CRM AND FOLLOW UP
CRM setup and follow-up automation for your team.
Keep the customer record, conversation and follow up in one connected process. Tundar builds the setup around how your business actually works, then tests and supports it.
For teams that have outgrown scattered inboxes and spreadsheets
When details live in several places, people spend time reconstructing what happened. A useful CRM makes responsibility visible and helps routine follow up happen consistently.
How the work connects.
- An enquiry enters your pipeline.
- The customer record and next task are updated.
- Your team sees the status, owner and next action.
An example flow. Your setup follows the scope and business rules we agree together.
What Tundar handles.
- Pipeline stages, contact fields and ownership rules matched to your process.
- Enquiry capture and connections to supported forms and communication channels.
- Follow up sequences, task reminders and internal notifications.
- Tests for duplicate records, replies and cases that should stop a sequence.
What stays in your hands.
- Your sales stages and who owns each customer relationship.
- Approved messages, timing and consent requirements.
- When automated follow up pauses and a person takes over.
CLEAR EXPECTATIONS
Agree the boundaries before the build.
Data migration, data cleanup and external integrations are scoped separately where needed. We do not promise that every legacy system connects automatically. Your team remains responsible for relationship decisions and keeping business information current.
A few questions you may have.
Do we have to change our process?
We start by understanding it. We can simplify unnecessary steps, but the setup should support a clear agreed process rather than force your team into a generic template.
Will it keep sending after a customer replies?
We define and test the stop and handoff conditions for each sequence, including replies and changes in status.
Can we use tools we already have?
We check compatibility and access first. The proposal distinguishes what can be connected, what needs custom work and what should remain manual.
Explore related services.
Tell us what needs to work better.
Start with the process, not a list of tools. We will help define a practical next step.
Talk to Tundar