Lead Management
Capture leads, assign them to employees and track their status from enquiry to conversion.
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Build a custom CRM system that helps your business manage leads, customers, sales, follow-ups, employees, tasks, communication and reports from one centralized platform.
VixIndia develops CRM software around your sales process, team structure, reporting needs and business workflow instead of forcing your business to adapt to a generic system.
A CRM helps businesses organize customer information, leads, sales activities and follow-ups in one centralized system.
VixIndia develops customized CRM solutions according to your business process, team structure and reporting requirements.
Create a CRM system around the features your team actually needs.
Capture leads, assign them to employees and track their status from enquiry to conversion.
Maintain centralized customer profiles, contact details, requirements and interaction history.
Manage follow-up dates, sales activities, reminders and communication with prospects.
Track opportunities through stages and understand where prospects are in your sales process.
Control access to modules and information based on employee roles and responsibilities.
Assign tasks, monitor activities and maintain visibility across teams and departments.
Keep users informed about follow-ups, tasks, updates and important business activities.
Generate useful reports for leads, sales, employees, activities and overall performance.
Keep important customer and business information organized in a centralized system.
Connect websites, forms, external applications and services where required.
Access CRM functionality through interfaces designed for desktop, tablet and mobile devices.
Automate repetitive CRM workflows, notifications and internal processes.
A structured CRM workflow helps teams maintain visibility from the first enquiry through conversion and customer management.
Collect enquiries from websites, forms and other business channels.
Assign leads to the appropriate sales employee or team.
Record calls, discussions, requirements and scheduled follow-ups.
Move opportunities through defined sales stages and monitor progress.
Convert successful opportunities into customers and maintain their records.
Analyze leads, conversions, activities and team performance.
Every business has different sales processes and customer workflows. Custom CRM development allows the system to be structured around those differences.
CRM architecture can be planned around secure access, structured data, future expansion and consistent performance.
Authentication and role-based permissions help control access to CRM data.
Organized customer and business data makes information easier to manage and report.
New users, modules, features and integrations can be added as requirements grow.
Efficient application architecture supports a smooth experience for CRM users.
We structure CRM projects around your actual workflow and business requirements.
Understand your sales process, teams, customers, data and reporting needs.
Define modules, workflows, roles, database structure and user experience.
Develop the CRM interface, backend, business logic, APIs and required modules.
Test workflows, permissions, forms, reports, responsiveness and application behavior.
Deploy the CRM to the required hosting or cloud environment.
Provide updates, maintenance and support according to project requirements.
Common questions about custom CRM software development with VixIndia.
CRM software development is the process of creating a customer relationship management system tailored to a business for managing leads, customers, sales, follow-ups, communication and business data.
Custom CRM software can be designed around the company’s sales process, team structure, customer workflow, reporting requirements and business operations.
A CRM can include lead management, customer management, follow-ups, sales pipelines, tasks, reminders, communication records, employee roles, dashboards, reports, notifications and integrations.
Yes. Custom CRM systems can provide role-based access so administrators, managers, sales teams and other employees can access the features and information relevant to their responsibilities.
Yes. Depending on project requirements, CRM software can integrate with APIs, websites, forms, communication tools, payment systems and other business applications.
Yes. VixIndia develops customized CRM software solutions for businesses in Kanpur and across India based on their workflow and requirements.
Tell us about your sales process, team and requirements. We can help plan a CRM solution around your workflow.