CRM systems
Built to orderYour pipeline says ₹40 lakh. You already know which three of those aren't real.
Pipeline, contacts and follow-ups, shaped around how your team actually sells.
The commercial shape of it
- Timeline
- 4 weeks to your first working version
- Cost
- The call is free; a scoping engagement follows, then the build is quoted against the scope it produces. The three steps and the figures
- Built for
- Professional services · Manufacturing · B2B software · Education
What you get
- Your live pipeline, on your own system, with your team in it
- Stages that describe what the buyer did, not what your team did
- Entry cut back to what a salesperson actually knows at that point
- Contacts and companies moved across from what you use now
- Reminders, and clear ownership of each deal
- The two reports a manager will actually open
The room it happens in
Twenty boxes to fill in means the salesperson fills three, and within a month everyone is quietly back on the spreadsheet. The stages describe what your team did, not what the buyer did, so a dead deal looks healthy for five months. And with no honest forecast you cannot plan hiring or cash.
Any of this sound familiar?
- Your pipeline shows deals you already know are dead.
- Salespeople fill in three boxes out of twenty, then go back to the spreadsheet.
- A follow up gets missed because it lived in someone head.
- You cannot forecast, so you cannot plan hiring or cash.
- Two people call the same customer in the same week.
If two or more of those are yours, this page is about you.
So does everyone else in the room. Nobody says it, because the system says otherwise.
What it costs you
Not the subscription. The decisions you make on a number you already know is wrong, and the month you find out.
Why now
Google and the India SME Forum studied small and mid-sized businesses that moved onto proper digital tools. 58 per cent won more customers. Another 66 per cent reached new markets.
The ones seeing that are not the ones with the most features. They are the ones whose salespeople actually record what happened. Until recently that meant sitting down at a screen. It does not any more.
What we do differently
Ask for less. Nothing is required unless the next stage cannot happen without it. Anything the system can work out on its own is never typed. A box nobody has filled in for two months gets removed, not chased. Its emptiness is telling you something.
Stages that describe the buyer. They told you the budget. They let you meet the person who signs. They gave you a date. A pipeline built that way is worth forecasting from, because a deal cannot move forward just because someone felt good about a call.
Two reports, not a dashboard. What moved this week and what did not, including deals stuck in a stage longer than that stage normally takes. And where deals actually die, which is almost never where the team thinks.
Ask it from your phone
The entry problem is the whole problem, and this is the only version of it that survives a working salesperson.
Walking out of a meeting: "Log that. Met the finance director, budget confirmed at eight lakh, security review on the 14th, they want a reference in manufacturing."
The system: Saved against Meridian. Stage moved to Budget Confirmed. Reminder set for the 12th. Two manufacturing references available. Shall I attach them?
Thirty seconds, in a car park, with both hands full. That is the difference between a system that gets filled in and one that does not.
How it works
Map. How your team really sells, and what they know at each point.
Cut. Everything not needed for the next stage to happen.
Move. Contacts and companies out of whatever you use now.
Report. The two reports a manager will actually open.
What we guarantee
This job covers the pipeline. Stages, entry, moving your data, reminders and the two reports. Marketing emails, phone system links and commission rules are each real projects with their own shape. We would rather do them in order than fold one in and explain a slipped date later.
We will not build the twenty-box version, even if you ask, and we will explain why on the call. It is the surest way to end up with a third abandoned system. Saying so before you pay is more useful than saying it afterwards.
We agree what is included in writing before we start.
Four weeks covers a first working version, agreed in writing before we start. Very large programmes, work spanning many systems, and moving data out of software that cannot export it are all priced separately. Read what four weeks includes.
On every engagement
- You own it, and you can leave. Your code, your data, your accounts. Taking it in-house or to another supplier is a handover, not a negotiation.
- Built for India's DPDP Act. Identity kept separate from the consent and audit record, no personal data in URLs, and none in logs.
- Security enforced by the build. Secrets scanned on every commit, payloads size-checked before parsing, every write endpoint rate limited. If a check fails, nothing ships.
- Anything with AI in it is measured. An evaluation set, a human review step wherever a wrong answer costs money, and drift monitoring after go-live.
How we build, where your data lives, and exactly where we stand on certification — all of it is on our security page.
Asked and answered
Our team has abandoned two systems already. Why would this be different?
How do we get honest data from people who stopped bothering?
Can we still get reports the normal way?
The other 11
Next step
Start with the one that hurts most
Bring your current stages and the list of what your team is asked to fill in. On the call we go through which boxes are costing you data, and which stages describe your team rather than your buyer.