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.
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