Revenue Systems · 05
Custom CRM Software Development
Anekant Tech builds custom CRM (customer relationship management) systems that match how your team actually sells. Leads from your website, WhatsApp, email and ads land in one place, follow-ups happen automatically, and management sees a live, trustworthy pipeline, without paying per-seat fees for features you don't use.
- Best for
- B2B sales teams, dealers, real estate, services firms
- You get
- Lead capture, pipelines, automation, reports, mobile
- Core stack
- PostgreSQL, Node.js / Go, React, Flutter
- Ownership
- Your customer data stays in your systems
What's included
Omni-channel lead capture
Website forms, WhatsApp Business API, email, ad platforms and phone calls flow into one inbox.
Pipeline management
Custom stages, deal values, ownership and visual boards for every sales process you run.
Follow-up automation
Reminders, auto-assignment, templated WhatsApp and email sequences, and SLA alerts.
Lead scoring
Rules-based or data-driven scoring so reps work the most promising leads first.
Customer 360
Every interaction, quote, order and ticket for a customer on a single timeline.
Reporting & forecasting
Conversion by source, rep performance and revenue forecasts, linked to your ERP if you have one.
Signs you need this
- Leads get lost between WhatsApp, email and someone's notebook.
- Follow-ups depend on individual reps remembering.
- You can't say which marketing channel actually produces revenue.
- Your off-the-shelf CRM is expensive per seat and still doesn't fit.
How we work
- Sales process mappingHow leads arrive, who handles them, and what a qualified deal looks like.
- Data model & designPipelines, fields, roles and screens designed with your sales team.
- Build & integrateLead sources, messaging, email and accounting connected.
- MigrationContacts and open deals imported from spreadsheets or your old CRM.
- RolloutTeam training and adoption tracking during the first weeks.
- OptimiseAutomation and reports refined based on real usage.
Technology we use
We choose tools for your requirements and your team's ability to maintain them; these are the ones we use most.
Backend
- Node.js
- Go
- Queues / workers
Data
- PostgreSQL
- Redis
- Analytics warehouse
Channels
- WhatsApp Business API
- Email (IMAP / SMTP)
- Webhooks
- Telephony
Interfaces
- React
- Flutter mobile app
What affects cost and timeline
Every project is quoted after a short discovery call. These are the factors that move the estimate most:
- Number of lead sources and messaging channels.
- Complexity of automation and approval rules.
- Integrations with ERP, accounting or marketing tools.
- Mobile app for field sales.
- Volume of historical data to migrate.
Frequently asked questions
Should we build a custom CRM or use Salesforce, HubSpot or Zoho?
If your sales process is standard and your team is small, a packaged CRM is usually the faster choice. A custom CRM makes sense when your process is distinctive, when you need deep integration with an ERP or WhatsApp, or when per-seat pricing becomes a large recurring cost.
Can the CRM send and receive WhatsApp messages?
Yes, through the official WhatsApp Business Platform (Cloud API) using approved message templates, so conversations are logged against the customer record.
Can you migrate data from our current CRM or spreadsheets?
Yes. We import contacts, companies, deals and history, de-duplicate records and verify the result with your team.
Is there a mobile app for field sales?
We can build a Flutter mobile app with offline access, check-ins, call logging and visit notes for field teams.
Who owns the customer data?
You do. The database runs in your cloud account and you can export everything at any time.
Guides to help you decide
WhatsApp Business API for CRM: How It Works
Templates, the 24-hour window, opt-ins and pricing basics: how WhatsApp plugs into a CRM, explained plainly.
Read guide → Guide · 9 min readCustom ERP vs Off-the-Shelf ERP: How to Decide
Tally, Zoho, Odoo, SAP Business One or custom-built? A practical decision guide for growing businesses.
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