Technology and Products
Stop losing enquiries between the message and the sale.
CRM setup and workflow automation so every enquiry is captured, assigned and followed up.
- Typical timeline
- 4–8 weeks
- Growth stage
- Convert · Scale
The problem this solves
In most Nepali businesses, enquiries arrive across WhatsApp, Instagram, phone and the website, and live in whichever inbox received them. Nobody can say how many arrived last month or how many were never answered. Marketing spend is then judged on a number nobody actually has.
Who this is for
Businesses receiving enquiries across several channels, and sales teams of two or more where an enquiry can fall between people.
Deliverables
- CRM selected and configured around your actual sales stages
- Every enquiry channel connected, including WhatsApp and web forms
- Automatic assignment and follow-up reminders
- Lead source captured at the point of enquiry
- Pipeline reporting from enquiry to won
- Team training and written process documentation
How we run it
- 01
Map the real process
We document how enquiries are handled today, including the informal steps. Automating a process nobody follows produces a system nobody uses.
You receive
Current-state process map
- 02
Configure
CRM stages, fields and automations built to match the mapped process.
You receive
Configured CRM
- 03
Connect channels
Web forms, WhatsApp and social messages routed into one place with source retained.
You receive
Unified enquiry capture
- 04
Train and hand over
The team is trained on the process, and given documentation they can re-read.
You receive
Trained team and written process
Tools and platforms
- CRM platforms selected on fit and budget
- WhatsApp Business API where volume justifies it
- Webhook and API integration
- Pipeline reporting dashboards
Commissioning this
Three ways to buy this work.
As part of a monthly plan, inside a custom plan built around your quantities, or as a standalone project quoted in a written proposal.
Delivered from our studio in Putalisadak — how we work with businesses across Kathmandu Valley.
What the fee does not cover
- CRM platform subscription fees
- WhatsApp Business API messaging charges
- Ongoing CRM administration, quoted separately
Recommended for
- Real EstateSell one apartment and the year's marketing budget has paid for itself. Act like it.
- Education and ConsultanciesThe enquiry is not the win. The enrolment is — and the gap between them is where the money goes.
- Professional ServicesExpertise nobody can see is indistinguishable from expertise nobody has.
Related work
No published case study covers this service yet. Brandx was established in May 2026 and we publish client work only once the engagement has completed and the client has approved it — so this space stays empty rather than being filled with something borrowed. See how we work instead
Frequently asked questions
Which CRM do you recommend?
Can you connect WhatsApp?
Related services
- Marketing AutomationAutomated sequences across email, WhatsApp and SMS triggered by real customer behaviour.
- Analytics and ReportingMeasurement setup and monthly reporting built backwards from enquiries and revenue rather than platform metrics.
- Business DashboardsLive dashboards pulling marketing, sales and operational data into a single view.
Ready to talk about crm and automation?
A working session, not a sales call. We will tell you if this is not the thing you need.