CRM Development

3 delivery slots open this month

A CRM your sales team fills in because it helps them, not because you asked

Custom CRM platforms with automated lead capture, golden-hour follow-up, quotation workflows and forecasting that leadership can trust in a board meeting.

Fixed-scope proposal in 48 hours

Senior consultant on the first call

You own all code and IP

SLA-backed support after go-live

17+

Years of engineering experience

70+

CRM platforms delivered

11,000+

Sales users on our systems

9

Countries served

Free strategy consultation

Step 1 of 3

Scope

Budget & timeline

Your details

What do you need built?

Takes 40 seconds · Reply within one business hour

4.9 average from 128 Google reviews
Trusted delivery partner

200+ teams across India, the Gulf, the UK and the US ship with DOTFY

Enterprise governance, senior engineers only, and code you own from day one.

Tata logo
Reliance logo
Infosys logo
Mahindra logo
Airtel logo
HDFC Bank logo
Zomato logo
Asian Paints logo
Microsoft logo
Amazon logo
Siemens logo
Unilever logo
Emirates logo
Autodesk logo
Kia logo
Shopify logo
Tata logo
Reliance logo
Infosys logo
Mahindra logo
Airtel logo
HDFC Bank logo
Zomato logo
Asian Paints logo
Microsoft logo
Amazon logo
Siemens logo
Unilever logo
Emirates logo
Autodesk logo
Kia logo
Shopify logo
4.9/5
128 verified Google reviews
100%
NDA-backed, IP transferred to you
48 hrs
Fixed-scope proposal turnaround
60+
In-house senior engineers
AWS Partner NetworkGoogle Cloud PartnerMeta Business PartnerISO 9001:2015ISO/IEC 27001:2022GDPR & DPDP ready
Cost of waiting

What this quietly costs before anyone calls it a problem

Most teams don’t lose revenue in one big failure. They lose it in small daily leaks — slow pages, manual handoffs, leads that never reach a human.

18 hrs

wasted weekly on manual work

37%

of leads never followed up

3x

cost to fix it later

Free 30-min review · No obligation · NDA on request

01

Leads die in the first hour

Enquiries from ads, WhatsApp and calls reach a spreadsheet nobody watches until tomorrow.

We fix this in the first sprint
02

The pipeline is fiction

Deals sit in 'negotiation' for months because nothing forces a next action or a stage rule.

We fix this in the first sprint
03

Reps hate data entry

Twenty fields per lead means the CRM gets filled in on Friday evening, badly.

We fix this in the first sprint
04

Off-the-shelf does not fit

Your sales motion needs site visits, dealer margins or credit checks the SaaS product ignores.

We fix this in the first sprint
05

Per-user pricing punishes growth

Adding fifty field reps triples the licence bill before it adds a rupee of revenue.

We fix this in the first sprint
06

No forecast anyone believes

Leadership plans capacity on gut feel because the numbers change every time they are pulled.

We fix this in the first sprint
Our solution

How DOTFY solves it — one accountable system

Growth, automation, scalability, AI, security and performance — engineered together, delivered by one senior team.

Fixed scope48-hr proposalYou own the IP
01

Every lead captured automatically

Ads, website, WhatsApp, IVR, email and marketplaces flow in with source attribution intact.

02

Golden-hour routing

Rules assign by geography, product and load, then escalate if untouched within minutes.

03

Two-tap updates

Mobile-first logging, call outcome buttons, voice notes transcribed by AI into the record.

04

Built to your sales motion

Site visits, quotations, approvals, credit limits and dealer schemes as first-class objects.

05

AI that does the chasing

Follow-up drafting, dormant-lead revival and next-best-action suggestions per rep.

06

Forecast you can defend

Weighted pipeline, stage-conversion history and cohort trends built from real activity.

Want this mapped to your business? Get a free solution blueprint in 48 hours.

Included, not upsold

What you get in the crm development build

Every item below is scoped, priced and delivered in the fixed proposal — no change orders for the basics.

Omnichannel lead capture

Meta, Google, website, WhatsApp, IVR, email and marketplaces.

Included

Routing and SLA escalation

Assignment rules with timers and automatic manager escalation.

Included

AI sales assistant

Call summarisation, follow-up drafts and next-best-action prompts.

Included

Quotations and approvals

Templated quotes, discount approval chains and version history.

Included

Field-ready mobile app

Offline notes, geo-tagged visits and route planning.

Included

Forecasting and dashboards

Weighted pipeline, rep performance and cohort conversion.

Included

Telephony and WhatsApp

Click-to-call, recordings and official WhatsApp threads on the lead.

Included

Data ownership

Your database, your hosting, role-based access and full audit trails.

