Custom CRM
- Leads, accounts, quotations, follow-ups and dealer networks, built around how you sell.
Automate the work that slows your business down
We replace manual steps, re-keying and chasing with connected systems: custom CRM and ERP modules, approvals, dashboards and integrations with the tools you already use.
THE FRICTION
The Problem It Solves
01
Data typed twice.
Sales enters an order, accounts enters it again in Tally, operations copies it into a spreadsheet.
02
Approvals wait in inboxes.
Purchases, discounts and leave requests stall until someone chases.
03
Reports take days.
Month-end numbers are assembled by hand from several sources.
04
Packaged software almost fits.
Standard CRM and ERP products cover most of the need, and your team works around the rest.
THE CAPABILITIES
What we build
ERP modules
- Purchase, inventory, production planning, dispatch and service.
Approval workflows
- Purchase, discount, expense and leave approvals with limits and audit trails.
Dashboards
- Live leadership reporting from every system.
Integrations
- Tally, Zoho, HubSpot, Razorpay, GST invoicing and WhatsApp Business API.
Workflow automation
- N8n, Make or custom code, whichever is simplest to maintain.
How we work: Process review first (we remove steps before automating them); scope and fixed phase price; build; parallel run with your old process; switch-over.
FAQ
Frequently Asked Questions
Should we use Zoho or HubSpot instead?
If your process is standard, yes, and we will say so. We build custom when your process does not fit or licence costs outgrow a one-time build. Read Custom CRM vs Zoho vs HubSpot.
Can you integrate with Tally?
Yes. We sync customers, invoices and payment status between Tally and your operational systems.
Can you extend our existing software instead of replacing it?
Often that is the best route. We build the missing piece and connect it by API.
How do you avoid disrupting operations?
New systems run alongside the old process until your team signs off.
What does automation cost?
Single workflows start small; multi-department systems are phased. Discovery gives a fixed price per phase.
HOW WE WORK
What happens on the call
Before
You pick a time. A few questions help us prepare, nothing more.
On the call (30 minutes)
We ask about your business, what is not working today and what a good result looks like.
Our honest view
We tell you whether custom software, automation, AI or an off-the-shelf tool fits best, even if that means you do not need us.
Afterwards
Within two business days you receive a short written summary with recommended next steps. There is no obligation.
