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Marketing Automation & CRM Agency In Mumbai

CRM and automation that turn every lead into revenue, not just a database entry

Uginix sets up and manages HubSpot, Zoho CRM and LeadSquared pipelines, lead scoring, and email and WhatsApp nurture journeys for Mumbai brands. Every lead is tracked from first ad click to closed deal, so you always know which campaigns actually create revenue.

  • 4.2x
    Avg. ROAS
  • 5 Cr+
    Ad spend managed
  • 50+
    Brands scaled
  • 98%
    Retention

Get your free CRM audit

We review your CRM setup, lead routing, follow-up speed and nurture journeys, and send findings within 48 hours.

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No obligation, no lock-in.
Under one roof
  • CRM Setup
  • Lead Scoring
  • Lead Routing
  • Email Automation
  • WhatsApp Journeys
  • Sales Pipelines
  • Offline Conversions
  • CRM Migration

What you get

What we build and manage inside your CRM

Most agencies install a CRM, hand over a login and walk away. We treat it like a revenue system: every lead captured, every follow-up automated and every stage tied back to the ads that paid for it.

CRM setup & migration

CRM built around how your team actually sells: custom pipeline stages, clean fields, deduplicated contacts and safe migration from spreadsheets or old CRMs.

Lead capture & routing

Every form, call, ad lead and WhatsApp enquiry captured automatically and routed to the right sales rep in minutes, so no hot lead waits hours for a reply.

Lead scoring

Behaviour and fit-based scoring that separates ready-to-buy leads from casual browsers, so your sales team spends its time on the prospects who actually close.

Email nurture automation

Welcome series, drip sequences and re-engagement flows triggered by real behaviour, keeping every lead warm until they are ready to speak with your sales team.

WhatsApp & SMS journey

Automated WhatsApp and SMS journeys for reminders, follow-ups and dropped enquiries, reaching leads on the channel Indian buyers actually open and answer.

Offline conversion sync

CRM stages such as qualified and won sent back into Google and Meta Ads, so bidding optimises toward real customers and revenue, not just cheap form fills.

Sales pipeline automation

Task reminders, stage alerts and follow-up sequences that keep deals moving, so your salespeople never miss a callback and no warm prospect quietly goes cold.

Transparent reporting

A live pipeline dashboard plus a plain-language monthly review of leads, conversion rate, revenue won and exactly what we're automating next, and why.

Why Marketing Automation & CRM?

Your leads are already coming in. The only question is who follows up first.

Most Mumbai businesses don’t have a lead problem. They have a follow-up problem. Someone who fills your form, calls your number or messages you on WhatsApp is comparing options right now, and the business that responds first with the right answer is far more likely to win the sale.

But a CRM on its own fixes nothing. Leads sit unassigned, fields stay empty and salespeople drift back to spreadsheets and memory. Independent research shows average CRM returns fell 37% in a decade as systems grew more complex. A CRM set up around how you actually sell pays for itself many times over. One that isn’t becomes an expensive address book.

  • Every lead captured and assigned automatically, within minutes
  • Lead scoring that tells your sales team who to call first
  • Nurture journeys that keep following up when your team can't
  • CRM outcomes fed back to Google and Meta to improve ad targeting

3.1x

Average return for every ₹1 invested in CRM

7x

More likely to qualify a lead when you respond within an hour

60%

Of a sales rep’s time goes to non-selling tasks

500M+

WhatsApp users in India, the channel your buyers actually answer

How we work

Move fast, measure honestly,
improve every week.

  • 01 Deep account audit

    We map how leads arrive today, where they sit, who follows up and how fast, to find exactly where enquiries leak between the first form fill and a closed deal.

  • 02 Measurement first

    Before automating anything, we fix the data: clean fields, deduplicated contacts, source tracking on every lead and clearly defined stages. If the CRM can't see where revenue comes from, no automation works.

  • 03 Rebuild & launch

    We set up pipelines, lead routing, scoring and nurture journeys around how your team actually sells, then connect your forms, ads, website and WhatsApp so every lead lands in one place.

  • 04 Test & optimise weekly

    We review response times, stage conversion rates and email and message performance every week, then rewrite sequences, adjust scores and fix handoffs. Small weekly gains compound into large quarterly ones.

  • 05 Scale what pays

    Once lead-to-sale conversion stabilises, we expand deliberately: new journeys, re-engagement of old leads, and CRM data fed back to your ad platforms to find more buyers like your best customers.

Why Uginix?

Why brands trust Uginix with their Marketing Automation & CRM

Certified CRM Specialists

Your CRM is built by specialists who set up and run these systems every day, not a generalist who installs the software and disappears after go-live.

You own everything

Your CRM, your contact data, your workflows. Full admin access from day one, every automation documented, and no lock-in contracts holding your data hostage.

Marketing automation and CRM

Pipeline and revenue first, always

We report on what hits your P&L: lead response time, lead-to-sale conversion and revenue won. Open rates and contact counts are diagnostics, not achievements.

Automation supervised by humans

We automate the repetitive work and keep people on the conversations that close deals. Every workflow is tested before launch and reviewed against real results after.

