1000xDev×Siddhi Sai International

Digital Presence & CRM Transformation for Siddhi Sai International

A comprehensive solution tailored for Siddhi Sai International

Date

2025-10-17

Proposal #PROP-SSI-CRM-DIGITAL-V1

Introduction

Executive Summary

Siddhi Sai International (SSI) seeks to modernize its sales and operations. 1000xDev will deliver a unified Digital & CRM Ecosystem to streamline lead capture, quotation, documentation, and outbound campaigns — all in one platform, tailored to SSI’s needs.

Solution Overview A custom “Siddhi Sai Business OS” integrating website, CRM, WhatsApp, document workflows, and analytics — deployed securely on SSI infrastructure.

  • Seamless lead capture and instant response
  • Centralized, searchable deal documents
  • Automated follow-ups and reminders
  • Full-funnel analytics with team KPIs

Phased Approach 1) Website & CRM setup 2) Automated quotes/invoice & reporting 3) Outbound automation & deeper analytics

  • 70% less documentation effort
  • Faster responses, higher conversion
  • Complete management visibility

About Us

About 1000xDev

1000xDev is an AI-first product and development studio that builds scalable, high-performance digital solutions for modern enterprises.

We specialize in CRM platforms, automation workflows, and data-driven systems that eliminate operational inefficiencies and drive measurable business growth.

40+

Projects Delivered

99.9%

Uptime Managed

3 Weeks

Average CRM Launch

4.8★

Client Rating

Trusted by Leading Brands

1000xDev powers digital transformations for brands across export, manufacturing, retail, and enterprise sectors.

M

Mtalkz

Enterprise Communication

P

PetVesta

Pet Care Export

A

Amriti

Health & Wellness

T

Taj Decor

Interior Design

L

Loan Doctor

Fintech

M

MyCar Group

Automotive

Current State & Pain Points

AreaToday's ProcessKey Challenge
Lead Leakage & Tracking GapsInbound leads from website and other sources not systematically capturedMissed follow-ups and reduced conversion rates due to fragmented intake
Manual Documentation WorkloadQuotations, invoices, and export documents prepared manually without standardized workflowsHigh BD effort, limited version tracking, and slow retrieval
Disorganized Deal DocumentsQuotes/invoices/contracts spread across folders and emails without a central sourceNo unified dashboard to review full client/deal history
Limited Automation & Analytics VisibilityFollow-ups, reminders, and pipelines not automated; analytics fragmentedInability to measure BD performance and lead health centrally

How This Solves Your Challenges

  • Eliminate lead leakage with website → CRM ingestion, WhatsApp auto-acknowledgment, and SLA-driven workflows
  • Reduce documentation time by ~70% through in-CRM quotation/invoice tooling and one-click PDF/email/WhatsApp dispatch
  • Centralize deal files (quotes, invoices, contracts, export docs) with version control and instant retrieval
  • Automate follow-ups and re-engagement with pipeline-driven reminders and status auto-updates
  • Gain end-to-end visibility from lead → quote → close with Looker Studio dashboards and team KPIs
  • Scale outbound predictably via verified prospecting, cold-email infrastructure, and multi-touch sequencing

Project Scope

Implementation of a unified digital, CRM, and outbound ecosystem delivered in three progressive stages — each unlocking measurable business outcomes while building toward complete automation and intelligence.

Stage 1 — Website, Lead Capture & CRM Foundation

6–8 Weeks

Build SSI's digital foundation with upgraded lead capture, content revamp, and CRM base with manual quotations & invoices.

A) Website & Lead Capture Enhancements

  • Redesign enquiry forms to: book meetings (Calendly-like), suggest alternate time, and send enquiries directly by email
  • Integrate website forms → CRM via API
  • WhatsApp auto-reply connector for instant confirmations
  • Opt-in checkbox for compliance-friendly follow-ups
  • Microsoft Teams & Google Calendar sync for scheduled calls
  • GA4 event tracking for page views, form fills, meetings & downloads with improved attribution

B) Content & Visual Revamp

  • New product brochures for all SKUs (PDF + web)
  • Update product descriptions and case-study workflows
  • Clear CTAs: Book a Demo, Download Brochure, etc.

