# Custom CRM development

> A CRM built around how your team actually sells, not how off-the-shelf tools imagine it. Lead scoring, follow-ups and WhatsApp built in. Free scoping call.

Source: https://codeintelli.com/services/crm-development

Your sales team works around the CRM. It should work around them.

We build custom CRMs that match how your team actually sells: your pipeline, your fields, your calling and messaging, connected to the tools you already use.

## Problems we solve

- We pay per seat for features we never use: The bill grows with the team. The fit doesn't.
- Our process doesn't fit the CRM: So the team keeps the real pipeline in spreadsheets.
- Reps spend more time typing than selling: Every call means five fields and three clicks.
- Customer history is split between the CRM, email and WhatsApp: Nobody sees the full picture of a customer.

## What we build

- Pipeline and deals: Stages, fields and views that match your sales process
- Calling and messaging: Calls, SMS, email and WhatsApp logged on every contact through Twilio and SendGrid
- Automations: Follow-up reminders, lead assignment and task rules
- Reports for managers: Pipeline, activity and forecast reports by team and rep

## How we work

- Understand (1 week): We sit with your sales team, map the pipeline and list what slows them down.
- Design (2-3 weeks): We design screens, fields and automations around the way your team works, and test them with your reps.
- Build (5-7 weeks): We build contacts, pipeline, tasks, reporting and roles in sprints, with a demo every week.
- Connect (2-3 weeks): We connect email, calling, WhatsApp, forms and accounting, migrate your data and train the team.

## Results

- SelfCRM: Our own self-hosted WhatsApp CRM, sold with licensing. Your data stays on your servers.
- Gygis: Manufacturing ERP with CRM, multilingual invoices and digital signatures. Built with Angular, Node.js, PostgreSQL and Docker.
- Growfone: Our own AI business phone: calls, WhatsApp, SMS and AI follow-ups in one place. Live product.

## Technologies

React, Next.js, Node.js, PostgreSQL, Redis, Supabase, Twilio, SendGrid, Zapier, OpenAI

## Questions

### Why build a CRM when HubSpot and Salesforce exist?
Often you shouldn't. If an off-the-shelf CRM fits, we'll tell you. A custom CRM makes sense when your process is unusual, licences are getting expensive or you need features the big tools don't offer.

### Have you built a CRM before?
Yes. We built and run our own CRM product, SelfCRM, and our business phone product, Growfone. We bring what we learned from both.

### Can you migrate our existing data?
Yes. We move contacts, deals, notes and history from your current CRM or spreadsheets, and check everything with your team before switching over.

### What does a custom CRM cost?
It depends on features and integrations. After a free 30-minute call, we send a written plan and a fixed price within 48 hours. You own the code, so there are no per-seat fees.

## Contact

- Email: biz@codeintelli.com
- Phone / WhatsApp: +91 92745 85376
- Book a free 30-minute call: https://codeintelli.com/book-a-call