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Custom CRM Development provides tailored solutions to manage customers, leads, sales, and business relationships. Automate follow-ups, track performance, streamline workflows, and improve customer engagement.
Manage leads, customers, sales activities, follow-ups, quotations, orders and customer relationships from one centralized system. Our Custom CRM Development service helps you build a CRM around your actual sales process instead of changing your business to fit standard CRM software.
Every sales team follows a different process. A custom CRM lets you control exactly how leads are captured, assigned, followed up, converted and managed.
Your Sales ProcessBuild lead stages, follow-ups, approvals and conversion workflows around your business. |
Complete Customer ViewKeep customer information, communication, quotations, orders and activities together. |
Automated Follow-UpsReduce missed opportunities with reminders, tasks and automated customer communication. |
Business IntegrationConnect your CRM with TallyPrime, BUSY, Odoo, Zoho, websites and other business applications. |
1. Lead ManagementCapture leads, categorize them, assign salespersons and track every stage of the sales pipeline. |
2. Customer ManagementMaintain complete customer profiles, contacts, business details, activities and transaction history. |
3. Sales PipelineTrack enquiries, opportunities, quotations and conversions through customized sales stages. |
4. Follow-Up ManagementSchedule calls, meetings, tasks and reminders so your sales team never loses track of a prospect. |
5. Quotation ManagementCreate, manage and track quotations, revisions, approvals and customer responses. |
6. Sales Team ManagementManage salespersons, territories, targets, customer assignments, activities and performance. |
7. CRM Dashboard & MISMonitor leads, conversions, sales performance, pending follow-ups and important KPIs. |
8. Communication AutomationAutomate customer messages, reminders, notifications, follow-ups and important updates. |
9. API & Software IntegrationConnect CRM data with accounting, ERP, websites, e-commerce platforms and custom applications. |
| ✓ TallyPrime | ✓ BUSY Accounting Software |
| ✓ Odoo | ✓ Zoho |
| ✓ Website & Lead Forms | ✓ E-Commerce Platforms |
| ✓ WhatsApp & Communication Systems | ✓ Custom APIs & Third-Party Applications |
01RequirementUnderstand your sales process, team and CRM requirements. |
02PlanningPlan modules, workflows, user roles and integrations. |
03DevelopmentDevelop the CRM around your approved business requirements. |
04TestingTest workflows, reports, permissions and integrations. |
05Launch & SupportDeploy the CRM, train users and provide ongoing support. |
More Leads ConvertedTrack every opportunity and follow-up systematically. |
Better Follow-UpsKeep your sales team focused on pending activities. |
Centralized DataKeep customer and sales information in one place. |
Better DecisionsUse real-time reports and dashboards to understand sales performance. |
From lead management and sales follow-ups to customer service and ERP integration, build a CRM that works exactly the way your business needs.
Discuss Your CRM Requirement
TallyPrime TSS provides access to regular software updates, new features, and important statutory changes. Get reliable technical support and stay compliant with the latest GST, e-Invoice, e-Way Bill, and other regulatory requirements.
Keep your BUSY software always updated with the latest features, statutory changes, and security enhancements through the BUSY License & Support (BLS) plan. Ensure uninterrupted business operations with expert technical support.
Tally on Cloud provides secure access to TallyPrime and business data from anywhere, anytime. Enjoy remote access, secure cloud hosting, regular backups, and seamless accounting operations.