Lead capture & routing
Website forms, calls, WhatsApp, and CSV imports flow into one inbox with territory, product, or owner rules.
CRM & dashboards
A CRM that matches how you sell
Custom pipelines, lead routing, follow-ups, reporting, and dashboards for teams that have outgrown spreadsheets and generic tools.
At a glance
6–12weeks for a focused CRM
1source of truth for leads
0spreadsheets after handover
Overview
What this actually looks like
Off-the-shelf CRMs assume one way of selling. We build around yours: how leads arrive, who owns them, what happens next, and which numbers leadership actually checks. The result is a system your team uses because it removes work, not because management insists.
Next.jsReactNode.jsMongoDBPostgreSQLRedisWhatsApp BusinessRazorpayNodemailerAWS
Signs you need it
- Two people update the same lead and nobody knows which version is current.
- Follow-ups live in personal reminders, notebooks, and WhatsApp.
- Leadership cannot answer how many deals are close to closing.
- Your team pays for a CRM but still keeps a spreadsheet beside it.
- Approvals happen over email and the quote version is unclear.
What you get
- A lead-to-cash map agreed with the people who do the work.
- One timeline per customer across calls, email, notes, and files.
- Dashboards built around weekly review questions.
- Owner, stage, and next-step rules enforced by the system.
- Import of existing leads and a clean cutover plan.
- Training and a short admin guide for the team.
Scope
What we build
Every project is scoped to your actual workflow. These are the common pieces — not a fixed package.
Pipelines & stages
Multiple pipelines, custom stages, required fields, and next-step rules that reflect the real sales motion.
Follow-ups & tasks
Reminders, call outcomes, activity timelines, and escalation rules so a lead never goes cold silently.
Quotes & approvals
Line items, discounts, approval chains, PDF quotes, and a clean handoff to accounts once a deal closes.
Reporting
Source, stage, owner, conversion, and revenue views with filters that answer the questions asked in reviews.
Roles & audit
Granular permissions, field-level visibility, activity logs, and exports that respect who should see what.
Process
How the work moves
Short feedback loops, visible decisions, and a working build before the deadline conversation.
01
Workflow workshop
We map how a lead moves today, where it stalls, and which exceptions the system must support.
02
Data model
Leads, companies, contacts, deals, activities, and permissions are designed before screens.
03
Build in slices
Capture and pipeline first, then reporting, quotes, and integrations. You see a working system early.
04
Migrate & train
We clean the existing data, migrate it, run the team through real scenarios, and stay close after go-live.
FAQ
Questions worth asking
Should we buy a CRM or build one?
If your process is standard and simple, buy. If lead routing, approvals, or reporting are specific to your business, a custom layer usually pays for itself. We will tell you honestly which side you are on.
Can it work with our existing tools?
Yes. We integrate email, WhatsApp, accounting, ERP, inventory, telephony, and payment systems where APIs or exports exist.
How do you handle our old data?
We profile the existing files, clean duplicates and missing fields, map them to the new model, and run a dry migration before the real cutover.
What happens when the team grows?
Roles, teams, territories, and approval limits are designed as data, not hard-coded screens, so changes do not require a rebuild.
Specialised in
- Next.js
- React
- TypeScript
- Tailwind CSS
- Node.js