Dynamic CRM for Any Business in India — shaped around how you work
Coaching institute, event planner, service centre, boutique, travel agency, CA firm — no off-the-shelf CRM speaks your language, so the team drifts back to Excel and personal WhatsApp. Nexvork's dynamic CRM lets you rename every stage, add the fields you actually track and wire WhatsApp workflows to them, while the same AI that scores real-estate leads scores yours.
If your business has enquiries, follow-ups and payments, it fits
These are the businesses the custom edition is built for. Yours does not have to be on the list — the configurator below is the point.
Coaching institutes & education consultants
Enquiry → demo class → admission, batch-wise follow-ups, fee reminders before the due date and parent updates on WhatsApp. Study-abroad consultants swap in counselling and document-collection stages.
Event planners & wedding vendors
Venue visits, proposals with open tracking, advance and balance collection, and vendor checklists per event date. Photographers, decorators and caterers run the same board with their own stages.
Service & repair centres
Complaint → technician assigned → in repair → delivered, with AMC renewal dates, spare-part notes and a WhatsApp status update at every step. AC, appliance, two-wheeler and laptop service all fit.
Professional firms, boutiques & travel agents
CA and law firms track matters and compliance due dates; boutiques track orders, fittings and alterations; travel agents track itineraries, visa documents and balance payments — each with its own fields.
Why generic CRMs get abandoned by week three
Most small businesses have tried one. The pattern is familiar, and none of it is the team's fault.
- 01"Lead" and "Deal" mean nothing to your staff
A coaching counsellor does not have deals; she has demo classes and admissions. When the software uses the wrong words, people stop updating it and the truth moves back to the register.
- 02Status lives in five WhatsApp chats
Which proposals are open? Whose AC is still in repair? The answer depends on who is in office and which chat they scroll. Customers repeat themselves and you look disorganised.
- 03Follow-ups depend on memory
The fee reminder, the balance-payment nudge, the post-service feedback — they happen when someone remembers, which is never on a busy Saturday.
- 04Every small change needs a developer
Add a field for "preferred batch timing" or a stage for "quote approved" and the old tool either cannot, or bills you for customisation that arrives weeks later.
- 05No report says where enquiries die
You know enquiries came in and some became customers. You do not know which stage loses them, which source wastes money, or who actually follows up.
Nexvork at a glance
Rename the stages. Add the fields. Wire the workflow.
This is what our onboarding team does with you on the first call. Switch between three example businesses and watch the same CRM change shape — stages, custom fields, workflow rules and WhatsApp templates.
- Enquiry46
- Demo class12
- Fee quoted9
- Admitted31
- Batch active184
- Coursedropdown
- Preferred batch timingdropdown
- Parent's WhatsAppphone
- Demo class datedate
- Fee quoted₹ amount
- Scholarship test scorenumber
- Source (Walk-in · Instagram · Referral · Google)new
demo_reminderHindi · Marathi · Englishfee_followupUPI link · parent copywelcome_batchtimetable PDF attachedtest_result_updatemarks + rank per test- Enquiry19
- Venue visit6
- Proposal sent11
- Advance paid8
- Event done23
- Event type (Wedding · Sangeet · Corporate · Birthday)dropdown
- Event datedate
- Guest countnumber
- Venuetext
- Budget range₹ amount
- Proposal PDFfile
- Advance received₹ amount
- Balance due datenew
proposal_sharePDF link · open trackingadvance_reminderUPI link · amount mergedevent_week_checklistMarathi · Englishfeedback_reviewGoogle review link- Complaint23
- Technician assigned14
- In repair9
- Quote approved6
- Delivered412
- Appliance (Split AC · Window AC · Washing machine · Fridge)dropdown
- Brand & modeltext
- Under warranty / AMCyes / no
- AMC expirydate
- Techniciandropdown
- Spare part statusdropdown
- Repair estimate₹ amount
- Photos before / afternew
visit_windowtechnician name · 2-hour slotquote_approvalestimate · GST · Approve buttonjob_deliveredinvoice PDF · UPI linkamc_renewalHindi · Marathi · EnglishSame engine, three vocabularies. The edition builder is a settings screen, not a developer ticket — your admin can change any of this after go-live.
