Stop running your business in Excel and WhatsApp groups.
Custom CRM, workflow automation, internal dashboards built around how YOU actually work. Replace ₹50K/month of SaaS subscriptions with one system you own.
Sound familiar?
Your reality right now
Excel + WhatsApp groups running the business
Sales tracked in 4 spreadsheets, leads in WhatsApp, orders in another sheet. Nothing talks to anything. Owner spends 3 hours a day reconciling.
Paying ₹40K–80K/month for 6 SaaS tools
Salesforce + HubSpot + Zoho + WhatsApp tool + invoice tool + project tool. They don't integrate well. Annual cost: ₹5–10 lakh. None of them fit how you actually work.
Manual processes are killing your team
Sales rep manually messages 20 leads/day. Operations team copies orders from email to Tally. Accounts team chases invoices. 40% of your team's time is reformatting data.
Owner stuck in operations, not strategy
You can't take a holiday because nobody else can run the daily reports. The business depends on you forwarding emails and updating sheets. You wanted a business, not a job.
What you actually need
What we'll build for you
No filler. Every item below is a real deliverable, scoped and shipped on real projects.
Custom CRM tailored to your workflow
Your stages, your fields, your pipeline. Not Salesforce-with-fields-renamed. Built around how your sales/ops actually work — interviewed your team first.
Lead capture → CRM (auto)
Website forms, WhatsApp inbound, IndiaMART/JustDial leads, phone-call logging — all flowing into one place. Auto-assigned by rule. No lead falls through cracks.
Workflow automation
Triggers and actions: 'when lead is hot → assign + WhatsApp + create task'. 'When invoice is 7 days overdue → auto-reminder'. 'When order ships → notify customer'. Replaces hours of manual work.
WhatsApp Business API integration
Your business WhatsApp connected to the CRM. Conversations logged against contact. Bulk messaging (with templates approved by Meta). Auto-reply for FAQs. Zero leakage.
Real-time dashboards
Sales pipeline, monthly revenue, team performance, branch comparison, aging invoices. Owner-view, manager-view, rep-view. Daily emailed snapshot.
Invoice + GST automation
Auto-generate invoices on order. e-Invoicing API integration. GST reports. Payment tracking. Razorpay/UPI link on every invoice.
Integrations with what you use
Tally, Zoho Books, Razorpay, Shiprocket, Google Sheets, IndiaMART, MS Excel, Outlook/Gmail. We wire it together — your team keeps using familiar tools.
Mobile app for field team
Sales reps log meetings on phone. Field service team updates job status. Drivers update delivery. Offline-first for rural/poor-network areas. Optional add-on.
Role-based access
Owner sees all. Manager sees their team. Rep sees their leads. Accounts sees invoices. Granular permissions — no more 'send me the file' WhatsApp threads.
Built on what works
Tech stack
Boring, battle-tested, scalable. We don't pick framework-of-the-month — we pick what won't bite you in year three.
How we deliver
From kickoff to launch
Workflow audit
We sit with your team for 2 days. Map the current chaos. Identify the 5 highest-leverage automations. Spec the CRM around YOUR pipeline (not a template).
Build core CRM
Pipeline, contacts, leads, deals, tasks, notes, attachments, role-based access. Daily progress visible on staging. Your team gives feedback as we build.
Automation + integrations
Tally / Zoho / WhatsApp / payment gateway / website lead capture wired in. Workflow rules. Automated reports. Invoice generation.
Training + launch
Team training (3 sessions). Data migration from Excel/Google Sheets. Parallel run for 2 weeks. Go-live with our team on standby for 30 days.
Investment
Three tiers. Pick what fits.
All-in pricing — no hidden costs, no per-user fees, no surprise invoices. GST extra. 50% advance, 30% milestone, 20% on launch.
Starter CRM
Sales team of 2–10, simple pipeline
- Custom CRM (your pipeline)
- Lead capture from website
- Contact + deal management
- Tasks + reminders
- Basic reports
- Up to 5 users
- WhatsApp integration (inbound logging)
- 30-day support + 1 training session
CRM + Automation
Most-picked — multi-team SME
- Everything in Starter
- Up to 25 users
- Workflow automation rules
- WhatsApp Business API (2-way)
- Auto-invoice + Razorpay
- Tally OR Zoho integration
- Real-time dashboards
- Custom reports
- Mobile-friendly admin
- 60-day support + 3 training sessions
Multi-team SaaS
Multi-branch, 25+ users, complex workflows
- Everything in CRM + Automation
- Unlimited users
- Multi-branch / multi-team
- Mobile app (iOS + Android)
- Field-service module
- Inventory / order management
- Tally + Zoho + Shiprocket + payment gateway
- Audit logs + permissions
- API for future apps
- 90-day support + onsite training
Proven in production
A recent build
Lead-management CRM that replaced 3 SaaS tools
A Mumbai legal consultancy was juggling Salesforce (₹3L/yr), Calendly, and a separate billing tool. None talked to each other. Sales team copy-pasted between systems daily.
We built a custom CRM: leads from website form land in CRM, auto-assigned by service type, follow-up tracked, conversion reports daily, billing built-in. Replaced all 3 tools, paid for itself in 4 months on saved subscriptions alone.
FAQ
Common questions
Why custom over Salesforce/Zoho?
How long until it pays for itself?
Will my team actually use it?
What about migrating data from Excel?
Can it integrate with Tally / Zoho Books?
WhatsApp Business API — what's the cost?
What if we need changes 6 months later?
Who hosts it? What about uptime?
Let's talk about your project
30-min discovery call. We'll listen, ask the right questions, and tell you honestly whether we're the right fit. No pitch deck.
More for who we serve