Pipeline
Recommended pipeline
A 10-person D2C brand needs one place for customer records, one channel where customers actually reply, and a way to catch tickets and calls that arrive outside WhatsApp. The India decision is to standardize on INR-billed tools that share data, and to treat WhatsApp as a first-class sales and support channel through the official API rather than a personal phone.
Cost ledger
What this stack costs
You can start this stack largely on free tiers. 4 of 4 stages have a free option. Original estimate from FindThatSoftware's verified pricing.
| Stage | Cheapest option | From |
|---|
| Put every lead and customer in one CRM | Bigin by Zoho | Free tier |
| Run sales and support on WhatsApp | AiSensy | Free tier |
| Catch support beyond WhatsApp with a help desk | Zoho Desk | Free tier |
| Log sales and support calls with cloud telephony | CallHippo | Free tier |
Starting estimate, not a quote: cheapest paid tier per stage, free tiers counted as Rs.0, usage-based fees excluded. Confirm current pricing on each vendor's site.
Stage 1
Put every lead and customer in one CRM
3 toolsA single pipeline for leads, deals, and customer history so a 10-person team stops losing follow-ups in inboxes and personal chats.
Once more than one person touches sales, shared visibility is the difference between a followed-up lead and a lost one. INR-billed CRMs avoid forex on a tool the whole team logs into daily.
Bigin by Zoho is INR-billed with a free tier and a deliberately simple pipeline, so a small team is live in a day. Zoho CRM is the step up when you need more automation and reporting and still want INR billing and the wider Zoho suite. Freshsales is the alternative if you prefer Freshworks and want built-in phone and email; all three are priced for Indian SMBs.
Setup for Put every lead and customer in...
- Define your pipeline stages from first contact to repeat order
- Import existing contacts and dedupe before the team starts logging
- Set one owner per lead so follow-up is never ambiguous
Automation for Put every lead and customer in...
Caveats for Put every lead and customer in...
- Bigin is intentionally lightweight; if you need heavy automation now, start on Zoho CRM to avoid migrating twice
- A CRM only works if the team logs into it, so keep required fields minimal at the start
Stage 2
Run sales and support on WhatsApp
3 toolsOne shared WhatsApp Business number where the team answers presales questions, sends order updates, and handles support, with broadcasts for offers.
For Indian D2C, WhatsApp is where buyers ask before they buy and complain after, and a personal phone cannot be shared or measured. The official Business API through a provider gives you a shared inbox, templates, and broadcast without risking a ban.
Interakt is India-built and INR-billed and aimed at D2C and e-commerce selling on WhatsApp, so catalogs and order flows fit naturally. Gallabox is INR-billed with a strong shared team inbox and no-code chatbots, which suits a team splitting sales and support duties. AiSensy is the cheapest way in with a free tier if broadcasts and reminders are your main need before you add a full team inbox.
Setup for Run sales and support on WhatsApp
- Get your Business API number verified through the provider
- Build and submit templates for order updates and common support replies
- Connect the tool to your CRM so chats attach to the right customer
Automation for Run sales and support on WhatsApp
Caveats for Run sales and support on WhatsApp
- WhatsApp bills per-conversation fees on top of the subscription, so model both before you scale broadcasts
- Marketing messages need opt-in and approved templates; ignoring this gets numbers restricted
Stage 3
Catch support beyond WhatsApp with a help desk
3 toolsTicket and track support that arrives by email, web form, and social so replies have SLAs and nothing gets forgotten.
WhatsApp handles the fast lane, but returns, escalations, and email queries need a ticket with an owner and a due time. An India-built desk keeps this INR-billed and connects to the CRM your team already uses.
Zoho Desk is India-built, INR-billed, free for up to three agents, and links to Zoho CRM, making it the natural pick if you chose Bigin or Zoho CRM above. Freshdesk is the Freshworks alternative and pairs well with Freshsales, though its free two-agent plan has been withdrawn, so it starts paid. Add Freshchat only if you also want a live-chat widget and bot on your storefront alongside the ticketing desk.
Setup for Catch support beyond WhatsApp w...
- Route your support email address into the desk so replies become tickets
- Set simple SLAs and auto-assignment rules by topic
- Connect the desk to your CRM so support sees order history
Automation for Catch support beyond WhatsApp w...
Caveats for Catch support beyond WhatsApp w...
- Do not run two ticketing systems; pick the desk that matches your CRM vendor to avoid split data
- Both desks bill in INR, so compare them on agents and features; only Zoho Desk still has a free tier
Stage 4
Log sales and support calls with cloud telephony
3 toolsA virtual business number with IVR and call recording that logs every call against the customer record in your CRM.
D2C sales and escalations still happen on phone calls, and untracked calls are invisible pipeline and unresolved complaints. India-built cloud telephony is INR-billed and integrates with Indian CRMs and mobile networks properly.
Exotel is a mature India cloud telephony platform for sales and support calling at scale, INR-billed and CRM-friendly. MyOperator is aimed at Indian SMBs wanting professional IVR and call tracking without complexity. CallHippo is the flexible pick if you want virtual numbers with an easy self-serve free-to-start tier; choose on call volume and how deep the CRM integration needs to go.
Setup for Log sales and support calls wit...
- Pick a virtual number and record a short IVR greeting and menu
- Connect call logging and recording into your CRM
- Route calls to the right person by pressing a menu option
Automation for Log sales and support calls wit...
Caveats for Log sales and support calls wit...
- Telephony is usage-priced on top of the plan, so estimate minutes before committing
- This stage is optional if your team handles everything on WhatsApp today; add it when call volume grows