CRM SolutionsCRM
Every lead captured, every follow-up on time.
Overview
What CRM does for you
We implement and support CRM platforms that fit the way your team actually sells — pipeline setup, data migration, integrations with telephony, WhatsApp and email, and the training that makes adoption stick.
A CRM configured around how your team actually sells Clean data migrated out of spreadsheets and legacy tools Leads captured from calls, WhatsApp, email and your website Dashboards management can read without asking for a report
Capabilities
Inside CRM
Every line below is delivered by the same team, under one scope of work and one point of contact.
3 capability areas
CRM platform selection and setup Sales pipeline and lead-stage design Custom fields, workflows and automation Reports and dashboards for management
Data migration from spreadsheets and legacy tools Telephony and IVR integration WhatsApp, email and website lead capture Third-party API integrations
Role-based team training Admin support and change requests Data hygiene and de-duplication Ongoing optimisation reviews
Why CRM
A CRM the team actually opens
Most CRM projects fail on adoption, not features. We design the pipeline around how your people already sell, then train until the CRM is the easiest place to work.
Vendor-neutral advice
We recommend the platform that fits your process and budget. We are not reselling a licence.
Connected to your stack
Telephony, WhatsApp, email and website enquiries all land in one pipeline with the source recorded.
Adoption support
Role-based training and admin cover after go-live, until the team works inside the CRM by default.
Delivery
How a CRM engagement runs
The same five steps on every job, whichever division you are working with.
- 01
Consult & Survey
Requirement discussion, site survey and honest scoping before any commitment.
- 02
Design & Plan
Engineering, material selection and a documented scope of work you can hold us to.
- 03
Implement
Disciplined execution with safety inductions, progress reporting and change tracking.
- 04
Test & Certify
Testing, certification and UAT against the agreed purchase order before handover.
- 05
Support
AMC, escalation matrix and 24×7 response so what we build keeps working.
Questions
Before you ask
Anything not covered here, call and ask. You will reach someone who works on CRM — not a call centre.
Which CRM platforms do you implement?
We are platform-neutral and work with the mainstream cloud CRMs as well as self-hosted options. The recommendation follows your process, team size and budget — not a reseller agreement.
Can you migrate data from our spreadsheets?
Yes. We clean, de-duplicate and map spreadsheet or legacy-tool data before import, and share a migration preview for sign-off before anything goes live.
Will leads from WhatsApp and phone calls be captured automatically?
Yes. Telephony, IVR, WhatsApp, email and website forms can all be wired into the CRM so every enquiry creates a lead with its source recorded.
What happens after go-live?
Role-based training, admin support for change requests, data hygiene checks and periodic optimisation reviews continue under a support agreement.
Other Aeterna divisions
All services
IT Services
Software, cloud and IT infrastructure — one team from code to cabling.
View division
Construction Services
From foundation to finishing — construction delivered with engineering discipline.
View division
Sales Services
An outsourced sales engine that fills your funnel and closes it.
View division
Customer Verification
Aadhaar and PAN verification that keeps onboarding fast and compliant.
View division
Next step
Have a project for CRM?
Share the requirement and we will respond with a scoped, honest proposal — usually within one working day.
What happens next
- 1 You tell us the requirementA call, an email or a WhatsApp message. A rough idea is enough to start.
- 2 We survey and scope itA site visit or a requirements call, then a written scope you can hold us to.
- 3 You get a costed proposalLine-by-line pricing and a timeline — with an honest note if we are not the fit.