CRM Setup & Automation · Property & professionals
CRM Setup & Automation for insurance agents
Every enquiry, customer and follow-up in one sheet or CRM, with automations that remind you who to call today. Built for insurance agents in India, where the leak we see most is renewal reminders and claim questions.
What is included in the setup
- CRM setup (Google Sheets or Zoho)
- Lead capture from all channels
- Follow-up reminders
- Monthly pipeline report
What you need before the call
- The accounts the setup connects to (WhatsApp, Google or Meta)
- Your services, prices, timings and address
- Who receives alerts and reports
- Approval for the content the setup will send in your name
How it goes
01
Message us
Business type, city, what is leaking. We reply within a business day with slots.
02
20-minute call
We fill the knowledge card for your insurance agent. Setup fee is paid before the build starts.
03
Live within 48 hours
Once your platform access and Meta verification are complete (verification typically takes 3 to 10 business days). We test with you on a sandbox first.
04
Care plan
Monitoring, fixes, updates, reports. Cancel from any next billing date.
Guides for insurance agents
Guides for insurance agents are being published this week.See this service for other business types
Same setup, other property & professionals business types
Tell us your business and the problem to fix first.
One WhatsApp message. We reply within a business day with the setup that fits, its fees, and call slots.