Parikshit Singh — Sales Operations & CRM

Parikshit
Singh

Sales Operations | CRM Administration | Lead Operations

I build systems that scale sales teams — deploying CRMs, managing lead pipelines, and shipping automation tools that eliminate manual work and drive measurable results. Currently managing ~1,700 leads/month across a 50+ member real estate operation.

Ops-first.
Builder by instinct.

I'm a Sales Operations professional who sits at the intersection of business process and technology. My work isn't just configuration — I identify the right tools, deploy them, and build supporting software that goes into production and gets used by real teams every day.

At Onetara Realty, I evaluated the market, chose Perfex CRM (self-hosted, one-time $65 licence), and deployed it on private hosting — replacing a Google Sheets-based lead workflow and avoiding ₹25,000+/month in enterprise SaaS costs. Then I configured lifecycle stages, lead routing logic, and trained a 50+ member team. Zero disruption.

I pair sharp process thinking with the ability to actually ship the tools that execute that process. Most ops people either strategise or execute — I do both.

What I bring
to every role.

📊

CRM & Pipeline Ops

Perfex CRM deployment & config
Lead lifecycle stage setup
Lead routing & auto-assignment
Pipeline hygiene & reporting
Activity tracking & audit logs

🔧

Process & Automation

SOP design & documentation
Manual → automated workflow migration
Internal tools (HTML/JS)
Google Sheets automation
AI-assisted process building

📣

Ad Ops & Campaigns

Meta Ads account management
Lead form setup & monitoring
Multi-account budget tracking
Campaign performance review
₹3L+/month ad spend oversight

🏢

Multi-Branch Operations

Cross-branch SLA management
50+ agent team operations
Branch-wise performance tracking
Escalation & issue resolution
Daily ops reporting

💡

Cost & Vendor Ops

SaaS vs self-hosted evaluation
Vendor negotiation & setup
Cost-benefit analysis
₹25k+/mo savings achieved
Hosting & domain management

🤝

Team & Stakeholders

Onboarding & CRM training
Cross-functional coordination
Sales & HR team support
Management reporting
Process adoption

Where I've
delivered results.

Sales Operations Manager

Onetara Realty · Full-time

Apr 2023 – Present

Evaluated, procured, and deployed Perfex CRM on private hosting — one-time $65 cost vs. ₹25,000+/mo for enterprise alternatives. Configured lifecycle stages, custom fields, lead routing, and user roles for a 50+ member team across 3 branches.
Manages ~1,700 inbound leads/month from Meta Ads, portals, and referrals. Assigns, tracks, and audits every lead to maintain 100% assignment accuracy and SLA compliance.
Built and shipped 4 internal tools in production: Lead Tracker Dashboard, Daily Ops Report Generator, Agent Performance Sheet, Branch KPI Tracker — all used daily by the sales and HR teams.
Monitors and reviews 3 Meta Ads accounts (Noida ₹1.2–1.5L/mo, Mumbai ₹1–1.2L/mo, Dehradun ₹60K/mo) — ensuring campaigns deliver consistent lead volume at target CPL.
Maintains clean pipeline hygiene — weekly audits, stale lead purges, and stage-wise health checks. Zero ghost leads in pipeline.

Customer Service Executive

Datamark BPO · Full-time

Jan 2023 – Apr 2023

Handled high-volume inbound and outbound customer interactions with consistent quality and SLA adherence.
Awarded Employee of the Month (January 2024) for performance excellence and consistent service quality metrics.
Developed strong documentation habits and stakeholder communication skills that directly transferred to ops roles.

Things I've
actually shipped.

CRM · Infrastructure

Perfex CRM Deployment

End-to-end CRM deployment for a 50+ member real estate operation. Evaluated 6+ platforms, chose Perfex (self-hosted), configured lifecycle stages, routing rules, and trained the full team with zero disruption to ongoing sales.

💰 Saves ₹25,000+/month vs. enterprise SaaS

Self-hosted · Private server

Internal Tool · Dashboard

Lead Tracker Dashboard

Real-time HTML/JS dashboard tracking 1,700+ monthly leads across 3 branches. Shows assignment status, stage distribution, SLA alerts, and agent load. Used by sales managers and branch heads daily.

✅ 100% lead assignment accuracy maintained

Internal tool · Daily use

Automation · Reporting

Daily Ops Report Generator

Automated daily ops summary tool replacing 45 minutes of manual report compilation. Pulls data from CRM exports, formats it into a standardised report, and sends to management — every morning, zero manual effort.

⏱ 45 min/day saved in manual reporting

Automated · Zero manual input

Analytics · HR

Agent Performance Sheet

Structured Google Sheets framework tracking individual agent KPIs — calls made, leads contacted, follow-ups, closures. Gives team leads visibility into performance gaps and enables data-driven coaching conversations.

📊 50+ agents tracked in real-time

Google Sheets · Live data

Analytics · Finance

Branch KPI Tracker

Cross-branch performance tracker comparing Noida, Mumbai, and Dehradun offices on key metrics — lead volume, SLA adherence, conversion rates, and ad spend efficiency. Presented weekly to management.

🏢 3 branches · Weekly management review

Internal tool · Weekly review

Meta Ads · 3 Accounts

Ad Operations

Monitored 3 separate Meta Ads accounts across branches — Noida (₹1.2–1.5L/mo), Mumbai (₹1–1.2L/mo), Dehradun (₹60K/mo). Ensured campaigns ran smoothly and lead volume stayed consistent.

📣 Total managed: ~₹3L/month

Recognised for
delivering results.

Employee of the Month

Jan 2024 · Datamark BPO — awarded for consistent performance and service quality

₹25k+/Mo Cost Avoided

Chose self-hosted Perfex CRM over enterprise SaaS — one-time $65 setup vs. ongoing subscription costs

4 Tools in Production

Built and deployed 4 internal tools used daily by sales and HR teams across 3 branches

100% SLA Record

Maintained perfect SLA adherence and 100% lead assignment accuracy across all operations

Bachelor of Science — Information Technology

Mumbai University

Graduated 2017