Martech and automation
Martech agency in India: CRM, marketing automation, WhatsApp and AI
Martech for companies whose leads go cold after the enquiry. Every lead gets a fast reply and a follow-up.
A strategist calls you in one working day.
In short Martech, short for marketing technology, is the software that catches a lead, replies to it, follows it up and counts what it brings. We set it up in the tools you already use, built around your own sales process, and a monthly report shows what it did.
What is martech, and who needs it?
PromotEdge is an Indian integrated marketing and martech agency. Our martech team sets up and runs CRM, marketing automation, WhatsApp flows, chatbots, AI systems and tracking for growing companies across India, so every lead gets a fast reply and a follow-up.
Martech, short for marketing technology, is the software that does this work. Every set-up is built around your own sales process.
Most companies already pay for good tools. The leads still sit in a spreadsheet, the WhatsApp chats go unanswered after office hours, and nobody trusts the numbers. Martech closes those gaps, and a person still makes the calls that matter.
We are a marketing and growth agency, not an IT company, so every system we build serves leads and sales, with one named owner for each.
The same team runs WhatsApp marketing and email marketing. Beyond marketing, we also set up HR automation and intelligent document processing.
- Since 2015working with Indian brands
- 65+in-house team: strategy, creative, media and tech
- 4pillars under one roof: strategy, advertising, digital, on-ground activation (BTL)
- Every monthwe visit clients, and we review with every client online every week
Martech services, built for how you sell
WhatsApp automation
Replies, reminders and follow-ups go out by themselves, on rules you agree, and a person can still step in.
AI automation
The AI systems behind your marketing and sales, each with one named owner, and a person checking what a customer sees.
Sales automation
A fast first reply, timed follow-ups and the right sales person for every lead you already have.
AI customer support
Draft replies for your team to check, each question routed to the right person, and a follow-up after the sale.
Automation & CRM
Every enquiry you pay for gets a fast call and a follow-up, not a row in a spreadsheet.
CRM integration
Website forms, ad lead forms, WhatsApp, email and calls flow into one CRM, each lead with its source and an owner.
Chatbots
Website, WhatsApp and Instagram chatbots answer the easy questions and pass a ready buyer to a person.
Analytics & tracking
GA4 and server-side tracking count every enquiry and sale once, so ad money goes to what brings qualified leads.
AI marketing
AI for first drafts, research and reports, with a trained person checking every piece.
Martech: start with the problem you have today
| The problem you have | Where we'd start | What you walk away with | Who should be in the room |
|---|---|---|---|
| Leads come in from ads, forms and WhatsApp, and some never get a call | CRM integration and setup | Forms, ad leads, WhatsApp, email and calls in one CRM (the software that holds your leads), each lead with its source and an owner | Sales head, marketing head, whoever runs the forms and ad accounts |
| Every lead needs a follow-up, and it depends on someone remembering | Lead follow-up automation | A fast first reply, timed follow-ups and the right sales person for every lead | Sales head and the people who call leads |
| Buyers ask the same easy questions on the website and WhatsApp, at all hours | Chatbots | Website, WhatsApp and Instagram chatbots that answer the easy questions and pass a ready buyer to a person | Sales and customer service leads |
| We can't tell which ads bring real enquiries | Analytics and tracking | Tracking that counts every enquiry and sale once, so ad money goes to what brings qualified leads | Marketing head, whoever runs the website and ad accounts |
| Everyone talks about AI, but we don't know where it fits | AI process audit | A map of the tasks that repeat, ranked by value and risk, in a one-page plan | Founder or CEO, and the heads of teams with repeat work |
Not sure which row fits? The free growth plan tells you.
Martech that fits your tools and your sales process
We are not tied to any one software company. We work in the tool you already use, or help you choose one, and build every set-up for your own needs. Examples of tools we work in: HubSpot, Zoho, Salesforce, LeadSquared, Freshsales, WATI, 11za, Make, Zapier, n8n, Power Automate, GA4, Google Tag Manager and Looker Studio.
A 30-minute call with a strategist. We ask where a lead goes after the enquiry, and where it gets lost.
Map the journey. From the first click to the sale: which steps repeat, and which need a person.
