⚡ 2-Hour Setup · Zero Code · ₹0 to Start

Stop Losing Leads.
Automate Your RevOps
for ₹0/Month.

Every Indian SME has this problem: leads from IndiaMART, Instagram, JustDial and WhatsApp all in different places. Nobody follows up in time. Deals die. This guide builds you a complete AI revenue operations stack — lead capture, CRM and WhatsApp follow-up — completely free to start.

40%

Leads Lost to Slow Follow-up

60 sec

First WhatsApp Response

₹0

To Start This Stack

See the 5-Step Setup → View All Tools

Make.com · n8n · Zapier AiSensy WhatsApp Google Sheets CRM IndiaMART · JustDial · Instagram

Why Most Indian SMEs
Lose Deals Before They Begin

A lead comes in from IndiaMART at 11pm. Nobody sees it until morning. By 9am when sales calls, the lead has already bought from a competitor who responded at midnight — automatically.

This is not a sales problem. It is a systems problem. And it is completely solvable in 2 hours without writing a single line of code.

❌ Without This Stack

✅ With This Stack

Leads missed or entered manually

Every lead captured automatically

First response in hours or days

WhatsApp reply in 60 seconds

Follow-up depends on memory

Automated nudges at 24hr and 72hr

No visibility on lead source

CRM shows source, time and status

₹15,000–50,000/month for CRM

₹0 to start, scales as you grow

The 5-Step RevOps Stack

2-hour setup · Free tier

Step 1 · 20 minutes

Connect Your Lead Sources to Make.com

Sign up for Make.com free. Create a new scenario. Add triggers for each lead source: IndiaMART webhook, JustDial form, Instagram Lead Ads, your website contact form. Make.com catches every lead the moment it comes in — regardless of what time it arrives or which platform it came from. Each trigger takes 5 minutes to connect using Make.com's pre-built connectors.

Try Make.com →

Make.com IndiaMART JustDial Instagram Website Form

Step 2 · 15 minutes

Build Your Free Google Sheets CRM

Create a Google Sheet with these columns: Name, Phone, Email, Source, Date, Time, Status, Notes. In Make.com, add a Google Sheets module after each trigger. Map the lead fields to your sheet columns. Every lead now lands in your CRM automatically — time-stamped, source-tagged and ready for your team to action. No Salesforce, no Zoho, no monthly fees.

Open Google Sheets →Try Make.com →

Google Sheets Make.com Free CRM

Step 3 · 30 minutes

Send Instant WhatsApp Acknowledgement via AiSensy

Sign up for AiSensy free tier. Connect your WhatsApp Business number. Create a message template — something like: "Hi [Name], thanks for your enquiry. Our team will call you within the hour. Meanwhile, here's what we offer: [link]". In Make.com, add AiSensy as the next module after your Sheets entry. The moment a lead lands, they get a WhatsApp message in under 60 seconds. Most leads assume a human sent it. Response rates go up 3x.

Try AiSensy →Try Make.com →

AiSensy Make.com WhatsApp API Free Tier

Step 4 · 30 minutes

Automate Follow-up Sequences

In Make.com, create a second scenario that runs on a schedule. It reads your Google Sheet, finds leads where Status is still "New" after 24 hours, and sends a follow-up WhatsApp via AiSensy: "Hi [Name], just checking if you had a chance to review our message. Happy to answer any questions." At 72 hours, a final nudge goes out. Leads marked "Called" or "Closed" are automatically skipped. Your team never needs to remember to follow up again.

Try Make.com →Try AiSensy →

Make.com AiSensy Automated Follow-up Scheduled

Step 5 · 25 minutes

Track, Measure and Optimise

Your Google Sheet is now your revenue dashboard. Add a simple formula: count leads by source, count by status, calculate conversion rate per channel. You'll know within a week which lead source converts best — IndiaMART, JustDial or Instagram — and allocate budget accordingly. Add a conditional formatting rule: leads older than 72 hours with Status "New" turn red. Nothing falls through the cracks.