Your vocabulary, our engine
Everything below is configuration, not custom development. Our team sets it up with you on the first call; you can change any of it yourself later.
Stages in your words
Rename, reorder, add or retire stages per pipeline. Run two pipelines side by side — Admissions and Fee Collection, Repairs and AMC Renewals — each with its own stages and reports.
Custom fields & dynamic forms
Text, number, ₹ amount, date, dropdown, yes/no, phone, file and multi-select fields on any record. Forms on your website and WhatsApp collect them straight into the CRM.
Workflow builder
Trigger → condition → action. Stage changes, field values, dates and inactivity can send a WhatsApp template, create a task, assign staff, change a score or call a webhook.
WhatsApp templates & campaigns
Official Meta API on your own number. We draft your reminder, confirmation, quote, payment and feedback templates in English, Hindi or Marathi and get them approved — then campaigns for batch openings, festival offers and AMC renewals go out from the same inbox.
AI scoring on your own fields
The rule engine scores every enquiry using the fields you defined — budget, event date, course, AMC expiry — plus behaviour such as reply time and message opens. Hot, warm, cool: your team calls the right person first.
Tasks, reminders & notifications inbox
Every workflow can create a task with a due time and an owner. Reminders land in one inbox and on the phone — nothing depends on someone remembering.
Roles, permissions & commissions
Counsellors, technicians, event managers, accountants — each role sees only its records and actions. Commission tracking for the staff who close, with approval by the owner.
Integrations & webhooks
Meta lead ads, Google Forms, your website form, listing portals and Zapier-style webhooks drop enquiries straight into the right stage, already scored and assigned.
The same AI core, now reading your fields
Nothing about the intelligence is industry-specific. Give it your stages and fields, and it starts scoring, predicting and drafting the next step.
नमस्कार मोरे सर, साक्षीसाठी 10वी CBSE संध्याकाळच्या बॅचमध्ये 2 जागा शिल्लक आहेत. फी ₹38,000 — दोन हप्त्यांत भरता येईल. उद्या सकाळी कॉल करू का?
AI scores an enquiry on your own fields
A coaching enquiry with a scholarship test booked, a parent's number on file and a reply within ten minutes scores 91. One with no course chosen and no reply in three days scores 34. Your counsellor opens the app and calls the 91 first.
AI predicts which records will stall
Proposals that sit unopened for four days rarely close; repair jobs waiting on a part for a week turn into complaints. The prediction engine flags stall risk per record and queues the follow-up before the customer has to chase you.
The assistant answers in Hindi or Marathi and files the record
On your website and WhatsApp, the AI assistant answers "AC service ka charge kya hai?", collects the appliance and address, and creates a Complaint with a technician slot — at 10 PM, with no staff involved. It hands over to a human the moment a question needs one.
AI drafts the next step; the voice agent confirms
When a stage changes, the AI writes the follow-up in your tone and language for one-tap approval. The voice agent can call to confirm a demo class or a visit window and writes the outcome back to the record. See the full AI automation layer
Reminders, quotes and payments on WhatsApp, from your number
Your customers already open WhatsApp fifty times a day. Nexvork puts every reminder, quote, payment link and status update into that chat — through the official Meta API, in the language the customer wrote in.
- Template-first, never spamEach message is an approved template tied to a stage or date: demo reminder, visit window, proposal share, balance due, AMC renewal. Opt-in and quiet hours are handled.
- Quotes and UPI links inside the chatEstimates with an Approve button, advances and balances with a UPI link, receipts as PDF — and the stage moves the moment the payment lands.
- Status updates at every stage"Technician assigned", "Part arrived", "Proposal sent", "Batch starts Monday" — customers stop asking because they already know.
- One shared inbox for the teamReplies land next to the customer's record with the full history, assigned to the right person; the AI answers after hours and hands over in the morning.
- Campaigns that feel personalNew batch openings, festival offers, AMC renewal drives and feedback requests — segmented by your own fields, sent in Hindi, Marathi or English.
What changes on a normal Tuesday
Meenal runs Saaj Events in Pune with a team of four. The business is illustrative; the routine is what the custom edition is designed to give an owner.