Build in small parts. One flow at a time, tested, with a person checking what a customer sees.
Run it and report every month. What the system did, what it missed, and what we change next.
Our beliefWe know digital inside out, and we think like an Indian business.
What affects the cost of martech
No price list. These things move the number.
There is no price list. Setting up a system is quoted as a project, after a free 30-minute call. Running it every month is ongoing work, with a 3-month minimum, and then you can stop with 30 days' notice.
What affects the cost
- Tools and channels. How many tools, forms and channels feed the system.
- Steps in each flow. How many replies, follow-ups and hand-overs it runs.
- Data clean-up. Whether old leads and records need sorting first.
- Teams to hand over to. Sales, support or HR teams to train.
- Set-up only, or running too. A one-time build, or monthly running and reporting.
How we price it
- We talk about where your leads come from and where they get lost.
- We look at the tools you have today and who uses them.
- We write down the work: the flows, the tools to connect and what you will get.
- You get an itemised quote for that list within 2 working days, before you commit.
What you get in the quote
- The flows and systems we will set up, one by one.
- The tools we will connect, and who owns each account.
- Training for the people who will use the system.
- A timeline from the first call to the first live flow.
- Software licences and message charges, paid to the tool companies, shown separately from our fee.
To compare quotes fairly, ask each firm what the set-up includes and whose name the accounts are in. Ask us the same.
What happens after you ask
For projects we think we can help, this is how it goes.
- 01
A strategist calls you
In one working day: a 30-minute call with one of our strategists about your business and what is not working.
- 02
You get a 1-page plan
A short, honest plan: what to fix first and what we would do. It is free.
- 03
A quote, if you want one
If you want to go ahead, we send a quote within 2 working days.
We confirm the timeline in the quote. Contracts start at 3 months, with 30 days' notice to stop. A single job, such as one event or one print run, is quoted as one project.
Related pages
The expertise that fits your business, and the places we work.
Tell us what’s not working. We’ll send you an honest one-page growth plan, free.
What clients say about PromotEdge
“PromotEdge and their team did an excellent job with our website. They engaged with every team member, understanding their needs with great patience before collating them into a user requirement and a design spec. The result was both aesthetically pleasing and usable. PromotEdge continues to support us and our ever-growing and very demanding wish list. We hope to grow this relationship beyond website design and into content development. I am confident that PromotEdge's team will continue to guide us in delivering product content to our global customers, making the website an important tool for product awareness and lead generation.”
Bimal ShahExecutive Director at Fine Organic Industries LimitedManufacturing
“PromotEdge is one of the most hard working creative agency that LISTENS ! Do I need to say anything more ?!!!!Saurav is one of the most open person I have come across who is ready to speak abt the elephant in the room , that no body wants to talk about !”
Harsh GuptaManaging Director at Rishta FoodsFMCG
“I am delighted with the successful launch of our new website, thanks to the exceptional support from PromotEdge. I extend my gratitude to Benjamin and the team for their dedication and hard work, which has resulted in a new, fresh-looking site that perfectly meets our expectations.”
Mom MitraMarketing Head at IleadEducation“Working with PromotEdge has been an enriching experience for ABP at many different levels. Your understanding of the digital space, customized brand solutions and prompt servicing have helped us achieve our brand goals with so much ease.I would like to especially thank the creative development team, the digital strategy team and above all the servicing team with whom I have worked in close association with, for their all-round support. I wish you all the best in your upcoming projects and I look forward to collaborating with you in future as well.”
Satabdi SahuLead - Brand and Content at ABP EducationEducation“I really want to thank Sayantan and his team from PromotEdge because what I find good in them is that, the team.When the team is wonderful, the outcome will definitely be wonderful. I have seen the first cut of the reel which they shot the first day, and they gave us on the morning of the second day.The entire first day they worked so hard and over the night they have edited and on the morning they shared it with us.This is just fabulous and the commitment they have shown. The FIVB team has said that they are very happy with team PromotEdge.And when I showed this clip to my friends, those who are from this industry, they (also said that they) have done a fabulous work.So happy and compliments to the team -- Sayantan and PromotEdge team.Thank you.”
