SOBAI Solutions · Business systems
CRM systems that keep every enquiry moving.
Connect your enquiries, customer records and follow-ups in one working system. SOBAI configures CRM workflows around the way your sales team qualifies, assigns and closes leads.
Serving businesses in Jalandhar, Chandigarh and across Punjab, with remote delivery and support.
Start with the work that slows your team down.
Leads arrive through forms, calls and messages, but ownership becomes unclear when the team works from separate spreadsheets. A connected pipeline gives each enquiry an owner, a stage and a next action.
What we can set up
- Lead capture from website forms and approved integrations
- Pipeline stages, assignments and follow-up activity
- Searchable contact history and duplicate handling
- Manager dashboards and role-based access
What we need from you
Your lead sources, sales stages, team roles and existing contact data. We agree the import fields and access rules before moving records.
What you receive
A CRM your team can use day to day, with agreed fields, a reviewed import and a handover for the people managing enquiries.
Questions about crm & lead management
Can we keep our existing CRM?
Yes. We first assess your current tools and APIs. Configuration or an integration may meet the requirement without replacing the whole system.
Do you offer a subscription?
We can scope a hosted subscription or a dedicated setup. The quote explains setup work, hosting, users, support and any third-party usage charges.