01
Lead scoring models
Demographic + behavioural lead scoring that prioritises high-intent prospects for sales outreach, reducing time wasted on unqualified leads.
CRM & Marketing Automation in Bangalore
HubSpot, Salesforce, and Pipedrive setup; lead scoring and routing automation; email campaign sequences; and sales pipeline workflows. We configure your revenue stack to nurture every lead systematically and give your team full funnel visibility.
CRM architecture and data model design
Historical data migration and clean-up
Lead scoring and automated routing
Behavioural email sequences
Multi-touch revenue attribution
02
Attribution modelling
First-touch, last-touch, and multi-touch attribution configured to understand which channels and campaigns actually drive pipeline and revenue.
03
Funnel visibility
Real-time dashboards showing leads at every funnel stage, conversion rates, and bottleneck identification, visibility stakeholders can act on.
04
Fast follow-up automation
Inbound leads assigned and followed up within minutes through automated sequences, capturing intent before it fades, not after a 24-hour response.
05
GDPR-compliant data handling
Subscription management, consent tracking, double opt-in where required, and automated unsubscribe processing across all email platforms.
06
Maintained, not abandoned
CRM automations degrade without maintenance. We document every workflow and provide clear instructions for updating sequences when your process or offers change.
CRM Platforms
- HubSpot
- Salesforce
- Pipedrive
- Zoho CRM
- Monday CRM
- Close
Email Automation
- Klaviyo
- Brevo (Sendinblue)
- Mailchimp
- ActiveCampaign
- Customer.io
- Loops
Marketing Automation
- HubSpot Marketing
- Marketo
- Pardot
- Keap
- Ortto
- Encharge
Forms & Capture
- HubSpot Forms
- Typeform
- Tally
- Webflow Forms
- Cal.com
- Calendly
Analytics
- Google Analytics 4
- Mixpanel
- Segment
- Amplitude
- PostHog
- Hotjar
Integration
- Zapier
- Make
- n8n
- Native APIs
- Webhooks
- HubSpot Workflows
01
Funnel & CRM Audit
2–3 days
Map current lead sources, conversion points, and revenue touchpoints. Identify data quality issues, missing lifecycle stages, and automation gaps.
02
CRM Architecture
2–3 days
Design CRM data model, lifecycle stages, custom properties, contact and deal pipeline structure aligned to your actual sales and marketing process.
03
CRM Setup & Migration
1–2 weeks
Platform configuration, custom fields, pipeline stages, user roles, and historical data migration from previous tools with data quality validation.
04
Automation Build
1–2 weeks
Lead scoring, routing, email sequences, pipeline automation, task creation, and notification workflows. Each automation tested with real-world data before enabling.
05
Reporting Setup
2–3 days
Dashboard configuration tracking leads by source, conversion rates by funnel stage, email engagement, and revenue attribution back to marketing activities.
06
Training & Handover
1–2 days
Team training on CRM usage, automation management, and reporting. Documentation of all workflows with instructions for maintenance and modification.
AI & LLM
- OpenAI / Anthropic APIs
- LangChain pipelines
- RAG architectures
- Confidence thresholds
Integration
- Salesforce / HubSpot
- Zapier / Make
- Custom webhooks
- ERP connectors
Governance
- LangSmith observability
- PII handling
- Audit logs
- Rollback procedures
01
Architecture mapping
Dependencies, API contracts, compliance constraints, and performance budgets documented before sprint one.
02
Secure sprints
Two-week increments with GitHub access, demo recordings, and QA checkpoints, client visibility at every stage.
03
QA & handover
Automated tests on critical paths, security review, runbooks, and knowledge transfer to your team.
B2B analytics SaaS
- Challenge
- Duplicate HubSpot contacts and broken round-robin let leads go cold.
- Simplileap solution
- Scoring rebuild, SLA timers, and Salesforce field mapping.
- Outcome
- MQL-to-meeting rate up 27%; first-touch 41h → 9h.
Consumer electronics D2C
- Challenge
- Support and sales needed shared conversation context.
- Simplileap solution
- WhatsApp bot with CRM handoff on low-confidence intents.
- Outcome
- CSAT 4.1/5 on bot-resolved threads.
Currency
Package
Ideal for
Investment
Includes
Package
Workflow automation
Ideal for
Ops teams
Investment
₹3L – ₹10L
Includes
- Slack / ERP / CRM integration
- Audit logging
- API contracts
- ROI metrics
Package
AI / LLM integration
Ideal for
Product teams
Investment
₹4L – ₹12L
Includes
- Chatbot or copilot
- RAG pipeline
- Human-in-the-loop
- Embedded in existing product
Package
RPA implementation
Ideal for
Back-office
Investment
Scoped per process
Includes
- Process mining
- Bot development
- Exception handling
- Monitoring
Company and Service positioning is reviewed for production delivery standards by Harsha Parthasarathy (Co-Founder, Strategy & Operations 24+ years IT veteran, IBM, Global Delivery, Program Management) and Keshav Sharma (Co-Founder, Engineering and Lead Architect, Full-stack engineering, product delivery and technical standards).
- Verified entity
Simplileap Digital LLP
- Recognition
- LLPIN
AAU-8582
- Startup India
DIPP83124Karnataka Startup
- Founded
November 2020
- Office
Residency Rd, Bengaluru, India
Common questions about CRM & marketing automation
HubSpot for most SMBs, it combines CRM, email marketing, and marketing automation in one platform at a reasonable cost. Salesforce for enterprises with complex processes. Pipedrive for sales-focused teams who do not need marketing automation. We implement all three.
Yes, we handle data migration from any CRM with an export or API. Data is cleaned, deduplicated, and validated against your new CRM data model before import. We handle contact, deal, activity, and note migration.
Lead scoring assigns numerical values to contacts based on demographic fit and behaviour (page visits, email opens, downloads), ranking them by sales-readiness. It is most valuable when you have higher lead volume than your sales team can work manually, typically at 100+ leads per month.
We configure suppression lists, frequency caps across sequences, unsubscribe processing within 10 days (GDPR requirement), double opt-in for cold outreach, and CAN-SPAM compliance including physical address in footer.
Yes, HubSpot, Salesforce, and Pipedrive all have REST APIs. We build bidirectional integrations between your CRM and internal products to keep data synchronised without manual double-entry.
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