Stop Following Up Manually. Let Our Marketing Automation Services Do the Work.

StepNgroow builds marketing automation systems that nurture your leads, follow up without fail, and move prospects through your sales funnel while your team focuses on closing. WhatsApp, email, CRM, and AI chatbot, connected into one seamless growth engine.

No missed follow-ups. No cold leads going silent. Just a system that works around the clock.
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Our Clients

VisionCart
The Coverup Project
Tann Trim
One Plus Opticals
Mirraw
VisionCart
The Coverup Project
Tann Trim
One Plus Opticals
Mirraw
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Faster Lead Response with Automation
0 x
More Conversions from Nurtured Leads
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Brands Running on Automated Funnels
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WhatsApp, Email, CRM & AI Chatbot in One System

Your Team Is Busy.

Your Leads Are Going Cold. There Is a Better Way.

Most growing businesses hit the same wall. Leads come in from ads, referrals, and organic traffic, but the follow-up is inconsistent. Someone forgets to call back. A WhatsApp message gets missed. An email never goes out. By the time the team gets around to it, the prospect has already moved on to a competitor who responded faster.
Here is what happens when businesses grow without a proper marketing automation system in place:
StepNgroow builds marketing automation systems that solve this at the root. We connect your lead sources, communication channels, and CRM into one automated flow, so every lead gets the right message at the right time.
We cover the full marketing automation ecosystem in one connected system:

Everything Included in Your Marketing Automation Package

One system. Every channel. Zero leads left behind.
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WhatsApp Marketing Automation

WhatsApp is where your customers are most likely to respond. With open rates above 90%, it is the highest-engagement channel available to Indian businesses today. Our WhatsApp marketing automation service turns this into a fully automated lead nurturing and follow-up system.

WhatsApp Lead Follow-Up Automation

The moment a new lead comes in, an automated WhatsApp message goes out. No delays, no missed contacts. We set up instant response sequences that greet the lead, qualify them with a few key questions, and route them to the right team member, all within minutes of their first inquiry.

WhatsApp Drip Campaigns

Not every lead is ready to buy immediately. We build WhatsApp drip sequences that stay in touch with prospects over days or weeks, sharing relevant content, offers, and reminders that keep your brand top of mind until they are ready to make a decision.

WhatsApp Business API Integration

We set up and manage the WhatsApp Business API for businesses that need to communicate at scale. This covers template approvals, broadcast campaigns, opt-in management, and integration with your CRM so every conversation is tracked and logged.

WhatsApp Chatbot for Lead Qualification

We build WhatsApp chatbots that handle initial lead qualification automatically. The bot asks the right questions, scores the lead based on their answers, and either routes hot leads directly to your sales team or enrolls them in a nurture sequence, all without any manual intervention.

Broadcast & Re-engagement Campaigns

We manage WhatsApp broadcast campaigns for product launches, offers, and re-engagement of inactive leads. Every broadcast is segmented based on lead stage and behavior so the right message reaches the right audience at the right moment.

Email Marketing Automation

Email remains one of the highest-ROI channels in digital marketing when done right. Our email marketing automation service goes far beyond newsletters. We build behavior-based sequences, drip campaigns, and lifecycle emails that convert leads into customers and customers into repeat buyers.

Automated Email Drip Campaigns & Workflow

We design multi-step email sequences that go out automatically based on where a lead is in your funnel. Welcome sequences for new leads, nurture sequences for mid-funnel prospects, and conversion emails for leads who have shown strong buying intent, each one timed and personalized for maximum impact.

Behavior-Based Email Triggers

Not all leads behave the same way. We set up behavior-based marketing automation that sends emails triggered by specific actions, such as visiting a pricing page, downloading a resource, or opening a previous email without clicking. The right message goes out exactly when the lead is most engaged.

Automated Lead Nurturing Sequences

Most leads need multiple touchpoints before they are ready to buy. We build lead nurturing automation sequences that educate, build trust, and move prospects toward a decision over time. Each email in the sequence has a clear purpose and a clear next step.

Email and WhatsApp Marketing Automation

For businesses that want maximum reach, we combine email and WhatsApp into a single coordinated sequence. A lead might receive an initial WhatsApp message, followed by a detailed email, followed by a WhatsApp reminder, all automated and spaced for natural, non-intrusive communication.

