Skip to content
Yatharthbiz
Website & Technology

Basic CRM & Business Tools

Simple systems for leads, customers, invoicing and tasks — set up so your team actually uses them.

What this involves

You do not need enterprise software to run an organised business. We select and set up lightweight tools for lead tracking, invoicing, quotes, scheduling and internal communication, and connect them to your website and accounts.

What we handle

  • Tool selection based on your workflow
  • CRM setup with lead capture from website and WhatsApp
  • Invoicing and quotation tools
  • Basic automations and integrations
  • Team training

Good for

  • Service businesses managing enquiries in WhatsApp and spreadsheets
  • Teams of 2 to 20 people
  • Businesses preparing to scale operations

“Tell us what you want to build. We'll figure out what you need.”

You do not need to know whether you need this exact service. Describe your business and we will recommend what is required — nothing more.

Get My Business Roadmap

How to get started

  1. 1

    Understand your customers

    Who visits, what they need to see and what action you want them to take.

  2. 2

    Design and write

    Structure, copy and design created together, so the site says the right things clearly.

  3. 3

    Build and connect

    Development, forms, payments, analytics, email and Google Business Profile connected.

  4. 4

    Launch and maintain

    Testing, launch, training and a maintenance plan for updates, backups and security.

One partner

Because one team handles all of it, nothing gets lost between vendors — and you only explain your business once.

Need basic crm & business tools? Let's get it done.

Tell us what you want to build. We'll figure out what you need.

One partner for registration, compliance, technology & growth.