Custom CRM
A CRM tailored to how your team actually sells — custom pipeline stages, full contact history, deal tracking, and email integration.
Project snapshot
- Starting at
- ₹2,00,000$2,800
- Delivery
- 45 days
- Status
- Live
- Tech stack
- Next.js + Supabase
Custom stages
Pipeline
Full activity
History
Integrated
45 days
Build
Overview
Custom CRM organises leads, contacts, and deals around your real sales process. Pipeline stages match how your team works, every interaction is logged against a contact, and email integration keeps conversations attached to the right deal.
It is built for sales teams that have outgrown spreadsheets but find generic CRMs bloated and rigid — giving them exactly the pipeline, fields, and workflow they need and nothing they don't.
The problem
Spreadsheets lose deals and generic CRMs force teams into someone else's process. A custom CRM fits your pipeline and data, so reps actually use it and nothing slips through the cracks.
Who it's for
- Sales teams that have outgrown spreadsheets.
- Businesses with a specific sales process a generic CRM can't match.
- Founders who want a lightweight, tailored pipeline tool.
Features
Custom pipeline stages
Define the exact stages your deals move through, so the CRM mirrors your real sales process.
Contact history
Every call, note, email, and meeting is logged against the contact for full context.
Deal tracking
Track deals with value, stage, and owner, and see the pipeline and forecast at a glance.
Activity log
A timeline per contact and deal keeps the whole team aligned on what has happened and what's next.
Email integration
Emails are captured against the right contact and deal so conversations live where the team works.
User stories
- As a rep, I want my pipeline to match our process so that the CRM fits how I sell.
- As a rep, I want full contact history so that I have context before every call.
- As a manager, I want deal tracking so that I can forecast the pipeline.
- As a team, I want email captured so that conversations stay with the deal.
User flow
- 1
Capture a lead
A lead enters the CRM and is assigned an owner and pipeline stage.
- 2
Work the deal
The rep logs activity and moves the deal through custom stages.
- 3
Keep context
Emails and notes attach to the contact and deal automatically or manually.
- 4
Forecast
Managers review the pipeline and forecast from deal stages and values.
Architecture
A Next.js front end with Supabase for data, auth, and permissions. The pipeline, fields, and stages are configured to your process, and activity is modelled against contacts and deals.
Email integration attaches messages to the right records, and role-based access controls who sees which deals.
The structure is extensible, so new fields, stages, or automation can be added as the sales process evolves.
Tech stack
Data model
Build plan
Weeks 1–2 — Contacts & pipeline
~14 daysContact and deal model, custom pipeline stages, and board view.
Weeks 3–4 — Activity & email
~14 daysActivity logging, timelines, and email integration.
Weeks 5–7 — Roles, reports & launch
~17 daysRole-based access, pipeline reports, QA, and deployment.
Deliverables
- Deployed custom CRM.
- Configured pipeline, contacts, and deals.
- Activity logging and email integration.
- Full source code and setup documentation.
Integrations
- Email provider for conversation capture.
- Optional: calendar for meetings.
- Optional: web form or lead-source connectors.
- Optional: reporting / BI export.
FAQ
Can the pipeline match our process?
Yes. Stages, fields, and workflow are configured to how your team actually sells.
Is contact history kept?
Yes. Every interaction is logged against the contact and deal in a timeline.
Does it integrate email?
Yes. Emails are captured against the right contact and deal.
Can it grow with us?
Yes. New fields, stages, and automation can be added as your process evolves.
Want Custom CRM built for you?
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