CRM DEVELOPMENT

Connect Your Business Through Powerful CRM Software

Customer information becomes difficult to manage when leads, sales activities, emails, customer records and follow-ups are handled through separate tools.

A CRM brings these processes into one connected software system.

Karyarthi develops CRM systems with structured databases, business logic, automation, APIs, user access controls, reporting and integrations.

CUSTOM CRM SOFTWARE

CRM Built Around Your Workflow

A CRM can be designed around the way your organisation manages leads, customers, sales and internal processes.

Lead Management

Organise leads, enquiries, customer records, assignments and follow-ups.

Sales Pipeline

Track opportunities and sales activities through defined business stages.

Tasks & Follow-ups

Manage tasks, activities, reminders, notes and follow-up processes.

Contact & Accounts

Maintain structured contact, account and customer information.

Quotations & Proposals

Connect quotations and proposals with customer and opportunity records.

Reports & Dashboards

View operational CRM information through dashboards and business reports.

CRM DATA ARCHITECTURE

A Structured Foundation for Customer Data

Customer information is the foundation of a CRM. The database therefore needs to be planned before application development begins.

A CRM may contain relationships between leads, contacts, companies, opportunities, activities and customers.

Lead records
Contact records
Company accounts
Sales opportunities
Customer activities
Business relationships
SALES PIPELINE

From First Enquiry to Conversion

01

Lead Capture

Capture incoming enquiries and potential customers.

02

Qualification

Evaluate and organise leads according to business requirements.

03

Assignment

Assign leads according to defined business rules.

04

Follow-up

Track activities, tasks, notes and follow-ups.

05

Opportunity

Track sales opportunities through their respective stages.

06

Proposal

Connect proposals and quotations with opportunities.

07

Negotiation

Manage the sales process through negotiation.

08

Conversion

Move qualified opportunities toward customer conversion.

CRM AUTOMATION

Automate Repetitive CRM Processes

Automation can reduce repetitive administrative work and help teams follow consistent processes.

Lead assignment
Follow-up tasks
Notifications
Reminders
Status updates
Workflow triggers
CRM INTEGRATION

Connect CRM With Your Existing Systems

Websites

Connect website enquiries and customer information with the CRM.

Web Applications

Exchange business data between applications and CRM systems.

Mobile Applications

Connect mobile application workflows with CRM services.

ERP Systems

Exchange relevant customer and business information with ERP systems.

Email Platforms

Connect customer communication where suitable interfaces are available.

Payment Systems

Integrate suitable payment-related systems through available interfaces.

CRM REPORTING

CRM Dashboards & Reporting

CRM data becomes more useful when users can view it in the right context through dashboards and reports.

New and active leads
Lead sources
Sales opportunities
Pipeline stages
Follow-up activities
Conversion information
Customer activity
Team performance
ACCESS & SECURITY

Role-Based CRM Access

A CRM can contain customer details, sales information, internal notes and other business data. Access should therefore be controlled according to user responsibilities.

Authentication
Authorisation
User roles
API security
Database controls
Backups
CRM MIGRATION

CRM Migration & Modernisation

Businesses moving from spreadsheets or an existing CRM need to review their current data before migration.

Review existing data
Map fields to the new structure
Identify duplicate records
Validate migrated records
Modernise existing interfaces
Introduce APIs where required
CRM DEVELOPMENT PROCESS

How Karyarthi Develops CRM Solutions

01

Business & Workflow Analysis

Identify how leads enter the organisation, how sales teams work, how customers are managed and where automation or integration is required.

02

Technical Planning

Define the database, application architecture, APIs, permissions, integrations and infrastructure.

03

Development & Integration

Develop CRM modules, workflows, interfaces, business rules and external integrations.

04

Testing & Deployment

Test data validation, permissions, workflows, automation, integrations and expected user scenarios before production deployment.

FREQUENTLY ASKED QUESTIONS

Frequently Asked Questions

Yes. A custom CRM can be designed around the organisation's customer lifecycle, internal responsibilities, sales process and existing technology.

Yes. Leads can be captured through website forms, landing pages, applications, manual entry, imports or connected platforms.

Yes. CRM systems can integrate with websites, applications, mobile apps, ERP systems, email platforms, payment systems and other software where suitable interfaces are available.

Yes. Role-based access can provide different permissions for sales users, managers, administrators and other departments.

Yes. Migration can include reviewing existing data, mapping fields, identifying duplicate records and validating migrated information.

CRM DEVELOPMENT SERVICES

Build a CRM Designed Around Your Business

Karyarthi develops custom CRM software with a focus on data architecture, application development, workflow automation, API integration, reporting, security and maintainability.

Discuss Your CRM Requirements