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Custom CRM Development

We build custom CRMs
on demand — exactly
to your requirement.

No two businesses sell the same way, so no two CRMs should look the same. We start from your process — your stages, your fields, your approvals, your reports — and build the system around it. Not the other way round.

Design Your CRM Book a Discovery Call
Your data, your server
No per-user licence trap
We run one ourselves
Built to your processNot a template you bend
Add anything, anytimeIt is your codebase
crm.yourcompany.in Priya · Sales Head
Workspace
Operations
Sales pipeline · August
₹1.42 Cr open
New4
Aarti Chemicals
₹6,40,000
Priya · 2d
Meridian Logistics
₹3,15,000
Rahul · 4d
Proposal3
Vertex Mfg. Co.
₹18,90,000
Priya · today
Nova Healthcare
₹9,20,000
Sneha · 1d
Negotiation2
Coastal Retail
₹12,60,000
Rahul · 3d
Won7
Sunrise Foods
₹22,40,000
Priya · won
Trident Infra
₹7,85,000
Sneha · won
✓Deal moved to WonInvoice + thank-you mail sent automatically
Leads · this week
28 new
Contact
Source
Stage
Owner
AKAnil Kulkarni
Website form
Hot
Priya
MSMeera Shah
WhatsApp
Qualified
Rahul
RDRajesh Desai
Referral
Warm
Sneha
TNTanvi Nair
Exhibition
New
Priya
VPVikram Patel
Google Ads
Hot
Rahul
SGSunita Gupta
Cold call
New
Sneha
Quotation · QTN/26-27/0184
Awaiting approval
Your Company Pvt. Ltd.
QTN/26-27/0184Dated 26 Aug 2026
Valid 15 days
Description
Qty
Rate
Amount
Implementation & configuration
1
4,50,000
4,50,000
Data migration & cleansing
1
1,20,000
1,20,000
User training (3 batches)
3
35,000
1,05,000
Annual support & hosting
1
1,80,000
1,80,000
Sub-total
GST @ 18%
Grand total
8,55,000
1,53,900
₹10,08,900
✓ Prepared✓ ReviewedSend for approval →
Sales performance
FY 2026-27
Won this qtr₹2.14 Cr▲ 31%
Avg deal size₹8.6 L▲ 12%
Sales cycle34 days▼ 9 days
Conversion funnel · last 90 days
Leads
1,240
Qualified
794
Proposal
471
Negotiation
273
Won
161
100%Built to your requirement
0Per-user licence fees
8–12 wkTypical first release
17 yrsServing Indian enterprises
Why custom

Stop paying to fit
somebody else's process

Off-the-shelf CRMs are built for an average company that does not exist. You end up paying per user, per month, forever — for 70% features you never open and the 30% you actually need bolted on with workarounds.

Subscription CRM

Rented. Rigid.

You adapt to the software, pay for every seat, and your data sits on somebody else's server under somebody else's terms.

✕Per-user, per-month billing that grows every time you hire.
✕Your process forced into their stages, their fields, their forms.
✕The one report the MD wants is "on the roadmap".
✕Integrating your Tally, your ERP or your WhatsApp costs extra.
✕Stop paying and you lose access to your own history.
Custom CRM · built on demand

Owned. Yours.

We map how your business actually sells, then build precisely that — and hand you the keys, the code and the database.

✓One build cost. Add 5 users or 500 — the price does not move.
✓Your stages, your fields, your approval chain, your terminology.
✓Any report you can describe, we can build — usually in days.
✓Talks to Tally, Microsoft 365, WhatsApp and your existing ERP.
✓Hosted where you choose. The data is yours, permanently.
On demand, literally

Pick the modules your business needs

This is roughly how a scoping call goes. Tick what matters to you, ignore the rest — and if the thing you need is not on this list, that is exactly the conversation we want to have.

Not on the list? Good — that is usually the module that matters most. Auction bidding, licence renewals, tender tracking, franchise management, lab sample tracking: we have built all of them because a customer asked. Describe yours in the form below.

