CRM & customer growth consulting in India

Turn one-time users into customers who stay.

Your customers signed up, then went quiet. Growth Circuit is an independent CRM consultancy for fintech, edtech and consumer brands in India. We fix onboarding, retention and win-back, then show what actually worked with Growth Radar.

9years in CRM and lifecycle
3e4m MarTech Awards, 2023
₹268 Cr+book value influenced through CRM lifecycle programmes (last-click attribution)

Tools we work in

CleverTapMoEngageLeadSquaredHubSpotZoho CRMMixpanelGoogle Analytics 4
Growth Radar New

Find out what your campaigns really earn

Most CRM reports count sales that followed a message. Growth Radar shows what the message actually caused. Independent, works with an export from any platform, and your files stay in your browser.

Benchmark

Account X-ray

Are my click and unsubscribe rates healthy?

Compare your rates with industry ranges, see what may have pulled them down, and what to fix first. Upload a file or type the numbers.

Run the X-ray
Proof

Campaign P&L

How much revenue did my campaign really cause?

Compare messaged people with a held-back group and get a keep, fix or stop verdict, with the cost and a range, by industry.

Measure a campaign
  • Free to use
  • Any CRM or messaging platform
  • Files never leave your browser
  • Built for India-first industries

Open Growth Radar

Track record

Results from my own CRM roles

Numbers from my own roles, as reported on my resume. I leave employer names out to respect confidentiality. Each result links to what I did and how it was measured.

₹268 Cr+

book value influenced via CRM lifecycle programmes (last-click attribution)

The problem

Your CRM is leaking customers. Let’s find the holes.

You have the tools and the data. What is missing is the system that connects them.

01

Data in five places

Customer data sits across the app, CRM, payments and support, so nobody sees the whole customer.

02

Blasts, not journeys

Campaigns go to everyone at once, so the right message rarely lands at the right moment.

03

Tools without a plan

A powerful platform is switched on, but only a fraction of it is used.

04

No loop back

Results never feed the next campaign, so every month starts from zero.

Growth Circuit connects all four into one system that finds customers, keeps them and brings them back.
Services

CRM consulting, lifecycle marketing, automation and AI services

Start with one, or connect all four into one customer growth system.

CRM Strategy

Stop guessing who your customers are. Segment them, map their journey and plug the leaks.

  • CRM and data audit
  • Customer segmentation by behaviour, value and stage
  • Customer journey mapping
  • CRM platform selection and migration
  • Event tracking and data architecture
  • KPI tree and reporting dashboards
Explore CRM strategy →

Lifecycle Marketing

From first tap to loyal fan, and back again when they drift.

  • Onboarding and activation journeys
  • Retention and loyalty programmes
  • Churn prevention triggers
  • Win-back and reactivation campaigns
  • Cross-sell and upsell journeys
  • Omnichannel plans across six channels
Explore lifecycle marketing →

Marketing Automation

Journeys that run themselves, in CleverTap, MoEngage, LeadSquared or the tool you already own.

  • Platform setup and configuration
  • Journey and campaign builds
  • SDK, API and CRM integrations
  • Template and content libraries
  • A/B testing and deliverability
  • Team training and playbooks
Explore marketing automation →

AI Growth Solutions

AI where it earns its keep: fewer manual hours, better messages and proof against a control group.

  • Personalised messages and recommendations
  • Churn and conversion prediction
  • Best send-time and channel selection
  • AI-assisted copy and creative variants
  • Lead scoring and routing
  • Workflow automation for campaign operations
Explore ai growth solutions →
Included in every engagementAnalytics and dashboardsTeam training and playbooksConsent and compliance setupDocumentation and handoverA/B testing framework
New: Growth Circuit AI

Playbooks and guardrails for the AI in your CRM

The AI in your CRM builds what you ask for. Growth Circuit AI helps you ask for the right thing, then launch it with approvals and a control group. Your customer data stays in your CRM. Try the interactive prototype.

