Start a conversation Talk to us

Custom CRM software, shaped around how you actually sell

A generic CRM tracks contacts and deals. Most businesses need more than that, because their catalogue, quotations, stock and production all shape a sale. We build CRM systems around that whole path, from the first enquiry to dispatch.

Is this you?

Signs it is time

  • Leads and follow-ups live in notebooks, chats and memory
  • Quotations are built by hand in Excel
  • Sales cannot see stock or production status
  • Orders arrive on WhatsApp and are typed in again

How we do it

Centralize customer data, workflows, communication, sales processes, and operational information.

For a jewellery manufacturer we built one console for sales, stock and the shop floor: a catalogue searchable by design code or by image, quotations that export to PDF or Excel and convert to orders in one step, and production tracked stage by stage.

Order requests arriving on WhatsApp are read into a review queue, so a person confirms them instead of retyping them. Stock, goods out on approval and dispatches stay current through a sync with the ERP, and every figure shows how fresh it is.

Your industry will differ. The method is the same: find what a sale really depends on in your business, and put all of it in one place.

In practice

A CRM console we designed and built

One console for sales, stock and the shop floor: quote from the catalogue, follow the order through production, dispatch and get paid.

CRM home screen with sample data, listing what needs attention today, with sales by month and follow-ups.

Screens recreated with sample data. The live system holds a client’s records, so it is never shown. See every screen

Process

How a project runs

  1. Discover

    Understand the business, workflows, users, and requirements.

  2. Design

    Design the user experience, architecture, and solution strategy.

  3. Build

    Develop the software using modern engineering practices.

  4. Integrate

    Connect systems, APIs, databases, and business processes.

  5. Deploy

    Deploy securely to the required environment.

  6. Evolve

    Maintain, improve, automate, and scale the system.

CRM & Business Management

Common questions

Why build a CRM instead of buying one?

Buy one if your sales process is standard. Build one when the sale depends on things a generic CRM does not know about, such as your catalogue, your pricing rules, your stock or your production. Then the CRM becomes the place the whole business is visible from.

Can it connect to our ERP or accounting system?

Yes. The CRM we built syncs stock, goods out on approval and dispatches from the client’s ERP, and shows when each figure was last updated so nobody acts on stale numbers.

Can orders from WhatsApp go straight in?

Order requests that arrive on WhatsApp can be read into a review queue. A person checks and confirms them, which is faster and less error-prone than typing them in again.

Contact

Have a business problem worth solving?

Tell us how the work moves today. We will tell you honestly what software can and cannot fix.

What happens next

  1. A person reads your note and replies within one working day.
  2. A call, in English, Hindi or Gujarati, to understand the workflow behind the problem. Every consultation call is free.
  3. A written proposal: scope, approach and what it will take.

Fields marked * are required.

We use these details only to reply to you. How we handle your data