Automation

CRM Setup and Integration That Stops Leads Slipping Away

Brain Cyber Solutions, headquartered in Ernakulam, Kerala, sets up and connects CRM systems so every enquiry from your ads, website, WhatsApp, calls and email lands in one place. Leads go to the right person at once, follow-ups are tracked, and you see what is working. We work with HubSpot, Zoho, Salesforce and other CRMs.

What you receive

  • A map of your sales process, and a pipeline built around it
  • CRM setup: fields, stages, users, permissions and views
  • Lead capture from forms, landing pages, Meta and Google ads, WhatsApp, calls and email
  • Lead routing and assignment rules, with instant alerts
  • Automatic follow-up tasks, reminders and WhatsApp or email sequences

and 5 more

  • PricingPriced to your project
  • CRMsHubSpot, Zoho, Salesforce and more
  • ConnectsAds, website, WhatsApp, email
  • ExperienceIn search and systems since 2005

The problems we solve

Does this sound familiar?

These are the everyday challenges we help businesses solve.

  1. Enquiries are scattered

    Leads from ads, your website, WhatsApp, calls and email sit across phones and sheets.

  2. Nobody owns the lead

    Nobody is sure who should follow up, so follow-ups are missed.

  3. A competitor replies first

    Your leads waited hours, so they went to someone who answered sooner.

  4. You cannot see what brings customers

    You cannot tell which ads, campaigns or sources bring paying customers.

  5. Your CRM is not used

    You bought a CRM, but your team does not use it.

  6. Reports take days

    The numbers differ from person to person, so nobody trusts them.

Who this is for

Businesses that lose enquiries between channels, teams that run sales on spreadsheets and phones, and owners who cannot see what their marketing earns. It suits real estate and interiors, schools and institutes, clinics, ecommerce, hospitality and B2B companies, in Kochi and Ernakulam, across Kerala and beyond.

Why a connected CRM pays off

Speed and follow-up win sales. When every lead is recorded, assigned and reminded automatically, fewer enquiries are lost and more are answered in minutes. You also see which ads, campaigns and sources bring customers who buy, so you can spend on what works.

How a lead moves through your CRM

A lead arrives from an ad, your website, WhatsApp or a call. It is saved with its source, scored and assigned to a salesperson, who is alerted at once. Reminders and automatic messages keep the follow-up going, the stage is updated as the deal moves, and reports show the result. Pair it with WhatsApp automation and analytics and conversion tracking for the full picture.

What to measure

  • Lead response time
  • Leads by source and campaign
  • Stage progression and drop-off points
  • Follow-up completion
  • Sales won, and the cost to win them

Data quality and adoption matter as much as configuration, so we check both after launch.

Why Brain

Brain Cyber Solutions has worked in search, marketing and business systems since 2005, with more than 100 international projects. We are headquartered in Edappally, Ernakulam, Kerala, and our remote team of practising automation experts works with clients across India and abroad. See our workflow automation and AI chatbots and agents services, or learn the skills in our AI Business Automation Course.

Where businesses use it

A CRM built around how you sell.

Every sales process is different. These are common setups for businesses in Kerala and beyond.

Real estate, interiors and construction

Leads, site visits and deals

Track every buyer from first enquiry to booking.

  • Portal, ad and walk-in leads in one list
  • Site visit and follow-up scheduling
  • Stages from enquiry to booking

Schools, colleges and institutes

Admissions pipeline

Move enquiries to counselling and enrolment.

  • Counsellor assignment and call tracking
  • Course, batch and fee records
  • Follow-ups until admission closes

Clinics and healthcare

Patient enquiries and recalls

Convert enquiries to appointments and bring patients back.

  • Enquiry to appointment tracking
  • Recall and review reminders
  • Campaign source for each patient

Ecommerce, retail and D2C

Customers and repeat orders

Know your customers and sell to them again.

  • Orders and customer history together
  • Segments for offers and win-backs
  • Review and referral follow-ups

B2B, IT and services

Quotes and key accounts

Keep a long sales cycle moving.

  • Deal stages, quotes and proposals
  • Account and contact history
  • Renewal and upsell reminders

Hospitality and travel

Enquiries and bookings

Answer fast, quote clearly and win the booking.

  • Package and rate enquiries tracked
  • Quote follow-ups
  • Past guests for repeat offers

Pricing depends on the number of users, pipelines and integrations, and how much data needs cleaning. We agree the scope and price in writing before we start. GST is charged in addition. CRM licences and subscriptions are billed by the CRM provider.