Re-engagement & Win-Back Campaigns

Dormant leads and lapsed customers, especially for ecommerce brands running email marketing automation, represent untapped revenue. We build automated re-engagement campaigns that identify cold contacts and send targeted messages designed to bring them back into an active conversation with your brand.

AI Chatbot for Lead Generation & Customer Support

An AI chatbot for lead generation works around the clock, capturing inquiries, qualifying leads, and answering common questions even when your team is offline. We build intelligent chatbot systems that feel natural and actually move conversations forward.

Website Lead Capture Chatbot

We build chatbots that engage website visitors proactively, ask qualifying questions, and capture contact details without a static form. Visitors get instant responses and your team gets qualified leads, not just raw form fills.

Chatbot Lead Qualification

Not every inquiry is worth the same level of attention. Our chatbot lead qualification flows score leads based on their responses and separate high-intent prospects from browsers automatically. Your sales team spends time only on leads that are actually ready to talk.

AI Chatbot for Customer Support

We build AI chatbots that handle your most common customer support queries automatically. FAQs, order status, booking confirmations, and basic troubleshooting are handled without a human agent, freeing your team for complex issues that actually need their attention.

WhatsApp Chatbot for Business

Our WhatsApp chatbot solutions bring intelligent automation directly into your customers' preferred messaging app. From lead qualification to appointment booking to support ticket creation, the chatbot handles the entire initial conversation and hands off to a human when it matters.

Conversational AI for Lead Generation

We build multi-turn conversational AI flows that go beyond simple FAQ bots. These flows understand context, handle follow-up questions, and guide a prospect from initial inquiry through to a booked call or demo with no human involvement needed at the early stages.

CRM Integration & Lead Automation

A CRM is only as valuable as the data flowing into it and the automations running on top of it. Our CRM integration and lead automation service connects your lead sources, communication channels, and sales pipeline into one system that your team can actually rely on.

CRM Setup & Integration

We set up and configure CRM platforms including HubSpot, Zoho CRM, and others based on your business needs. Every lead source, whether from ads, website forms, WhatsApp, or chatbot, flows into your CRM automatically and can trigger email marketing automation sequences directly from CRM data.

Automated Lead Follow-Up System

We build an automated lead follow up system inside your CRM that assigns leads to the right team member, sends an immediate notification, triggers the first outreach message, and sets follow-up reminders at the right intervals. Nothing falls through the cracks.

CRM Pipeline Management Automation

We automate your sales pipeline stages so leads move forward based on real actions. When a lead opens a proposal, the CRM triggers a follow-up task. When a deal stalls for more than three days, your sales manager gets an alert. The pipeline manages itself so your team stays focused on selling.

Lead Tracking Automation

We implement full lead tracking automation that records every touchpoint across WhatsApp, email, website, and phone. Your team always knows the full history of each lead before picking up the phone, which makes every conversation more relevant and more likely to convert.

GoHighLevel (GHL) Automation, Zoho CRM & HubSpot Automation

We specialize in automation workflows within GoHighLevel, Zoho CRM and HubSpot, two of the most widely used CRM platforms for Indian businesses. From workflow rules to deal stage automations to email sequences triggered by CRM actions, we build the logic that makes your CRM work for your sales process.

GoHighLevel SMS & Email Automation

Alongside WhatsApp, we also set up gohighlevel sms automation for businesses that want a backup channel or prefer SMS for time-sensitive alerts, like appointment reminders and order updates. Combined with email and sms marketing automation, your leads get reached through whichever channel they respond to fastest, all triggered from the same CRM workflow.

Sales Funnel Automation & Full-Funnel Strategy

Individual automations are only part of the picture. Our sales funnel automation service connects every stage of your customer journey into one coherent system so leads enter at the top and move toward a purchase without getting lost at any point along the way.

Full-Funnel Automation Design

We map your entire customer journey from first touchpoint to closed deal and identify every place where leads are currently dropping off. We then design automation sequences using the sales funnel automation tools that fit your existing stack, keeping prospects engaged and moving forward.

Lead Scoring & Prioritization

We build lead scoring models inside your CRM that automatically rank leads based on their behavior, demographics, and engagement level. Your sales team always knows which leads are hottest and where to focus their energy for maximum conversion.

Automated Customer Journey

We design the complete automated customer journey from initial inquiry through onboarding and retention. Every communication is pre-planned, timed appropriately, and personalized based on where the customer is in their relationship with your brand.

