Every lead has an owner
New enquiryWebsite contact form
Assigned to salesClear responsibility
What We Do
Pune's #1 CRM Integration & Business Automation Experts
We don't sell software.
We connect systems and streamline operations.
Platforms we integrate
Why We Exist
Software Doesn't Solve Operational Problems. Connected Processes Do.
Every year, businesses invest in powerful CRM platforms expecting greater efficiency, better visibility, and faster growth.
The issue isn't the CRM.
The Reality Most Businesses Face
No Dedicated CRM Expertise
Many businesses don't have dedicated CRM specialists to manage and improve their systems.
- No in-house CRM architect
- No automation specialist
- Implementation becomes an extra responsibility
- Sales or operations teams manage the CRM alongside daily work
- The system gradually becomes underutilized
Business Changes Faster Than the CRM
Businesses evolve constantly, but their CRM often stays exactly the same.
- New products and services
- Changing sales processes
- Additional approval workflows
- Evolving pricing and reporting requirements
- CRM no longer reflects real operations
Without continuous optimization, the CRM quickly falls behind the business it was meant to support.
Critical Operations Still Live in Excel
Despite owning a CRM, teams continue relying on:
- Excel calculations
- Google Sheets
- Manual reports
- Copy-paste between systems
- WhatsApp follow-ups
- Email reminders
The result is duplicated work, inconsistent data, delayed decisions, and lost opportunities.
Why STCS
Your CRM Should Work For You — Not Against You
We connect HubSpot, GoHighLevel, Zoho, Odoo, Salesforce and your entire tool stack into one seamless revenue engine — so your team closes deals, not data entry tickets.
Connected systems. Accountable teams.
Less chasing.
Business-first CRM integration, practical team onboarding, and adoption support—built around how your business works.
The next step is clear
Call scheduledFollow up with the lead
Reminder readyKeep the next action visible
Progress is visible
Deal pipelineSee what needs attention
NewFollow-upClosed
Illustrative workflows. Configured around your business.
| Capability | Other Integrators | STCS |
|---|---|---|
| 01 /Built around your business | ||
| Understand Your Business | Starts with the CRM tool | Starts with your Business Needs |
| Client First & Tool Secondary Approach | Fits Your Business to the CRM | Fits the CRM to Your Business |
| Tailored Workflow & Automation | Uses Ready-made Workflows | Builds Workflows for your Business |
| Existing Systems | Asks you to Change Your Process | Works with your Existing Process |
| 02 /Ready for your team | ||
| Workflow Approval & Validation | Launches Without Review | Tests and gets your Approval First |
| Train Your Team | Basic training only | Trains your team to Adapt |
| Help in CRM Adoption | Leaves After Setup | Optimised for your Team to use it Regularly |
| 03 /Supported beyond launch | ||
| After Sales Support | Paid Extended support | 90 days Free Support and Improvements |
| In-House Expertise | Small Implementation Team | Dedicated 150+ CRM Specialists |
| Reporting, SOP & API Customization | Basic Reports | Custom Dashboards, Pipelines & Reports |
Comparison reflects a conventional setup-focused approach; individual provider offerings vary.
Ready for a business-first approach?
Book a Discovery Call
Complete Platform
See your sales process.
Working together.
Capture enquiries, organise follow-ups, and see what needs attention. Explore the tools we configure around your business.
9
Core Modules
50+
Built-in Features
1
Unified Platform
0
Fragmentation
Conversation AI
Engage leads 24/7 with AI that understands context and books appointments automatically.
CRM
A powerful CRM that tracks every contact, conversation, and deal in one place.
Pipeline
Visual sales pipelines that show exactly where every deal stands and what to do next.
Automation
Build multi-step automations that work while you sleep — from lead in to deal closed.
Appointments
Let prospects book themselves with smart calendars, reminders, and no-show follow-ups.
Explore all 21 demos
Conversation AI
Engage leads 24/7 with AI that understands context and books appointments automatically.
Review AI
Let AI monitor, respond to, and improve your online reviews across every platform.
Chat AI
Instant AI-powered chat on your website — qualify leads before they bounce.
CRM
A powerful CRM that tracks every contact, conversation, and deal in one place.
Automation
Build multi-step automations that work while you sleep — from lead in to deal closed.
