Custom CRM Development
Generic global CRMs like Salesforce and HubSpot are often too complex, prohibitively expensive in US Dollars, and ill-fitted for Indian B2B sales cycles where deals happen via phone calls, WhatsApp messages, and negotiated quotations. Our Custom CRM is purpose-built for Indian distributors, manufacturers, and service agencies to capture every incoming inquiry, automate quotation PDFs, and prevent lead leakage.
Sales Pipeline Modules
Multi-Source Lead Aggregation
Consolidates inbound leads from IndiaMART, TradeIndia, Google Ads, website contact forms, and incoming phone calls into a unified deduplicated dashboard.
60-Second PDF Quotation Generator
Sales reps generate customized GST quotations with tiered discounts, terms and conditions, and company branding directly from their mobile phones.
WhatsApp Drip & Follow-up Sequences
Automated reminders scheduled on Day 1, Day 3, and Day 7 after quotation dispatch, prompting the client with a single-tap WhatsApp response button.
Strict Role-Based Data Isolation
Sales executives only see their assigned territory accounts; senior management retains full oversight over margins, win-rates, and pending pipelines.