Multi-Channel Marketing Automation

We connect WhatsApp, email, CRM, and chatbot into a single coordinated automation system. A lead captured by the chatbot flows into the CRM, triggers an email sequence, and receives a WhatsApp follow-up all based on one connected workflow. No more disconnected tools working against each other.

Our Automation Strategy: Every Channel Automated. Every Lead Accounted For.

Most businesses automate one thing and leave the rest manual. We build a connected marketing automation system where WhatsApp, email, CRM, and chatbot work together as one engine.

We start by mapping your current lead journey from source to sale. We identify exactly where follow-ups are failing, where leads are going cold, and where manual tasks are eating your team's time. This audit becomes the blueprint for everything we build.

Clean data is the foundation of effective marketing automation. We set up or restructure your CRM so every lead is captured correctly, tagged by source, and routed to the right pipeline. Without this foundation, every automation built on top will underperform.

We configure your WhatsApp Business API, build your chatbot qualification flows, design your drip message sequences, and set up broadcast campaign templates. Every message is written to sound natural and prompt a response, not feel like a bulk blast.

We design and build your email sequences inside your chosen platform, whether GoHighLevel, HubSpot, Zoho, Mailchimp, or another tool. Every email in the sequence has a defined purpose, a clear CTA, and is tested for deliverability before going live.
We build and deploy your chatbot flows on website and WhatsApp, test every conversation path, and integrate the chatbot output with your CRM so qualified leads land in the right pipeline stage with all their details captured.
We connect every tool in your automation stack and test the full lead journey end to end. A test lead enters the system, flows through WhatsApp, email, and CRM, and we verify every trigger, every notification, and every handoff works exactly as designed.
Every month you receive reporting on lead response times, sequence open and reply rates, chatbot engagement, CRM pipeline movement, and conversion rates at each funnel stage. We use this data to improve sequences, adjust timing, and find gaps before they cost you leads.

Automation Audit & Funnel Mapping

We start by mapping your current lead journey from source to sale. We identify exactly where follow-ups are failing, where leads are going cold, and where manual tasks are eating your team's time. This audit becomes the blueprint for everything we build.

CRM Setup & Data Architecture

Clean data is the foundation of effective marketing automation. We set up or restructure your CRM so every lead is captured correctly, tagged by source, and routed to the right pipeline. Without this foundation, every automation built on top will underperform.

WhatsApp Automation Build

We configure your WhatsApp Business API, build your chatbot qualification flows, design your drip message sequences, and set up broadcast campaign templates. Every message is written to sound natural and prompt a response, not feel like a bulk blast.

Email Automation Build

We design and build your email sequences inside your chosen platform, whether GoHighLevel, HubSpot, Zoho, Mailchimp, or another tool. Every email in the sequence has a defined purpose, a clear CTA, and is tested for deliverability before going live.

AI Chatbot Deployment

We build and deploy your chatbot flows on website and WhatsApp, test every conversation path, and integrate the chatbot output with your CRM so qualified leads land in the right pipeline stage with all their details captured.

Integration & End-to-End Testing

We connect every tool in your automation stack and test the full lead journey end to end. A test lead enters the system, flows through WhatsApp, email, and CRM, and we verify every trigger, every notification, and every handoff works exactly as designed.

Reporting & Continuous Optimisation

Every month you receive reporting on lead response times, sequence open and reply rates, chatbot engagement, CRM pipeline movement, and conversion rates at each funnel stage. We use this data to improve sequences, adjust timing, and find gaps before they cost you leads.

How We Build Your Marketing Automation System

01

Free Automation Audit

We review your current lead flow, follow-up process, tools in use, and where leads are currently being lost. You get a clear picture of your biggest automation opportunities before committing to anything.
02

Strategy & System Design

We design your full automation architecture: which channels to automate, what sequences to build, how your CRM should be structured, and how WhatsApp, email, and chatbot will connect. Every decision is based on your specific sales process and lead volume.
03

Build & Integration

We build your automation workflows, configure your CRM, deploy your chatbot, and connect all tools into one system. Every integration is tested before anything goes live.
04

Launch & Handover

We run a live test of the complete system, brief your team on how it works, and hand over documentation. You know exactly what is automated, what triggers what, and what your team still needs to handle manually.
05

Monitoring & Optimisation

In the first 30 days we monitor the system closely and fix anything that is not performing as expected. After that we review monthly and make improvements based on response rates, conversion data, and feedback from your sales team.
06

Scale & Expand

Once the core system is running well, we identify the next layer of automation to add. New channels, more sophisticated lead scoring, re-engagement campaigns, and deeper CRM workflows are added progressively as your business grows.

