NCRM
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Turn every new lead into a better follow-up opportunity.

Capture inquiries from your marketing channels, organise every prospect in one CRM, and build follow-up workflows that help your team respond on time and move opportunities forward.

Book a Live Demo Explore CRM Integrations
Live works todayVia webhook / Zapier through a connectorOn request built for you

One connected journey

Lead source → NCRM → nurturing → conversion.

Every inquiry, from every channel, lands in one place with an owner and a next step.

MetaGoogleLinkedInIndiaMARTTradeIndiaWebsiteWhatsAppZapier
NCRMcapture · de-duplicate · assign
  1. Automated nurturing
  2. Follow-up
  3. Quotation
  4. Conversion

Lead sources

Every channel your leads come from.

Items marked * are on request: we assess and build them for your account. Everything else connects today, directly or through a connector.

Advertising platforms

  • Meta Lead Ads
  • Google Ads lead forms
  • LinkedIn Lead Gen
  • YouTube (Google lead forms)

Indian lead portals

  • IndiaMART
  • TradeIndia
  • Justdial*
  • Sulekha*
  • ExportersIndia*

Website & digital forms

  • Contact & demo forms
  • Product inquiry forms
  • Landing pages
  • Custom HTML forms

Messaging & calls

  • WhatsApp Business
  • Email*
  • Calls via Callyzer*
  • Messenger / Instagram*

Other systems

  • CSV / Excel import
  • Custom Webhook
  • Zapier, Make, Pabbly
  • ERP / other CRM*

The lead automation workflow

Ten steps from first click to conversion.

The exact steps depend on the integrations you connect and how your team works. Colours show what runs automatically today and what your team does.

  1. 1Lead sourceAds, portals, forms, WhatsApp
  2. 2Lead capturedSource and campaign recorded
  3. 3Duplicate checkCreate, merge or ignore
  4. 4Lead assignedDefault owner per source
  5. 5Instant acknowledgementEmail live · WhatsApp on request
  6. 6QualificationYour team, with AI scoring if enabled
  7. 7Follow-upNext activity, date and owner
  8. 8Sales actionCall, meeting, email
  9. 9QuotationCreated from the lead
  10. 10Conversion or nurtureWon, or back into follow-up
Automatic todayPartly automatic, rest on requestYour team in NCRM

Sample scenario

A prospect fills in a Facebook lead form.

  1. A prospect submits a Facebook lead form.
  2. The lead arrives in NCRM with its source and submitted details, once the Meta connection is set up.
  3. The connection’s duplicate policy avoids a second record for a known contact.
  4. The lead goes to the default owner set for that source.
  5. An automation rule sends an acknowledgement email and notifies the owner. A WhatsApp acknowledgement needs the on-request setup, an approved template and the prospect’s opt-in.
  6. The salesperson sets the next follow-up, with a date, on the lead.
  7. If the prospect goes quiet, the follow-up shows as due, then overdue, on the dashboard. Automatic time-based reminders are part of a custom setup.
  8. Once qualified, the salesperson creates a quotation from the lead.
  9. Managers review leads by source, follow-up status and conversions.

WhatsApp automation

From new inquiry to a meaningful WhatsApp follow-up.

Incoming WhatsApp messages already become inquiries in NCRM (WhatsApp Business add-on, ₹799/month). Automated outgoing messages are set up on request, triggered by lead source, status, time elapsed or owner.

Automation builder

Rules that move leads forward.

Two sample configurations. Each action is marked live or on request, so you know exactly what runs out of the box.

Sample configuration

WhenNew lead from Google Ads
IfLead source = Google AdsLead status = NewValid contact details
Then→ Create the lead, with duplicate check→ Assign to the default owner→ Send an acknowledgement email→ Notify the assigned salesperson→ Set the next follow-up date→ Escalate overdue follow-ups to the manager

Sample configuration

WhenQuotation sent, no reply
IfQuotation status = SentNo response within 3 days
Then→ Create a follow-up for the salesperson→ Notify the salesperson→ Send an approved WhatsApp reminder→ Record it on the activity timeline
Live todayOn requestYour team

Integration Hub

Find your lead source.

Search or filter by category. Each card shows how it connects and whether it works today. How connections are set up.

Live

Meta Lead Ads

Native connector

Facebook and Instagram lead-form responses arrive as leads.

Explore integration
Live

Google Ads lead forms

Native connector

Lead-form assets on Search, YouTube and Discovery campaigns.

