CRM — Customer & Lead Management
A CRM shaped around your sales process: lead sources, stages, follow-ups, quotations and customer history in one place.
Try CRM yourself
This is a working demo with sample data. Switch modules, add records, change statuses and open the reports — nothing is saved or sent.
What’s inside
Every module is configurable — we keep what you need and adapt it to how your team works.
- 01
Lead capture
Website forms, ads, WhatsApp and manual entries in one list.
- 02
Pipeline & stages
Your sales stages, with drag-and-drop updates.
- 03
Follow-up reminders
Scheduled tasks and alerts for every open lead.
- 04
Quotations
Generate and track quotes against each opportunity.
- 05
Customer history
Calls, notes, documents and orders on one timeline.
- 06
Sales dashboards
Leads by source, conversion by stage, team performance.
- Sales teams of any size
- Real estate & construction
- B2B manufacturers & traders
- Service businesses
- Website forms
- WhatsApp Business Platform
- Google Sheets
- Accounting software (where an API is available)
Third-party integrations depend on each provider’s API availability, terms and any fees.
Good questions to ask.
Why not use an off-the-shelf CRM?
Many businesses should. A custom CRM makes sense when your process doesn’t fit standard tools, or when you need it tightly connected to your other systems.
Can my team use it on mobile?
Yes — it is built as a responsive web app that works on phones and tablets.
Services behind this solution
Custom Software & Business Systems
CRM, ERP, HRMS, inventory and internal tools built around how your business actually runs.
Explore serviceWhatsApp Automation & Lead Generation
Capture every enquiry, route it to your CRM and follow up on time through supported WhatsApp Business integrations.
Explore service
You might also need
- Sales & Customers
Billing, POS & Online Orders
Fast counter billing, online orders and stock that stays in sync.
View solution - Sales & Customers
Event Registration & QR Check-in
Online registrations, QR passes and fast check-in at the gate with live attendance.
View solution - Sales & Customers
Digital Catalogue & Dealer Ordering
A live product catalogue for customers and dealers, with enquiries and orders sent straight to your CRM.
View solution - Operations
ERP — Business Operations Suite
Sales, purchase, inventory, production and accounts connected in one system.
View solution
Let’s scope your CRM.
A short call is enough to map your process and recommend the right first phase.