Included
12-month warranty Proposal in 48 hours 4.9/5 from 128 reviews
Why teams choose DOTFY

An engineering partner your board can sign off on

17+

Years

400+

Projects

4.9/5

Rating

17+ years of delivery

Four hundred plus projects across manufacturing, healthcare, retail, finance and logistics.

Dedicated senior team

Architect, designers, engineers and QA assigned to you — not rotated between accounts.

AI-first engineering

Every build is reviewed for where AI removes cost or wins time, not bolted on afterwards.

Current technology

Modern, supported stacks chosen for a five-year life, never a framework we happen to like.

Transparent process

Two-week sprints, working demos, a shared board and a weekly written status you can forward.

Named project manager

One accountable point of contact from kickoff to handover, reachable on WhatsApp.

Enterprise approach

NDA before discovery, security review before launch, and full IP transfer at close.

Long-term support

SLA-backed maintenance with monitoring, patching and a monthly enhancement pool.

Talk to the senior team, not a salesperson. Free 30-minute consultation, NDA on request.

Our development process

Seven stages, no surprises

You see a working demo every two weeks, approve cost before build, and always know which stage you are in.

  1. 01

    Discovery

    Process mapping, stakeholder interviews and a measurable definition of success.

  2. 02

    Planning

    Architecture, scope, sprint plan and a fixed cost band you approve before build.

  3. 03

    UI/UX

    Wireframes to interactive prototype, tested with the people who will use it daily.

  4. 04

    Development

    Two-week sprints on real data with a working demo at the end of each.

  5. 05

    Testing

    Automated suites, device and load testing, security review and UAT with your team.

  6. 06

    Deployment

    Staged rollout, data migration, training and hypercare through the first weeks.

  7. 07

    Support

    SLA-backed monitoring, enhancements and a quarterly roadmap review.

Kickoff within 7 days Two-week working demos Fixed cost approved before build
Portfolio preview

Recent work in this practice

See all case studies
Real estate CRM site visit scheduling screen

Real estate

Real estate sales CRM

Site visits, inventory blocking and channel-partner payouts.

Get a similar build
Lending CRM loan application pipeline view

Financial services

Lending origination CRM

KYC, credit checks and audit-ready decision trails.

Get a similar build
Industrial distribution CRM quotation screen

Manufacturing

Industrial distribution CRM

Dealer schemes, quotations and territory forecasting.

Get a similar build

Under NDA

Want the full portfolio for your industry?

We’ll send 3 relevant builds, real metrics and an indicative budget within 48 hours.

Verified case study

Residential developer · Pune

9 hrs → 7 min

Median first response time

+34%

Site visits per 100 leads

+22%

Bookings on the same ad spend

100%

Campaign-to-booking attribution

Get results like these +919000012345

Full metrics deck shared under NDA on request.

The business challenge

₹2.4 crore a month in ad spend produced leads that reached the sales team through three WhatsApp groups and a shared inbox. Median first response was 9 hours, and nobody could attribute a booking back to a campaign.

What we built

A custom CRM with instant capture from Meta and Google, geography-based routing with a 15-minute SLA, a mobile app for site visits, and AI-drafted follow-ups for dormant leads.

Technology stack shipped

  • React
  • Node.js
  • PostgreSQL
  • OpenAI
  • WhatsApp Business API
  • Exotel
  • AWS

The follow-up SLA changed the business more than any campaign we ran. We were losing buyers to whoever called first, and now that is us.

PPriya NairChief Sales Officer
Verified client reviews

What clients say after go-live

4.9/ 5 average128 Google reviews96% would refer us
Verified
Adoption was the real win — reps use it on the phone between meetings.
RRakesh MenonSales Director
Verified
We stopped paying per-user licences and got a system that matches our process.
AAnita DeshmukhCFO
Verified
Monday review meetings dropped from two hours to thirty minutes.
SSaif QureshiRegional Head

Want to speak to one of these clients?

We arrange reference calls with clients in your industry before you sign anything.

FAQ

CRM Development questions, answered honestly

Still unsure? A 30-minute call with a senior consultant will answer more than a proposal ever will.

3 proposal slots left this week

Get a fixed-scope crm development proposal in 48 hours.

Tell us the bottleneck. You get scope, architecture, timeline and a real cost band — no obligation, no sales chase.

  1. 01You share the bottleneck40 seconds, three short steps.
  2. 02Senior consultant callsWithin one business hour, not a bot.
  3. 03Fixed-scope proposalScope, timeline and cost band in 48 hours.
Mutual NDA before you share anything Full IP & source code transfer No lock-in retainers
4.9 average · 128 Google reviews · 96% would refer us

Free strategy consultation

Step 1 of 3

Scope

Budget & timeline

Your details

What do you need built?

Takes 40 seconds · Reply within one business hour

Book your free strategy session today.

Thirty minutes with a senior consultant who has shipped this exact kind of platform before.

Call now WhatsApp