CRM, HR and automation for agencies, consultants and professional firms
Small firms run on relationships and time. A CRM that does not lose leads, HR that runs itself, and automatic replies to routine enquiries leave more hours for client work.
All leads
142 open| Lead | Source | Owner |
|---|---|---|
| Greenline Traders | Website form | Unassigned |
| Patel Realty | A Arun | |
| Anand Clinics | Referral | P Priya |
| Coastal Foods | Website form | A Arun |
| Nova Interiors | Phone | P Priya |
An enquiry arrives from your website, is assigned to a salesperson and gets a follow-up, without anyone copying it into a sheet. Sample data, not a customer's system.
What slows professional services & agencies down
- Leads that go cold between a first call and a proposal
- Team attendance, leave and payroll managed by hand
- Repeated enquiry questions answered manually
- Tools that do not talk to each other
What we offer for professional services & agencies
- SBL Leads (CRM)Leads, pipeline, tasks and reports for a sales or business-development team.
- SBL HREmployee records, attendance, leave, payroll and performance.
- WhatsApp CRM integrationConversations saved on the client record, lead stages updated automatically.
- AI and automationAutomate reports, reminders and first replies.
- IT consultingA plain review of your tools and a practical plan.
What this looks like on WhatsApp
Customers already use it daily. These are the conversations that usually move there first.
Discuss my workflow- First reply and qualifying questions
- Meeting reminders
- Proposal follow-ups
- Handing complex questions to a person
Questions from professional services & agencies
Can we use just one product?
Yes. SBL Leads and SBL HR are separate products you can start with independently.
Can the CRM be customized to our process?
Yes. Stages, fields, approvals and automations can be configured to your sales process.
Do you offer long-term support?
Support depends on the product: for example SBL HR lists one year of free technical support and SBL Leads lists lifetime security updates. Each product page states what applies.
Tell us how your professional services & agencies business runs.
One message is enough to start. We will point you to the right product or workflow and tell you honestly what would need customizing.