CRM Setup & Automation

Streamline Your Lead Flow, Automate Follow-Ups & Save Time

Manual lead tracking wastes valuable hours. Missed follow-ups can mean missed revenue. At YatraTechie, we help businesses take control of their customer journey through smart CRM systems and automation tools — without needing expensive software or complex integrations.

We specialize in building customized, cost-effective CRM workflows that align with your business needs — whether you’re a salon, coaching center, cloud kitchen, or growing retailer.

What We Do

Our CRM Setup & Automation services are designed to simplify your lead management, enhance customer engagement, and reduce human error through automation.
Here’s what we bring to the table:

1. Lead Capture & Intake Systems

We create digital forms and touchpoints that collect leads automatically from:
*Website contact forms
*WhatsApp conversations
*Facebook/Instagram ads
*Google Forms & Typeform
*Landing pages and QR codes

2. CRM Integration & Custom Dashboards

We help you manage your data centrally with CRM tools like:
*Google Sheets (custom dashboards & filters)
*Notion, Trello, or Airtable setups
*Zoho CRM / HubSpot (starter plans)
*WhatsApp CRM via API
*CRM automation via Zapier or Make (Integromat)

3. Workflow Automation

No need to chase every lead manually. We build smart automation flows like:
*Auto-replies to form submissions or WhatsApp messages
*Welcome emails and onboarding messages
*Scheduled follow-up reminders
*Lead stage updates (hot, warm, cold)
*Notifications to team members

4. Email & WhatsApp Automation

We set up messaging systems to engage your leads and customers:
*WhatsApp Business API flows
*Pre-built onboarding journeys
*Email triggers based on lead activity
*Weekly nurture sequences
*Abandoned inquiry recovery sequences

5. Training & Handover

We don’t just set it up and leave. You’ll get:
*Video walkthroughs of your system
*PDF guide for your team
*Support for onboarding your staff
*Optional maintenance plans (monthly/quarterly)

Who It’s For

Our CRM automation is ideal for:

Salons & Spas: Auto-reminders, feedback forms, rebooking prompts
Coaching Centers: Lead collection, drip campaigns, class reminders
Retailers: Customer inquiries, order follow-ups, loyalty updates
Cloud Kitchens & Cafes: Order confirmations, feedback triggers
Event Organizers & Service Providers: RSVP tracking, enquiry pipelines

What You Get


Branded lead capture forms
Customized Google Sheets CRM or connected tool
Automated WhatsApp or email follow-up systems
Team task assignment setup
Performance dashboards (optional)
1-on-1 training and support

Why YatraTechie?


No-cost tools where possible (save on SaaS subscriptions)
Custom-built for your workflow
Automation logic without coding
Quick turnaround time
Built for scale as your leads grow

Let’s Automate Your Sales Funnel

If you’re tired of spreadsheets, scattered leads, or missed follow-ups — let us build a system that works while you sleep.

Get in Touch
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Contact
India (Head Office)
YatraTechie – Delhi NCR
3176 Maman Street, Pahari Dhiraj, Delhi-6
North Delhi, Delhi – 110006
+91-96250-32792
contact@yatratechie.com