We build CRMs around the way your business already sells. Leads from your website, IndiaMART, Facebook and WhatsApp arrive in one place, with follow-up reminders, GST quotations, Tally sync and a mobile app for field staff. You own the code and the data, with no per-user fees.
The Excel and WhatsApp problem growing businesses face
Excel, a WhatsApp group and Tally work at ten enquiries a day. At fifty, two telecallers call the same lead, a departing salesperson takes customer chats with him, and nobody knows how many IndiaMART leads became orders.
Off-the-shelf CRMs often fail here because they do not fit processes with site visits, samples, WhatsApp rate negotiation or AMC renewals. A custom CRM turns your actual process into the software, using the terms your team already uses.
What we build into a custom CRM
These are the modules Indian SMEs ask for most. We start with the two or three that cause the most trouble.
Lead capture from every source, automatically
Website forms post directly into the CRM, IndiaMART leads are pulled every few minutes and Facebook lead ads arrive within seconds. Each lead is tagged by source and checked against existing mobile numbers to prevent duplicate calls.
Pipelines that match your real stages
If your stages are "enquiry, sample sent, rate finalised, PO received, dispatched", the pipeline uses them. You set when reminders fire, and managers are alerted when a lead sits idle for a week.
Quotations and GST invoices
Sales staff build quotes on their phones within your discount limits and send them as PDFs by email or WhatsApp. An accepted quote becomes a GST invoice with HSN codes and the correct CGST, SGST or IGST split. For e-invoicing, the CRM can generate the IRN through a GST Suvidha Provider.
Tally integration
Sales data stays in the CRM and accounts in Tally, with no retyping. A salesperson can see that a customer already owes Rs 2 lakh before offering more credit.
Roles and permissions
Telecallers see their own leads, managers their branch and the owner everything. Margins stay hidden from those who do not need them.
Mobile app for field staff
Sales reps and service engineers check in with GPS, add photos and notes, and log expenses. The app works offline.
Owner reports
One screen shows which sources bring buyers and where deals stall, with a daily WhatsApp summary.
How does a CRM with WhatsApp integration work?
A CRM with WhatsApp integration connects to the official WhatsApp Business API through an approved provider. Customers message your business number as usual, each message is filed under the right lead, and your team replies from inside the CRM. Conversation history stays with the business when staff leave.
A brochure can go out automatically after a late-night enquiry. Messages outside the 24-hour window need approved templates and opt-in, which we track. We do not use unofficial WhatsApp Web tools, because numbers using them get banned.
Real estate CRM and other common builds
These are typical setups, not client case studies.
A real estate CRM shows every tower, floor and flat as available, on hold or booked. Leads from 99acres, MagicBricks and Meta ads drop into one queue, site visits are confirmed on WhatsApp, and each flat carries its broker commission and payment schedule.
Manufacturers and exporters need long pipelines from IndiaMART enquiry to dispatch, with Tally sync. Coaching institutes track counselling, admissions and fee instalments. Service and AMC businesses such as HVAC, lifts and solar track warranties, AMC dates and engineer visits, with automatic renewal reminders.
Custom CRM vs Zoho, Salesforce and HubSpot: which costs less over five years?
For a small team with a standard sales process, Zoho or HubSpot will usually cost less. Custom becomes cheaper over five years for larger teams or businesses that need many Indian integrations.
| Custom CRM | Zoho CRM | Salesforce | HubSpot | |
|---|---|---|---|---|
| Best fit | Unusual processes, many users, heavy Indian integrations | Small Indian teams with a fairly standard sales process | Larger companies with an in-house admin and consultant budget | Inbound marketing led businesses, often selling abroad |
| Per-user fees | None; one-time build plus optional support plan | Monthly per user, rising by edition | Monthly per user, among the highest | Free tier, then paid seats; marketing tools priced separately |
| Data ownership | Your server and your database | Zoho's cloud, with export | Salesforce's cloud, with export | HubSpot's cloud, with export |
| Customisation | Anything, since it is your code | Good: custom modules, fields and Deluge scripts | Very deep, but needs certified admins or developers | Moderate; easy to use, harder to adapt |
| IndiaMART, Tally, GST | Built to your exact need | Through extensions and Zoho Books | Mostly paid apps or custom work | Mostly third-party apps |
| 5-year cost picture | Highest in year one, then mostly support | Low to start, grows with every user | High, and grows with users and add-ons | Low to start, steep once paid tiers are needed |
As an illustration only: twenty users at Rs 1,500 each per month is Rs 3.6 lakh a year, or Rs 18 lakh over five years before add-ons. A custom build for the same team might cost Rs 4 to 8 lakh plus a yearly support plan, with no charge for extra users. With five users the comparison reverses and Zoho is the better choice.
