AI & Automation
CRM & Sales Automation
ZELVU Business's structured CRM & Sales Automation programme combines concept clarity, implementation frameworks, practical business examples, measurable action plans and AI-supported guidance for entrepreneurs and professionals.
- ✓ 9 weeks · 34 lessons
- ✓ 12-month access
- ✓ AI Business Tutor
- ✓ Activates automatically after ICICI Bank confirms payment
- ✓ Bank financing assistance
Questions first? Talk to the Business Counsellor · See all 34 lessons
What you will work on
- ✓CRM foundations: mapping your sales process, pipeline and data
- ✓Capturing, routing and qualifying every lead
- ✓Automating follow-up, quotations and after-sale work
- ✓Reporting, forecasting, adoption and integrations
- ✓Applied practice, case studies and revision
Who should consider it
- •Founders, MSMEs, professionals and learners interested in the relevant business pathway
- •Programme selection should match the learner's business stage and implementation goal
Full curriculum
8 modules · 34 lessons
Every core lesson follows the same teaching flow: what you need to know, a step-by-step method, a worked Indian business example, a ready-to-use template, common mistakes, a 20-minute action task and a prompt for the AI Business Tutor.
Start here — How to get results from this programmeOrientation, key terms, your baseline, the learning method and the completion standard.7 lessons
- Start here 01 — How this programme works🔒
- Start here 02 — Key terms in plain language🔒
- Start here 03 — Your business baseline🔒
- Start here 04 — The learning method: read, apply, measure🔒
- Start here 05 — First-week action workbook🔒
- Start here 06 — Progress checklist and completion standard🔒
- Start here 07 — Keeping your knowledge current🔒
Module 1 — CRM foundations: mapping your sales process, pipeline and dataCore concepts, diagnosis, market logic and programme-specific strategic foundations.4 lessons
- 01 — Lead-to-cash mapping: finding where enquiries and deals leak before you buy any CRMFree preview
- 02 — Designing your sales pipeline: stages defined by buyer actions, exit criteria and stage probabilities🔒
- 03 — Your CRM data model: leads, contacts, accounts, deals and activities, and the few fields that really matter🔒
- 04 — Choosing a CRM for an Indian SME: requirements scorecard, total cost of ownership and migrating from Excel🔒
Module 2 — Capturing, routing and qualifying every leadCustomer understanding, acquisition, conversion, channels and relationship growth applied to this programme.4 lessons
- 05 — Capturing every lead in one place: website forms, marketplace enquiries, Meta and Google lead forms, calls and walk-ins🔒
- 06 — Lead routing and speed-to-lead: assignment rules, territories, round-robin and response-time SLAs🔒
- 07 — Lead scoring and qualification: building a points model from your own won and lost deals🔒
- 08 — Clean data and lawful data: deduplication, field standards and consent under India's DPDP Act🔒
Module 3 — Automating follow-up, quotations and after-sale workEconomics, cash discipline, metrics, operational execution, risk and compliance applied to this programme.4 lessons
- 09 — Follow-up cadences that run themselves: tasks, email and WhatsApp Business templates, and when a human must step in🔒
- 10 — Quotation automation: price books, discount approval rules and GST-ready quotes generated from the CRM🔒
- 11 — Building workflow rules: trigger–condition–action design, safe testing and failure alerts🔒
- 12 — After the sale: handover to operations, payment follow-ups, and reorder, AMC and renewal automation🔒
Module 4 — Reporting, forecasting, adoption and integrationsSystems, automation, AI-assisted execution and a practical 30/90-day implementation roadmap.4 lessons
- 13 — Sales reporting from your CRM: stage conversion, sales velocity, source-wise return and the weekly pipeline review🔒
- 14 — Forecasting revenue from the pipeline: weighted and category forecasts, coverage and forecast accuracy🔒
- 15 — Getting your team to use the CRM: adoption rules, mobile workflows, activity standards and manager routines🔒
- 16 — Integrations and AI inside your CRM: accounting, telephony and WhatsApp Business Platform links, AI assistants and guardrails🔒
Applied practice, case studies and revisionWorked scenarios, common mistakes and a timed mock3 lessons
- CRM and sales automation: worked case studies and applied scenarios🔒
- CRM and sales automation: common mistakes, misconceptions and self-check Q&A🔒
- CRM and sales automation: revision sheet and self-test with answer key🔒
Practice Lab — Build, automate and run your own CRMDiagnostic, case analysis, implementation assignment and capstone self-evaluation.4 lessons
- Practice 01 — Lead-to-cash map, pipeline stage definitions and CRM data dictionary for your business🔒
- Practice 02 — Lead capture, routing, scoring and data-consent set-up for your top three lead sources🔒
- Practice 03 — Build and test one follow-up cadence, one quotation workflow and one after-sale automation🔒
- Practice 04 — Capstone: a working CRM with dashboard, forecast, adoption plan and a 90-day automation roadmap🔒
Programme guide — Plan, decide and reviewStudy plan, decision framework, accuracy protocol and the 30-day review.4 lessons
- Programme guide 01 — Map, outcomes and study plan🔒
- Programme guide 02 — From concepts to decisions🔒
- Programme guide 03 — Accuracy: verifying rules and figures🔒
- Programme guide 04 — 30-day review and next steps🔒
Unlock all 34 lessons with 12-month access and the AI Business Tutor.
Enrol now · ₹9,999Before you choose a programme
Which programme should I choose?
Choose a focused programme for one defined business problem. Consider Growth Partner when you need to work across several business functions over the year. The free Business Diagnostic and the Business Counsellor can help you narrow it down.
How do I pay and when does access start?
Click Enrol now on any programme, sign in or create your free Business LMS account, and pay the one-time fee on the company checkout through ICICI Bank’s secure page. Access activates automatically after ICICI Bank confirms the payment — usually within minutes. If the bank's confirmation is delayed, support helps. Payments are collected by Lex Orbis Education (OPC) Private Limited.
Can I pay in instalments or EMI?
ZELVU Business does not offer instalments or EMI: every programme fee is paid in full, upfront. If you would like a bank or NBFC to finance the fee, apply on the Fees & Bank Financing page. The lender assesses your application, completes KYC and shows its own loan terms before you sign; if it approves, it pays ZELVU the full programme fee, your programme unlocks for its full access period, and you repay the lender under its agreement. Approval is the lender's decision and is not guaranteed.
Is this a subscription or a loan?
Neither. Every fee is a one-time complete programme fee with a fixed access period and no automatic renewal. ZELVU Business is not a lender: if a bank finances your fee, the loan is between you and the lender, on its terms. The programme fee is the same either way.
How does the 3-day free trial work?
Create a free account and explore the Business LMS, reading material, AI tutor and tools for 3 days with no payment details. One trial per account. The trial does not create a paid enrolment and nothing is charged when it ends.
What is the difference between learning pace and access period?
The learning pace (shown on each programme page) is the guided schedule for finishing the lessons and implementation tasks. Access is 12 months from activation, so you can revisit the material and tools well after you finish.
Can I get help choosing without paying?
Yes. Use the free diagnostic, ask the Business Counsellor, or send an enquiry and choose Admission updates. An enquiry never reserves a place or charges anything.
Are revenue, customers or funding guaranteed?
No. These are educational and business-support programmes. Outcomes depend on your business, implementation and market conditions. AI guidance can be wrong and does not replace regulated professional advice.
Need help choosing?
Run the Business Diagnostic if you are not sure which pathway matches the current constraint. If your needs move across several functions, compare the Growth Partner 12-month all-access programme.
One-time fee
₹9,999