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CRM Development for Small Businesses

Run Operations. Close More Deals.
One CRM that fits the way you work.

We build tailor-made CRM systems that unify your sales, finance, HR, and day-to-day operations. From Attendance & HR/Payroll to Invoicing, Leads, Automations, and Projects/Tasks — your workflows live in one place with clean UX, strong security, and real-time insights.

Unlike off-the-shelf tools, our CRM adapts to your business: custom input fields, custom modules, granular permissions, and integrations with accounting, communication, and e-commerce platforms. Start small and scale to thousands of users without re-platforming.

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Built For
Agencies, D2C Brands, Clinics, Real Estate, Services, MSMEs
What You Get
Custom fields/modules, role-based access, audit trails
Delivery
Architecture-first, secure, cloud-ready
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Square shape
Shape
CRM Dashboard
Leads Pipeline
Reports
Tasks & Projects
Invoices
Attendance
Built around your processes — not the other way around

Your CRM, your rules.
Custom fields & modules from day one.

Add the fields you need (GST, clinic department, property type, SKU, anything), create custom modules (Visits, Assets, Subscriptions), and define workflows & approvals unique to your team. We handle design, architecture, infra, testing, and secure deployment.

Role-based access & audit logs
Scalable APIs & webhooks
Data security & encryption
Email/SMS/WhatsApp notifications
OR
Projects, Tasks & Automations

Deliver faster with structured work,
automated handoffs, and clear ownership

Projects & Tasks
Projects & Tasks

Plan, assign, track — on Kanban, List, or Timeline.

Create projects with phases, SOP checklists, dependencies, and SLA timers. Auto-create tasks from won deals, route approvals, and notify stakeholders on delays. Attach files, mention teammates, and keep context inside the CRM.

Automations

Automations that do the busywork for you.

If-this-then-that workflows, webhooks, and scheduled jobs
Build-your-own CRM

Build-your-own CRM

Add custom fields, modules, and dashboards without code. Toggle features per role and keep everything documented with audit trails.

Tell Us Your Use-Case
Leads & Sales
Shape
4.9
Customer love
Core Modules for Small Businesses

Everything you need to sell, bill,
pay your team and deliver work.

Each module is designed to be simple for teams and powerful for admins. Enable what you need today and add more as you grow.

Leads & Pipeline: Capture leads from forms, WhatsApp, Facebook/Instagram, and marketplaces. Score leads, assign owners, set SLAs, and move deals through visual pipelines with automations for follow-ups and reminders.

Quotations & Invoicing: Create GST-ready quotes and invoices, track payments, send automatic reminders, and sync with accounting tools (e.g., Tally/QuickBooks/Xero). Multi-currency, discounts, and subscription billing supported.

Attendance, HR & Payroll: Web/mobile clock-in, geo-fencing, leave/holiday calendars, approvals, and automated payroll runs. Handle advances, reimbursements, payslips, and statutory compliance with secure records.

Designed for clarity, speed,
and operational control

Create tasks, track progress, and unlock insights with clean dashboards. Your teams get exactly what they need — without the clutter.

Custom fields
Custom Fields

Add any data point, validate it, and show it only to roles that need it.

Permissions
Roles & Permissions

Team/branch hierarchies, field-level security, and full audit trails.

Reports
Dashboards & Reports

Sales, collections, attendance, task SLA — export anytime.

Mobile
Mobile-first

Fast web + native mobile options with offline drafts and push alerts.

Integrate with your stack
in minutes

Connect accounting, email, chat, payments, e-commerce, and storage. Use our APIs, webhooks, and ready-made connectors.

HubSpot/Meta
Lead Sources (Meta/HubSpot)

Auto-capture leads from ads & forms. De-dupe and assign owners.

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Slack/Teams
Slack / Microsoft Teams

Instant alerts, deal updates, approvals, and daily summaries.

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Accounting
Tally / QuickBooks / Xero

Sync invoices, payments, ledgers, and taxes bi-directionally.

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Payments
Razorpay / Stripe

Collect one-time & recurring payments with recon and webhooks.

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Seamless Integrations
for every team

Plug into your ecosystem: email, chat, e-commerce, accounting, storage, calendars, and more.

Google Workspace

Sync Contacts/Calendar; log emails to deals.

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Shopify / WooCommerce

Import orders, sync customers, trigger workflows.

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Dropbox / Drive

Attach files to leads, invoices, and tasks.

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WhatsApp / SMS

Send templates, OTPs, and reminders from within CRM.

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Zapier / Make.com

Connect to 5,000+ apps with no-code flows.

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Slack / Teams

Push deal & task updates to channels.

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Calendars

Book meetings and auto-send reminders.

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GitHub / ClickUp

Sync issues/tasks for tech & ops teams.

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Questions? We’ve got answers.

Frequently Asked
Questions

From migration and training to security and performance — here’s what most teams ask.

Yes. We import CSV/Excel or export files from your current CRM, map fields, clean duplicates, and verify results in a sandbox before going live.

Fully. Add custom fields, create modules, define approval flows, automate notifications, and control visibility per role or branch.

Yes. Clock-in/out, geo-fencing, leave approvals, salary structures, payslips, reimbursements, and compliance reports — all inside your CRM.

We offer flexible pricing (per user or per module). Tell us your team size and modules — we’ll share a transparent quote.

Architecture-first build, API rate-limits, encryption at rest/in transit, OWASP best practices, role-based access, and continuous monitoring.

Typical rollouts are phased: 2–4 weeks for core CRM, 2–6 more for HR/Payroll, invoicing, and custom automations — depending on complexity.

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