Real Results. Real Businesses.

Transparent Packages. No Hidden Surprises.

Every package includes CRM setup, automation build, and monthly reporting. The difference is the number of channels, the depth of automation, and the complexity of the workflows.

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Why Businesses Choose StepNgroow for Marketing Automation Managed Services

One System, Not Five Disconnected Tools

We connect WhatsApp, email, CRM, and chatbot into one unified automation system. Everything talks to everything. No more jumping between platforms to understand where a lead stands.

Built Around Your Sales Process

We do not apply a generic template to your business. Every automation sequence, CRM workflow, and chatbot flow is designed around how your team actually sells, not how a software demo suggested you should sell.

We Write the Copy Too

Bad automation copy is worse than no automation at all. Our team writes every WhatsApp message, email, and chatbot script to sound like a real conversation, not a bulk blast. Message quality drives response rates, and response rates drive revenue.

Full Transparency on What Is Automated

You always know exactly what the system is doing. Every workflow is documented. Every trigger and action is explained. You are never in the dark about what message is going to which lead and why.

We Work With Your Existing Tools

We do not ask you to replace your current software unless it is genuinely the right move. We work with HubSpot, Zoho CRM, Mailchimp, WhatsApp Business API, and a wide range of existing tools to build automation on top of what you already have.

Marketing Automation Support Services, Not a One-Time Setup

Marketing automation is not a set-and-forget system. Sequences need updating as your offers change. Chatbot flows need improving as you learn how customers respond. We stay involved every month so your system keeps improving.

StepNgroow vs. Doing It Without Marketing Automation

Capability Without Automation With StepNgroow
Lead Response Time Hours or days Under 60 seconds
Follow-Up Consistency Depends on team Always, every time
WhatsApp Marketing Automation Manual broadcasts Fully automated sequences
Email Marketing Automation One-off campaigns Behavior-triggered drips
AI Chatbot for Lead Generation 24/7 qualification
CRM Data Accuracy Manual entry, often incomplete Auto-captured, fully structured
Lead Nurturing Rarely happens Systematic multi-touchpoint flow
Sales Team Productivity Spent on manual tasks Focused on closing
Re-engagement of Cold Leads Forgotten Automated win-back campaigns
Visibility into Funnel Performance Unclear Full monthly reporting

What You Can Expect When You Work With StepNgroow

Week 1 to 2
Onboarding & Automation Audit
We review your existing tools, lead sources, follow-up process, and CRM setup. You receive a full automation audit with a prioritized build plan before we start work.
Month 1
Foundation & First Automations Live
CRM is structured correctly. WhatsApp Business API is live. First email drip sequences are built and tested. Basic chatbot is deployed. Your team immediately stops losing leads to slow follow-up.
Month 2 to 3
Full System Activated
All agreed automation workflows are live across WhatsApp, email, CRM, and chatbot. Lead scoring is running. Behavior-based triggers are active. Your sales team is spending more time on real conversations and less on admin.
Month 4 to 6
Compounding Results
Automation sequences are optimized based on real performance data. Response rates improve. Conversion rates at each funnel stage increase. You have clear visibility into which channels and sequences are generating the most revenue.
Month 6 and Beyond
Scale & Expand
We add new layers of automation as your business grows. More sophisticated lead scoring, additional channel integrations, re-engagement campaigns, and advanced CRM workflows are added progressively. The system keeps getting smarter.
What you will always have:

Tools That Power Our Marketing Automation Work

We work with the tools that are best suited to your business, not the ones that are easiest for us.
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Anjan Doshi

5 Star

IT Industry

It’s been great working with Step N Grow and their team. They do outstanding work in digital marketing, delivering highly creative campaigns that have strengthened my company’s presence across all platforms. The team is both creatively and technically skilled, and they truly understand client requirements. Their support is one of the best parts of their service. They take complete ownership of projects, which is truly commendable in today’s environment. We have enjoyed every moment of our collaboration. They consistently deliver on their promises while adding extra value through their experience and expertise. I’m glad I was introduced to them and would highly recommend their services.
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Uphaar Social Networking

5 Star

IT Industry

Best experience. I was stuck for online marketing solution nd SNG is one stop solution for all problems. Thank you nd best company i hv ever been work with.
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Bala

