Bespoke CRM Architecture & Multi-System Data Engineering
Unify sales pipelines, client management and revenue analytics into one database built around your actual business logic, not a vendor's template.
What this is costing you right now
Customer history sitting in individual reps' Excel files and personal WhatsApp threads, leaving with them.
Inbound enquiries unassigned and unfollowed, lost without ever appearing in a report.
No reliable 30-60-90 day revenue view because the underlying data was never structured.
What gets delivered
| Component | Technical Execution | Client Benefit | Output |
|---|---|---|---|
| Pipeline Architecture | Custom deal stages, conditional field validation, automated SLA escalation and mandatory lost-reason capture. | The pipeline reflects how you actually sell. | Configured pipeline + rules |
| Omnichannel Sync | Bi-directional integration across WhatsApp Business API, Gmail/Outlook, telephony (Exotel/Twilio) and site webhooks, attached to deal records. | Every conversation lands on the record, not in someone's phone. | Integration services |
| ERP & Accounting Bridges | GST-compliant invoice generation and Razorpay/Stripe payment links fired from closed-won stages. | Closing a deal starts billing without a re-keying step. | Billing bridge |
| Permissions & RBAC | Role-based access so reps see assigned accounts only, while management retains global analytics. | Your customer list stops being portable. | RBAC policy matrix |
Architecture & Tools
- PostgreSQL
- Node.js / Python
- REST + webhook contracts
- WhatsApp Business API
- Gmail / Outlook
- Exotel
- Twilio
- Razorpay
- Stripe
- GST e-invoicing bridge
- Materialised reporting views
- Scheduled exports
- Forecast dashboards
- shield100% data sovereignty: the database is yours, with no proprietary lock-in or per-seat hostage pricing.
- shieldAutomated daily PostgreSQL/MySQL backups to a client-owned AWS S3 bucket.
Timeline & methodology
Process mapping, system access audit, and a written problem statement signed off before anything is built.
Functional Specification Document (FSD), data model, integration contracts, and acceptance criteria.
Implementation against the FSD on an isolated staging environment, with weekly demos.
Production migration, team handover, documentation, and the start of the defect warranty window.
Measured against a baseline
- Challenge
- Inbound enquiries waiting an average of 6 hours for a quote.
- Solution
- Instant lead assignment with templated WhatsApp quote generation from the deal record.
Who this is for
- Sales teams of 3+ reps sharing a lead pool
- Businesses quoting from WhatsApp and losing the thread
- Owners who cannot currently forecast next quarter
- Single-owner businesses with fewer than 20 open deals
- Teams happy with an off-the-shelf CRM they already use well
- Anyone unwilling to enforce data entry discipline
Final scope is quoted against the Functional Specification Document agreed in Week 2.
Bound guarantees
All code, designs and workflow blueprints transfer to you on final milestone payment. No proprietary lock-in, no licence-back clauses.
Guaranteed on the core production build at handoff, measured before third-party tracking scripts and client-supplied unoptimised assets.
Zero-cost resolution of functional defects that deviate from the approved Functional Specification Document, for 30 days after cutover. Scope changes are quoted separately.
A Non-Disclosure Agreement is signed before any operational data, credential or codebase is shared in either direction.
Send your top three bottlenecks
We will come back with a written feasibility read — what is automatable now, what is not, and what it would cost.