What Our Clients Say About Uginix

What clients say about working with us

Mangesh Pawar
Mangesh Pawar
Arise Facility Solutions Pvt. Ltd.
Uginix commitment and dedication helped us achieve desired results. Highly recommended for future projects. Excellent work ethics and result-oriented approach. Robust services with timely execution. Increase in work quality and deliverable excellence.
Sarvesh Chawathe
Sarvesh Chawathe
Ecochem
Elevating Brands with Digital Mastery. Expert, Cost-effective Services. Reliable Support for Ecochem's Growth. Pleasure to Work With, Timely Execution. Beautiful UI, Admirable Performance.
Manish Karotiya
Manish Karotiya
MarTechAdda
I was a newly startup and I was sort of fund even though he trusted me at that time with unlimited revision and fulfilled my requirement without any advance just on trust and also not even chased me for payment even a single time, seriously such a humble and polite.

Find out what your Marketing Automation & CRM is really doing with your leads

A free, no-obligation audit covering lead response time, leaks in your pipeline and your three biggest automation opportunities. Delivered in 48 hours.

Book a Strategy Call

Industries We Serve

Marketing automation and CRM built around your industry's sales cycle

No one-size-fits-all playbooks. Each industry has its own buyer journey, follow-up window and compliance norms.

Instagram Marketing & Ads

E-Commerce & D2C

Abandoned cart, post-purchase and win-back journeys across email and WhatsApp that lift repeat orders and customer lifetime value, not just first-time sales.

Performance Marketing

Real Estate

Every portal, ad and walk-in enquiry routed to the right sales rep instantly, with site-visit reminders and nurture journeys that keep buyers engaged through long decision cycles.

Performance Marketing

EdTech & Education

Admission enquiries assigned to counsellors in minutes, with automated follow-ups for students and parents and application reminders timed to every intake deadline

Performance Marketing

Fintech & BFSI

Application journeys for loans, insurance and investment products that recover drop-offs automatically, with consent-aware messaging and a clean audit trail on every lead.

Performance Marketing

Healthcare & Clinics

Appointment reminders, follow-up care messages and patient enquiry routing for hospitals, diagnostic chains and specialty clinics, built to cut no-shows and handle patient data with care.

Performance Marketing

B2B SaaS & IT Services

Lead scoring, demo-booking flows and MQL-to-SQL handoffs built for long B2B sales cycles, so your sales team works the accounts most likely to buy.

Performance Marketing

Hospitality & Travel

Enquiry-to-booking follow-ups, pre-arrival messages and repeat-stay offers for hotels, resorts and travel agencies, designed to grow direct bookings over time.

Performance Marketing Agency In Juhu

Retail & Local Businesses

Customer databases, loyalty journeys and WhatsApp offers for Mumbai retailers, restaurants and service brands, turning one-time walk-ins into regular customers.

Performance Marketing

Manufacturing & Industrial

RFQ follow-ups, dealer and distributor pipelines and repeat-order reminders for MIDC-based manufacturers, replacing spreadsheets with one view of every buyer.

Performance Marketing

Startup & Growth-Stage Brands

The right CRM set up from day one, before spreadsheets break, with lean automations that grow alongside your team and keep acquisition costs under control.

Performance Marketing

Automobile

Test drive leads routed to the right dealership in minutes, with booking follow-ups and service reminders that turn one-time buyers into long-term customers.

Performance Marketing

Professional Services

Enquiry routing, proposal follow-ups and recurring compliance reminders for CA firms, legal practices and consultancies, so no prospect or renewal falls through the cracks.

Frequently asked questions

Uginix focuses on what happens after a lead arrives: fast follow-up, nurturing and turning it into revenue. General agencies usually stop at generating the lead.

It depends on your lead volume, team size and CRM choice. Uginix sizes this in the free audit instead of quoting one number for everyone.

Uginix works with HubSpot, Zoho CRM and LeadSquared, plus email, WhatsApp and ad platform integrations.

Response times improve as soon as lead routing goes live. Uginix judges nurture journeys and lead scoring after a few weeks of real data.

Yes. Uginix scales the setup to your team size and budget, not an enterprise system you don't need.

Yes. You get a live pipeline dashboard and a plain-language monthly review of response time, conversions and revenue won.

No. Uginix works month to month with no lock-in, and your CRM, data and workflows stay with you.

Yes. With Uginix running both, lead quality data flows back into your Google and Meta campaigns, so budget follows paying customers.

Keep multiplying

Services that multiply your Marketing automation and CRM results

Google Ads & Performance Max

Fill your CRM with high-intent leads, then feed closed-deal data back so Google finds more buyers like your best customers.
Click Here

Landing Pages & CRO

Capture more leads from the same traffic with landing pages and forms built to feed clean data straight into your CRM.
Click Here

Analytics & Attribution

Connect every closed deal back to the campaign that started it, so you know which channels bring revenue, not just leads.
Click Here

Retargeting & Remarketing

Re-engage leads who went quiet in your pipeline with ads matched to their stage, alongside your email and WhatsApp follow-ups.
Click Here
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