Fix the plumbing first.
CRM & custom systems in Indore
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 is scattered
Customer history sitting in individual reps' Excel files and personal WhatsApp threads, leaving with them.
Enquiries go unanswered
Inbound enquiries unassigned and unfollowed, lost without ever appearing in a report.
No reliable sales forecast
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
Core
- PostgreSQL
- Node.js / Python
- REST + webhook contracts
Channels
- WhatsApp Business API
- Gmail / Outlook
- Exotel
- Twilio
Billing
- Razorpay
- Stripe
- GST e-invoicing bridge
Analytics
- Materialised reporting views
- Scheduled exports
- Forecast dashboards
- 100% data sovereignty: the database is yours, with no proprietary lock-in or per-seat hostage pricing.
- Automated daily PostgreSQL/MySQL backups to a client-owned AWS S3 bucket.
How it would work
Illustration · Not a client result A B2B industrial supplier with a small sales desk
- Challenge
- Inbound enquiries waiting hours for a quote.
- Solution
- Instant lead assignment with templated WhatsApp quote generation from the deal record.
Who this is for
Good fit
- Sales teams of 3+ reps sharing a lead pool
- Businesses quoting from WhatsApp and losing the thread
- Owners who cannot currently forecast next quarter
Not a fit
- 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
One example from our work.
A real engagement, client name withheld under NDA.
Measured in the engagement
India
Multi-regional steel stockholding & industrial distribution network
- Direct sales
- 0% to 30% of deal flow
- Buyer qualification
- Days to minutes
- Gross margin
- +8–12% by removing the broker layer
The problem and what was built
The problem
Every sale went through an offline middleman, taking 8–12% of gross margin with it. There was no direct buyer channel at all, and qualifying a high-volume buyer took days.
What was built
- Programmatic acquisition scanning industrial buyer networks and tender boards
- A buyer scoring engine reading credit signals, procurement history and volume capacity
- A live catalogue with inventory and price synchronisation, feeding a deal-stage CRM
What should you
fix first?
Tell us how your business works today. We’ll help you identify the first problem worth solving.
Five questions, about a minute
Free · 30 minutes · on WhatsApp with Aadil