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.