We design and build CRM software that follows your sales process, not the other way round: leads from every channel in one place, follow-ups that don't slip, and reports your team trusts.
1// Your pipeline, your stages, your rules2export const leads = pgTable('leads', {3 id: uuid('id').primaryKey(),4 source: text('source'), // website, WhatsApp, referral5 stage: stage('stage'), // new → qualified → won6 ownerId: uuid('owner_id'),7 nextFollowUp: timestamp('next_follow_up'),8});910export async function assignLead(lead) {11 const owner = await pickOwner(lead.region);12 await notify(owner, 'New lead: ' + lead.name);13}Worked with
Problems we solve
Most growing businesses don't lack leads. They lose them between WhatsApp chats, spreadsheets and inboxes, and nobody can see the full picture.
Enquiries arrive by website, phone, WhatsApp, email and referrals, and end up in personal phones and spreadsheets.
Without reminders and ownership, warm leads go cold and nobody notices until the deal is lost.
Off-the-shelf tools force your team into someone else's process, so they stop using it and go back to Excel.
Sales numbers are pieced together by hand every month, so decisions are made on guesses.
Our solution
We start with how your business really sells, then build the CRM around it: your stages, your approvals, your reports, and the tools your team already uses.
Lost leads and slow follow-ups cost revenue. We map where enquiries come from, who handles them and where they get stuck, before writing any code.
We build the core pipeline first and put it in your team's hands early, then add automation, integrations and reports in short iterations based on real use.
A CRM only works if people use it. We keep screens simple, train your team, and fix friction in the first weeks after launch.
CRM development services
Custom CRM software development covers more than a contact list. These are the CRM development services we offer, from a first sales pipeline to a system that runs your customer operations.
A CRM designed from scratch around your sales and service process: your fields, your pipeline stages, your approval rules and your reports. It runs in the browser and on phones, and grows with you instead of charging per seat for features you never use.
Capture leads from every channel automatically, assign them to the right person, and track every deal through your stages. Managers see what is moving and what is stuck without asking for updates.
Connect the CRM to the tools your business already runs on, so data flows automatically instead of being copied by hand. We integrate with messaging, email, accounting, payment and ERP systems through their official APIs.
Generate quotations and proposals from CRM data, route them for approval and track their status. Standard documents are created in seconds instead of being rebuilt in Word every time.
Give clients a secure portal to see their projects, documents, approvals and invoices, so your team answers fewer status questions. We build this kind of portal in our own product, Social Sphere CRM.
Move from spreadsheets, an old CRM or an off-the-shelf tool you have outgrown. We clean and map your data, migrate it with checks at every step, and run the old and new systems side by side until your team is confident.
Turn CRM data into dashboards that answer real questions: where leads come from, which sources convert, how long deals take and who needs help. Routine work such as reminders, assignments and status updates runs automatically.
What you get
A CRM is only worth building if it changes how your team works every day. These are the outcomes we design for.
Website, WhatsApp, phone and referral leads captured and assigned automatically.
Reminders, ownership and escalations so no enquiry waits on someone's memory.
Live dashboards instead of month-end spreadsheets stitched together by hand.
Your stages, fields and approvals, so the team uses it instead of working around it.
Each person sees what their role needs, with every change recorded.
Source code and data in your name, with no per-user licence to keep paying.
Why us
Social Sphere CRM, with client portals and approval workflows, is designed, built and run by our team.
We build around your process instead of bending your business to fit a template.
A proposal with scope, deliverables and a customised quotation before work starts.
Design, development, integrations and support from one team in Roorkee.
A free strategy call, then a written proposal with a customised quotation.
Our approach
Every CRM is different. The way we build one isn't. Open each step to see what it covers.
We map how leads arrive, who handles them, the stages they pass through, the approvals involved and the reports you need.
Fields, stages, roles, automation rules and integrations, agreed in writing before design starts.
The essential lead and deal flow is built and handed to your team early, so real use shapes everything after it.
Website forms, WhatsApp, email, accounting or ERP connections, plus reminders, assignments and escalations.
Existing data is cleaned and moved with checks, and your team is trained on the workflows they will use every day.
A supported launch, then improvements based on how the team actually uses the system in its first weeks and months.
Signs you need a custom CRM
These are common signs that a business has outgrown its current tools, and what a custom CRM changes.
Technology
Proven, well-supported technology, chosen for your project and hosted in your name.
Custom CRM vs off-the-shelf
Off-the-shelf CRMs suit many businesses. A custom CRM makes sense when your process is your advantage. This is how the options compare.
| Criteria | Custom CRM | Off-the-shelf CRM | Spreadsheets and WhatsApp |
|---|---|---|---|
| Fit with your process | Built around your stages, fields and approvals | Configurable, within the product's limits | Flexible, but nothing is enforced |
| Running cost | One-time build plus hosting and support; no per-user licence | Usually a per-user subscription that grows with the team | Low cost, high hidden cost in lost leads |
| Integrations | Built for exactly the tools you use | Wide marketplace; custom links may need extra work | Manual copying between tools |
| Data ownership | Your database, your servers, your code | Stored with the vendor under their terms | On personal phones and laptops |
| Time to start | Core pipeline first, then iterations | Fast to sign up; set-up still takes effort | Immediate |
| Best for | Businesses with a distinct process or several connected systems | Standard sales processes that fit the product | Very small teams just starting out |
If an off-the-shelf CRM fits your process, we'll say so. We also implement Zoho and Odoo through our CRM and ERP implementation service.
Industries
Every industry sells differently. These are common CRM needs we design for, with links to related work where it exists.
