • Data
  • CRMs
  • Lead sources
  • Messaging
  • Data
  • CRMs
  • Lead sources
  • Messaging
  • Data

CRM-Connected Systems

Who a connected CRM is for

  • Real Estate

    Every enquiry from ads, portals and WhatsApp on one record, followed to a site visit.

  • Education

    Admission enquiries followed up until a seat is booked.

  • Clinics

    Patient enquiries routed to the right branch and followed up.

  • Professional Services

    Prospects, proposals and follow-ups tracked to a yes or no.

  • Retail

    Bulk and corporate enquiries routed to sales and followed up.

  • Startups

    Leads, demos and trials in one pipeline from day one.

CRM-Connected Systems

CRM pricing

Add routing and follow-ups to what you have, or have a CRM built or connected in full.

Lead Follow-up Automation

Routing and follow-ups added to the website and CRM you already have.

Quoted

In writing, before we start

Ask for a quote
  • Lead routing
  • Follow-up reminders
  • WhatsApp message templates
  • CRM sync
  • Conversion tracking
  • A simple CRM built around how you sell
  • Old leads brought across
  • System Blueprint first
  • PaymentSet in the quote
  • Evolve careOptional, from ₹899 a month

Custom

A CRM built or integrated in full, around how you sell.

From ₹65,000

Fixed quote per phase · Timeline set in the quote

Ask for a quote
  • Lead routing
  • Follow-up reminders
  • WhatsApp message templates
  • CRM sync
  • Conversion tracking
  • A simple CRM built around how you sell
  • Old leads brought across
  • System Blueprint first₹10,000, credited in full
  • PaymentIn stages, set by the project value
  • Evolve careOptional, from ₹899 a month

Custom builds come with a 45-day warranty.

Pixel Kinetix

Why build it with Pixel Kinetix

  • 01

    The price before the build

    A System Blueprint and a fixed quote for each phase — never an open-ended bill.

  • 02

    Yours to keep

    You own the code written for you once it’s paid for in full.

  • 03

    Useful early

    Phases that go live on their own, so you benefit long before the end.

  • 04

    A 45-day warranty

    On every phase we deliver, then Evolve for the months after.

  • 05

    Tested by your team

    The people who’ll use it try it on real work before everyone gets it.

  • 06

    Built in Bangalore

    A Bangalore team building for businesses across India.

CRM-Connected Systems

CRM questions

Straight answers to the questions we’re asked most.

Still have a question?

Ask us on WhatsApp, or tell us what you need.

Lead routing and follow-ups for the tools you have come as Lead Follow-up Automation, quoted in writing. A CRM build or integration is Custom, from ₹65,000, after a ₹10,000 System Blueprint that’s credited in full if you go ahead.

Not always. We can connect the one you use, or build a simple one around how you sell.

Most CRMs with an API. We confirm yours in the System Blueprint.

Yes. Messages on the WhatsApp Business Platform can be logged against the customer’s record.

Yes. Lead forms from Google Ads and Meta ads can flow straight into the CRM, with the source kept on each lead.

Yes, where they’re in a usable shape, such as a spreadsheet or an export from your current tool.

Your team adds a call note in a tap. Automatic call logging depends on your phone system, and we check it in the Blueprint.

Yes. Every lead keeps its source, and reports show which sources turn into site visits and sales.

Losing track of leads? Let’s give every customer one record.

Message us on WhatsApp, call or email. We’ll tell you honestly if we’re the right fit.

Get Started