Your stages, your names
Enquiry, quote, approval, scheduled, delivered, renewed: whatever your process is called, the pipeline uses it.
Custom CRM · Service businesses
A CRM built aroundthe service you deliver.
If you sell a service, your CRM has to follow the job, not just the sale. We build Connect CRM to your stages, from first enquiry to delivered, billed and renewed.
Follow-ups on time
Automated reminders on leads, approvals and renewals, so customers are not forgotten.
Documents from the record
Quotes and order documents generated from data already in the CRM.
Payments and dues
Payments against each customer and a clear view of what is outstanding.
Complaints, separately
Need complaint handling too? Samadhan, our support hub, handles tickets with SLA timing and escalation.
How we work
- 01
Discovery
An engineer reads your sheets, tools and current process with the people who use them.
- 02
Design
We agree the data model, stages and permissions in writing before building screens.
- 03
Build in stages
The process that hurts most ships first, in weeks, and you use it while the next stage is built.
- 04
Test
Every stage, permission and document is tested with your team before go-live.
- 05
Launch and train
We train your team on the live system and stay close through the first weeks.
- 06
Host and support
We host it on servers we operate in India and monitor it 24/7 under our SLA.