Your CRM, roughly

Indicative only — a real estimate comes after the discovery call.
3Modules
6–8Weeks to v1
Get this scoped
We will bring this list to the call so you do not have to explain it twice.
Built for real businesses

Same idea, six different CRMs

Each of these started as "we just need a CRM" and ended up as something only that business could use. That is the point.

Manufacturing

Enquiry to RFQ to drawing approval to production slot to dispatch — with the costing sheet living inside the deal.

The custom bitMulti-level BOM costing attached to every quotation revision.

Healthcare & diagnostics

Patient enquiries, corporate health-check tie-ups, referral doctors, package pricing and report delivery in one trail.

The custom bitReferral-doctor commission calculated per test, per month.

Logistics & distribution

Rate enquiries, lane-wise pricing, vehicle allocation, POD capture from the driver's phone and automated billing.

The custom bitLane + tonnage rate matrix that quotes itself in three taps.

Real estate

Site visits, inventory of units, booking forms, payment milestones, broker commissions and possession handover.

The custom bitLive unit-availability grid shared with 40 channel partners.

Education & training

Enquiries to counselling to admission to batch allocation, fee instalments, attendance and placement tracking.

The custom bitBatch-wise trainer costing that shows profit per programme.

Professional services

Retainers, engagement letters, timesheets, milestone billing, renewal alerts and utilisation per consultant.

The custom bitRenewal radar that flags a lapsing retainer 60 days early.
We eat our own cooking

We did not just build CRMs.
We run one.

Tech & Training runs its entire business — leads, proposals, training schedules, invoicing, receivables, expenses and approvals — on a CRM suite we built for ourselves. Every technique we would use on your project has already been stress-tested on our own payroll.

✓It is in daily use, not a demo. Real invoices, real GST, real approvals, real consequences when something breaks.
✓Multi-tenant when you need it. We built a database-per-tenant SaaS version, so we know how to keep your data genuinely separate.
✓We train the users too. We are a training company first — adoption is not an afterthought, it is the deliverable.

Running in our own suite today

Lead capture & call trackingLive
Proposal builder with clause libraryLive
Training planner & trainer allocationLive
GST invoicing with UPI QRLive
Receivables ageing & remindersLive
Expense vouchers with bill cameraLive
Role-based permissions (79 rights)Live
Microsoft 365 mail, calendar & SharePointLive
How we build it

Eight to twelve weeks to your v1

You are never waiting in the dark. Every fortnight you get a working system to click through, and we adjust from what you actually feel.

1

Process mapping

We sit with your sales and service teams and draw how work really flows today — including the WhatsApp groups and the spreadsheet nobody admits to.

Week 1
2

Blueprint & data model

Stages, fields, roles, approvals and reports written down and signed off. This document is what protects you from scope drift later.

Week 2
3

Core build

Leads, contacts, pipeline and permissions first — the spine everything else hangs from. Demo at the end of every second week.

Weeks 3–6
4

Your custom modules

Quotations, invoicing, tickets, field app, integrations — whatever came out of the module list, built to your exact rules.

Weeks 5–9
5

Data migration

Your existing spreadsheets, Tally masters and old CRM export cleaned, de-duplicated and loaded — with a reconciliation report you can check.

Week 9
6

Training, go-live, handover

Role-wise training for every user, a two-week hand-holding period, then source code, database and documentation handed to you.

Weeks 10–12
Let's scope it

Describe your process. We will design the CRM around it.

You do not need a specification document. Tell us how a lead reaches you today and what happens next — the gaps will be obvious to both of us within twenty minutes.

◷Free process-mapping call
◈Blueprint before code
₹One build cost, no seat fees
↗Source code handed over
☰Data migration included
♡Role-wise user training

Or just talk to us

Mon–Sat, 9:30 am – 6:30 pm IST

Custom CRM Enquiry

Pick Custom CRM Development in the interest list so it reaches the right team.


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