B2B analytics SaaS
- Challenge
- Duplicate HubSpot contacts and broken round-robin let leads go cold.
- Simplileap solution
- Scoring rebuild, SLA timers, and Salesforce field mapping.
- Outcome
- MQL-to-meeting rate up 27%; first-touch 41h → 9h.
// Automate
CRM & Marketing Automation in Bangalore
HubSpot, Salesforce, and Pipedrive setup; lead scoring and routing automation; email campaign sequences; and sales pipeline workflows. We configure your revenue stack to nurture every lead systematically and give your team full funnel visibility.
// Services
CRM & marketing automation services
- CRM architecture and data model design
- Historical data migration and clean-up
- Lead scoring and automated routing
- Behavioural email sequences
- Multi-touch revenue attribution
CRM Setup & Customisation
HubSpot, Salesforce, and Pipedrive configured for your process.
Lead Management Automation
Lead scoring, routing, and follow-up sequence automation.
Email Campaign Automation
Drip campaigns, triggers, and behavioural email sequences.
Sales Pipeline Automation
Automated stage progression, tasks, and deal notifications.
Marketing Funnel Automation
End-to-end funnel from capture to conversion automation.
// Standards
CRM automation standards
Lead scoring models
Demographic + behavioural lead scoring that prioritises high-intent prospects for sales outreach, reducing time wasted on unqualified leads.
Attribution modelling
First-touch, last-touch, and multi-touch attribution configured to understand which channels and campaigns actually drive pipeline and revenue.
Funnel visibility
Real-time dashboards showing leads at every funnel stage, conversion rates, and bottleneck identification, visibility stakeholders can act on.
Fast follow-up automation
Inbound leads assigned and followed up within minutes through automated sequences, capturing intent before it fades, not after a 24-hour response.
GDPR-compliant data handling
Subscription management, consent tracking, double opt-in where required, and automated unsubscribe processing across all email platforms.
Maintained, not abandoned
CRM automations degrade without maintenance. We document every workflow and provide clear instructions for updating sequences when your process or offers change.
// Technology
CRM & marketing technology stack
CRM Platforms
HubSpotSalesforcePipedriveZoho CRMMonday CRMClose
Email Automation
KlaviyoBrevo (Sendinblue)MailchimpActiveCampaignCustomer.ioLoops
Marketing Automation
HubSpot MarketingMarketoPardotKeapOrttoEncharge
Forms & Capture
HubSpot FormsTypeformTallyWebflow FormsCal.comCalendly
Analytics
Google Analytics 4MixpanelSegmentAmplitudePostHogHotjar
Integration
ZapierMaken8nNative APIsWebhooksHubSpot Workflows
// Process
From funnel audit to revenue-attributable automation
01
Funnel & CRM Audit
2–3 daysMap current lead sources, conversion points, and revenue touchpoints. Identify data quality issues, missing lifecycle stages, and automation gaps.
// Stack & frameworks
Stack we use for this
AI & LLM
- OpenAI / Anthropic APIs
- LangChain pipelines
- RAG architectures
- Confidence thresholds
Integration
- Salesforce / HubSpot
- Zapier / Make
- Custom webhooks
- ERP connectors
Governance
- LangSmith observability
- PII handling
- Audit logs
- Rollback procedures
// Delivery
Simplileap execution framework
01
Architecture mapping
Dependencies, API contracts, compliance constraints, and performance budgets documented before sprint one.
02
Secure sprints
Two-week increments with GitHub access, demo recordings, and QA checkpoints, client visibility at every stage.
03
QA & handover
Automated tests on critical paths, security review, runbooks, and knowledge transfer to your team.
// Proof
Real deployments from Bangalore
Consumer electronics D2C
- Challenge
- Support and sales needed shared conversation context.
- Simplileap solution
- WhatsApp bot with CRM handoff on low-confidence intents.
- Outcome
- CSAT 4.1/5 on bot-resolved threads.
// Engagement models
How teams engage us
Currency
| Package | Ideal for | Investment | Includes |
|---|---|---|---|
| AI workflow pilot | Ops teams | From ₹3L |
|
| CRM automation | Sales/marketing | From ₹2.5L |
|
| RPA implementation | Back-office | Scoped per process |
|
// Company and service positioning
Company and Service positioning is reviewed for production delivery standards by Harsha Parthasarathy (Co-Founder, Strategy & Operations 24+ years IT veteran, IBM, Global Delivery, Program Management) and Keshav Sharma (Co-Founder, Engineering and Lead Architect, Full-stack engineering, product delivery and technical standards).
CIN
AAU-8582
Startup India
Founded
November 2020
Office
Residency Rd, Bengaluru, India
// FAQ
Common questions about CRM & marketing automation
Which CRM platform do you recommend?+
HubSpot for most SMBs, it combines CRM, email marketing, and marketing automation in one platform at a reasonable cost. Salesforce for enterprises with complex processes. Pipedrive for sales-focused teams who do not need marketing automation. We implement all three.
Can you migrate our data from our current CRM?+
Yes, we handle data migration from any CRM with an export or API. Data is cleaned, deduplicated, and validated against your new CRM data model before import. We handle contact, deal, activity, and note migration.
What is lead scoring and does every business need it?+
Lead scoring assigns numerical values to contacts based on demographic fit and behaviour (page visits, email opens, downloads), ranking them by sales-readiness. It is most valuable when you have higher lead volume than your sales team can work manually, typically at 100+ leads per month.
How do you ensure email automations do not spam people?+
We configure suppression lists, frequency caps across sequences, unsubscribe processing within 10 days (GDPR requirement), double opt-in for cold outreach, and CAN-SPAM compliance including physical address in footer.
Can you integrate CRM with our custom software?+
Yes, HubSpot, Salesforce, and Pipedrive all have REST APIs. We build bidirectional integrations between your CRM and internal products to keep data synchronised without manual double-entry.