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Custom CRM
Development Services

Capture leads from every source, auto-assign them to the right salesperson, and track every interaction — all in a CRM built specifically for your industry.

CRM Lead Pipeline REAL-TIME INGESTION
100%
Lead Capture Accuracy
Auto
Sales Assignment
Key Impact Metrics
Lead capture coverage
Time-to-first-contact
Source attribution accuracy
Zero manual data entry

Meta Ads, Google Ads, website forms, and CSV import — all in one dashboard.

Every lead source flows into one unified dashboard. Meta Lead Ads and Google Ads lead forms are ingested in real-time via secure, signature-verified webhooks. Website forms submit via CORS-enabled APIs. CSV imports handle historical data with automatic column mapping and duplicate detection.

  • Meta (Facebook/Instagram) Lead Ads webhook
  • Google Ads Lead Form webhook
  • Website form API ingestion
  • CSV bulk import with column mapping
  • Real-time lead ingestion
  • Signature-verified webhook security
Get Started with Multi-Source Lead Capture

Bulk assign leads to sales managers with email alerts and reminder queues.

Assign leads to the right salesperson in seconds. Bulk-assign hundreds of leads, and the system handles the rest — email notifications with retry logic, 30-minute summary reminders for unread assignments, and full audit trails of who was assigned when.

  • Bulk lead assignment
  • Assignment email queue with retry
  • 30-minute summary reminders
  • Assignment timestamp tracking
  • Read status tracking
  • Reassignment support
Get Started with Automated Lead Assignment
CRM Lead Pipeline REAL-TIME INGESTION
100%
Lead Capture Accuracy
Auto
Sales Assignment
Key Impact Metrics
Assignment speed
Sales rep response time
Assignment coverage
Reminder effectiveness
CRM Lead Pipeline REAL-TIME INGESTION
100%
Lead Capture Accuracy
Auto
Sales Assignment
Key Impact Metrics
Interaction visibility
Follow-up compliance
Handover smoothness
Performance traceability

Track every interaction, upload recordings, and log follow-ups.

Every touchpoint is logged on the lead's timeline — calls, recordings, comments, status changes, and follow-ups. Sales managers see a complete history of every interaction, making handovers seamless and performance reviews data-driven.

  • Full activity timeline per lead
  • Call logging with response tracking
  • Call recording uploads
  • Comments and notes
  • Lead status changes (hot/warm/cold)
  • Follow-up scheduling
Get Started with Activity Timeline & Call Logging

Admin and sales manager roles with OTP-secured admin login.

Granular access control keeps data secure. Admins see everything and manage users; sales managers see only their assigned leads. Admin login is protected by 6-digit email OTP with 10-minute expiry. New sales manager accounts require admin approval before activation.

  • Admin role with full access
  • Sales manager role with scoped data
  • Email OTP admin authentication
  • Self-registration with admin approval
  • Password reset management
  • User activation/deactivation
Get Started with Role-Based Access Control
CRM Lead Pipeline REAL-TIME INGESTION
100%
Lead Capture Accuracy
Auto
Sales Assignment
Key Impact Metrics
Data isolation
Access security
Onboarding control
Audit compliance
CRM Lead Pipeline REAL-TIME INGESTION
100%
Lead Capture Accuracy
Auto
Sales Assignment
Key Impact Metrics
Follow-up adherence
Schedule visibility
Task completion rate
No missed appointments

Reminders linked to leads with team-wide visibility.

Schedule follow-ups, site visits, and calls directly from the CRM. Every event links to a lead, so context is always one click away. Admins see the full team calendar; sales managers see only their own tasks.

  • Full calendar view
  • Task and reminder creation
  • Link events to specific leads
  • Mark events as completed
  • Admin sees all events
  • AJAX event loading
Get Started with Calendar & Task Scheduling

Phone/email dedup and automatic phone number normalisation.

Stop the same lead appearing twice. Our system detects duplicates by phone and email across all sources, normalises Indian phone numbers automatically (+91 prefix), and uses source-level IDs to prevent re-ingestion. Deleted leads go to a recycle bin — nothing is lost permanently.

  • Duplicate detection by mobile & email
  • Automatic +91 phone normalisation
  • Source-level dedup via lead ID
  • Soft delete with recycle bin
  • Lead pinning for priority
  • Project auto-creation from microsites
Get Started with Duplicate Prevention & Data Quality
CRM Lead Pipeline REAL-TIME INGESTION
100%
Lead Capture Accuracy
Auto
Sales Assignment
Key Impact Metrics
Data cleanliness
Duplicate rate reduction
Phone format consistency
Lead recovery capability

Need a CRM Built for
Your Industry?

Book a free 30-minute consultation. We'll map your lead flow, identify automation opportunities, and design a CRM that fits your sales process.