Auto-assign leads, trigger follow-ups and keep your sales pipeline updated without manual effort.
Stop losing leads to manual data entry. Our CRM Automation service makes your CRM work for you — leads are captured, assigned, scored and followed up automatically.
Your sales team always knows who to call next, and managers get a clean, real-time view of the pipeline.
New leads are routed to the right salesperson by city, product or workload.
Your team is reminded when a lead needs a call, so none go cold.
Hot leads are highlighted first, based on activity and fit.
Managers see a real-time view of every deal and stage.
We understand your current process, tools and goals, and point out what is worth automating first.
You receive a simple plan with scope, timeline and cost — no surprises later.
We set everything up, connect your tools and test with real scenarios before going live.
We go live, train your team and stay available to fix issues and improve results.
Our CRM Automation service includes: Automatic lead assignment; Follow-up reminders & sequences; Lead scoring & prioritisation; Pipeline & stage automation; Real-time sales dashboards. The exact scope is agreed with you after a free requirement call.
Simple setups usually go live within one to two weeks. Larger projects that connect several tools take longer — we share a clear timeline after understanding your requirement.
In most cases, yes. We connect to tools such as WhatsApp Business, CRMs, Google Sheets, email and payment gateways through their official APIs. If a tool cannot be connected, we tell you before any work starts and suggest an alternative.
Yes. After launch we monitor the setup, fix issues and make small changes, and you can continue with ongoing support as your business grows.
Givni has offices in Patna, Kolkata and Noida and works with businesses across India and abroad over phone, WhatsApp and video calls.
