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CRM Development
Your sales team tracks leads in a spreadsheet. Follow-ups depend on someone's memory. Customer history is scattered across WhatsApp, email, and notebooks. A CRM fixes all of this — but only if it's built around how your team actually works, not how Salesforce thinks they should.
[PBTS / SPEC]
CRM Systems — the specifics
Lead Management
Capture leads from your website, WhatsApp, or manual entry. Assign them to sales reps. Track status (new, contacted, negotiating, won, lost). Set reminders for follow-ups so nothing slips.
Client Database
One page per client: contact info, communication history, projects done, invoices sent, payments received. Search any client in 2 seconds. No more digging through email threads.
Pipeline View
Visual board showing every deal at every stage. Drag leads between stages. Filter by sales rep, date, or value. Know exactly where your revenue is sitting without asking anyone.
Role-Based Access
Your founder sees everything. Managers see their team's pipeline. Sales reps see only their own leads. Nobody sees what they shouldn't. Configurable per role, not per person.
Reporting
Monthly leads, conversion rates, revenue by source, deals stuck in pipeline, average deal cycle time. Numbers you need to make decisions — not 47 charts nobody reads.
Invoicing (Optional)
Generate invoices from within the CRM. Attach to client records. Track paid/unpaid. UPI, bank transfer, cash — mark payments as they come in. GST-ready formatting.
Every engagement, standard
Do you need a CRM? (qualifier)
Leads come in from your website, WhatsApp, and calls — but nobody owns the follow-up, and hot leads go cold. Your sales person quits and all their client relationships walk out the door because nothing was documented. You can't answer 'how many leads did we get last month and what happened to them?' without digging through Excel sheets. Multiple people contact the same client because nobody knows what anyone else has already said to them. If two or more of these sound familiar, a CRM will pay for itself within 3 months.
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Common questions
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