See what we build

One CRM platform.
Any feature, on demand.
Off-the-shelf limits.

AddMyNote is a live CRM — ready to use from day one with pipelines, automations, and lead tools. Need a custom field, stage, or workflow? Just ask; we ship it within days. We build your website too.

🌐

Website Building

Landing pages, portfolio sites, custom web apps — built fast and built to convert. Every pixel fits your brand.

Custom design & dev
🧩

CRM Platform

AddMyNote is a ready-to-go CRM — use it out of the box or request any feature, field, or pipeline stage. We build it for your team, usually within a week.

Request any feature
⚙️

Automation

Daily workflows, WhatsApp sequences, lead routing, follow-ups. Not just AI hype — real tasks that run without you.

Daily ops + AI flows
One platform · every vertical

Built for the way you sell.

Real estate doesn't sell like SaaS. Clinics don't sell like agencies. We ship stages, fields, automations and workflows tuned to your industry — not a generic one-size-fits-all.

/01Real EstateSite visits · loan stages · builder pipelines
/02HealthcareAppointment funnels · patient follow-up
/03D2C / E-commerceAbandoned carts · WhatsApp remarketing
/04EdTechCounsellor queues · cohort outreach
/05SaaS / B2BTrial-to-paid · MQL routing · usage signals
/06LogisticsRFQ pipelines · shipment-stage triggers
/07ManufacturingDealer networks · sample-to-PO tracking
/08Financial ServicesKYC stages · advisor handoffs
/09AgenciesRetainer renewals · scope pipelines
/10InsuranceRenewal cycles · policy-aware follow-ups
/11Travel & HospitalityQuote-to-booking · seasonal remarketing
/+moreDon't see yours?Tell us. We'll build for it.
Built to close

Every hook your team needs.

Capture, qualify, follow up, close, remarket. Automated where it should be, manual where you want it.

01 · Pipelines DRAG · DROP · SHIP

Visual pipelines, your stages.

Build unlimited pipelines for any sales motion — site visits, demos, renewals, repairs. Stage automations fire the moment a card moves.

New
Qualified
Proposal
02 · Lead Capture 0 LEADS LOST

Miss no lead. Ever.

Forms, ads, calls, WhatsApp, walk-ins — every channel lands in one inbox. SLA timers and auto-assignment make sure someone always responds in under 5 minutes.

03 · Automation

Automate the boring 80%.

Routing, scoring, reminders, status pings — daily ops AND AI-powered flows. If a human does it twice, we automate it.

TRIGGER · lead created
→ assign · score · WhatsApp · CRM card
04 · Remarketing

Bring back cold leads.

Sync segments to Meta, Google and WhatsApp the minute a deal goes quiet. Warm them back, then route them.

WhatsApp
82%
Email
54%
Meta Ads
38%
05 · Follow-ups

Sequenced follow-ups.

Multi-touch cadences across channels, timed by behaviour — not a calendar.

Day 0
Day 2
Day 5
Day 9
Day 14
06 · Tracking SOURCE → REVENUE

Track every rupee, every rep, every source.

UTM-to-deal attribution, rep leaderboards, conversion by stage, time-in-pipeline, ageing reports.

07 · Integrations

Talks to everything.

WhatsApp, Meta, Google Ads, Tally, Zoho Books, IndiaMART, JustDial, Shopify, Calendly, Zapier and more.

WhatsAppMeta Google AdsShopify IndiaMARTZapier+40
Stop adapting to your CRM

You sketch the feature.
We ship it.

A bespoke field. A new pipeline behaviour. An integration with that one tool nobody else supports. Tell us in plain English — we'll have it in your account, usually within a week.

// feature_request.ymlshipped
industrysolar_installer
needsite-survey stage with photo proof
stageslead → survey → quote → install
triggersWhatsApp at survey-done
fieldsroof_area, kW, subsidy_state
build_time4 days
Live · v1.4.0 commit a91f3c2
0
Leads dropped between channels. SLA timers don't sleep.
20-min call · no slides · no fluff

Bring us your worst bottleneck.
We'll show you the fix, live.

One stuck pipeline, one leaky channel, one workflow your team hates. We'll mock a solution inside AddMyNote in real time.