How the work runs

From scattered leads to one working system.

We build around your sales process and make sure your team uses it.

  1. Understand

    We study how leads arrive, who handles them and where deals are lost.

  2. Design

    We design the pipeline, fields, rules and reports, and help you choose a CRM if you have none.

  3. Build and connect

    We set up the CRM and connect your ads, forms, WhatsApp, email and other tools.

  4. Clean and migrate

    We tidy your existing contacts and bring them in without duplicates.

  5. Train and improve

    We train your team, check adoption and refine the reports as you grow.

Included

What you receive

Everything below is part of the service, nothing is an extra.

  1. A map of your sales process, and a pipeline built around it

  2. CRM setup: fields, stages, users, permissions and views

  3. Lead capture from forms, landing pages, Meta and Google ads, WhatsApp, calls and email

  4. Lead routing and assignment rules, with instant alerts

  5. Automatic follow-up tasks, reminders and WhatsApp or email sequences

  6. Lead scoring, so your team calls the best leads first

  7. Clean-up and import of your existing contacts, with duplicates removed

  8. Connections to your accounting, billing, calendar and support tools

  9. Dashboards and reports on leads, sources, stages and sales

  10. Team training and handover documents

Our toolkit

CRMs and tools we work with

These are some of the tools we use. Our team works with many more, and we help you choose the right one.

  • HubSpot
  • Zoho CRM
  • Salesforce
  • Pipedrive
  • LeadSquared
  • Freshsales
  • WhatsApp Business API
  • Meta Lead Ads
  • Google Ads
  • Google Sheets and Workspace
  • n8n
  • Make
  • Zapier
  • Looker Studio
  • REST APIs and webhooks

Questions

Questions about CRM integration

What does CRM integration mean?

It means your CRM is connected to the places leads and customers come from, such as ads, your website, WhatsApp and email, and to the tools your team uses. Data flows in automatically, so nothing is typed twice or lost.

Can you connect a CRM I already use?

Yes. We first check the platform's APIs, permissions and integration options, then define a realistic scope. If your current CRM does not fit, we say so and suggest options.

Which CRM should I choose?

It depends on your team size, sales process, budget and the tools you use. We compare a few suitable options for you, and we do not push any one product.

Can leads from Facebook, Instagram and Google ads go straight into the CRM?

Yes. We connect Meta lead forms, Google lead forms and landing pages, so each lead arrives in your CRM with its source and campaign, and your team is alerted at once.

Can it work with WhatsApp?

Yes. Chats and leads from WhatsApp can be saved to the CRM, assigned and followed up automatically. See our WhatsApp automation service.

Will my team actually use it?

That is the main goal. We keep the setup simple, build it around how your team works, train them and check usage after launch. A CRM only pays off when it is used.

Can you move my data from spreadsheets?

Yes. We clean your contacts, remove duplicates, map the fields and import them safely, keeping a backup of the original.

How much does CRM integration cost?

It depends on the users, pipelines, integrations and data. We agree the scope and price in writing before we start. GST is charged in addition, and CRM subscriptions are billed by the provider.

Is my customer data safe?

We set user permissions, limit who can see and export data, and agree how customer data is handled. We use the CRM's own security features and follow applicable data protection requirements.

Do you work with businesses outside Kerala?

Yes. We are headquartered in Edappally, Ernakulam, Kerala, and our remote team sets up CRMs for businesses across India and abroad.

Talk to the people who do this work

Syam K S

Syam K S

Founder & CEO

Brain Cyber Solutions · SEO & AI Search Strategist

  • SEO
  • Entity SEO
  • AI Search
Vishnu Velluva

Vishnu Velluva

SEO Trainer

AI & Automation Trainer · AI Automation Specialist

  • SEO
  • AI Automation
  • Workflow Automation
Abhijith MJ

Abhijith MJ

SEO Strategist

AI Workflow Specialist · Digital Consultant

  • SEO Strategy
  • Digital Consulting
  • AI Workflows
Sonu Sabu John

Sonu Sabu John

Senior Growth Marketing Manager

Performance Marketing & CRM Trainer

  • Performance Marketing
  • Demand Generation
  • B2B SaaS Marketing

Next step

Put every lead in one place, and follow up on all of them.

Message us on WhatsApp with how you manage leads today and the CRM you use or are considering. We reply with a plan.

  • Message or call
  • English or Malayalam
  • Clear next steps