Configure the basics first

Customize Lead, Deal and Account modules to your industry. Define a 5–7 stage pipeline. Set required fields sparingly — every required field is a reason reps don't update CRM.

Automations that pay for themselves week one

Auto-assign leads by territory, SLA timers on first-touch, deal-stage probability defaults, and a daily 8 AM digest to AEs of their hot deals.

Integrations Pune teams actually use

IndiaMART + Justdial lead capture, WhatsApp Business via Interakt, Razorpay for invoicing, and Zoho Books for finance sync.