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Used for
- Business websites
- Online stores
- Web apps
- Customer portals
CRM development
Custom CRM development for sales, service and dealer teams
Lead capture, pipelines, quotations, field visits and after-sales service in one system your team will keep using.
At a glance
The short version
What it is
Custom CRM software that captures leads from every channel, keeps follow-ups on schedule and shows managers a live pipeline.
- What you get
- Sales desk
- Field sales
- Service and renewals
- Management
- How it works
- Website, marketplace, ads or WhatsApp
- CRM rules
- Sales desk and field app
- Sales desk
- 2 more
- Runs on
- Web app
- Android
- PWA
- Admin
- Who it's for
- Cost depends on
- Pipelines and user roles
- Lead sources and integrations
- Field app with offline sync
Flutter and the related logo are trademarks of Google LLC. We are not endorsed by or affiliated with Google LLC.
How to start
Tell us what you need in your own words. You talk to the developers who would build it and get a written, line-item estimate.
Get a project estimateA CRM shaped around how you sell
Sales data in a growing company scatters: enquiries in an inbox, follow-ups in personal WhatsApp chats, quotations in Word files and customer history with whoever handled the account. When a salesperson leaves, much of it leaves too.
We start with the lead sources and stages you already use, automate assignment, reminders and quotation formatting, and add the reports managers ask for each week. The data model can also hold what generic tools struggle with: dealer hierarchies, pin-code territories or AMC renewals.
Challenges
Sales problems a custom CRM fixes
Leads spread across channels
Website, IndiaMART, Meta ads and WhatsApp enquiries land in different places, so some wait hours for a reply.
Follow-ups that rely on memory
Without scheduled tasks, warm leads go cold when a rep is busy or on leave.
Customer history on personal phones
Contacts and conversations belong to individuals rather than to a record the business owns.
Forecasts rebuilt in Excel
Stages and deal values are recorded inconsistently, so managers redo the pipeline every week.
What is included
Modules in a typical CRM build
Platform: Web app
Sales desk
- Lead inbox with source tags and duplicate checks on mobile number and GSTIN
- Assignment by territory, pin code or product line
- Pipelines per business unit with required fields at each stage
- GST-ready quotations with discount approval limits
Platform: Android app
Field sales
- Beat plans and GPS-verified visit check-ins
- Offline notes and photos that sync later
- Orders and quotations raised at the customer site
Platform: Web app
Service and renewals
- Tickets from phone, email and WhatsApp
- AMC and warranty renewal reminders
Platform: Admin dashboard
Management
- Source-wise conversion and stage-wise pipeline value
- Rep activity and overdue follow-ups
- Role-based access to accounts and exports
How it works
How a lead becomes a customer in your CRM
Every enquiry follows the same stages, so nothing depends on one salesperson remembering it.
- Website, marketplace, ads or WhatsApp
Step 1: Lead arrives
Enquiries from every channel land in one inbox, tagged by source, with duplicates caught on mobile number or GSTIN.
- CRM rules
Step 2: Assigned automatically
The lead goes to the right rep by territory, pin code or product line, with a first-call task due within minutes.
- Sales desk and field app
Step 3: Follow-ups and visits
Calls, WhatsApp chats and GPS-verified visits are logged against the lead, and reminders stop warm leads going cold.
- Sales desk
Step 4: Quotation and approval
A GST-ready quotation is created from the price list; discounts beyond a rep's limit go to a manager for approval.
- Accounting sync
Step 5: Won deal to invoice
When the deal is won, the invoice is created in your accounting software and payment status flows back to the CRM.
- Service desk
Step 6: Service and renewals
Tickets, AMC renewals and repeat orders stay on the same customer record, ready for the next sale.
Then it starts again at step 1: Lead arrives
Platforms
Where your sales team uses the CRM
Desk teams and managers use a web app and dashboard; field reps use a phone app that works offline.
- Web
Web application
Browser-based applications with logins, roles and workflows, such as customer portals, SaaS products and internal tools.
- Mobile
Android app
Apps for Android phones and tablets, tested on budget and mid-range devices and published on Google Play or privately.
- Web
Progressive web app
Installable web apps with offline support and notifications, useful when an app-store listing isn't essential or phones have little storage.
- Back office
Admin dashboard
Back-office panels for operations, support and finance teams: orders, users, content, reports and permissions.
Technology
Technology we use for CRMs, and why it matters
Chosen for fast search across thousands of leads, dependable integrations and a field app that works without signal.
Backend
NestJS
A structured way to build back ends on Node.js, so large business systems stay organised, testable and easy to hand over.
Used for
- Business app back ends
- SaaS platforms
- Marketplaces
- Admin panel back ends
Data
PostgreSQL
A reliable database for the records your business runs on: orders, payments, bookings and stock, kept accurate and easy to report on.
Used for
- Orders and customers
- Payments and ledgers
- Stock and inventory
- Bookings
Data
Redis
Keeps frequently used data in fast memory, so apps stay quick on busy days and live features like order tracking feel instant.
Used for
- Faster apps
- Live order status
- Shopping carts
- Job queues and alerts
Mobile
Flutter
Build Android and iOS apps from one shared codebase, so you launch on both platforms faster with a consistent experience.
