Custom CRM Software for Lead Management and Sales Growth
Never lose a lead again. Our custom CRM software helps your sales team capture leads, track follow-ups, manage the pipeline and close more deals.
CRM Modules
Lead Capture
Website, WhatsApp & ads
Follow-Up Reminders
Auto-alerts for your team
Pipeline Management
Visual deal stages
WhatsApp Integration
Send messages from CRM
Quotation Module
Create & send proposals
Sales Reports
Conversion & team analytics
What Our CRM Software Includes
Lead Capture & Management
Capture leads from website, WhatsApp and social media. Assign, track and follow up from one system.
Client Database
Complete client profile with contact history, purchase history, documents and communication log.
Follow-Up Scheduling
Schedule follow-up calls, visits and reminders so no lead falls through the cracks.
Sales Pipeline Tracking
Visual pipeline showing lead stages — from enquiry to proposal to closure with team performance.
WhatsApp & SMS Integration
Send follow-up messages, quotations and reminders via WhatsApp and SMS directly from the CRM.
Automated Alerts
Get notified when leads are idle, follow-up due, proposals pending and deal closing approaching.
Quotation & Proposal Management
Create and send professional quotations and proposals directly from the CRM system.
Sales Reports & Analytics
Track conversion rates, team performance, deal values and monthly sales trends.
What a Custom CRM Does for Your Sales Team
The right CRM transforms your sales process — more follow-ups, fewer missed leads, faster closures.
Zero Leads Fall Through the Cracks
Every lead is captured, assigned and followed up on schedule — no more leads getting lost in WhatsApp threads or Excel sheets.
Sales Team Visibility
See which sales executive has how many leads, follow-up completion rate, pipeline value and closure rate in real time.
Faster Deal Closures
Timely follow-ups, professional quotations and automated reminders help your team close deals 30-40% faster.
WhatsApp-First for Indian Sales
CRM integrated with WhatsApp Business API so follow-ups, quotations and updates happen via WhatsApp — the way Indian buyers prefer.
How a Real Estate Company Reduced Lead Loss from 65% to Under 10%
The Challenge
A real estate developer with 10 sales staff was managing 100+ monthly leads via WhatsApp groups and Excel. 65% of leads received no follow-up after the first contact because there was no structured process. Managers had no visibility of what each salesperson was doing.
How We Solved It
We built a custom CRM with lead auto-capture from website, WhatsApp integration for follow-up messages, a 6-stage pipeline from enquiry to booking and daily activity reports for management. Leads were auto-assigned based on location and salesperson capacity.
Results & Outcomes
5 measurable improvements
Lead response time dropped from 6 hours to 18 minutes average
Follow-up completion rate went from 35% to 94%
Lead loss reduced from 65% to under 10%
Management now reviews live pipeline status — weekly review meetings cut from 2 hours to 30 minutes
Monthly closures increased by 28% in 3 months
How We Build Your Custom CRM
A structured 5-step process from sales process mapping to full team adoption.
Sales Process Mapping
We map your current lead flow — sources, stages, team roles and follow-up process — before building anything.
CRM Architecture Design
Database structure, user roles, pipeline stages and integration points are designed for your specific sales model.
UI Design & Approval
Pipeline view, lead detail page, activity log and reporting screens are designed for your team to review.
Development & Integration
CRM is built with WhatsApp, website lead forms, SMS and any other integrations you need.
Team Training & Rollout
We train your sales team and provide support during the first month to ensure full adoption.
What Makes Working with Techzex Different
Website, Marketing & Software Under One Roof
You don't need to manage 3 different vendors. Techzex handles your website, social media, SEO and custom software from one place.
Custom Development, Not Just Templates
Everything we build is custom — designed for your specific business, not copied from a template or a generic SaaS tool.
Long-Term Support After Delivery
We stay involved after launch. AMC, bug fixes, new features and improvements — we are your long-term technology partner.
India and Global Client Support
We work with businesses across India and offshore clients in the UK, USA, UAE and other countries. Time-zone friendly communication.
Admin Panel and Dashboard Expertise
Every product we build comes with a proper admin panel. We specialize in owner dashboards, reports and data visibility tools.
Practical Business-First Approach
We ask real business questions before writing code. Our solutions are built around how your business actually operates.
Modern, Scalable Technology
We use Next.js, React, Node.js, Laravel and cloud-ready architecture that grows as your business grows.
Transparent Timelines and Honest Pricing
No hidden costs. No vague promises. We give realistic timelines, clear documentation and fixed-price or milestone-based billing.
Related Services & Products
Explore connected solutions to build a complete sales and business management system.
Frequently Asked Questions
Find answers to common questions about timelines, pricing, features, technology and post-launch support.
Covered in this FAQ section
Response time for all enquiries
Consultation — no obligation, no pressure
Real estate, education, healthcare, insurance, automobile dealerships, B2B companies and any business with a sales team benefit greatly from CRM software.
Our custom CRM is built specifically for your business process, language and workflows. It is more affordable, can be customized completely and is hosted on your own server.
Yes. We can integrate WhatsApp Business API for sending messages, follow-up reminders and quotations directly from the CRM.
Yes. Our CRM is fully responsive and works on mobile browsers. We can also build a dedicated mobile app if needed.
Yes. We have Nexova CRM which is a ready product that can be deployed quickly. Check the Nexova CRM product page for details.
Ready to Manage Your Leads Better?
Get a free CRM demo and see how it works for your business type.
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