C) CRM Base (Manual Quotations & Invoices)

  • Core modules: Leads → Deals → Quotations → Invoices
  • Visual pipeline tracker with drag-and-drop stages
  • Client profiles with notes & activity logs
  • Manual quotation handling: upload PDFs & track status (Uploaded → Sent → Approved → Converted)
  • Manual invoice handling: upload SSI-format PDFs linked to deals
  • Document repository: quotes, invoices, contracts, certificates & shipping docs
  • Search + filters for clients, quotes & invoices

Stage 2 — Automation + CRM Intelligence Layer

5–6 Weeks

Automated quotation & invoice generator, account-level data management with Notion sync, and reporting & insights.

A) Automated Quotation & Invoice Generator

  • CRM-integrated quotation tool (auto-pull client/product/pricing)
  • Export SSI-branded PDF with internal approval flow
  • One-click email/WhatsApp dispatch (auto-attach to deal)
  • Invoice generator auto-fills from approved quotes
  • Standard requirement upload + budget estimator trigger

B) Account-Level Data Management & Notion Sync

  • Maintain account summaries (inquiries, quotes, invoices, outcomes)
  • Notion ↔ CRM two-way sync for meeting notes & project docs

C) Reporting & Insights

  • Funnel analytics: lead → quote → close
  • Team performance metrics
  • Weekly summary emails + dashboard reports

Stage 3 — Outbound System + Workflow Automation & Advanced Tracking

4–5 Weeks

Outbound system setup (503B campaign focus), workflow automation & CRM enhancements, and advanced tracking & dashboards.

A) Outbound System Setup (503B Campaign Focus)

  • Cold-email infra: subdomain, DNS, inbox rotation, warm-up, deliverability monitoring
  • Sequencing (9–14 touchpoints): Email + LinkedIn + optional Call
  • Lead prospecting & verification: ICP-fit (~100 facilities) via Apollo.io, Lusha, LinkedIn
  • Outbound playbook: scripts, timelines & benchmarks for BD team

B) Workflow Automation & CRM Enhancements

  • Auto-tasks from deal actions (e.g., quote sent → follow-up in 3 days)
  • Calendar sync refinements & reminder rules
  • Associate metrics & dashboards (quote-to-close ratio, pipeline velocity, performance)

C) CRM Tracking Integration & Analytics Dashboards

  • Associate-level tracking (sent, opens, replies, stage changes)
  • Pipeline & source performance dashboards
  • Management overview for weekly/quarterly review

Detailed Stage Breakdown

Three-stage implementation delivering progressive value. Each stage can be approved independently based on budget and priorities.

StageEstimated ValueNotes
Stage 1₹4,00,000Website + CRM Foundation + Brochures — ₹4.0 L + ₹25 K / SKU
Stage 2₹2,75,000Automation + CRM Intelligence & Reporting — ₹2.75–3.0 L
Stage 3₹4,00,000Outbound System + Workflow Automation + Advanced Tracking — ₹4.0 L

Detailed Stage Breakdown

Stage 1A — Website & Lead Capture Enhancements

Redesigned enquiry flow, CRM integration, WhatsApp auto-reply, GA4.

₹1,50,000
Duration: part of Stage 1 timeline
What's Included:
✓Redesigned enquiry forms (book meetings, alternate time, email send)
✓Forms → CRM via API
✓WhatsApp auto-reply connector
✓Opt-in checkbox for compliance
✓Teams & Google Calendar sync
✓GA4 events + improved attribution

Stage 1B — CRM Base (Manual Quotations & Invoices)

Core CRM with manual quotes/invoices, pipeline, docs.

₹2,50,000
Duration: part of Stage 1 timeline
What's Included:
✓Leads → Deals → Quotations → Invoices
✓Visual pipeline (drag-and-drop)
✓Client profiles + notes
✓Manual quote upload + status tracking
✓Manual invoice upload (SSI PDF) linked to deals
✓Deal document repository
✓Search + filters

Stage 1C — Product SKU Brochure Design

Product brochures (PDF + web) per SKU.

₹25,000per SKU
Duration: part of Stage 1 timeline
What's Included:
✓Product brochure redesign
✓Content revamp
✓Professional design & layout
✓Multi-format delivery (PDF + web)

Stage 2A — Automated Quotation & Invoice Generator

Quotation tool, PDF export, dispatch, invoice from quote.

