Lead capture
01Every enquiry lands in one place, tagged and assigned.
Lead capturedForm · WhatsApp · Email
Send emailWelcome note, instantly
QualifyScore the interest
Notify salesThe right person, now
Create taskNothing slips through
Follow-upA gentle nudge
WonCelebrate, then invoice
BrewStack24 / CRM & Business Automation
Your business,
on autopilot.
Centralise your customers, sales pipelines and the repetitive work in between — one connected system that keeps the routine moving while your team does the thinking.
Sample workflow / No client data shown
WhatsApp◆Email◆Forms◆Payments◆Calendar◆Sheets◆Invoices◆Reminders◆
(02) Before / After
Less busywork.
More momentum.
Before
3 spreadsheets
one per person
Missed follow-up
day 9, no reply
“Who has this?”
group chat search
Manual invoice
copy, paste, remember
Duplicate leads
same name, twice
Where's the reply?
buried in email
Update the CRM
someone, eventually
Weekly export
copy into a sheet
Payment? Maybe
check the UPI app
No owner yet
lead goes cold
Version 3 (final)
or was it 4?
Reminder: call back
sticky note, desk
After
New Lead
Contacted
Proposal
Won
(03) Live pipeline
Watch the work
move itself.
Sample data
New Lead
1Neha S.
Boutique order
₹42,000
Contacted
1Ravi M.
Retail chain
₹1,20,000
Proposal
1Aisha K.
Clinic group
₹78,500
Won
1Dev P.
Logistics
₹2,40,000
Automatic actions
- Sample pipeline ready
A short illustration of the handoffs a workflow can handle for you.
(04) Build a workflow
Pick a trigger.
Pick an action.
The same shape your team already uses — someone starts something, then a small piece of work follows automatically.
Trigger
Action
When
New enquiry
Then
Send WhatsApp
Illustrative estimate
1.9 hrs
of manual handling, saved each week.
Steps removed
56
clicks, copies and reminders.
Illustrative only, based on stated assumptions about weekly volume and manual handling time — not a forecast or a client result.
(05) What we automate
The repeated work,
quietly handled.
Sales pipeline
02See where each conversation stands without asking around.
Customer follow-ups
03Reminders arrive on time, so nothing goes cold.
Invoices and payments
04Send, track and follow up on payments automatically.
Team tasks
05The right person gets the right task at the right moment.
Reports and dashboards
06A clear weekly picture you can actually read.
(06) How we implement
Five steady
steps to live.
01Audit
02Map workflows
03Build
04Train team
05Optimize
See what really happens.
We map your current tools, handoffs and the steps your team repeats every week.
Role-based access
People see what their role needs.
Data backups
Scheduled copies of your records.
Activity logs
A visible trail of changes.
Easy exports
Your data leaves as easily as it arrives.
(07) Results / Concepts
What it looks like
when it runs.
Sales pipeline / Illustrative
One board for every conversation.
A sample view of how leads, stages and owners look once the same record serves everyone.
- Stages defined
- Owners visible
- Weekly review ready
01 / 03
Illustrative concepts drawn from sample data — not completed client projects or measured results.
(08) FAQ
Sensible questions.
Straight answers.
A little clarity before the first conversation.
It depends on how many workflows, tools and people are involved. After the audit we agree on a phased plan, so the first useful automation can go live while the rest is still being built.