Appointments
Let prospects book themselves with smart calendars, reminders, and no-show follow-ups.
Pipeline
Visual sales pipelines that show exactly where every deal stands and what to do next.
Call Recording
Record, store, and review every sales call — never lose a detail from a conversation.
Email Campaigns
Design and send high-converting email campaigns with smart segmentation and tracking.
Payment & Products
Accept payments, sell products, and send invoices — all inside your CRM.
Social Media Scheduling
Schedule and publish content across all your social channels from one place.
Forms
Build smart forms that capture leads and feed them directly into your pipeline.
Funnels
Launch high-converting funnels fast with drag-and-drop builder and proven templates.
Invoice
Create and send professional invoices, track payments, and automate reminders.
Analytics
Real-time dashboards that show what's working across sales, marketing, and operations.
Voice AI
AI that makes and takes calls on your behalf — handles FAQs, books appointments, and qualifies leads.
Text Follow Up
Automated SMS follow-ups that re-engage cold leads and close deals on autopilot.
Unified Inbox
All your messages — email, SMS, WhatsApp, FB, IG — in one unified inbox.
Reputation & Reviews
Automate review requests, monitor your reputation, and respond at scale.
Website Builder
Build your full website without code — fast, beautiful, and CRM-connected from day one.
Community Platform
Build and monetise a community, deliver courses, and run memberships — all in one place.
Demos illustrate available capabilities. Your setup, integrations, AI features and usage costs follow the agreed scope.
Connected tools. Clear responsibilities. Less chasing.
We connect your workflows, onboard your team, and support adoption.
From daily chasing
to a process your team runs.
Start with the essentials. Get your team using them. Improve what matters.
Four clear steps, built around your business.
-
Step 01 · Clarity
Find the Gaps
Identify where enquiries stall, follow-ups slip, and ownership is unclear. Agree on the essential workflow to fix first.
You getA clear blueprint, named owners, and agreed success measures.
What this includes
- Discovery and review of your current sales process.
- Lead stages, responsibilities, and handoff rules.
- Approved launch scope, priorities, and milestones.
-
Step 02 · Setup
Integrate the System
Connect lead capture, assignment, follow-ups, and reporting. Test the core workflow with your team before launch.
You getA tested sales workflow, approved and ready to use.
What this includes
- CRM configuration, access rules, and agreed data import.
- Required communication channels and automations.
- Workflow checks and your approval before go-live.
-
Step 03 · Adoption
Run the Process
Train each person for their role. Support daily use so lead updates, next actions, and handoffs become part of the routine.
You getA team that knows what to do, when to act, and where to update.
What this includes
- Role-based onboarding and practical user guidance.
- Launch support and regular adoption check-ins.
- Management coaching on follow-through and accountability.
-
Step 04 · Visibility
End the Chasing
Review progress through dashboards and management check-ins. Address bottlenecks and improve the workflow using real team activity.
You getVisible progress, accountable follow-ups, and less daily chasing.
What this includes
- Pipeline, follow-up, and performance reviews.
- Workflow refinements based on usage and feedback.
- Next-phase improvements prioritised against business needs.
Let’s identify the first workflow your business needs.
Book a Discovery CallOutcome
Less chasing. More clarity. A business you can see clearly.
Your team knows the next action. Your managers can see progress. You can focus on decisions that move the business forward.
Clear Lead Ownership
Enquiries from connected channels have an assigned owner, a recorded history, and a visible next action.
Connected Customer Information
Your team can find the customer details and conversation history they need, with agreed tools connected around your sales process.
Consistent Follow-Through
Configured reminders and task assignments help your team follow up on time, keep appointments visible, and act on pending work.
Visible Sales Progress
See where deals stand, which actions are overdue, and where your team needs support—using the data recorded in your CRM.
Less Founder Dependency
With clear responsibilities, supported team adoption, and regular management reviews, daily execution becomes easier to delegate. You spend less time collecting updates and more time guiding the business.
Build the visibility your next stage of growth needs.
Book a Discovery CallBook a Discovery Call
Let’s understand your sales process, identify the gaps, and discuss the right next step for your business.
Our Partners
Trusted by businesses across industries
© Summit Tikale Consultancy Services 2026. All Rights Reserved | Terms & Conditions | Privacy Policy | Refund Policy | Contact Us | Disclaimer