CRM Solutions
A CRM built around your actual sales process — from lead capture to closure — so every follow-up, quote and deal stage is tracked in one place instead of scattered across spreadsheets and WhatsApp chats.
ILLUSTRATIVE DEMO
Illustrative demo, not client data.Problems this solves
01
Leads fall through the cracks because there's no follow-up system
02
Sales reports rely on manual spreadsheet updates
03
No visibility into pipeline stage or deal value
04
Multiple tools (WhatsApp, Excel, email) with no single source of truth
How it works
- 01Workflow audit
Map users, stages, approvals and reporting needs
- 02System design
Data model, roles, automations and integrations
- 03Build & migrate
Configure or develop the agreed modules
- 04QA & training
Permissions, workflows, reports and team walkthrough
- 05Go-live
Handover, monitoring and agreed optimisation
Core capabilities
What CRM Solutions covers
01
Custom pipeline stages matching your actual sales process
02
Automated follow-up reminders
03
Lead source tracking and reporting
04
WhatsApp/email integration for logged communication
05
Role-based access for sales team and managers
Integrations
Connects to the tools you already use
Next.js / ReactPostgreSQLWhatsApp Business APINode.jsTwilio / Email APIs
Names are integration targets, not partnerships or endorsements.
What you get
- Multi-stage deal & pipeline visualization
- Automated task reminders & follow-up queues
- Complete contact communication timeline
- Call, WhatsApp & email logging integration
- Team activity & conversion performance reports
Deliverables
- 01Working CRM with custom pipeline
- 02Lead capture forms connected to the CRM
- 03Sales reporting dashboard
- 04Team training on CRM usage
- 05Post-launch support window
FAQ
Questions about CRM Solutions
Yes — for businesses that need a workflow those tools don't fit well, a custom CRM built around your exact process is often simpler and cheaper long-term.