One inbox for leads (even if channels differ)
Website forms, WhatsApp inquiries, and walk-in interest should land in one list with a source tag. If your “CRM” is three phones and a notebook, follow-ups will fail when someone takes a day off.
Owner + next step on every lead
Every inquiry needs a responsible person and a clear next action: call, send package list, share menu, book visit. Statuses like New → Contacted → Quoted → Won/Lost are enough for most SMEs.
Follow-up reminders you will actually use
The killer feature is boring: “due today” follow-ups. If the CRM cannot surface who needs a nudge this afternoon, it is decoration.
Team handoff without losing history
When reception changes shifts, the next person should see prior notes. This alone justifies a light CRM for salons, clinics, and service businesses.
Features you can postpone
Complex automation trees, heavy forecasting, and fifty custom fields. Start lean. Adoption beats sophistication. DigitKarobar builds CRM around how Pakistani teams already work — especially WhatsApp-first selling.