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Custom CRM · Product companies

A CRM built aroundhow you sell products.

Product companies need a CRM that follows a customer from lead to order to after-sales. We build Connect CRM to your stages and documents, and host and support it for you.

Connect CRM

Lead to order

Every lead moves through your own stages to an approved order, without re-entering data.

Order documents

Order documents generated from the customer and order details already on the record.

After-sales, separately

Customer complaints can run in Samadhan, our support hub, with SLA timing and escalation.

Payments and dues

See who has paid and what is outstanding, per customer.

Reminders

Automated follow-ups for leads, approvals and dues.

Dashboards

Pipeline and revenue views for the people who run the business.

How we work

  1. 01

    Discovery

    An engineer reads your sheets, tools and current process with the people who use them.

  2. 02

    Design

    We agree the data model, stages and permissions in writing before building screens.

  3. 03

    Build in stages

    The process that hurts most ships first, in weeks, and you use it while the next stage is built.

  4. 04

    Test

    Every stage, permission and document is tested with your team before go-live.

  5. 05

    Launch and train

    We train your team on the live system and stay close through the first weeks.

  6. 06

    Host and support

    We host it on servers we operate in India and monitor it 24/7 under our SLA.

Related

Tell us what you run today.We'll tell you what we'd build.

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