Software & IT
Custom CRM Software Development for Sales and Service Teams
ConvertriX builds custom CRM software that captures leads from your website, ad forms, IndiaMART and WhatsApp, routes them to the right salesperson, and tracks every deal to closure. Field teams get a mobile app, managers get a live pipeline, and quotes and invoices sync with Tally or Zoho so sales and accounts work from the same customer record.
Overview
About our crm software development service
Most sales teams do not lose deals because of price. They lose them because a lead sat unanswered for a day, a follow-up was forgotten, or the only record of the conversation was on one salesperson's phone. A CRM fixes that by putting every enquiry in one place the moment it arrives, assigning it by territory, product or round robin, and reminding the owner when the next step is due. Managers see the pipeline by stage and by person without asking for an Excel update.
Zoho CRM, HubSpot and Salesforce are good products, and for a small team with a standard funnel one of them is often the right buy. We will recommend that when it fits. Custom CRM pays off when your sales motion is unusual: dealer and distributor hierarchies, site visits with geo-tagged check-ins, project-based selling with long quotation cycles, or channel partners who need their own restricted login. It also removes per-user subscription fees, which add up quickly once field staff and support agents are on the system.
We build CRMs around Indian selling habits. Leads flow in from Meta and Google lead forms, IndiaMART and JustDial, website forms and the WhatsApp Business API. Click-to-call works through an Indian cloud telephony provider, with call recordings attached to the lead. Quotations carry GST, and won deals can push customers and invoices to Tally or Zoho Books. Contact data is handled in line with the DPDP Act 2023, with consent recorded for marketing messages and role-based access to personal details.
What's included
Everything in scope, written down
Multi-source lead capture
Automatic intake from website forms, Meta and Google lead ads, IndiaMART, JustDial and WhatsApp, with duplicate detection.
Lead routing and follow-ups
Assignment rules by territory, product or rotation, with reminders and escalations when a lead goes untouched.
Pipeline and deal tracking
Custom stages that match your sales cycle, with drag-and-drop boards, deal values and expected closing dates.
Field sales mobile app
Android app for visit logging, geo-tagged check-ins, photo capture and offline notes that sync when the network returns.
Quotations and GST documents
Quotes and proforma invoices generated from product masters with correct GST, shared as PDF on email or WhatsApp.
Telephony and WhatsApp
Click-to-call with call logs and recordings, plus approved WhatsApp templates sent from inside the lead record.
Reports and sales dashboards
Conversion by source, salesperson performance, pipeline value and lost-deal reasons, filterable by team and date.
Process
How the project runs
- 1
Sales process audit
We sit with sales, support and management to map lead sources, stages, hand-offs and the reports leadership actually uses.
- 2
Build-vs-buy recommendation
We test your process against Zoho CRM and similar tools and recommend custom only where the gaps justify it.
- 3
Prototype and pilot team
Key screens are prototyped in Figma, then a working version goes to one sales team on live leads.
- 4
Integrations and rollout
Lead sources, telephony, WhatsApp and accounting are connected, and the CRM rolls out to the remaining teams.
- 5
Adoption review
After go-live we review usage reports with managers and adjust fields, stages and reminders that are being ignored.
Benefits
- Every enquiry captured and assigned without manual forwarding
- Fewer leads lost to missed or late follow-ups
- Live pipeline visibility for managers without chasing updates
- Clear view of which lead sources and campaigns produce sales
- Customer history kept with the company when staff move on
- No per-user subscription fees as the team grows
Deliverables
- Sales process map and CRM field specification
- Web CRM deployed to your cloud account
- Android field sales app
- Configured lead source, telephony and WhatsApp integrations
- Migrated customer and lead data
- Source code, documentation and admin guide
- Role-wise training sessions for sales and support
Tech & tools
- Next.js
- React
- Node.js
- TypeScript
- PostgreSQL
- React Native
- WhatsApp Business API
- Meta Lead Ads API
- Zoho Books API
- AWS (Mumbai region)
Pricing
How this is priced
CRM projects are quoted on scope. The biggest cost drivers are the number of lead sources and integrations, whether a field sales mobile app is needed, the complexity of routing and approval rules, dealer or partner portals, and how much historical data needs cleaning and import. Usage-based costs such as WhatsApp conversations and telephony minutes are billed by those providers and listed separately. After a call to understand your sales process, we send a fixed-scope quote.
Get a fixed quoteFAQ
CRM Software Development: common questions
Is a custom CRM better than Zoho CRM or HubSpot?
Not always. For a small team with a standard funnel, Zoho CRM or HubSpot is usually faster and cheaper to start with. A custom CRM is better when you have dealer hierarchies, field visits, long project-based sales cycles, or many users who make per-seat pricing expensive. We compare your process against those tools first and recommend custom only when the fit gaps are real and costly.
Can the CRM capture leads from IndiaMART, Meta ads and WhatsApp automatically?
Yes. We connect to the IndiaMART lead API, Meta and Google lead form webhooks, JustDial where available, your website forms and the WhatsApp Business API. Each lead lands in the CRM within moments, is checked for duplicates against existing contacts, tagged with its source and campaign, and assigned to a salesperson by your routing rules, so nobody has to forward enquiries by hand.
Will our field sales team be able to use it on mobile?
Yes. We build an Android app, and iOS if your team needs it, for logging visits, geo-tagged check-ins, photos of sites or shelves, and call notes. It works offline and syncs when the network returns, which matters for staff travelling outside city limits. Managers can see visit history on a map and compare planned beats against actual visits.
How does the CRM handle customer data under the DPDP Act?
The CRM records consent for marketing messages, limits access to personal details by role, and logs who viewed or exported contact data. Customers who withdraw consent can be suppressed from campaigns, and records can be corrected or erased on request. Data is hosted in India, usually in the AWS Mumbai region. We build the controls, while your legal adviser should confirm your notices and policies.
Related
Often paired with this service
Free quote
Get a quote for crm software development
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