Explore integration
Live

LinkedIn Lead Gen Forms

Native connector

B2B campaign leads with company and job title.

Explore integration
Live

IndiaMART

Native · add-on ₹999/mo

Buyer inquiries polled hourly into the Inquiry list.

Explore integration
On request

Justdial

Custom integration

Assessed for your account’s available lead-delivery options.

Request integration
On request

Sulekha

Custom integration

Assessed for your account’s available lead-delivery options.

Request integration
On request

ExportersIndia

Custom integration

Assessed for your account’s available lead-delivery options.

Request integration
Live

WhatsApp Business (inbound)

Native · add-on ₹799/mo

Incoming WhatsApp messages become inquiries.

Explore integration
On request

WhatsApp follow-up automation

Custom setup

Approved-template acknowledgements and reminders, scoped with you.

Request integration
On request

Messenger & Instagram messages

Custom integration

Assessed case by case.

Request integration
Live

Website forms

Custom Webhook

Contact, product and demo forms post straight into NCRM.

Explore integration
Via webhook / Zapier

Landing pages & form builders

Webhook or Zapier

Any builder that can send an HTTP POST or connects to Zapier.

Explore integration
On request

Email inquiries

Custom integration

Inquiry mailbox to lead, scoped on request.

Request integration
Live

Automation emails & alerts

Built into NCRM

Rules send emails and in-app notifications on lead events.

Explore integration
Via webhook / Zapier

Make

Via Custom Webhook

Send records from Make scenarios to the webhook.

Explore integration
Via webhook / Zapier

Pabbly Connect

Via Custom Webhook

Send records from Pabbly workflows to the webhook.

Explore integration
Live

Custom Webhook

Built into NCRM

A secure endpoint for any system that can POST lead data.

Explore integration
Live

CSV / Excel import

Built into NCRM

Import customers, leads and inquiries with a sample file.

Explore integration
On request

Custom API

Custom development

Two-way connections built for your systems.

Request integration
On request

External CRM or ERP

Custom development

Tally, ERP or another CRM, assessed for compatibility.

Request integration
On request

Callyzer call leads

Partner · on request

Missed and new calls matched to leads. See call tracking.

Request integration

Lead source reporting

Know which channels bring business.

Source and campaign are kept on every lead, so managers can compare channels by leads captured, follow-ups, quotations and conversions.

  • Leads by source and by campaign
  • New leads awaiting action, follow-ups due and overdue
  • Qualified leads, quotations and conversions by source

Sample data. Built with NCRM dashboards and the report builder.

Don’t see your platform?

Request an integration

Tell us where your leads come from. We’ll check the options and come back with a plan and a quote.

FAQ

Lead automation questions

Which lead sources connect to NCRM today?

IndiaMART (add-on), TradeIndia, Meta Lead Ads, Google Ads lead forms, LinkedIn Lead Gen Forms, Zapier, your website forms through the Custom Webhook, incoming WhatsApp messages (add-on) and CSV import. Others are marked on this page as via webhook/Zapier or on request.

Can NCRM send WhatsApp messages automatically?

Incoming WhatsApp messages already become inquiries. Automated outgoing messages, such as acknowledgements and reminders, are set up on request using WhatsApp-approved templates, and only to contacts who have opted in.

What can automation rules do today?

Rules run when a lead is created, assigned or changes status, when a quotation is won, or when a payment is received. They send an email or an in-app notification. Time-based triggers, such as “no response in 3 days”, are part of a custom setup.

How are duplicate leads handled?

Each connection has a duplicate policy (create, merge or ignore), and customer duplicate-detection rules match new records against existing ones.

Can you connect Justdial, Sulekha or ExportersIndia?

We assess each portal against the lead-delivery options available on your account, then quote the integration. They are not ready-made connectors today.

What do integrations cost?

Most connectors are included. IndiaMART is ₹999 per month and WhatsApp Business ₹799 per month, plus GST. Custom integrations and WhatsApp automation are quoted separately, and provider charges such as Meta’s WhatsApp conversation fees are billed by the provider.

Illustrations of NCRM features, simplified for this website. Names and figures are sample data.

Lead nurturing

Capture more channels. Nurture every opportunity.

Keep your sales team focused on conversion, with every lead in one connected NCRM workflow.

Book a Live Demo Explore CRM Integrations

Made in India

Proudly Made in India

Designed, developed & supported in India. Built for businesses worldwide.

How can we help?NCRM team · Neptune Technolab