5 Star

IT Industry

Amazing team. Very creatively and technically sound. They understand the requirements.Their support is the best part of their offering. They take ownership of the project which is commendable in today’s environment. Have enjoyed every moment of our collaboration. THEY DELIVER what they promise along with adding value through their experience. Glad I was introduced to them.
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Ambereen Mehkary

5 Star

IT Industry

It’s been great working with Step n grow. They have been able to support all my company’s needs and are able to deliver projects on time. Very professional team!
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Anubhav Rai

5 Star

IT Industry

“StepNGrow: The Catalyst for Our Business Growth I’m thrilled to share my experience with StepNGrow. Their team has been nothing short of exceptional. From the moment we started working together, they took the time to understand our unique business needs and goals. Their strategic approach, coupled with their in-depth knowledge of digital marketing, has propelled our brand to new heights. The team is incredibly responsive, creative, and always goes the extra mile. They’ve consistently delivered impressive results, exceeding our expectations. I’m particularly impressed with their ability to track and analyze data, allowing us to make informed decisions. If you’re looking for a marketing agency that truly cares about your business, I wholeheartedly recommend StepNGrow. They are a true partner in growth.”
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Refab Creations

5 Star

IT Industry

Himanshu & his team are very helpful, dedicated, & professional. They helped us upgrade the website and were open to suggestions & provided ideas to make it better. Wishing them all the very best
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Samarpann Tutorials

5 Star

IT Industry

Step n grow is an excellent company doing fabulous job Very cooperative and experienced team . Founders are very talented and innovative . Worth to work with
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FAQs for Marketing Automation

What is marketing automation and how does it help businesses?

Marketing automation is the use of software and workflows to handle repetitive marketing and sales tasks automatically, like sending WhatsApp follow-ups, triggering email sequences, and moving leads through your CRM pipeline based on their actions. It helps businesses respond to leads faster, follow up consistently without manual effort, and free up your team’s time to focus on closing deals instead of chasing them.

We work with GoHighLevel, HubSpot, Zoho CRM, Mailchimp, and the WhatsApp Business API, along with a range of other tools depending on what your business already uses or needs. Rather than pushing you toward one platform, we recommend the tools that fit your sales process, team size, and budget.

Bulk WhatsApp blasts are one-way broadcasts sent to a large list with no personalization or trigger logic. WhatsApp marketing automation is different. It sends messages based on specific triggers, such as a new inquiry, a form submission, or a lead reaching a certain stage in your pipeline. The messages are personalized, timed intelligently, and part of a broader sequence. This approach gets significantly higher response rates and does not damage your sender reputation the way unregulated bulk blasting can.
An AI chatbot for lead generation engages visitors on your website or WhatsApp, asks a series of qualifying questions, and collects their contact details and requirements automatically. Based on their answers, the chatbot either routes the lead to your sales team with a full summary or enrolls them in an automated nurture sequence. The result is that your team only gets involved when a lead has already been qualified, which saves time and increases the quality of conversations they are having.
A basic system covering WhatsApp follow-up automation, a simple email sequence, and CRM integration can typically be built and tested within two to three weeks. A full multi-channel system with AI chatbot deployment, behavior-based email triggers, lead scoring, and sales funnel automation takes four to six weeks depending on the complexity of your sales process and the number of integrations involved.
Only if they are written poorly. We write every message in our automation sequences to sound like a natural one-to-one conversation. The goal is for your leads to feel they are being personally attended to, not receiving a bulk message. We test message responses, refine language based on how leads are replying, and update copy regularly to keep it fresh and relevant.
Yes. B2B marketing automation typically involves longer sales cycles, more stakeholders in the decision, and a stronger need for educational content and trust-building over time. Our B2B sequences are built with longer nurture timelines, more content-rich emails, and LinkedIn outreach integration where relevant. B2C automation tends to be faster-moving and more offer-driven. We design both based on how your specific customer actually makes a buying decision.

Yes. Manufacturing businesses often deal with longer sales cycles, multiple decision-makers, and leads that come through inquiries or quote requests rather than instant purchases, which makes automation especially useful. We set up lead nurturing sequences, automated follow-ups, and CRM workflows that keep prospects engaged over weeks or months without your sales team manually tracking every inquiry.

Get Your Free Marketing Automation Audit Today

We will review your current lead flow, follow-up process, and tools to identify exactly where automation can have the biggest impact on your business. No cost. No commitment. Just a clear picture of what is possible and where to start.