Capability

CRM & Sales Automation across India

AI inside your CRM, enrichment, scoring, note-taking and follow-up that reps use because it saves them time.

Industries
12
Stack options
8
Typical first release
6 weeks

What crm & sales automation means when we build it

Lead scoring trained on your real closed-won history beats a vendor's generic model every time, because your buying pattern is not their average.

We start from the constraint, not the capability, what the system must never do, who signs off, and what happens when it is wrong.

Multi-model by default, so a provider outage is a routing decision rather than an incident. Six weeks to something running in production, not six quarters to a strategy document.

What is included

  • Lead enrichment and deduplication
  • Scoring models trained on your actual closed-won history
  • Call transcription with automatic CRM notes
  • Follow-up drafting with the rep in control
  • Pipeline hygiene nudges instead of nagging reports
  • Attribution and forecast accuracy reporting

Who this is for

We usually work with sales leaders, revenue operations, marketing heads and founders, the people who own the outcome rather than the tooling decision.

Questions we get asked

Which CRMs do you work with?

Salesforce, HubSpot, Zoho, Pipedrive and Microsoft Dynamics, plus custom CRMs through their APIs.

Will reps actually use it?

Adoption follows from removing work rather than adding it. Automatic call notes and enrichment get used; another mandatory field does not.

Does it send emails automatically?

Only if you want it to. Our default is draft-and-review, because an automated message to the wrong prospect costs more than the time it saved.

Considering crm & sales automation?

Tell us the workflow and the constraint. We will tell you honestly whether it is worth building.

Or email bd@dtrasglobal.com · call +91 74118 77878