CRM development
A CRM that matches how your team sells
Leads, follow-ups, and WhatsApp updates organized around your pipeline, with imports from spreadsheets and old tools.
- Fixed pricing
- NDA on request
- 4 business hour response
CRM scope
01Pipeline and stagesCustom stages, lost reasons, and assignment rules based on your current process.Process mapped
02Follow-ups and remindersTasks, overdue alerts, and daily lists so no lead waits more than a day.Daily lists
03WhatsApp and email updatesTemplates and triggers for new leads, follow-ups, and payment reminders.Templates included
04ReportsSource-wise leads, stage conversion, and team activity in one weekly view.Weekly report
Tools and platforms we work with
Next.jsNode.jsMongoDBWhatsApp APIEmail SMTPCSV importRole accessExports
Deliverables
1
Pipeline mapped to your stages
2
Lead import from sheets or old CRM
3
Follow-up tasks and reminders
4
WhatsApp and email templates
5
Team activity and conversion reports
6
Training session and user guide
Keep exploring
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