  • Plain-English campaign builder
  • Personalised push, WhatsApp, email and SMS
  • Approval workflow and a control group built in
  • Journeys, analytics and CRM integrations

Prototype with simulated data. No real messages are sent. For live tools you can use today, see Growth Radar.

Our approach

Our CRM consulting method: five steps from audit to scale

A clear path with defined outputs at every step, so you always know what is happening and what you get. Typical engagements reach launch in 8 to 12 weeks, then move into monthly optimisation. Timelines depend on scope.

Plan my roadmap
1
Weeks 1 to 2

Diagnose

We audit your CRM, data, journeys and campaign results to find where customers leak out.

You get

  • Audit report
  • Opportunity map ranked by impact
  • Quick wins list
2
Weeks 2 to 4

Design

We decide who to talk to, when and why, and how success will be measured.

You get

  • Customer segments
  • Journey maps
  • KPI tree and 90-day plan
3
Weeks 4 to 8

Build

We set up tracking, journeys, templates and integrations inside your platform.

You get

  • Live-ready journeys
  • Content library
  • QA checklist
4
Weeks 8 to 12

Launch and test

We roll out in phases and run structured tests against a control group.

You get

  • Launch plan
  • A/B test log
  • First results report
5
Ongoing

Optimise and scale

Monthly cycles of review, learning and improvement, with your team in the driving seat.

You get

  • Dashboards
  • Monthly growth review
  • Playbooks and training

Three ways to work with us

Every engagement is scoped to your goals and your team.

Growth Audit

Best when you need clarity

A fixed-scope diagnostic of your CRM, data and journeys, ending in a clear roadmap.

  • Audit report and roadmap
  • Quick wins to act on now
  • Walkthrough with your team

Build and Launch

Best when you need journeys live

We design and build your key journeys and get them live in your platform.

  • Segments and journey builds
  • Integrations and QA
  • Training and handover

Growth Partner

Best for steady improvement

A monthly partnership to test, learn and grow results across every lifecycle stage.

  • Monthly optimisation cycles
  • Testing and reporting
  • Strategy on call
Framework

Customer lifecycle marketing: one loop, not five campaigns

Most teams treat each stage as its own project. We design them as a circuit, so what you learn at one stage improves the next. Better onboarding, activation and customer retention follow.

1

Acquire

Capture leads with context, not just a phone number, and nurture them toward a first action.

Metric: lead quality and cost per customer
2

Onboard

Welcome new customers and guide them through the first steps without friction.

Metric: time to first value
3

Activate

Get every new user to the first real action that proves the product’s worth.

Metric: activation rate
4

Retain

Build habits and loyalty with messages that earn attention, and catch churn early.

Metric: retention and repeat rate
5

Reactivate

Win back quiet customers with a real reason to return.

Metric: win-back rate and lifetime value

Tap a stage to see what we do and an example.

Acquire: what we do

  • Capture leads with the context of what they viewed or asked
  • Score leads so sales calls the warmest first
  • Nurture with a short sequence that answers real questions

Example: A visitor reads about pricing but does not sign up. Two days later they get a short guide and one clear next step.

Reactivation insights feed straight back into acquisition. That is the circuit.

Want a quick read on your own CRM?

Take the two-minute health check, work out what a better activation rate is worth, or see what good looks like in your industry.

Open the CRM toolkit
Industries

CRM consulting for any industry, across India and beyond

If you have customers to keep, a better system helps. Here is what we focus on in each.

Fintech and broking

KYC drop-off, first deposit or trade, dormant account win-back.

EdTech

Trial to paid, class attendance, renewals and referrals.

HealthTech and wellness

Bookings, adherence, repeat visits and memberships.

D2C and e-commerce

Repeat purchase, cart recovery, loyalty and win-back.

SaaS and apps

Activation, feature adoption, expansion and churn.

Gaming

Install to first session, D7 and D30 retention, lapsed players.

Banking and insurance

Onboarding, cross-sell, renewals and service journeys.

Travel and hospitality

Bookings, repeat stays, loyalty and re-engagement.

