Solutions / Customers and sales
CRM customer relationship management
A CRM records every enquiry, call, quote and follow-up so a lead does not go cold because one salesperson was on leave. In India much of that conversation happens on WhatsApp and phone, so the CRM has to capture those as well as email.
Modules
Modules we build into your CRM
Start with the modules that matter most and add the rest in later releases.
- Lead capture
- Leads from the website, IndiaMART, JustDial, Facebook ads, WhatsApp and walk-ins land in one queue with the source recorded.
- Pipeline and follow-ups
- Stages that match your sales process, follow-up reminders, and a daily list for each salesperson of who to call today.
- Quotes and proposals
- Quotes from a product list with GST worked out, approval for discounts above a limit, and a PDF sent from WhatsApp or email.
- Accounts and contacts
- Company and contact records with full history: calls, visits, quotes, orders and complaints on one timeline.
- Field visits
- Mobile check-in with location for visiting sales staff, visit notes by voice, and a beat plan for distributors or dealers.
- Service tickets
- Complaints and service requests tied to the customer and product, with SLA timers and escalation.
- Sales reports
- Conversion by source, salesperson and region, lost-deal reasons, and forecast against target.
AI built in
Where AI saves time in this system
Lead scoring
Ranks new enquiries by how closely they resemble past wins, so the team calls the likely buyers first.
Call and chat summaries
Recorded calls and WhatsApp threads are summarised into notes and next steps on the customer record.
Drafted follow-ups
Suggests a follow-up message in English, Hindi or Gujarati based on the last conversation, for the salesperson to edit and send.
Churn warnings
Flags regular buyers whose order gap is longer than usual so someone calls before they move to a competitor.
- New leads this month
- 612
- Lead to quote
- 31%
- Open pipeline
- ₹1.9 Cr
- Overdue follow-ups
- 47
Weekly qualified leads
Conversion by source (%)
- Referral42
- Website24
- WhatsApp29
- IndiaMART14
- Walk-in36
Effort and cost
USD 500 to 1,100
INR 49,750 to 1,09,450, plus taxes, for a typical first release
- Effort
- 250 to 550 hours
- Timeline
- First release in 4 to 6 weeks
At the 2good.dev rate of USD 2 or INR 199 per hour, billed against outputs you accept. Your own estimate depends on modules, integrations and data migration.
Build, buy or both
For a sales team under about 20 people with a standard funnel, Zoho CRM, HubSpot or Salesforce Essentials will be cheaper and faster than anything we build, and we will help you set one up properly instead. Custom makes sense when your sales cycle is unusual (dealer networks, site visits, long project sales, loan or admission funnels), when WhatsApp is the main channel, or when per-seat pricing for a large field team becomes a real monthly cost. Hybrid is common too: keep Salesforce or Zoho as the record and build a light mobile app or WhatsApp layer on top that field staff will actually use.
Connects with
- WhatsApp Business
- IndiaMART lead API
- Google Workspace
- Twilio
- Razorpay
- Tally
- Zoho
- HubSpot
Industries
Sectors that use CRM this way
Questions
CRM: common questions
- Project · O2ECRM from lead to billing for an IT services firm
- Project · O2EA support desk with SLAs for a logistics company's WhatsApp, email and phone queries
- Project · O2EWhatsApp order tracking and support agent in Gujarati, Hindi and English for a D2C brand
- ChecklistChecklist: before you sign an ERP or CRM implementation contract
- ArticleChoosing a CRM when your sales run on WhatsApp and phone calls
- Point of Sale and Retail OperationsPOS and retail
- E-commerce Store and Multi-vendor MarketplaceE-commerce and marketplace
- Customer and Partner Self-Service PortalsCustomer portals
Can it work with WhatsApp?
Yes. Using the WhatsApp Business Platform, messages to your business number appear on the customer record and salespeople can reply from the CRM, with templates approved by Meta for outbound messages.
We already pay for Zoho. Should we move?
Usually not. If Zoho does 80 percent of what you need, we would rather build the missing piece and connect it than replace a tool your team already knows.
Will salespeople use it?
Only if it saves them time. We keep data entry to a minimum, let them log visits by voice, and make the daily call list the first screen they see.
Talk to us
Planning your CRM?
Tell us what you use today and what is not working. We will say whether to extend it or build.
Start a conversation
Tell us what you are trying to build.
Share the problem in a short call. You leave with a clear view of the approach, the team and the cost.
A specialist replies within one working day. The first conversation is free.