Client portals, approval workflows and content calendars. Our own product, Social Sphere CRM, is built for social media agencies.
See the workDealer and distributor enquiries, quotations, approvals and long sales cycles with many stakeholders.
See the workAdmission enquiries, counselling follow-ups, fee reminders and student communication.
See the workProperty enquiries from portals and ads, site-visit scheduling, broker assignment and follow-ups.
See the workAppointment requests, patient follow-ups and reminders, with careful access control for sensitive data.
Trial sign-ups, onboarding, renewals and customer success pipelines connected to your product.
See the workHow we work together
Pick the model that fits your stage. Every engagement starts with a written proposal and a customised quotation.
A defined scope, deliverables and timeline agreed in writing, with your team testing each part as it is built.
Best for: A new CRM or a migration from spreadsheets
Engineers who work as part of your team to extend an existing CRM or internal system.
Best for: Teams with an existing system to grow
Monthly support for updates, new features, reports and integrations after launch.
Best for: Live CRMs that keep evolving
Our product
Guide
A CRM (customer relationship management system) keeps track of leads, customers, conversations and deals in one place. A custom CRM is built specifically for your business, around your own sales stages, fields, approvals and reports, instead of adapting a general-purpose product.
Because it is built for you, a custom CRM can include exactly the screens each role needs, connect to the tools you already use, and leave out the features you would never touch. You own the software and the data.
An off-the-shelf CRM is a good choice when your sales process is standard and the product fits it with light configuration. It is fast to start and comes with a large ecosystem of add-ons.
A custom CRM makes sense when your process is a competitive advantage, when you need deep integration with other systems such as ERP or accounting, when per-user licences are becoming expensive as the team grows, or when your team keeps working around the tool instead of in it.
At its core, a CRM needs contact and company records, a pipeline with clear stages, tasks and reminders, an activity history for every lead, and reports on sources, conversion and team performance.
Beyond that, the right features depend on how you sell: quotations and approvals for B2B, site-visit scheduling for real estate, admission follow-ups for education, or client portals for agencies. Building only what you need keeps the system simple enough for everyone to use.
Many businesses in India receive most of their enquiries on WhatsApp. Integrating the WhatsApp Business API lets the CRM capture those conversations, send approved templates and keep messages linked to the right lead.
Website and landing page forms should send leads straight into the CRM with their source, so you can see which channels bring real business. Email and calendar sync keep meetings and conversations on the lead's timeline.
Data migration is where many CRM projects stumble. Existing spreadsheets and old systems usually contain duplicates, inconsistent formats and missing fields, so the data needs to be cleaned and mapped before it is moved.
A safe migration moves data in stages, checks counts and samples after each step, and keeps the old system available until the team has confirmed everything is correct.
A CRM holds sensitive information about customers and deals. Role-based access control ensures each person sees only what their role needs, and audit logs record who viewed or changed what.
Hosting in your own cloud account, regular backups, encrypted connections and two-factor login for administrators are basic protections every business CRM should have.
A CRM manages customers and sales. When orders, inventory, production, purchasing and accounting also need to be connected, a business is often moving towards an ERP.
A custom CRM can be designed so that it connects to an ERP later, or grows into one module by module, without throwing away the work already done.
CRM development costs vary with the number of user roles and workflows, the integrations involved (WhatsApp, email, accounting, ERP or payment gateways), how much data needs to be migrated, reporting and automation needs, mobile access, hosting and security requirements, timeline and ongoing support.
Because these differ so much between businesses, we don't publish fixed prices or packages. After a scoping call, we send a written proposal with the scope, deliverables and a customised quotation.
Before you talk to us
Custom CRM development means designing and building CRM software specifically for your business, around your sales process, data and integrations, rather than configuring a general-purpose CRM product.
It depends on your process. Off-the-shelf CRMs suit standard processes and are quick to start. A custom CRM is better when your process is distinctive, when you need deep integrations, or when per-user licences become expensive. We'll recommend what fits on a strategy call.
Yes. We integrate with the WhatsApp Business API so conversations and leads are captured in the CRM, approved message templates can be sent, and messages stay linked to the right contact.
Yes. We clean, de-duplicate and map your existing data, migrate it in stages with checks, and keep the old system available until your team confirms the new CRM is correct.
Yes. We build CRMs that work well in a mobile browser for field and sales teams, and can add a dedicated mobile app if your process needs offline access or device features.
Yes, through the systems' APIs where available. Orders, invoices, customers and payments can be synchronised so data isn't entered twice.
Yes. The source code, database and hosting accounts are yours. There is no per-user licence fee to us for using your own CRM.
We build role-based access control, audit logs, encrypted connections and regular backups into every CRM, and host it in your own cloud account where possible.
Yes. We can audit an existing custom CRM, fix problems, and add features, integrations or reports alongside your team.
Yes. We design the CRM around how your industry sells, for example admissions for education, site visits for real estate, dealer quotations for manufacturing, or client approvals for agencies.
It depends on the scope: roles, workflows, integrations, data migration and reports. We usually deliver the core pipeline first and agree the full timeline in the written proposal.
Yes. We train your team on their daily workflows and offer ongoing support for fixes, updates and new features.
No. We are an independent development company. We build custom CRMs and also implement and customise Zoho and Odoo for clients who choose those platforms.
It depends on the scope: user roles, workflows, integrations, data migration, reports and support needs. We do not publish fixed prices; share your requirements and we will send a customised quotation after a scoping call.
Contact us
Share a few details about your team and process. An engineer reviews every enquiry and gets back to you to set up a scoping call.