When a custom CRM is the wrong choice
We would sooner decline the work than build a system that goes unused. A custom CRM is usually premature if you have:
- Fewer than about ten users and a standard sales process
- No previous CRM use; try an off-the-shelf tool for three months first
- Nobody internal to own data quality
- A process that still changes every month
- A follow-up discipline problem, which software alone will not fix
How we build a custom CRM
- Process mapping (1 to 2 weeks). We map a real deal with the owner, a telecaller and accounts, then give you a written scope and fixed quote.
- Clickable prototype (1 to 2 weeks). Main screens in Figma, reviewed by daily users.
- Phase one build (4 to 6 weeks). Leads, pipeline, follow-ups and basic reports, with a weekly demo.
- Data migration. Excel and contact imports, de-duplicated by mobile number and mapped to the new stages.
- Phase two. Quotations, GST invoices, Tally sync, the mobile app and WhatsApp automation.
- Training and support. Recorded training by role, a written guide and an optional support plan.
We use established technology (ASP.NET Core or Node.js, React, PostgreSQL or SQL Server), so any competent CRM software development company could maintain the code later.
Who owns the CRM, and where is it hosted?
You own the source code, database and hosting account, and we work in your repository as invited developers. Most clients host on AWS or Azure in Mumbai. Customer data is personal data under India's Digital Personal Data Protection Act, so we build in role-based access, login records, encrypted backups and data deletion on request from the start.
Do you build custom CRMs for companies outside India?
Yes, for businesses in Australia, the UK, the USA and the UAE. Integrations usually change to Xero or QuickBooks, Stripe, web forms, a calling tool or the WhatsApp Business API, which many Gulf businesses rely on.
We sign your NDA before process mapping, assign all IP to your company and host in your region if required. Our 10 AM to 7 PM IST day overlaps the Australian afternoon and the UK morning. CRM work is quoted in US dollars after scoping; fixed overseas packages for websites, SEO and ads are on the pricing page.
How much does a custom CRM development company in India charge?
Custom CRM development in India typically starts from Rs 1.5 lakh for leads, follow-ups and reports for one team. With quotations, GST invoicing, Tally, a field app and WhatsApp, it is around Rs 4 to 8 lakh, and more for multi-branch or dealer networks. Expect 6 to 10 weeks to a first version, three to six months of further development, then a yearly support plan.
Frequently asked questions
How much does custom CRM development cost in India?+
A CRM covering leads, follow-ups and reports typically starts from about Rs 1.5 lakh. With quotations, GST invoicing, Tally, WhatsApp and a mobile app, most builds fall between Rs 4 and 8 lakh. The price is fixed after we map your process.
How long does it take to build a custom CRM?+
A first working version takes six to ten weeks, and further modules are added in phases. The full system takes three to six months, with a demo every week.
Is a custom CRM better than Zoho for a small business?+
Often it is not. With a small team and a standard process, Zoho is usually better. A custom CRM for small business pays off when Zoho cannot handle a key step, per-user fees grow large, or IndiaMART, Tally or WhatsApp need deep integration.
Can a custom CRM integrate with the WhatsApp Business API?+
Yes, through an approved provider of the official API. Your team chats from inside the CRM, and each conversation is stored under the lead.
Can the CRM capture leads from IndiaMART, Facebook and our website automatically?+
Yes, and this is usually the first module we switch on. Leads arrive without manual entry, tagged by source and checked for duplicates.
Can a custom CRM sync with Tally?+
Yes, through TallyPrime's XML interface. We push ledgers and sales vouchers into Tally and pull outstanding balances back, so nobody retypes invoices.
Who owns the source code and the customer data?+
Both belong to you. The code and database sit in accounts registered to your company, and full ownership transfers on final payment.
Can our field sales team use the CRM on their phones?+
Yes, through a mobile app or a progressive web app. Reps can check in with GPS, add photos and notes, create quotes and log expenses, and the app syncs once a signal returns.
Can you move our old data from Excel or another CRM?+
Yes. We import Excel sheets or CRM exports, remove duplicates and map old statuses to new stages. You approve a trial import first.
Will you sign an NDA and hand over the IP if we're an overseas company?+
Yes to both, before you share anything confidential. On final payment all IP transfers to your company, and the code is in your GitHub account from day one.