₹1,50,000
Duration: Stage 2
What's Included:
✓CRM-integrated quotation tool
✓SSI-branded PDF + approval flow
✓One-click email/WhatsApp dispatch
✓Invoice generator auto-fills from approved quotes
✓Standard requirement upload + budget estimator trigger

Stage 2B — Account-Level Data Mgmt & Notion Sync

Account summaries + two-way Notion sync.

₹75,000
Duration: Stage 2
What's Included:
✓Account summaries (inquiries, quotes, invoices)
✓Notion ↔ CRM two-way sync for notes & docs

Stage 2C — Reporting & Insights

Funnel analytics, team metrics, weekly summaries.

₹50,000
Duration: Stage 2
What's Included:
✓Funnel analytics: lead → quote → close
✓Team performance metrics
✓Weekly summary emails + dashboards

Stage 3A — Outbound System Setup (503B)

Cold-email infra, sequencing, prospecting, playbook.

₹2,00,000
Duration: Stage 3
What's Included:
✓Subdomain/DNS + inbox rotation + warm-up
✓Sequencing (9–14 touchpoints)
✓Prospecting & verification (~100 facilities)
✓Outbound playbook (scripts, timelines, benchmarks)

Stage 3B — Workflow Automation & CRM Enhancements

Auto-tasks, calendar rules, associate metrics.

₹1,00,000
Duration: Stage 3
What's Included:
✓Auto-tasks from deal actions
✓Calendar sync refinements & reminder rules
✓Associate metrics & dashboards

Stage 3C — Tracking Integration & Analytics Dashboards

Tracking, dashboards, management overview.

₹1,00,000
Duration: Stage 3
What's Included:
✓Associate-level tracking (sent, opens, replies)
✓Pipeline & source performance dashboards
✓Management overview (weekly/quarterly)

What's Included Across All Stages

Complete source code ownership
System documentation and SOPs
Team training and user manuals
GitHub repository access
30-day hypercare support post-launch
Admin access for CRM, hosting, and analytics
Security best practices implementation

Terms & Conditions

Project Payments

Milestones and payment schedule for the project:
•Project Kick-off — Agreement sign-off + resource allocation — 25%
•Stage 1 Completion — Website + CRM Foundation live — 35%
•Stage 2 Completion — Automation & Intelligence Layer live — 25%
•Stage 3 Completion — Outbound System + Workflow Automation live — 15%
Invoices payable within 7 working days of issuance.

Out of Scope

Paid campaigns or media spend not included
ERP / HRMS / accounting system integrations excluded
SaaS license fees (Interakt, Apollo.io, Lusha, etc.) borne by client
Major UI redesign beyond defined web scope
Mobile app development not included

Ownership & IP

SSI will retain full ownership of source code and assets upon full payment
Complete admin access for CRM, hosting, and analytics provided
GitHub repository and system documentation included
1000xDev retains rights to underlying frameworks and libraries

Support & Handover

30-day hypercare support post-launch included
SOPs and user manuals for BD and management teams
Team training sessions for CRM and automation tools
Full system documentation and technical specifications
Extended support packages available separately

Tech Stack

Website: Next.js, TailwindCSS
CRM Framework: 1000xDev CRM (Node.js + PostgreSQL)
Database: PostgreSQL with Drizzle ORM
Automation: n8n (Self-hosted)
Messaging: Interakt (WhatsApp Business API)
Analytics: GA4 + Google Looker Studio
Hosting: Vercel / Render / AWS

Let's Transform SSI's Digital Operations

We're excited to partner with Siddhi Sai International on this comprehensive digital transformation journey. Our three-stage approach ensures you gain immediate value while building toward complete operational automation. With this unified ecosystem, SSI will eliminate lead leakage, reduce manual workload by 70%, centralize all deal documents, and gain complete visibility across the entire BD lifecycle — positioning the organization for scalable growth and intelligent operations.
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Quick Details

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Ready to begin within 48 hours of approval

Next Steps

  • 1Review proposal and approve scope for Stage 1
  • 2Sign agreement and initiate kickoff payment
  • 3Project kickoff within 2 working days
  • 4First milestone delivery in 6–8 weeks