Four enquiries, already filed
Overnight the assistant answered four enquiries on Instagram and WhatsApp and filed them under Enquiry with event type, date and guest count filled in. Two proposals were opened late last night; the AI has moved them to the top of her list with a suggested call time and a draft in Marathi.
An advance lands, a checklist appears
A client confirms the advance on WhatsApp and pays through the UPI link. The record moves to Advance paid and the workflow creates the vendor checklist for the December wedding — décor, catering, photographer, sound — each task with a due date and an owner. Her manager sees his tasks without a single call.
The day's report, then the app closes
Six new enquiries (four Instagram, two referrals), two advances received worth ₹1.4 L, three proposals stalled for five days or more. She taps one, approves the AI's follow-up, assigns the other two to Prasad with a reminder for 10 AM, and puts the phone down.
See where enquiries die, by stage and by source
Because the stages are yours, the funnel is yours too. No exporting to Excel on Sunday night to learn that Instagram enquiries rarely get past Fee quoted.
- Funnel by stageConversion from each stage to the next, with average days spent and where records fall out.
- Source performanceEnquiries and conversions by Instagram, Google, referral, walk-in or portal — so ad money follows results.
- Staff follow-up loadWho has how many open records, overdue tasks and replies pending — before the customer complains.
- Revenue by service, course or job typeCollected, due and overdue amounts per pipeline, tied to the custom fields you track.
From "we run a slightly unusual business" to live, in a day
You do not need a requirements document. You need 45 minutes and your current Excel sheet.
Pick the custom edition and walk us through your flow
On a call in English, Hindi or Marathi, you describe how an enquiry becomes a customer. We rename the stages, add your fields and pick templates with you on screen — the configurator above, done live.
We import and clean your data
Excel, Google Sheets, Tally exports, phone contacts or an old CRM export. We de-duplicate, map every column to your new fields and keep the history, so nobody starts from zero.
Live in a day
Your WhatsApp number goes on the official API, templates are submitted for approval, staff get roles and log in from their phones. Multi-branch setups take two to three days.
What we need from you
- Your current Excel sheet, Google Sheet or register — as it is, untidy is fine
- The stages in your own words, from first enquiry to done
- Staff names and who does what, for roles and assignment
- A WhatsApp number for the business and your GST or business details for Meta verification
- The three to five messages you send most often — we turn them into templates
Dynamic CRM questions from owners like you
A dynamic CRM is one whose pipeline stages, fields, forms and workflows are configured around your business instead of fixed by the vendor. Nexvork's industry editions (salon, gym, clinic, real estate and so on) are pre-configured versions of this same dynamic core. The custom edition starts from a blank but fully working CRM and is shaped around your vocabulary on the first onboarding call.
Yes. Stages are renamed, reordered, added or retired from settings, and custom fields (text, number, ₹ amount, date, dropdown, yes/no, phone, file, multi-select) are added to any record in minutes. Our team does the first setup with you; after that your admin can change anything. No code, no customisation invoice.
Coaching institutes and tuition classes, education consultants, event planners and wedding vendors, AC and appliance service centres, car detailing studios, boutiques and tailoring units, travel agents and tour operators, CA and law practices and insurance advisors. If your business has enquiries, follow-ups and payments, it fits.
Yes. The scoring rule engine and the prediction models read whatever fields you define. You tell the CRM which fields matter (budget, event date, course, AMC expiry) and the AI weighs them with behaviour such as reply time and message opens. Stall-risk prediction, follow-up drafting and the multilingual assistant all work on custom pipelines.
Yes. A coaching institute can run Admissions and Fee Collection as separate pipelines; a service centre can run Repairs and AMC Renewals. Each pipeline has its own stages, workflows and reports, and the same customer record appears in both.
We draft your templates — reminders, quotes, payment links, status updates, feedback requests — in English, Hindi or Marathi, submit them to Meta for approval on your business number and wire them to your workflows. Replies land in one shared inbox. Template approval usually takes a few hours to two days.
Plans are sized in rupees for a three-person shop up to a multi-branch team; contact us for a quote for your size. Migration is included: send your Excel, Google Sheet, Tally export or old CRM export and we import, de-duplicate and map it to your new fields. Most single-location businesses are live within a day.
Not sure your business fits? Describe it to us — first reply within 2 hours, Mon–Sat.