A CRM built around how you already work.
Every lead, follow-up, payment and document in one place, set up with your stages and your team. It's already running a real education business every day. No per-user fees, and you own it.
Does any of this sound like your office?
Most small businesses don't need more software. They need the scattered pieces in one place.
Leads get lost
Enquiries sit in Facebook, WhatsApp and missed calls. By the time someone replies, the lead has gone to a competitor.
Follow-ups are missed
"Tomorrow" becomes next week because the reminder lived in someone's head.
Fees tracked by hand
Installments and dues in a register. Nobody's sure who has paid what.
Excel that nobody trusts
Five copies of the same sheet, duplicate names, and the owner still asks, "So how many admissions this month?"
SaaS that doesn't fit and keeps costing more
Big CRMs charge per user, every month, and make you change your process to match theirs.
What's inside.
These aren't plans on paper. Every feature below is running in production today.
Lead pipeline with scoring
9 stages from new enquiry to won or lost. Every lead gets a score and a source, so your team calls the hottest ones first and you know which ads actually work.
Facebook & Instagram leads, live
A live Meta Ads connection sends every ad lead straight into the CRM within seconds. Nobody downloads spreadsheets from the ads manager again.
Customer journey tracking
Follow each customer through as many stages as your business has. The first version runs a 22-stage student journey. Yours can be 8 or 30.
Tasks and follow-ups
Every lead and client has a next step with a date and an owner. Your team starts each morning with a list, and overdue items come to you.
Documents with versions
Upload agreements, ID proofs and marksheets against each customer. Old versions are kept, so "which copy is signed?" has one answer.
Fees and payments
Installment plans, dues, part payments and receipts. See who owes what today, and send reminders without searching through a register.
Dashboard and reports
Leads by source, conversion by counsellor or salesperson, fees collected and pending. The numbers you used to ask for, on one screen.
Team accounts and roles
Managers see everything. Counsellors or sales staff see only their own leads. Everyone logs in with their own account.
One engine, set up for your industry.
The journey is just a list of stages we configure for you. Pick an industry below to see how it would look. Tap any stage to move a customer along.
We also set it up for service businesses, agencies, manufacturers and more. If your business moves customers through steps, it fits.
Case study: an education business.
Counsellors, parents, installment plans and hundreds of students at different stages. The kind of business that outgrows Excel fastest.
Before
Enquiries from ads, the website and walk-ins lived in different places. Counsellors kept their own sheets. Fees were in a register. The director found out about problems when a parent complained.
What we built
- 9stage lead pipeline with lead scoring and source tracking
- 22stage student journey, from first enquiry to alumni referral
- LiveMeta Ads integration: Facebook and Instagram leads land in the CRM within seconds
- 2access levels, manager and counsellor, with each counsellor seeing their own students
After
Every enquiry has an owner and a next step. Installments are tracked against each student, with receipts and documents in the same record. The director opens one dashboard instead of asking five people.
Custom CRM or a big-name CRM?
| Off-the-shelf (Zoho, HubSpot, Salesforce) | GrowUrFirm custom CRM | |
|---|---|---|
| Your process | You change how you work to fit the software | The software is set up around your stages |
| Cost as you grow | Per user, per month, and it keeps rising | One build price, no per-user fees |
| Ownership | Your data lives on their platform | You own the system and the data |
| Setup and training | Consultants, long setup, lots of unused features | Only what you need, explained in plain language |
| Support | Tickets and chatbots | Phone and WhatsApp, in English and Hindi |
CRM questions.
How long does it take to set up?
Usually a few weeks, depending on how many stages, roles and integrations you need. After the discovery call we give you a fixed timeline along with the quote.
How much does a custom CRM cost?
It depends on your scope, so we quote after a free call. Because the core is already built and proven, you pay for setting it up for your business, not for building a CRM from zero. There are no per-user fees.
Can you move our existing Excel data into it?
Yes. We import your existing leads, customers and payment records, clean up duplicates, and check them with you before going live.
Does it work on phones?
Yes. Your team can check follow-ups, update leads and upload documents from their phones.
Can it connect to WhatsApp, payments or our accounting tool?
Meta Ads leads are connected already. We can also connect WhatsApp, payment gateways, accounting tools and other systems you use. Tell us what you have on the call.
Tell us how your business runs today.
A free 30-minute call. We'll listen, suggest what would actually help, and give you a clear quote. No obligation, no jargon.