Nothing should be forgotten today.
Every website, WhatsApp, call, Meta and marketplace enquiry appears here automatically—with the next action clearly visible.
Business at a glance
Only the numbers needed to act.
Do it in one tap
No menus. No confusion.
Needs your attention
Hot and overdue leads appear first.
| Customer | Requirement | Source | Stage | Next action | |
|---|---|---|---|---|---|
Crust & Co. | 10×10 printed · 5,000 pcs | Quote sent | Call today, 5:30 PM | ||
CloudBite Kitchens | 8×8 plain · monthly supply | Google Ads | Hot | Send sample tomorrow | |
Slice House | Custom printed · 2,000 pcs | Website | Overdue | Follow-up overdue 1 day |
All leads
Every sales channel in one customer list.
| Lead | Business type | Requirement | Source | Stage | Owner | Action |
|---|
Sales pipeline
Move every enquiry toward an order.
Today’s follow-ups
Work from top to bottom. Finish the list.
Quote ₹48,000 sent yesterday. Decision expected today.
10×10 printed sample. Delivery address already saved.
No response after requirement discussion.
Last order was delivered 26 days ago.
Daily discipline
The CRM automatically creates tasks after every call, quote and sample. A lead can never remain without a next action.
Lead generation control room
See which activity creates qualified bulk buyers.
Channel performance
CRM attribution connects each enquiry to its source.
| Channel | Leads | Qualified | Orders | Revenue | Decision |
|---|---|---|---|---|---|
| Google Search | 28 | 16 | 4 | ₹82,000 | Scale |
| Meta Lead Ads | 21 | 6 | 1 | ₹18,500 | Improve targeting |
| Website SEO | 13 | 7 | 1 | ₹25,500 | Build more pages |
| IndiaMART / Marketplace | 12 | 2 | 0 | — | Review quality |
Included 6-month growth work
Search demand
Landing pages, SEO improvements, Google campaign setup, conversion tracking and keyword optimisation for bulk/custom box enquiries.
Social demand
Meta lead campaigns, creative testing, retargeting audiences and click-to-WhatsApp journeys.
Conversion discipline
Lead response workflow, follow-up templates, weekly funnel review and channel-level reporting inside CRM.
Everything from the phone
The owner’s daily experience—not a complicated desktop CRM.
Good afternoon 👋
Do these now
“Cutting a cake” rule
Every screen answers only one question: What should I do next? The owner sees calls, quotes, samples and orders—not technical CRM terminology.
One-tap actions
Client-friendly architecture
Explain the complete system in three minutes.
1. Current state
- Website leads, WhatsApp chats, phone calls and ads live separately.
- Customer requirements depend on chat history or memory.
- Follow-ups can be late or completely missed.
- No clear answer to which channel creates real orders.
- Repeat-order opportunities are not systematically tracked.
2. Desired future state
- Every enquiry automatically becomes one CRM lead.
- Requirement, quote, sample and order history stay together.
- The phone shows exactly whom to call and why.
- Management sees source, conversion, value and pending work.
- Existing buyers are reminded when repeat orders are due.
3. The system that closes the gap
Channels feed one engine; the engine gives the team one simple action list.
Lead channels
BoxKart CRM Core
- Lead deduplication by phone/email
- Customer + requirement history
- Pipeline: New → Quote → Sample → Order
- Task and follow-up automation
- Quotation and order value tracking
- Channel attribution and dashboards
Daily phone actions
- Call
- Send quotation
- Schedule follow-up
- Update sample/order
- Ask for repeat order
Data captured once
- Business and contact details
- Box type, dimensions and quantity
- Printing, material and delivery city
- Budget, urgency and expected order date
Automation layer
- Instant lead assignment
- First-response alert
- No-response reminders
- Quote follow-up sequence
- Sample approval reminder
- Repeat-order reminder
Management outcomes
- Fewer lost leads
- Faster quotations
- Clear salesperson accountability
- Visible campaign ROI
- Higher repeat business
Technical delivery note
The CRM receives website and advertising leads through APIs/webhooks where available. WhatsApp automation requires the official WhatsApp Business Platform setup. Phone-call logging can use click-to-call/manual logging in the base scope; automatic recording and IVR require a separate telephony provider. Marketplace integrations depend on account/API access and may use API, email parsing or controlled import.
Sales CRM + Lead Generation Proposal
A mobile-first sales system that brings every enquiry, follow-up, quotation and order into one simple workflow.
Valid for 15 days
The business gap
BoxKart receives bulk and custom packaging enquiries through its website, WhatsApp, phone and future advertising channels. When these conversations remain spread across separate apps, the business risks delayed response, incomplete requirements, missed follow-ups, unclear campaign ROI and lost repeat orders.
Proposed future state
One phone-friendly CRM will capture every lead, show its source, store complete box requirements, guide the team through quotation and sample approval, create follow-up reminders and give management a clear view of pending work, pipeline value, conversions and repeat-order opportunities.
Complete scope
Commercial terms
GST: ₹7,199.82.
Total payable: ₹47,198.82.
Lead generation included: First 6 months.
Lead generation after month 6: ₹9,999 per month + applicable GST, only when continued.
Hosting included: First 12 months.
Hosting after year 1: ₹1,000 per month + applicable GST.
Advertising spend: Paid directly by the client and not included in the professional fee.
Third-party charges: WhatsApp conversation charges, telephony, SMS, paid APIs, marketplace subscriptions or premium services are billed separately where required.
Delivery approach
Discovery and workflow mapping → mobile UI and CRM setup → lead-channel connections → pipeline and automation → testing → training → launch → six months of lead generation and funnel optimisation.
Success measures
Important assumptions
Scope is based on a focused custom CRM MVP using reusable Sitefy components. Final integrations depend on the client providing valid account access, permissions and API eligibility. Major ERP, inventory, production planning, GST invoicing, payment gateway, delivery tracking, call recording, advanced AI agent or native Android/iOS apps are outside this base scope unless separately agreed.
Authorised Signatory
Authorised Signatory