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Business Software & AI

Custom CRM Software Development for Sales Teams

Every lead from your website, WhatsApp, ads and lead portals in one CRM, built around how your team sells.

Typical timeline
6–12 weeks
Pricing
Fixed quote upfront
Works on
Mobile & desktop

Overview

What we build for you

Leads arrive from everywhere: website forms, WhatsApp chats, Facebook and Google ads, IndiaMART, phone calls and walk-ins. When they live in Excel sheets and personal phones, follow-ups slip, two reps call the same customer, and nobody can say which source actually brings sales.

We build a CRM around the way your team already sells. Leads from every source land in one list, duplicates are matched by phone number, and each lead goes to the right rep by your rules, with an instant alert. Every lead carries a next follow-up date, so today's calls and overdue follow-ups are the first thing reps see when they log in.

Quotations go out as PDFs on WhatsApp or email from your own product list, managers see pipeline value and conversion by source and by rep, and each role sees only what it should. Because it is built for you, the stages, fields and approvals match your business instead of a generic template.

Ideal for

  • Manufacturers, distributors and B2B traders
  • Real estate and interior design firms
  • Coaching institutes and admissions teams
  • Service businesses with field sales teams
  • Insurance and loan advisors
  • Sales teams that have outgrown Excel

Features

Features included

Every feature is adjusted to how your business works. Add what you need and skip what you don't.

Multi-source lead capture

Website forms, WhatsApp, Meta and Google lead ads, and IndiaMART leads arrive in one list automatically.

Duplicate matching

Repeat enquiries are matched by phone and email, so they update the existing lead instead of creating a new one.

Auto assignment

Assign leads by round robin, city, product or language, and alert the rep on WhatsApp the moment one arrives.

Custom pipelines

Stages that match how you sell, separate pipelines per product line, and a drag-and-drop board for deals.

Follow-up reminders

Each lead has a next follow-up date, and reps see today's calls and overdue follow-ups as soon as they log in.

Quotations and approvals

Create quotes with taxes from your product list, send them as PDFs, and route large discounts to a manager.

Calls and activity log

Log calls, meetings and notes on each lead, or connect cloud telephony to record calls automatically.

Roles and permissions

Reps see their own leads, team leads see their team, managers see everything, and exports are limited to admins.

Sales reports

Conversion by source, rep performance, pipeline value, lost reasons and response times, filtered by date.

Mobile-friendly for reps

Field reps update leads from their phone, with click-to-call and click-to-WhatsApp on every record.

Pages and modules included

A typical build. We confirm the final list with you in the quote.

  • Dashboard: today's follow-ups, new leads and targets
  • Leads list with filters and bulk actions
  • Lead details: timeline, notes, calls and tasks
  • Pipeline board by stage
  • Contacts and companies
  • Quotations and product catalogue
  • Follow-up calendar and tasks
  • Team, roles and assignment rules
  • Reports and exports
  • Integrations: website, WhatsApp, ads and lead portals
  • Admin settings: stages, custom fields and permissions

Optional add-ons

  • Android app for field sales with GPS check-ins
  • Cloud telephony with click-to-call and call recording
  • WhatsApp shared inbox and template messages
  • Invoicing and payment collection
  • After-sales service and support tickets
  • Email campaigns and drip sequences
  • AI lead summaries and reply suggestions
  • Data migration from Excel or your current CRM

Technology

  • React / Next.js
  • Node.js
  • TypeScript
  • PostgreSQL
  • Redis
  • WhatsApp Business API

Typical timeline: 6–12 weeks, depending on features and content.

How it works

From first message to launch

01

Share your requirements

Tell us about your business and the features you need, on a call, on WhatsApp or through the form.

02

Get a fixed quote

We suggest the right scope and send a clear proposal with timeline and fixed pricing before work starts.

03

Design and build

We design your pages, then build in stages with regular progress reviews so nothing is a surprise.

04

Launch and support

We deploy on your domain and stay available for maintenance, changes and new features.

FAQ

Questions about the custom crm software

Can't find your answer? Ask us directly and we'll reply on WhatsApp or by email.

Ask on WhatsApp
Why build a custom CRM instead of using Zoho or Salesforce?
Ready-made CRMs suit many teams, and if one fits your process, we will tell you. A custom CRM makes sense when your stages, approvals or lead sources don't fit standard tools, when your reps find them too complex to use daily, or when the CRM must connect closely to your own systems.
Can it pull leads from IndiaMART, Facebook ads and our website automatically?
Yes. Website forms send leads directly, while Meta lead ads, Google Ads lead forms and IndiaMART connect through their APIs where your account has access. Each lead is tagged with its source, so your reports show which channels bring business.
Can our sales team use it on their phones?
Yes. It works in any mobile browser, with click-to-call and click-to-WhatsApp on every lead. If your reps visit customers, an Android app with GPS check-ins for field visits can be added.
Can you move our existing leads from Excel or another CRM?
Yes. We import leads, contacts and past notes from Excel, Google Sheets or your current CRM's export, and clean up duplicates during the move, so your team starts with one tidy list.
How is our customer data protected?
Access is controlled by role, logins and exports are logged, data is encrypted in transit, and backups run automatically. You can host it in your own cloud account, so your customer list stays under your control.
What does custom CRM development cost?
It is priced on scope: how many lead sources we connect, how detailed your pipeline and approval rules are, and modules such as quotations, telephony or a mobile app. We map your sales process first, then send a fixed quote, so the cost is clear before development starts.

Free quote

Get a quote for your crm project

Tell us a little about your business and what you need. We reply with questions or a clear proposal, usually within one business day.

  • Clear scope and a fixed quote before work starts
  • Regular progress reviews while we build
  • Deployment and support after launch
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Guides

Guides for planning your crm project

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