Software Development
CRM software that makes sure every lead gets a follow-up
Leads arrive from your website, calls, WhatsApp and portals, then get lost in phones and notebooks. We build a CRM that pulls them into one list, gives each one an owner and reminds your team when to call back.
- Leads in one list
- Auto assignment to staff
- Reminders on the right day
Overview
What does a CRM do for a small business?
A CRM keeps a record of every person who has shown interest in your business: who they are, what they asked for, who spoke to them and what happens next. Instead of each salesperson keeping a private list, everything sits in one place the manager can see. We work with businesses in Lucknow and across India.
We build the pipeline around your real sales steps, for example New, Called, Site visit, Quotation sent, Won or Lost. Leads from your website form, IndiaMART, Justdial or Meta lead ads can be pulled in automatically where those sources allow it.
When a salesperson leaves, their leads and call history stay with you. For many owners, that alone is the reason to get a CRM.
What you get
What you get with CRM Software Development
No bloat and no features you will never use. Just the pieces that turn a visitor into a call or an enquiry.
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01
Lead capture
Website forms, ad leads and portal enquiries land in the CRM without copy-paste.
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02
Lead assignment
Leads go to staff in turn, by city or by product, or the manager assigns them.
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03
Follow-up reminders
Each lead gets a next-call date, and its owner is reminded on the day.
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04
Sales pipeline
A board of your sales stages that shows where each deal is stuck.
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05
Call and WhatsApp notes
Call or WhatsApp straight from the lead, then note what was discussed.
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06
Quotations
Create a quotation from the lead and track whether it was accepted.
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07
Team reports
Calls made, deals won, lost reasons and source-wise results per person.
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08
Works on phone
Salespeople update leads from their mobile browser while out in the field.
More details
What we set up in your CRM
- Your own sales stages, not a generic pipeline
- Lead sources connected where they offer an API or email feed
- Duplicate check on phone number
- A lost-reason list so you learn why deals fail
- Manager view across all salespeople
- Export to Excel at any time
How we work
From first call to real results
A fixed quote before we start, and a clear next step at every stage.
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01
Brief & plan
We learn about your business, customers and goals, then agree the scope and a fixed quote.
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02
Design & setup
You see the plan, designs or campaign setup first, and we refine it with your feedback.
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03
Build & launch
We build, test on real devices and go live with tracking in place.
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04
Report & grow
Clear reports and a review call, then we keep improving what works.
- WordPress
- Shopify
- Laravel
- React
- Google Ads
- Meta Ads
- Google Analytics 4
- Search Console
01Can the CRM pull leads from IndiaMART and Justdial?
Where your account offers an API or a lead email, yes. We check what your plan allows during the first call and connect whatever is possible.
02Why not just use a ready-made CRM?
Ready-made CRMs work well for many teams. A custom CRM makes sense when your sales steps are unusual, you want to avoid a per-user monthly fee, or it needs to be tied to your other software.
03Can salespeople use it on their phones?
Yes. It runs in the mobile browser, and the screens are designed for quick updates on the move. A separate app can be built if your team needs one.
04Can I see what each salesperson is doing?
Yes. The manager sees every lead, its last update and pending follow-ups, along with reports by person and by lead source.
05Can it send WhatsApp messages automatically?
Automatic messages need the WhatsApp Business API, which has its own approval process and message charges from Meta. We can connect it once your account is approved, and start with click-to-WhatsApp until then.
06How much does a custom CRM cost?
That depends on your sales stages, the lead sources to connect and the number of users. We have a short call about how your team sells, then send a fixed, written quote.
Talk to a growth consultant
Tell us about your business and goals. A real person from our team will call you back with the next steps.
- Free consultation
- No-obligation quote
- Quick reply on WhatsApp
