# Marketing automation and CRM setup so no Indian lead goes cold > Brand Bakery sets up marketing automation and a CRM for Indian small businesses, so every enquiry gets a reply and a follow-up on time. You get lead capture with source tracking, a simple pipeline, WhatsApp and email follow-ups, and a person ready to take over. We fix one bottleneck first. Pricing is shared after a short call. - Page: https://www.brandbakery.tech/services/automation/marketing-automation - Last updated: 2026-10-20 Breadcrumb: [Home](https://www.brandbakery.tech/) > [Services](https://www.brandbakery.tech/services) > [Automation and AI](https://www.brandbakery.tech/services/automation) > Marketing automation and CRM setup ## Who it is for - Small teams copying leads from Justdial, IndiaMART, forms and WhatsApp into a notebook or a spreadsheet - Businesses where follow-up depends on someone remembering to do it - Owners who cannot tell which campaign produced which customer - Real estate, coaching, interiors and solar teams that pay for leads and want every one answered on time ## Who it is not for - Businesses with no leads yet, since there is nothing to automate - Anyone who wants to spam a bought list - Teams that want sensitive decisions handed to software with no human check ## What you get - A map of how a lead moves through your business today and where it gets stuck - A focused pilot with one measurable test of success - A CRM set up with a simple, honest pipeline - Lead capture with the source of every enquiry recorded - Automated follow-ups by email and WhatsApp, using the official WhatsApp Business API and approved templates - Human handoff and clear failure states for every automated flow - Documentation, accounts in your name and a review of results ## How it works 1. **Map.** We write down how a lead moves through your business today and mark where it gets dropped. 2. **Choose one bottleneck.** We start with the problem that costs you most, and agree how we will know it is fixed. 3. **Build the pilot.** We set up the forms, CRM and follow-ups for that one flow and nothing else. 4. **Measure.** We check the results against the agreed test before recommending anything more. 5. **Extend or stop.** If it works, we widen it. If it does not, we tell you plainly. ## Timeline A focused pilot is much quicker than a full rollout. Dates are agreed in writing before work starts. ## Pricing Pricing on request, shared after a short call. Ad spend, usage fees and tool subscriptions, including WhatsApp provider fees, are separate. Automation cannot guarantee leads or sales. Sensitive decisions stay with your team. ## Related work - [Richa Jha: The anchor as the one who holds the thread](https://www.brandbakery.tech/work/richa-jha): A TV anchor and Sanskrit scholar needed bookings, not just a portfolio. We staged her site as Sanskrit theatre and sent every enquiry to her WhatsApp. - [BiteSquare: A cloud kitchen that runs like a pass at midnight](https://www.brandbakery.tech/work/bitesquare): A pure-veg cloud kitchen in Rohini, Delhi, now takes orders on its own site, runs its own kitchen board, and changed hosts without losing a single dish. ## Pairs well with - [AI sales employee](https://www.brandbakery.tech/ai-employees/sales-executive): Calls every new lead within a minute, qualifies, books the visit, follows up, logs it. Available at launch. - [AI receptionist](https://www.brandbakery.tech/ai-employees/receptionist): Picks up calls and WhatsApp 24x7, books appointments, puts urgent ones through to staff. Available at launch. ## Free tools that help - [WhatsApp Link & QR Builder](https://www.brandbakery.tech/tools/whatsapp-link): Make a WhatsApp link with your enquiry message already typed in, plus a QR code to print on bills, menus and boards. - [UTM Link Builder](https://www.brandbakery.tech/tools/utm-builder): Tag your campaign links with UTM codes so you can see which ad, post or poster brought the visit. - [Break-even Lead Cost Calculator](https://www.brandbakery.tech/tools/lead-cost-calculator): Work out the most you can pay for one enquiry, from your margin per sale and how many enquiries turn into sales. - [Campaign Link & QR Kit](https://www.brandbakery.tech/tools/campaign-kit): Build a tagged campaign link and its QR code for posters, menus, packaging and local ads, so you can see which one works. ## Questions ### What does marketing automation actually do? It handles the repeat steps: it records each enquiry, sends the right follow-up at the right time and tells you when a person needs to step in. ### Do you use the official WhatsApp Business API? Yes. Messages go through an official provider, with approved templates for anything sent outside the 24-hour reply window. Unofficial bulk tools put your number at risk, so we do not use them. ### Will it feel robotic to my customers? We write the messages in your voice, keep them short and useful, and make it easy for a person to take over at any point. ### Which CRM will you use? We recommend one based on your team size and budget, and we are happy to work in the tool you already use. ### How is this different from an AI employee? Automation follows fixed steps. An AI employee holds conversations, makes calls and works your software for a defined role, within limits you approve. Many businesses start with automation and add an AI employee later. ### What about my customers' data? The DPDP Act applies to the personal data you collect. We set up consent, sensible access and clear records, and the accounts stay in your name. ### How much does it cost? Pricing is shared after a short call. We begin with one pilot flow, so you see it working before you spend on more. ## Start a project Tell us about it at https://www.brandbakery.tech/contact. More in [Automation and AI](https://www.brandbakery.tech/services/automation). --- Brand Bakery is a design-first digital studio in New Delhi. Start an enquiry at https://www.brandbakery.tech/contact or email support@brandbakery.tech. This is the Markdown copy of https://www.brandbakery.tech/services/automation/marketing-automation; the site index for language models is https://www.brandbakery.tech/llms.txt.