A custom CRM for your sales flow: leads, follow-ups, pipeline and reminders.
- 01Leads live in WhatsApp chats and personal phones, and leave when a salesperson leaves.
- 02Nobody knows which quotations are pending or who is following up.
- 03Off-the-shelf CRMs have too many screens, so the team stops using them.
- 04There is no history when a customer calls back.
Pipeline board
Your stages, your words. Drag a deal forward and the next task is created automatically.
Lead timeline
Calls, WhatsApp messages, quotations and payments on one timeline per customer.
Reminders that fire
Follow-up dates trigger WhatsApp reminders to the salesperson and escalate if missed.
Owner view
Pipeline value, conversion by source and follow-ups due today, on the owner’s phone.
- Step 1
Capture
Leads arrive from forms, ads, calls and WhatsApp into one list.
- Step 2
Assign
Rules route each lead to the right person.
- Step 3
Follow up
Tasks and reminders keep every deal moving.
- Step 4
Close
Won deals link to the invoice in Tally or your billing tool.
- Custom web app
- n8n
- Google Workspace
- Tally
- Zoho Books
CRM
Drag a lead across the pipeline, open its timeline and set a follow-up reminder.
Questions about crm systems
Sometimes that is the right answer, and we will tell you. A custom CRM makes sense when your sales flow is specific, your team needs fewer screens, or you want to own the system and data outright.