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Case Study 04 · Local Businesses

Business CRM Implementation

A multi-branch business handling enquiries across phone, WhatsApp, website and two ad platforms with no single record of any of it.

Multi-branch service business
Focus metrics
All, one inboxSources unified
Caught at captureDuplicates
Branch-levelVisibility

A multi-branch business handling enquiries across phone, WhatsApp, website and two ad platforms with no single record of any of it.

The challenge

Leads lived in five places. Branch managers each kept their own list, duplicate enquiries meant two people calling the same customer, and there was no way to tell which marketing channel funded which sale.

What we did

  • Consolidated every source into ApnaLead Lead Management as the single destination
  • Built deduplication and validation rules at the point of capture
  • Configured branch-based routing with escalation on delayed first response
  • Implemented server-side conversion tracking for accurate channel attribution
  • Set up management reporting on response time, conversion rate and source performance

What it changes

Once every lead lives in one system with its source attached, questions that used to take a week of spreadsheet reconciliation get answered from a dashboard.

A note on numbers. This page describes how we structure this kind of programme and which metrics we hold ourselves to. It does not publish a specific client's results — those are shared only with permission, in a call, with the context that makes them meaningful.

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