ZUPPLA | CUSTOM CRM & WORKFLOW AUTOMATION

Capture every enquiry.
Follow up automatically.
Close more deals.

We build custom CRMs and automations engineered around how your business actually runs. Across WhatsApp, email, phone and web forms.

We'll get back if there's a fit.

Done-for-you systems engineering. No generic monthly software subscription required.

crm.live
4 ACTIONS
NEW LEAD CAPTURED
Website, WhatsApp or email enquiry added to CRM
FOLLOW-UP TRIGGERED
Prospect receives the right message at the right time
TEAM NOTIFIED
Sales owner alerted with next action and context
DEAL UPDATED
CRM tracks status, quote, notes and next step automatically
/ MEASURED OUTCOMES
15 sec

Average time to capture a new enquiry into your CRM

Zero

Manual copy-paste between WhatsApp, email, spreadsheets and CRM

100%

Visibility across leads, follow-ups, customer conversations and open deals

/ THE SHIFT

Most CRMs store information. Zuppla CRMs take action.

Without Zuppla
01Enquiry comes in across WhatsApp, email, web forms and callsMANUAL
02Team copies details into the CRM hours later, if at allDELAYED
03Follow-ups drafted from scratch every time, sent late or forgottenMISSED
04Logistics, transporter and vendor coordination handled in scattered threadsSCATTERED
05Leads go cold. Revenue leaks. No one knows what happenedLOST
With Zuppla
01Every enquiry captured into your CRM in seconds, regardless of channelCAPTURED
02AI extracts requirements, qualifies the lead and updates the deal stageQUALIFIED
03Personalised follow-up drafted in your tone, ready to review and sendDRAFTED
04Next actions handled in the background. Transporter shortlists, vendor confirmations, quote draftsAUTOMATED
05Every touchpoint logged. Full pipeline visibility from enquiry to invoiceLOGGED
HOW IT WORKS

From new enquiry to nurtured lead. Five automated steps.

Lead Capture — Capture enquiries from website forms, WhatsApp, email, calls, ads, referrals or spreadsheets.AI Requirement Extraction — Extract customer name, requirement, location, budget, urgency, source and next step automatically.Lead Nurturing — Send timely follow-ups, reminders, WhatsApp messages and email sequences based on the lead stage.Team Notifications — Notify the right person when a lead is hot, stuck, waiting for a quote or needs urgent attention.CRM Updates & Reporting — Automatically update deal stages, customer records, follow-up history and pipeline dashboards.
WHAT WE ACTUALLY BUILD

Engineered for your specific operational bottlenecks.

01

The Communication Layer

We unify your chaotic real-world channels. Get custom automated lead capture, instant triage, and deep integrations across WhatsApp, email, website forms, and calls.

02

The Automation Engine

We build systems that act on your behalf. From intelligent, multi-channel lead nurturing to automatic salesperson assignment and scheduled WhatsApp follow-ups.

03

The Visibility Dashboard

We build the single source of truth for leadership. Clean, real-time custom pipelines tracking quotes, deal values, outstanding follow-ups, and team performance.

/ FIELD EVIDENCE

How we engineer around real operational bottlenecks.

B2B · INDUSTRIAL

From scattered enquiries to one connected CRM.

12 secAVG FIRST RESPONSE
18 hrsSAVED PER WEEK
ZeroMISSED ENQUIRIES
THE CHALLENGE

Enquiries arrived across email, supplier WhatsApp threads and phone calls. Pricing lived in spreadsheets. Quotes were drafted manually. Leads slipped through the cracks.

WHAT WE BUILT

A custom CRM that captures enquiries from every channel, extracts material requirements with AI, matches suppliers and transporters, and drafts RFQs and quotes ready for review.

/ ON RECORD

The CRM does what we actually needed. We've stopped retyping enquiries into spreadsheets, and the whole pipeline lives in one place now.

OPERATIONS LEAD · STEEL TRADING BUSINESS · HYDERABAD
/ ENQUIRY PARSINGRaw customer email panel beside the AI-extracted structured fields panel showing item, quantity, unit, delivery location, customer, company and remarks.

Raw customer email in. Structured requirements out, ready to action.

/ WHATSAPP RFQsTwo side-by-side panels showing WhatsApp RFQ messages drafted for the vendor and the freight transporter, with Send RFQ buttons.

Vendor and freight RFQs drafted automatically, sent over WhatsApp in one click.

/ LANDED COST + QUOTATIONVendor and transporter comparison panels on the left, with a Final Quotation card on the right showing material, freight, subtotal, margin slider, GST and final landed cost, with a Send Quotation to Customer button.

Responses compared. Best landed cost flagged. Margin applied. Quote ready to send.

/ SAME SYSTEM PATTERN, OTHER INDUSTRIES
Accounting & Bookkeeping·Manufacturing·Logistics·Professional Services·Legal

Built for growing businesses that have outgrown generic CRM tools

  • You manage leads across WhatsApp, email, calls, forms and spreadsheets.
  • Your team forgets follow-ups or depends on manual reminders.
  • Your current CRM feels like extra admin instead of a useful system.
  • You need custom workflows for quotes, approvals, customer updates or operations.
  • You want your CRM to actively move leads forward, not just store records.

Ready to build a CRM that works like an extra team member?

Book a 10-minute CRM audit. We will map your current lead, follow-up and customer workflow, then show where a custom CRM can save time, reduce missed opportunities and automate repetitive work.

Done-for-you systems engineering. No generic monthly software subscription required.