SERVICE OVERVIEW

CUSTOM CRM BUILT AROUND YOUR BUSINESS

We architect high-performance, mobile-responsive custom CRM systems tailored specifically to your lead flow, sales pipelines, team assignments, and operational workflows.

CUSTOM CRM CAPABILITIES & ARCHITECTURE

Lead Management & Pipelines

Centralized lead capture, automated lead scoring, stage tracking (New, Contacted, Proposal, Closed), and custom pipeline filters.

Team Assignment & Role Security

Granular access controls, manager dashboard, employee workload allocation, and real-time lead distribution rules.

WhatsApp & Communication Automation

Automated instant WhatsApp lead notifications, follow-up reminders, custom templates, and direct call logging.

Brand & Opportunity Management

Seamless conversion of raw contact enquiries into structured Brands, Contacts, Opportunities, and Deal values.

Mobile PWA & Real-Time Sync

Installable Progressive Web App (PWA) functionality allowing sales executives to manage leads on iOS and Android seamlessly.

CRM BUILDING BLUEPRINT

01

PIPELINE AUDIT

Map out sales funnels, lead status stages, user roles, and team assignment hierarchies.

02

DATABASE ARCHITECTURE

Design relational Supabase database schemas for leads, deals, brands, activities, and audit logs.

03

DASHBOARD BUILD

Develop fast React/Next.js dashboard interfaces, mobile PWA views, and WhatsApp automation triggers.

04

TRAINING & LAUNCH

Onboard sales team, configure role permissions, migrate legacy data, and push live.

FREQUENTLY ASKED QUESTIONS

Why build a custom CRM instead of buying off-the-shelf software?

Off-the-shelf CRMs charge hefty per-user monthly subscription fees and force your business to fit their generic workflows. A custom Lokaal India CRM is owned by you, built specifically around your lead pipeline, and scales without user fees.

Can the CRM integrate with Meta Lead Ads, Google Forms, and our website?

Yes, our custom CRMs include instant webhook triggers that automatically pull leads from Meta, Google Ads, website contact forms, WhatsApp, and external landing pages in real-time.

Can sales executives access the CRM on mobile devices?

Yes! All Lokaal India custom CRMs are built as mobile-optimized Progressive Web Apps (PWA) with instant PWA home screen installation, push notifications, and quick dial features.

START A PROJECT WITH LOKAAL INDIA

Tell us about your brand, campaign, or event. Our strategy team will craft a tailored growth plan.