Open Google Sheets →

Google Sheets Revenue Dashboard Conversion Tracking

The Full Stack — All Free to Start

4 tools · ₹0 to begin

Make.com

Freemium

Primary Automation Layer

The engine of your RevOps stack. Connects all your lead sources, fires your CRM entry and triggers your WhatsApp messages. 1,000 free operations per month — enough for 200+ leads. No code required, visual drag-and-drop builder.

Used in: Steps 1, 2, 3, 4

Free · 1,000 ops/month Try Free →

AiSensy

Freemium

WhatsApp Messaging Layer

India's most popular WhatsApp Business API platform. Used by 10,000+ Indian SMEs. Connects to Make.com in minutes. Send templated messages, manage replies from a shared inbox, run broadcasts. Free tier available for getting started.

Used in: Steps 3, 4

Free tier available Try Free →

Google Sheets

Free

CRM & Revenue Dashboard

Your free CRM. Every lead auto-enters with source, timestamp and contact details. Add formulas to see conversion by channel. Share with your team. No software to install, no monthly fees, works on any device including phone.

Used in: Steps 2, 5

Completely Free Try Free →

ChatGPT / Claude

Freemium

Message Personalisation

Use AI to write your WhatsApp templates. Paste your product details and ask Claude or ChatGPT to write 5 follow-up message variations. A/B test them in AiSensy to find which converts best. Takes 10 minutes, improves response rates significantly.

Used in: Step 3

Free tier available Try Claude →

Alternative Automation Tools

If Make.com isn't right for you

Make.com is our primary recommendation — it has the best visual interface and free tier for this workflow. But two strong alternatives exist depending on your situation.

n8n

Open Source · Free

Self-hosted, open-source automation. Zero cost, complete data ownership — ideal for Indian businesses concerned about DPDP Act compliance. Requires basic technical comfort to self-host on a ₹500/month VPS. All the same connectors as Make.com. If you have a developer on your team, this is the best long-term choice.

Try n8n →

Zapier

Freemium

The most widely used automation tool globally. Simpler than Make.com, more limited free tier (100 tasks/month). Best for non-technical founders who want the fastest possible setup with zero learning curve. Upgrade costs are higher than Make.com at scale — start here, migrate to Make.com when volume grows.

Try Zapier →

Common Questions

From Indian SME founders

Do I need a developer to set this up?

No. Make.com is entirely drag-and-drop. AiSensy has a visual dashboard. Google Sheets you already know. The most technical step is connecting a webhook — Make.com has a step-by-step guide for IndiaMART and JustDial specifically. If you get stuck, their support team responds quickly.

What if my leads come from WhatsApp directly, not forms?

AiSensy handles this. Set up a WhatsApp Business number through AiSensy, and every incoming message automatically creates a lead entry. Make.com can then trigger your acknowledgement and follow-up sequence from that same entry point.

Is this DPDP Act compliant?

Google Sheets data stays in your Google account. AiSensy is an Indian company with India data residency. Make.com stores data on EU servers — if strict India residency is required, use n8n self-hosted instead. Add a privacy notice to your lead capture forms stating you'll contact via WhatsApp.

How many leads can the free tier handle?

Make.com free tier gives you 1,000 operations per month. Each lead typically uses 3-5 operations (capture, CRM entry, WhatsApp message). That's 200-300 leads per month — plenty for most Indian SMEs getting started. Upgrade to Make.com's Core plan (around ₹850/month) when you exceed that volume.

Can I add more lead sources later?

Yes. Make.com's modular structure means you add a new trigger for each new source. Instagram, LinkedIn, Sulekha, 99acres, your own website — each becomes a new scenario branch. Your CRM sheet and WhatsApp sequence stay the same. New sources take 15-20 minutes to connect.

Stop Losing Leads.Automate Your RevOpsfor ₹0/Month.

Why Most Indian SMEsLose Deals Before They Begin

The 5-Step RevOps Stack

The Full Stack — All Free to Start

Alternative Automation Tools

Common Questions

More Workflow Guides

WhatsApp Support Automation

GST Invoice Automation

Recruitment Automation

Voice AI & IVR

Regional Language Content

AI Tools for Small Business

Start Your RevOps StackToday. Free.

Stop Losing Leads.
Automate Your RevOps
for ₹0/Month.

Why Most Indian SMEs
Lose Deals Before They Begin

Start Your RevOps Stack
Today. Free.