Challenge

Fragmented customer data across marketing, sales, and service teams. Manual lead tracking and inconsistent follow-ups led to lost opportunities.

Scope

Centralize all customer data and automate the entire lead pipeline on HubSpot. Integrate marketing, sales, and service workflows.

Process

Mapped the complete customer lifecycle. Designed lead stages and pipeline automation in HubSpot. Integrated website forms, WhatsApp, and email into CRM. Set up deal automation, task reminders, and real-time reporting dashboards.

Tools Used

HubSpot, Zapier, WhatsApp API, Google Analytics, Gmail

Deliverables

Unified CRM with custom pipelines, automated lead capture and follow-ups, integrated communication channels, and live dashboards.

Impact

• 100% of leads and customer data now tracked in one place.
• 50% faster lead response time.
• Seamless handoff between marketing and sales teams.