Begin at the source.
Capture integrations address the manual work at the point where enquiries enter the business.
Planet Green CRM / India
Keep the conversation moving after the enquiry arrives.
A CRM engagement connecting multi-channel lead intake, post-call information and the sales follow-up journey.
- Project
- Planet Green CRM
- Focus
- Property / Sales operations
- Engagement
- Ongoing project
01 / Understand the business
The real work
starts with
the problem.
The challenge
Manual entry after calls and fragmented lead intake made it difficult to keep follow-up timely and maintain a shared view of the sales journey. The operational problem began where a new enquiry became someone’s next action.
Our approach
We brought the intake, call context and follow-up workflow into a custom CRM scope. WhatsApp and web-capture integrations feed the sales process, with post-call summaries and activity tracking designed to keep context available to the team.
02 / Connect the journey
Connect the source, the conversation and the follow-up.
- 01
Capture the enquiry
Bring WhatsApp and website enquiries into the lead workflow.
- 02
Carry the context
Use post-call information and AI-generated summaries to support review.
- 03
Coordinate follow-up
Give the sales team a shared view of lead assignments and next actions.
- 04
Trace the journey
Connect touchpoints in an activity trail through the sales lifecycle.
A simplified view of the project workflow.
Inside the solution
Source context stays with the sales conversation.
WhatsApp & web
Enquiry capture channels
Call context
Post-call summaries and analysis
Connected CRM
Lead intake · ownership · activity trail
Sales follow-up
Assignments and next actions
Journey visibility
Touchpoints in one activity trail
Ongoing engagement connecting lead sources, sales activity and the next action.
03 / Design the important details
Where the
thinking shows.
Keep a useful record of the conversation.
The portfolio describes NLP-based summaries and sentiment scoring as part of post-call analysis. These support the team’s interpretation of the conversation.
Bring marketing and operations closer.
Source context, sales activity and follow-up belong in one journey, giving teams a clearer basis for discussing where enquiries go next.
The engagement
An ongoing CRM engagement.
Planet Green is listed as ongoing in the portfolio. The work focuses on lead intake and sales-process visibility. Interface figures are illustrative; no measured conversion or lead-loss result is claimed here.
Scope at a glance
- WhatsApp and website lead ingestion
- Post-call summaries and analysis
- Sales-team workflows
- Lead-journey activity tracking
The TechGy Link perspective
Understand the whole.
Connect the right strengths.
This project shows the sales-system side of our growth-partner approach: the campaign can create the opportunity, while the connected workflow helps the team act on it.
Growth Partners
We grow alongside our teams, not just service their accounts.
Let’s make it happen
What is your business trying to make possible?
Share the challenge, the people involved and the systems around it. We’ll help shape the right starting point.
Project imagery from TechGy’s client portfolio. Interface figures and sample content are illustrative, not measured business results.