Custom CRM development
A CRM shaped around how your team actually finds, wins and serves customers, instead of the other way round.
- Founder-ledyou work with the people who build it
- Pune-basedserving clients across India and abroad
- Googlefind us on Google (opens in a new tab)
Generic CRMs are built for a generic sales team. If your business sells through dealers, runs long project-based sales, manages service contracts or tracks leads that arrive on WhatsApp and phone calls, you end up paying for features you do not use while the ones you need live in spreadsheets on the side.
A custom CRM keeps one record of every customer and every conversation, follows your own stages and approval rules, and connects to the tools you already use: your website forms, email, WhatsApp, accounting software and reports. Because it is yours, there are no per-user licence fees that grow every time you hire, and no waiting for a vendor to add the field you need.
We build CRMs as web applications with React, Next.js, Node.js and PostgreSQL, so they work in any browser and on phones for teams on the move. Before recommending a custom build we compare it honestly with configuring an existing CRM. Sometimes that is the better answer, and we will tell you.
What we build
Lead capture and pipelines
Leads from your website, ads, calls and WhatsApp in one place, moved through stages that match how you sell.
Customer and account records
A single history of contacts, conversations, quotes, orders, documents and service requests for each customer.
Follow-ups and task automation
Reminders, assignments, escalation rules and templated emails or messages, so no enquiry is forgotten.
Quotes, approvals and hand-offs
Quote generation, discount approvals and clean hand-off from sales to delivery or support teams.
Dashboards and reports
Pipeline value, conversion by source, team activity and service metrics, with exports for finance.
Integrations and data migration
Connections to accounting, email, messaging and marketing tools, plus migration from spreadsheets or your old CRM.
Built for teams at every stage
- Startups
- A lightweight CRM that fits a sales motion standard tools handle poorly, without enterprise pricing.
- SMEs
- Move the business off spreadsheets and scattered WhatsApp chats into one shared customer record.
- Enterprises
- Department-specific CRMs and partner portals that integrate with central systems and access policies.
- Public sector
- Case and applicant management with documented processes, audit trails and role-based access.
Tech stack
- React
- Next.js
- Node.js
- TypeScript
- PostgreSQL
- AWS
How the project runs
We sit with the people who will use the CRM to map how leads arrive, move and close today, and agree which steps the first release covers. Data migration is planned early, not left to the end. The CRM is built in increments your team tests with real records, then rolled out with training and a support window.
See the full Scriptiqo Delivery System →Frequently asked questions
Why build a custom CRM instead of using an existing one?
An existing CRM is often the right start. A custom one makes sense when your sales or service process is unusual, when licence costs grow with every hire, or when you need deep integration with your own systems. We compare both options with you before recommending a build.
Can the CRM capture leads from WhatsApp and phone calls?
Yes. We can log enquiries from website forms and campaign landing pages automatically, and give your team quick ways to record WhatsApp and phone enquiries so every lead has an owner and a next step.
Can you migrate data from our spreadsheets or current CRM?
Yes. We clean, de-duplicate and import your existing customers, contacts and history, and run the old and new systems side by side until you are confident.
Will it work on mobile for field sales?
Yes. The CRM is a responsive web application, so it works on phones and tablets, and can be installed to the home screen as a progressive web app.
How do you control who sees what?
Role-based permissions decide who can view, edit or export each type of record, with an audit trail of changes.
Can it connect to our accounting software?
In most cases yes, through the accounting system’s API or a scheduled export. We confirm what is possible with your specific software during scoping.
Can the CRM send automatic follow-ups?
Yes. Follow-up emails, reminders to your team and status updates to customers can be triggered by stages, dates or inactivity. Automated WhatsApp messages run through an approved WhatsApp Business API provider, which we help you set up.
Tell us about your project
Share a few lines about what you need. A founder reads every brief and replies within 4 business hours.
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