Vishwajeet Kumar, founder of Growth Circuit

Hi, I’m Vishwajeet Kumar, your CRM and lifecycle marketing consultant

I have spent nine years running CRM and lifecycle programmes across fintech, edtech and healthtech: onboarding, activation, retention and win-back. I have led teams, managed external agencies and worked hands-on in the tools. Growth Circuit is how I bring that experience to more brands, with plain advice and systems that keep working after the project ends.

9 years in CRM and lifecycleThree e4m MarTech Awards (2023)MBA in MarketingNISM certified

Read the full story

Experience built in broking, edtech and wellness. Employer names are left out to respect confidentiality.

What I write about

Why CRM automation failsFive mistakes in customer onboardingHow to improve customer retentionCleverTap journey optimisationAI in lifecycle marketingPractical fintech growth case studies
FAQ

CRM consulting questions, answered

How much does CRM consulting cost?

It depends on scope. A fixed-scope CRM audit costs far less than a full build or an ongoing partnership. After an intro call we send a clear proposal with scope, timeline and price, so there are no surprises.

Do you offer CRM consulting in India?

Yes. Growth Circuit is based in Bengaluru and works with brands across India, and with teams elsewhere, in fintech, edtech, healthtech, D2C, SaaS and more.

What does a CRM consultant do?

A CRM consultant audits your customer data and CRM platform, segments your customers, and designs the journeys and campaigns that turn signups into loyal customers.

What is lifecycle marketing?

Lifecycle marketing plans your communication around each stage of the customer journey: onboarding, activation, retention and reactivation, instead of one-off campaigns.

What is the difference between CRM strategy and marketing automation?

CRM strategy decides who your customers are, what they need and which journeys to build. Marketing automation is the tooling that runs those journeys at scale. You need both, in that order.

Which marketing automation tools do you work with?

CleverTap, MoEngage and LeadSquared, along with HubSpot and Zoho CRM, and analytics tools such as Mixpanel and Google Analytics 4.

How long does a CRM or lifecycle marketing project take?

An audit and plan typically takes 2 to 4 weeks. Building and launching the first journeys usually takes 8 to 12 weeks in total. Timelines depend on scope and how ready your data is.

How can AI improve customer engagement?

AI helps with personalisation, send-time choice, churn prediction and faster content production, so messages feel more relevant and your team spends less time on manual work.

How do you measure success?

We agree the numbers up front: activation rate, retention, churn, repeat purchase, revenue per user and lifetime value, tied to your business goals and reported in one dashboard. Wherever possible we also measure incremental lift against a held-back control group, which is what our free Campaign P&L tool calculates.

What makes Growth Circuit different from other CRM consultants?

Growth Circuit is independent: we do not sell a CRM platform. We measure what your campaigns actually cause, not just what followed them, using held-back control groups. We built Growth Radar, free tools that include an Account X-ray and Campaign P&L, that run in your browser so your files are never uploaded. And the work is led by a practitioner with nine years of hands-on CRM experience in fintech, edtech and healthtech.

Is Growth Radar safe to use with real data?

Yes. The tools run inside your browser. Your file is read in memory on your own computer, not uploaded to our servers, and not stored. It is gone when you refresh or close the tab. You can check this by switching off your internet after the page loads.

Which channels do you cover?

Email, push notifications, SMS, WhatsApp, in-app messages and RCS, planned together so each channel does the job it does best.

Which industries do you work with?

Any brand with customers to keep, including fintech, edtech, healthtech, D2C, SaaS, gaming, banking and insurance, and travel.

What is customer segmentation?

Customer segmentation groups customers by behaviour, value and lifecycle stage so each group gets messages that fit. RFM (recency, frequency, monetary value) is a simple place to start.

What is retention marketing?

Retention marketing is the set of campaigns and journeys that keep existing customers active and buying, such as onboarding, loyalty, win-back and churn prevention.

Contact

Book an intro call

Tell us where growth is stuck. We reply within two working days.

Prefer email? Write to hello@growthcircuit.in.

1Intro call: we learn your goals and where customers drop off.
2Proposal: a clear scope, plan and timeline.
3Work begins: you see progress at every step.