Skip to content

Service

Custom CRM

A CRM shaped around how your team actually sells — pipeline, follow-ups, quotations and ownership — instead of a generic tool you have to bend to fit.

At a glance
₹12,000
one-off, ex-GST
Timeline
3–5 weeks
Deliverables
10 items
First milestone
Week 1
Best for

Sales teams running on spreadsheets and WhatsApp

Off-the-shelf CRM fails for the same reason every time: it enforces a sales process that is not yours, so your team keeps a private spreadsheet alongside it and the CRM slowly becomes a place where data goes to die. We build the pipeline you already run, with the fields you actually fill in, and nothing you do not need.

Typical stack

Next.jsPostgreSQLPrismaAuth.jsREST APIRecharts

What you get

01Lead capture from website forms, calls and imported lists
02Custom pipeline stages with per-stage required fields
03Assignment rules and clear record ownership
04Follow-up scheduling with overdue escalation
05Quotation builder with your rate card and PDF output
06Activity timeline — every call, note and status change attributed
07Role-based access: rep, manager, admin
08Dashboards: funnel, conversion by source, rep performance
09WhatsApp and email templates fired from stage changes
10CSV export of everything, always

Not included

  • Call recording hardware
  • Paid ad management
  • Cold-lead data

Listed as plainly as the inclusions. Anything here can be scoped on top — quoted before it starts, never assumed.

How it works

[01]

Your pipeline, not a template's

We map the stages your team names out loud, including the awkward ones — 'site visit pending', 'waiting on their accountant'. Required fields are enforced per stage, so a deal cannot advance without the information the next stage depends on.

[02]

Follow-ups that escalate

Every open lead carries a next action and a date. Miss it and it surfaces on the manager's board, not just the rep's. That single mechanic is the difference between a CRM and a list.

[03]

Attribution you can act on

Which source produced revenue, not just enquiries. Which rep discounts hardest. Where deals stall by stage. Reports built from the three questions you would actually ask on a Monday.

[04]

Nothing locked in

Full CSV export of every table, an API for anything downstream, and the code in your Git organisation. If you outgrow us, you leave with the whole thing.

Delivery sequence

  1. 01Week 1

    Process mapping

    Two sessions to write down your real stages, roles and required fields — plus the reports you will look at weekly. Output is a fixed scope.

  2. 02Week 2–3

    Core build

    Data model, pipeline, permissions and lead capture, deployed to a preview URL you can open and click through.

  3. 03Week 4

    Automation & reporting

    Follow-up rules, templates, quotation output and dashboards.

  4. 04Week 5

    Migration & training

    Your existing leads imported and reconciled, then a session with the team who has to use it every day.

Delivered with this service

Home services2025

Field Service CRM

Enquiry-to-invoice for a service business with technicians in the field, replacing a WhatsApp group and a shared spreadsheet.

4 → 1
Lead sources unified
Escalating
Follow-up visibility

CRM FAQ

Straight answers

Including where the honest answer is 'no' or 'buy something else'.

How is this better than Zoho or HubSpot at ₹12,000?

It is not broader — it is narrower on purpose. Zoho does a hundred things adequately and charges per user per month forever. This does the twelve things your team does, exactly the way they do them, as a one-off build you own. If you need marketing automation, sequences and a partner ecosystem, buy Zoho; we will tell you so.

What does ₹12,000 actually include?

The core build: data model, custom pipeline, lead capture, assignment, follow-ups, role-based access and the standard dashboards, for a single team. Quotation builder, WhatsApp automation, multi-branch and heavy integrations are scoped on top — and quoted before anything starts.

Can it import our existing spreadsheet?

Yes, and migration is part of the rollout rather than an add-on. We map your columns, import, and reconcile the count against your sheet before go-live so the opening data is trustworthy.

Who hosts it?

Your cloud account, handed over with credentials and a runbook — or we manage hosting on a small monthly retainer. Either way the deployment and the data are yours.