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CRM Setup & Business Automation

Soft Technology Tools sets up CRM pipelines and business automation so every lead is saved, followed up and tracked until the deal is won. It is for businesses in Pakistan and abroad that get enquiries from their website, WhatsApp and ads, and keep losing track of who was contacted and when. To start, message us on WhatsApp or fill in the project form, and we reply within one working day.

Our team works from offices in Lahore and Karachi, with clients in Pakistan, the UAE, the UK and the USA. Calls are booked in your local time, with one point of contact in English or Urdu.

Soft Technology Tools graphic: Never lose a lead again. Pipelines, follow-ups and reports in one place

What you get

We set up your CRM around the way you sell, not a generic template. The aim is simple: never lose a lead again, and always know where each deal stands.

  • Pipeline setup: stages that match your sales process, for example new lead, contacted, quote sent and won.
  • Automatic follow-ups: messages by WhatsApp, email and SMS that go out at the right time, so leads hear from you without anyone having to remember.
  • Forms and ads to CRM: leads from your website forms, Meta ad forms and WhatsApp land in the CRM automatically.
  • Team dashboards: a clear view of each person’s leads and tasks.
  • Reports: reports that show where every deal stands and which source brought each lead.
  • The right tools: GoHighLevel is among the tools we use, and we connect other systems through API integrations.

A CRM works best when leads flow into it from everywhere. We can connect it to a WhatsApp AI chatbot that qualifies leads, an AI calling agent for follow-up and reminder calls, and a business website with lead forms. If you run ads, our digital marketing service sets up tracking so you know which campaign brought each customer.

How it works

  1. Talk it through (Day 1): a call or WhatsApp chat about how leads reach you today, how your team follows them up and your budget.
  2. Plan and quote (within 2 working days): a written scope, timeline and fixed price you approve before we start.
  3. Build and test (weekly updates): we set up the pipeline, forms, follow-ups and dashboards, test them with sample leads, and build your feedback in.
  4. Launch and support (ongoing): we go live, hand over every login, and stay on for updates and fixes.

What we need from you

You know your sales process better than anyone. Our job is to turn it into a system, so we start by understanding how it works today.

  • A description of your sales steps, from first enquiry to payment.
  • Where leads come from now, such as your website, WhatsApp, Meta or Google ads, phone calls or walk-ins.
  • Any existing lead lists or spreadsheets you want moved into the CRM.
  • The follow-up messages you send now, or notes on what you want them to say.
  • The names and roles of team members who will use the CRM.
  • Access to your website, ad accounts and WhatsApp setup, so we can connect them.

Timeline

CRM setups and automations depend on scope, for example how many lead sources need connecting, how many follow-up sequences you need and how many people will use the system. The timeline is agreed in your written quote before work starts.

You get weekly updates during the build, so you can see each part working before launch.

Pricing

Every CRM setup is different, so we price per project. After a free call or WhatsApp chat, we send a fixed written quote with the scope and timeline. You approve it before any work begins, with no hidden fees.

Monthly support plans are available for updates, changes to your pipeline and follow-ups, and campaign management.

FAQ

Which CRM do you use?

GoHighLevel is among the tools we use. We recommend a tool on the first call based on how you sell, and connect it to your other systems through API integrations where needed.

Can leads from my Meta ads go straight into the CRM?

Yes. Connecting forms and ads to the CRM is part of what we set up, so new leads from ad forms land in your pipeline automatically.

Can follow-ups go out on WhatsApp?

Yes. Automatic follow-ups can be sent by WhatsApp, email and SMS. WhatsApp messages from a business go through the official WhatsApp Business Platform, and we guide you through that setup.

Can you move my existing leads from spreadsheets?

Share your current lists during planning, and the quote will say how they will be moved into the CRM.

Who owns the CRM account and data?

You do. Accounts are set up in your name and we hand over every login at launch. There is no lock-in.

Start your project

Tell us where your leads come from and how you follow them up today, and we will reply within one working day with questions or a quote. Message us on WhatsApp at +92 335 7576377, or fill in the project form on our home page. For more tips, see our blog.