Used for
- Mobile apps
- Delivery apps
- E-commerce apps
- Booking apps
Cloud & DevOps
AWS
Cloud hosting for your app, website and data, with data centres in India and room to grow when traffic rises.
Used for
- App hosting
- File and photo storage
- Backups
- Busy sale days
Flutter and the related logo are trademarks of Google LLC. We are not endorsed by or affiliated with Google LLC.
Integrations
Systems the CRM talks to
Lead sources
IndiaMART lead API
Pulls buyer enquiries automatically instead of copying them from the seller panel.
Meta and Google Ads lead forms
Captures ad leads through webhooks moments after submission.
Messaging
WhatsApp Business Platform
Two-way chat inside the lead record, with approved templates outside the 24-hour window.
Cloud telephony
Exotel, Knowlarity or MyOperator
Click-to-call, recordings and missed-call leads logged against the contact.
Accounting
TallyPrime or Zoho Books
Won quotations become invoices; payment status flows back.
Plain-English glossary
CRM terms, in plain English
- Sales pipeline
- The stages a deal passes through, such as enquiry, demo, quotation and won. Seeing deal values at each stage lets managers forecast without rebuilding a spreadsheet.
- Lead assignment rules
- Rules that send each new enquiry to the right salesperson automatically, by area, product or workload, so no lead waits for someone to forward it.
- Beat plan
- A field rep's planned route of customer visits for the day or week. The app checks visits in by GPS, so managers see actual coverage.
- Webhook lead capture
- Ad platforms and website forms can push each new lead into the CRM the moment the form is submitted, so a rep can call while the buyer is still interested.
- WhatsApp 24-hour window
- Businesses can reply freely within 24 hours of a customer's last WhatsApp message; after that, only pre-approved templates can be sent. The CRM tracks this for each chat.
Product preview
Sales desk, field app, quotation and manager dashboard
Sales desk. Every enquiry lands in one inbox with its source, value and next task, so managers see at a glance which leads are waiting. 
Field sales app. Field reps follow their beat plan, check in by GPS and log orders or notes offline; everything syncs once the phone is back online. 
Sales desk. Quotations pick up price lists and GST automatically, and discounts beyond a rep's limit go to a manager before they reach the customer. 
Manager dashboard. Managers see pipeline value by stage, conversion by source and overdue follow-ups without asking reps for spreadsheet updates.
Illustrative preview
Sample screens: names, prices and figures are examples, not client data.
Services
Services behind a CRM build
Web application development
Browser-based products, customer portals, dashboards and internal tools, built on clean data models with secure roles and integrations.
Mobile app development
Native and cross-platform Android and iOS apps, from first release through regular store updates, built by our in-house designers and engineers.
API development
Secure, documented REST and GraphQL APIs, plus integrations that connect your apps to payment, logistics, GST, messaging and business systems.
UI/UX design
Product design for web and mobile apps: research, user flows, wireframes, prototypes and design systems that engineers can build from.
Industries
Teams that commission custom CRMs
Cost drivers
What shapes the cost of a CRM build
Pipelines and user roles
One sales process is simpler than separate retail, dealer and project pipelines with their own approvals.
Lead sources and integrations
Each channel adds integration and testing work, and some need paid provider accounts.
Field app with offline sync
GPS check-ins and offline capture make the mobile app a substantial piece of work.
Migration of existing data
Cleaning old spreadsheets or CRM exports, especially duplicate contacts, takes real effort.
Reporting and commissions
Standard dashboards are quick; forecasting or incentive calculations add effort.
Estimates are written from your scope, with the effort and assumptions behind each line item.
How pricing worksMore specific pages
Tailored by industry
CRM development for
FAQ
Frequently asked questions
Should we customise Zoho CRM or Salesforce instead of building our own?
It depends on fit. If your process follows a standard lead-to-deal flow, configuring an established CRM is quicker and cheaper to start, and we will recommend it. A custom build makes sense when per-user fees add up across a large team, when you need dealer hierarchies, pin-code territories or product-specific quotation logic, or when the CRM must sit inside a wider system such as your ERP.
Can the CRM capture WhatsApp enquiries automatically?
Yes, through the WhatsApp Business Platform, via a business solution provider or Meta's Cloud API. Incoming messages create or update a lead, the conversation sits in the lead record, and reps reply from the CRM instead of personal phones. Messages you start outside the 24-hour customer service window must use pre-approved templates, and customers must have opted in.
How long does a custom CRM typically take to build?
A focused first release, covering two or three lead sources, one pipeline, tasks, quotations and a manager dashboard, typically takes ten to fourteen weeks including testing and data import. A field sales app, telephony, accounting integration or several business units extend that. Releasing in phases gets the core pipeline into use early, and real usage shapes what follows.
How do you move our existing leads and customers into the new CRM?
We collect Excel sheets, old CRM exports or team contact lists and map them to the new structure. Duplicates are matched on mobile number, email or GSTIN, and uncertain matches go to a review list rather than being merged silently. Open deals keep their owners and due dates. Your team checks a trial import before the final import on go-live day.
Related
Keep exploring
Next step
Map your sales process with us
Send your current lead sheet or walk us through a typical deal. We will propose a first CRM release and a line-item estimate.