Every enquiry captured, every follow-up tracked
Leads from calls, WhatsApp, your website and field visits in one pipeline — with the follow-up discipline that turns enquiries into orders.
The real cost of leads living in phones
Most lost sales aren't lost to competitors — they're lost to silence. An enquiry comes in on WhatsApp, someone means to follow up, and it quietly ages out. Nobody finds out, because there was never a record that it existed. The same gap is why a salesperson's departure takes months of pipeline with them.
What's included
Lead capture from every channel — website forms, WhatsApp, phone calls, walk-ins and field visits all land in the same pipeline with the source recorded.
Lead management and assignment — rules for who gets which lead, so enquiries don't sit unclaimed.
Follow-up scheduling — reminders tied to each lead, with visibility for managers into what's overdue.
Customer management — full history of quotes, orders, conversations and complaints per customer, available to whoever picks up the next call.
Pipeline reporting — stage-wise pipeline, conversion rates and individual performance without asking for status updates.
Mobile access — field sales teams log visits and update leads from their phone, including offline where coverage is poor.
Who this is for
We build sales CRMs most often for real estate businesses, distributors, manufacturers selling B2B, and service companies. If you want a CRM built as a full custom system, see our CRM development service.
Frequently asked questions
Can it capture WhatsApp enquiries automatically? Yes, via the WhatsApp Business API — incoming enquiries can create leads directly. See business process automation for how that side works.
Should we use a ready-made CRM instead? If your sales process is standard, honestly yes — Zoho or similar will be faster and cheaper. Custom makes sense when your process, pricing or integrations don't fit those tools, or when per-user licensing at your team size stops making sense.
Will the sales team actually use it? Only if logging a lead takes seconds. That's a design constraint we hold to — a CRM that adds work to a salesperson's day gets abandoned, regardless of how good the reports are.