01
Lead & enquiry management
Start with a clear first record.Bring agreed website enquiries, referrals or imported leads into a structured record with source, ownership and status.
CUSTOM CRM DEVELOPMENTEvery lead.
Every lead.
Every conversation.
A clear next step.
Bring enquiries, customer records and follow-ups together in a CRM shaped around your sales and service process.
A PIPELINE THAT MATCHES YOUR PROCESSKnow where each
conversation stands.
conversation stands.
New enquiry
Website enquiryRecord the requirementsAssign an owner ↗
Service requestCapture the detailsPlan a follow-up ↗
In discussion
Business needsKeep the contextDefine the next step ↗
Proposal
Proposal reviewTrack the decisionFollow the outcome ↗
BUILT AROUND YOUR CUSTOMER RELATIONSHIPSThe right details.
The right details.
The right follow-up.
Choose the records, workflows and views your team needs. Features and integrations are included according to the agreed scope.
02
Customer & contact records
Keep the relationship in context.Organize company and contact information, activity notes and relevant records for the people your team works with.
03
Sales pipelines
See the next step clearly.Define stages that match your sales process and track opportunities from the initial conversation to the outcome.
04
Follow-ups & tasks
Give every conversation a next action.Plan reminders, assigned activities and follow-up views around how your team works with prospects and customers.
05
Proposals & quotations
Connect discussions to decisions.Manage agreed quotation or proposal records, versions, review steps and the status of a customer decision.
06
Customer service workflows
Continue the relationship after the sale.Record customer requests and define ownership, status updates and handover steps for your service team.
07
Dashboards & reporting
Review the work that matters.Build agreed views for lead sources, pipeline stages, activities and team workload, with filters and export options.
08
Integrations & automation
Connect the right parts of your process.Discuss website forms, ERP connections, communication tools and rules such as assignment or reminders, where suitable.
FROM FIRST CONTACT TO THE NEXT CONVERSATION
Make the customer journey easier to follow.
An example workflow. We map your actual stages, handovers and exceptions before building.
- 01
Capture the enquiry
Record the contact details, source and initial requirements.
- 02
Assign the right person
Give the record an owner and a clear first action.
- 03
Follow the conversation
Keep notes, tasks and proposal updates connected to the record.
- 04
Review & continue
Track the outcome and plan customer support or the next follow-up.
DIFFERENT RESPONSIBILITIES. SHARED CONTEXT.A customer view
A customer view
that fits each role.
Decide who owns records, which information teams share and what each user can view, update, assign or export.
CRM and ERP can work together.CRM follows relationships, leads and sales or service activity.ERP connects operations such as inventory, purchasing and fulfilment.We can discuss a connected workflow instead of isolated records.Explore Custom ERP Development ↗
Sales team
Work with assigned leads, conversations, tasks and opportunities.
Team leaders
Review ownership, workload, progress and the follow-ups needing attention.
Service team
Keep customer requests, updates and handovers connected to the relationship.
Owners & managers
Access the agreed reporting, pipeline views and business summaries.
A CRM YOUR TEAM CAN UNDERSTANDMap the journey.
Map the journey.
Build the right system.
Start with your current process, define the first release and review the workflows with the people who will use them.
A useful starting briefWhere your enquiries and leads come fromCurrent spreadsheets, forms and customer recordsYour sales stages and follow-up processUser roles, reports and approval requirementsIntegrations, migration and support expectations
- 01
Understand your customer journey
Review how enquiries arrive, how leads are assigned and what happens before and after a sale.
- 02
Define your first release
Agree user groups, records, pipeline stages, reporting and the integrations needed first.
- 03
Design the workflows
Review the screens, lead details, permissions and follow-up steps with the people who will use them.
- 04
Build & connect
Develop the agreed CRM features and integrations, including any scoped imports or communication tools.
- 05
Test with your team
Check real use cases, record access, reporting and the rules that move work between people.
- 06
Roll out & improve
Plan user handover, support and the next features once your team starts working with the system.
BEFORE WE BUILD YOUR CRMYour questions.
Your questions.
A clearer plan.
What is a custom CRM?
A CRM organizes leads, customer information, conversations and sales or service activities. A custom CRM is designed around your records, team responsibilities and customer journey.
How is CRM different from ERP?
CRM focuses on customer relationships, enquiries and sales or service activities. ERP connects broader operational processes such as inventory, purchasing and fulfilment. The systems can be connected where the scope and integrations support it.
Can we choose our own lead stages and fields?
Yes. We discuss the information you collect, the stages your leads pass through and the details each team needs. Fields, validation rules and stage behaviour are agreed during planning.
Can leads from our website enter the CRM?
Website form integration can be included. We review the form fields, lead source, duplicate handling and assignment requirements, and agree how the website and CRM communicate.
Can you import our Excel contacts or existing CRM data?
Data import can be scoped after reviewing the files and source system. We agree field mapping, record quality, duplicates, validation and backup arrangements before migration.
Can it send reminders or connect to WhatsApp, email or SMS?
Reminders and communication integrations can be discussed. Availability depends on the provider, account access, supported APIs and the agreed workflow. Provider approvals, usage charges and message requirements are reviewed separately.
Will different users have different access?
We can define who can view, update, assign and export records, and who can manage settings or approvals. Exact roles and any change history are agreed for your business.
Can CRM connect to ERP or our mobile app?
We review the systems and APIs available, then plan the records and updates to exchange. Integration work, access requirements and any third-party fees are included in the scope discussion.
Can we use the CRM on a phone or across branches?
Responsive browser access and branch or team-based views can be planned. We agree supported devices, shared records, permissions and connectivity needs. A separate Android application is additional scope.
What will a custom CRM cost and how long will it take?
The number of workflows, user roles, integrations, reports and migration requirements affects the budget and timeline. We provide a proposal and milestones after understanding your priorities.
Are hosting, backups and support included?
Hosting, backup routines, restore checks, maintenance and support coverage are defined in the proposal. Responsibilities, recurring costs and future changes are clarified before rollout.
Who owns the CRM, source code and customer data?
Software ownership, source-code handover, account access and data responsibilities are agreed in the contract. We discuss these matters before development begins.
YOUR CUSTOMERS. YOUR PROCESS. YOUR CRM.
Discuss Your Custom CRM ↗Give every relationship a clear next step.
Tell Harrison how your team works with leads and customers.
BASED IN ANDHRA PRADESH · WORKING WITH BUSINESSES ACROSS INDIA
Custom CRM development for customer-focused teams across India.
Harrison welcomes CRM enquiries from small businesses, service firms and growing companies in Andhra Pradesh and across India that need clearer lead, sales and customer workflows.
Share your enquiry sources, sales stages, follow-up needs and current records. We can review the requirements remotely and plan a CRM around your team.
Discuss your business requirements ↗