Abhijit BhattacharyaFormer Captain Indian VolleyBall Team; and Founder of Brahmaputra Volleyball LeagueSports
“Hi, my name is Hitesh Malhotra. I'm working in FIVB. We are working with PromoteEdge (with Team Sayantan).I would like to give you a brief detail. So when we started this project, we had a good discussion with them. And personally, I feel PromotEdge is kind of a one stop solution for us. So basically, they provided us the whole storyboarding regarding the digital assets and how we can use those with our ambassadors programme.They helped us a lot to structurize the whole concept from our side. So in fact, there were a lot of great ideas they provided, guiding us...what we should do and what we should not do in this regard.And the best part was that they were very clear from there, from the whole blueprint. So they understood our request from the proposal and then accordingly they executed it.”
Hitesh MalhotraSports Development at Fédération Internationale de Volleyball - FIVBSports
“I've known PromotEdge for quite a few years. PromotEdge is passionate, knowledgeable, and destined for success. What stands out is their positivity, energy, passion, and innovative thinking. They bring a warm presence to their work. Best wishes to PromotEdge.”
Mahendra SurekaFounder & CEO at India MACJ - A Buyers Choice Home InspectionsReal estate“PromotEdge has been a unique creative group amongst unique creativity world. Approaching, analysing, understanding the deliverables with ethos and transferring the same into a spellbound creative identity, just cut out for clients’ requirement are signature values of the team. A huge ROI, thy name is PromotEdge.”
Rajat ChatterjeeHead Business Development at Birdman Chemeng Pvt Ltd.Manufacturing
“We are thoroughly impressed with the extensive knowledge and professionalism demonstrated by PromotEdge. Their adept management of our digital and creative requirements has significantly contributed to our satisfaction with their digital marketing services and expertise.”
Rahul MishraAssistant Manager Digital Marketing & Ecommerce at Magik LightingElectricals“We have been working with PromotEdge for almost a year. We have engaged them to manage our Digital marketing campaigns and are impressed with the outcome. Within weeks, we had noticed an increase in performance and they continuously worked on adapting to a new strategy if required to get the maximum mileage for us based on our requirements. A big thank you to their team, and I would highly recommend them to anyone who is considering growing on their Digital Space.”
Shubham GadodiaDeputy Brand Manager at Shyam Metalics GroupSteel and metals“As a progressive and emerging digital marketing company, PromotEdge is doing something right to enhance the experience of companies associated with them.The format they have created is great, there is a smooth flow of communication, great brainstorming sessions and additionally super ideations and executions.Pritha, the account manager, has always been supportive. Whether day or night, weekday or weekend, she came through and solved the problems.…”
Anish Basu MallikMarketing Executive at Unimark GroupReal estate“I would just like to congratulate, PromotEdge Led by Sayantan and his Team who have done an absolutely fantastic job of branding for the Kolkata Thunderbolts, the Branding, the social media campaign was bang on, and I think it help not just the Kolkata Thunderbolts but its really helped me because in the East there was at least one Team that looking very well promoted and branded. Thanks guyz, well done.”
Joy BhattacharjyaCEO at Prime Volleyball LeagueSports“In the city of Kolkata , there are very few full service advertising agencies which are compact, agile, quick and yet have the vision and creative /executional abilities of large reputed agencies. My experience with PromotEdge has been extremely satisfying and they have done world class job for Brand Building exercise of LION INDIA.In my professional life spanning over 4 decades I have always worked with leading agencies like Lintas, Grey, etc so my benchmarking was rather high. I am delighted to say that i did find the agency measuring up nicely on every parameter of our expectations. The team […] comes majorly from experienced staff who have had experience in large agencies. Added to this is the” young oozing with unique new.”
Hardeep SinghMarketing Consultant“PromotEdge has been working with our organization for social media management and other creative activities. They are responsive, supportive and hard working. We look forward to a long and positive relationship with them.”
Medha SharmaStrategic Head at TATA MetaliksSteel and metals
“I commend PromotEdge as a content and advertising partner. I applaud their top-notch team, swift problem-solving, and outstanding digital media work for my brand. I express my happiness and eagerness for a long-term partnership.”
