CRM SoftwareDevelopment
A customer relationship system that follows your own sales stages and stops leads from dying in personal notebooks and chat threads.
CRM Software Development: what the work involves
Sales teams rarely lose deals because the product was wrong; they lose them because a follow-up was forgotten or a lead sat unassigned for a week. When enquiries arrive from a website form, a phone call, a Facebook ad and a referral, the history ends up scattered across inboxes and memories. A custom CRM gives every enquiry one record, one owner and a visible next step.
We design the pipeline from your actual selling motion rather than a generic funnel. The data model centres on accounts, contacts, opportunities and activities, with fields only your business needs, such as site visit date or product line. It is delivered as a responsive web app with role-based views, and it connects to your website forms, WhatsApp Business API and email so activity logs itself instead of relying on typing.
Core features
Lead capture and routing
Website forms, ad lead forms and manual entry land in one inbox and are assigned by territory, product or round-robin rules.
Visual pipeline
Opportunities move through stages you name, each with required fields so a deal cannot be marked proposal-sent without a quotation attached.
Follow-up reminders
Every open deal must carry a dated next action; overdue ones surface on the rep's dashboard and in the manager's exception list.
Communication timeline
Calls, emails, WhatsApp messages and meeting notes sit on the contact's timeline, so a colleague can pick up a conversation cold.
Quotation builder
Quotes are generated from your product list with approved discounts, saved as versions, and sent as branded PDFs.
Forecast and win-loss reports
Managers see weighted pipeline by month, source quality and recorded loss reasons rather than anecdotes.
What we get right before launch
Adoption beats features
A CRM nobody updates is worse than none. We keep entry to a few taps, pre-fill what we can from integrations, and make the rep's own dashboard the reason to open it.
Contact privacy and exports
A customer list is a commercial asset that walks out the door with departing staff. We restrict bulk export by role and log who viewed or downloaded what.
Importing existing leads
Spreadsheets of old leads carry duplicates and inconsistent phone formats. We normalise numbers, merge duplicates and tag the source before import so reports start clean.
Tools and technology
- Next.js
- React
- TypeScript
- Node.js
- PostgreSQL
- Supabase
- Prisma
- WhatsApp Business API
- REST APIs
- Redis
Common questions, answered
Why not just use an off-the-shelf CRM subscription?
You can, and for simple needs it is sensible. Custom makes sense when your sales stages, quoting rules or reporting do not fit, or when per-seat licensing becomes heavy as the team grows and you want to own the data outright.
Can it connect to WhatsApp and our website?
Yes. Website and landing-page forms post straight into the lead inbox, and WhatsApp Business API integration can log conversations against the contact. Messaging approval and template rules come from Meta, so we plan for that during setup.
Can sales reps use it on their phones?
The web app is responsive and works in a mobile browser. If your field team needs offline visit logging or location check-ins, we can add a dedicated mobile client later.
How do you handle our existing customer data?
We clean and map your spreadsheets or old system exports, flag duplicates for your review, and import with a count check. Nothing is deleted from the source until you confirm the new records look right.
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Ready to start your CRM Software Development project?
Tell us what you need and we will come back with a clear scope, timeline and the questions worth answering before any build starts.