Service

Custom CRM Development

A CRM that follows your sales and service process — not the other way round.

Custom CRM software for leads, follow-ups, quotations, service jobs and customer history — with role-based panels, WhatsApp alerts and dashboards your team will actually use.

What's included

  • Lead capture from website, ads, WhatsApp and calls
  • Custom pipeline stages, fields and approval rules
  • Follow-up reminders and task assignment
  • Quotations, invoices and payment tracking
  • Role-based panels for sales, service, vendors and admins
  • WhatsApp, SMS and email notifications
  • Dashboards, reports and Excel exports
  • Secure cloud hosting, backups and mobile access

Why businesses switch to a custom CRM

Spreadsheets, diaries and WhatsApp groups work until the business grows. Then leads slip through, follow-ups are missed and nobody has the full picture. Ready-made CRMs promise to fix this but force your team into someone else's process — and charge for every user, every month.

A custom CRM from ANAY IT Solutions is built around how you already sell and serve customers. Every stage, field, report and permission matches your business, so your team adopts it from day one.

CRMs we build

  • Sales CRM — lead capture from website, ads and WhatsApp, pipeline stages, follow-up reminders and quotations.
  • Service & field CRM — complaints, AMC, technician assignment, job tracking and payment collection.
  • Clinic & hospital CRM — appointments, patient visits, doctor reports and branch-wise dashboards.
  • Recruitment & HR CRM — clients, candidates, interviews, placements and documents.
  • Education CRM — enquiries, admissions, fees and student communication.

Built to grow with you

We start with the workflow that matters most, launch quickly and add modules in phases. You get training, documentation and ongoing support — and the CRM evolves as your business does.

How we deliver

01

Map your workflow

We sit with your team and document how leads, jobs and approvals actually flow.

02

Clickable prototype

Screens for every role, approved before development begins.

03

Build in phases

Core modules first, then automation, reports and integrations.

04

Train & support

Data migration, team training and ongoing improvements.

Tools & technologies

PHPLaravelNode.jsReactMySQLREST APIsWhatsApp Business APIAWS
Related work

Recent projects.

All work
Custom software
Sales panelCompany panelVendor panelTechnician panel
Water purifier company

Field Service CRM

End-to-end field service CRM covering the full cycle from lead capture to work completion and payment collection, built for sales, operations, vendor and technician teams.

  • Lead management to AMC and service work-order flow
  • Real-time technician job assignment and tracking
  • Vendor parts inventory and supply management
PHPMySQLBootstrapREST APISMS gateway
Custom software
Admin panelDoctor panelReception panelBranch manager
Multi-branch dental chain

Dental Clinic CRM

A full-stack clinic management system with branch-wise access control, daily visit capture, patient records, doctor reporting and operational analytics.

  • Role-based login for admin, doctors and reception
  • Daily patient visits with treatment notes
  • Doctor daily report submission and approval
ReactNode.jsExpressMongoDBJWTTailwind CSS
Custom software
Client panelCandidate panelDocument vaultAdmin dashboard
HR consulting firm

HR Consulting CRM

A dual-sided CRM that manages client requirements and candidate pipelines, with a secure vault for placement documents and work bonds.

  • Client requirement intake and company profiles
  • Candidate resumes, skill mapping and interview tracking
  • Secure document vault for agreements and bonds
PHPMySQLBootstrapEncryption
FAQ

Custom CRM Development FAQs

How is a custom CRM better than Zoho or Salesforce?

Ready-made CRMs charge per user every month and make you adapt to their structure. A custom CRM follows your exact process, includes only what you need, integrates with your tools and has no per-seat fees as your team grows.

How long does a custom CRM take?

A focused first version usually takes a few weeks. Larger CRMs with multiple panels and integrations are delivered in phases, with a module-wise timeline shared upfront.

Can the CRM send WhatsApp messages?

Yes. We integrate WhatsApp Business API providers for reminders, follow-ups, job updates and payment links.

Can my team use it on mobile?

Yes. Every CRM we build works on phones and tablets, and we can add a dedicated Android / iOS app for field teams.

Who owns the data?

Your business data is yours. It can be exported at any time, and hosting and backups are set up so you stay in control.

Start your project

Get a free quote for custom crm development.

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