Priyanka GuptaDirector at Nitya Gold & DiamondsJewellery retail
“An aligned partner is always a welcoming step. Someone who can think deep through lines, understand the matrix of product management. Fortunate enough, PromotEdge has been a partner in progress for me. Their uniqueness lies in their hands down knowledge of delivering the strategy and communication needed for the hour. A practical approach to ensuring return of investment has been the day one mantra. An advisory to an executionist, the systematic approach by team PromotEdge has been the impeccable.”
Bobby SrinivasChief Manager Marketing & Brand Marketing at Utkarsh IndiaSteel and metals
“PRAN & PromotEdge have been working together for last 1.5 years. Throughout, the work experience is good and satisfactory.As a client, we found PromotEdge very professional and dedicated towards any project assigned to them.Most importantly, They have a bunch of energetic young people who always think from clients’ point of view and come up with the solution which is appropriate for them.I would personally refer PromotEdge to those who want creative and contemporary work.We wish PromotEdge a successful journey ahead.”
Sharif Rezwan KabirBrand Manager at PRAN RFL GroupFMCG“It’s a great way to be back at PromotEdge. I had a great time working them in Kolkata Tunderbolts doing the Volley Biswas character and they all are like good friends like family Saurav Bhaiya, […], and as I speak, I see Sayantan da walking in. HA HA! But it’s been a great experience I am glad to again meeting them and being here at the PromotEdge. Make Calcutta relevant again.”
Priyam GhoseContent Creator“I had a great time in Kolkata, I met entire PromotEdge team and they are amazing. Design language that they follow is crazy, the copywriting is crazy. I think they are one of the best digital marketing agencies, not just in Kolkata, entire eastern region and I think brand should not leave the chance to interact with these guys, make stories together.So, if I had something here, I would have definitely collaborated with them and worked. Now is the time, I mean it’s not even a question whether digital is important or not you don’t have an option today. Go digital work with PromotEdge and create your brand stories. Thank You.”
Manish PandeyConsultant & Coach to Content Creator“The PromotEdge Agency stay with us all these 3 days, since when we arrived..more, more than 3 days. Since in the airport, they stayed together with us (FIVB team).Sayantan and his team is providing you to see this video.I just (want to say) _Shukriya_. Thank you so much for your team, because we are here in front of the camera but all the team is behind. The entire team together did this great job so that you can see how much volleyball is a lovely sport.”
GibaBrazilian Former Volleyball PlayerSportsBring the question. Leave with a plan
Common questions
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Martech means marketing technology: the CRM, automation, WhatsApp, chatbot and tracking tools that handle a lead after it arrives. A martech agency in India like PromotEdge sets these up and runs them, so leads get a fast reply and you can see what each campaign brings.
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No. We set up, connect and run the tools you use, and we build flows, agents and chatbots inside them, customised to your needs. For a custom app or portal, see our app development page.
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We are not tied to any one tool. We work in the tool you already use, or help you choose one, and build every set-up for your own needs. Examples include HubSpot, Zoho, Salesforce, LeadSquared, WATI, Make, Zapier, n8n and GA4.
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Your company. The tool accounts stay in your company's name, and we work through the access you give us.
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It depends on how many tools and steps are in scope. We confirm the timeline in the quote, and we start with one flow so you see it working early.
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Ongoing monthly work has a 3-month minimum. After that you can stop with 30 days' notice. A project has a clear end, and we confirm its timeline in the quote. The smallest first step, a free 30-minute call and a one-page plan, commits you to nothing.
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Before work starts, we agree in writing who your main contact is, how often you meet, and who signs off each piece of work. The person who plans your campaign talks to the person who designs it every day. The seniors you meet at the first call are the people who run your work.
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We work across India, with deep roots in East and North-East India. We visit you in your city every month, and we review progress with you online every week, so quality and delivery stay on track. When a job needs it, we place our team at your site.
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We do not publish a price list, because a number on a page would be wrong for most readers. Three things set our fee: the work the plan needs, how senior the people are, and how often you want reports. Ad spend is separate from our fee, and GST is shown separately. For ongoing marketing, we usually charge a fixed fee up to a set limit, then a percentage of ad spend or of sales. After the first 6 to 9 months together, we also offer a variable model.