CRM & Marketing AutomationA CRM your team uses, and follow-ups that run themselves.
We set up or rebuild your CRM, connect it to WhatsApp, email and your ERP, and automate the follow-ups that win deals. Clean data and simple pipelines come before any automation.
- Any major CRM, or custom
- WhatsApp and email
- Clean data first
Free 30-minute call with a senior CRM consultant. Reply within one business day. Based in Jaipur, working with businesses across India.
- Discovery callFree 30 minutes with a senior specialist
- Scoped first phaseWritten scope, timeline and fixed price
- Build with weekly demosWorking software you can see every week
- Launch and supportGo-live with your team ready, then ongoing support
What are CRM and marketing automation services?
CRM services set up and customise the system that records every lead, customer and deal. Marketing automation sends the right message at the right time, such as WhatsApp, email or SMS follow-ups. Stack18 implements HubSpot, Salesforce, Zoho or custom CRMs, connects them to your other systems and automates follow-ups with clean data and clear reports.
Last reviewed 9 November 2026 by the Stack18 delivery team in Jaipur. Security and AI governance · Pricing · About Stack18
| What it covers | CRM selection & implementation; Marketing automation; Omnichannel messaging; Lead scoring & AI nurturing; CRM–ERP & billing integration; Loyalty & customer retention. |
|---|---|
| Typical first step | CRM Fit Audit: 1–2 weeks; fixed price. |
| Next step | CRM Implementation: 4–8 weeks; fixed price. |
| Long-term option | Growth Operations: ongoing; monthly retainer. |
| Measured by | Lead response time; Lead-to-opportunity rate; Pipeline coverage; CRM adoption. Each against an agreed baseline. |
| Governance | Human approval at 5 governance gates before anything reaches production. NDA available on request. |
| Delivery team | Based in Jaipur, India. A senior specialist replies within one business day. |
You need CRM & Marketing Automation when…
Tap the ones that apply to you.
CRM & Marketing Automation, end to end.
Each capability is delivered by the same team on the Agentic SDLC, with your approval at every critical step.
CRM selection & implementation
The right CRM, set up around your sales process, not the other way round.
- HubSpot, Salesforce, Zoho or custom
- Pipelines, fields and permissions
- Data import and clean-up
Marketing automation
Nurture leads automatically with sequences that respond to behaviour.
- Email and WhatsApp sequences
- Lead capture forms and landing pages
- Segmentation and triggers
Omnichannel messaging
One place to send and track SMS, email and WhatsApp conversations.
- WhatsApp Business API
- Templates and consent tracking
- Delivery and reply reporting
Lead scoring & AI nurturing
Spend sales time on the leads most likely to buy.
- Scoring rules and AI models
- Automatic routing and alerts
- Lead response-time tracking
CRM–ERP & billing integration
Quotes, orders and payments that move without re-keying.
- Quote-to-cash flows
- ERP and accounting sync
- A single customer view
Loyalty & customer retention
Bring customers back with programmes and reminders that work.
- Loyalty and rewards programmes
- Renewal and reorder reminders
- Feedback and review requests
A typical CRM engagement, week by week.
Senior people lead every phase. Specialised AI agents on the Agentic SDLC handle the repetitive work, and nothing ships without your approval.
Audit
Review your sales process, lead sources, data quality and current tools.
Configure
Set up pipelines, fields, automation and permissions; clean the data.
Connect & automate
Connect WhatsApp, email and your ERP, then build key follow-ups.
Train & optimise
Train the team, review adoption and tune reports and automations.
Start small. Scale when it works.
Every engagement begins with a short, fixed-price step so you can judge the fit before committing further.
CRM Fit Audit
Teams choosing a CRM, or unhappy with the one they have.
- Duration
- 1–2 weeks
- Pricing
- Fixed price
- Process and data review
- Tool recommendation
- Costed implementation plan
CRM Implementation
Teams ready to launch or rebuild their CRM.
- Duration
- 4–8 weeks
- Pricing
- Fixed price
- Configuration, data migration
- Integrations and automations
- Training and go-live support
Growth Operations
Teams that want ongoing optimisation.
- Duration
- Ongoing
- Pricing
- Monthly retainer
- Campaign and automation upkeep
- Reporting and insights
- Quarterly strategy review
Free funnel and CRM health check
Share how leads reach you and what happens next. A Stack18 CRM consultant reviews your funnel and tells you where leads are being lost.
- Leaks in your funnel
- Quick wins for follow-up
- Suggested next steps, no obligation
We agree targets before we start.
Every engagement has a baseline and a target on the measures that matter to you, reported at every read-out.
Where CRM & Marketing Automation makes the biggest difference.
Real estate developer
- Challenge
- Site-visit leads tracked in spreadsheets and WhatsApp.
- What we do
- A CRM with lead capture, WhatsApp follow-ups and site-visit scheduling.
6 weeks
B2B manufacturer
- Challenge
- Sales and marketing disagree on lead quality.
- What we do
- Lead scoring, shared definitions and routing rules in HubSpot.
5 weeks
Education institute
- Challenge
- Admission enquiries lost between calls and forms.
- What we do
- An admissions pipeline with automated reminders across SMS, email and WhatsApp.
6 weeks
CRM & Marketing Automation questions.
Which CRM should we choose?
It depends on your team size, process and budget. We compare options such as HubSpot, Salesforce and Zoho against your needs in a fixed-price audit, and we are not tied to one vendor.
Can you use WhatsApp with our CRM?
Yes. We connect the WhatsApp Business API to your CRM so conversations, templates and consent are tracked against each contact, within WhatsApp's rules.
Do you migrate data from spreadsheets or an old CRM?
Yes. We clean, de-duplicate and map data before import, and agree what is migrated and what is archived.
How do you make sure the team actually uses the CRM?
We keep the setup simple, remove double entry, train people on their own workflows and track adoption in the first months.
Can marketing automation work with our ERP or accounting system?
Yes. We connect the CRM to your ERP and accounting tools so quotes, orders and payments appear against the customer without re-keying.
Do you provide CRM and marketing automation services in Jaipur and across India?
Yes. Stack18 is headquartered in Jaipur, Rajasthan, and delivers CRM and marketing automation services for businesses across India. You get a free 30-minute call, a fixed-price first step and working software every week, so the engagement works the same whether you are in Jaipur or elsewhere.
Often combined with.
CRM sits next to enterprise integration to connect your ERP, AI agents and automation for lead qualification, data and analytics for reporting and digital transformation for wider change. Customer OS is a ready-made option for CRM and customer relationships. See all Stack18 services.
Enterprise Integration & APIs
ERP, CRM, accounting, payments and WhatsApp working as one.
Explore →AI TransformationAI Agents & Automation
Governed agents that take real work off your team.
Explore →Data & GrowthData & Analytics
Turn scattered data into decisions, dashboards and AI.
Explore →Accelerate with a pre-built solutionCustomer OS
Leads, WhatsApp, campaigns, support and loyalty on one record. Start from a production-ready base instead of a blank page.
See editions and prices →Let's scope your CRM & Marketing Automation project.
Tell us where you are and where you want to be. A senior CRM consultant will reply within one business day with next steps.
- Free 30-minute consultation
- Indicative estimate after the call
- NDA available on request