What we can do
Capture leads from ads, web, WhatsApp, and manual entry — then triage, nurture, auto-follow, report by team/branch, and chase payments when deals stall.
CRM Systems Development
CRM Systems · India
CRM Systems Development Company in India
Leads in. Follow-ups on. Revenue tracked.
A CRM built for how Indian teams actually sell — every lead source in one place, automatic nurturing and follow-ups, branch reporting, and payment reminders so deals do not die in WhatsApp. Delivered across India from our Chennai HQ — same published packages, written milestones, and asset ownership.
Starting from
₹60,000 + ₹10,000/mo
What is this
CRM built around how you already sell
Ads, website forms, WhatsApp bots, and manual entries all create leads — then someone forgets to follow up, especially after hours. We build a CRM that captures every source, triages high-intent vs low-touch, nurtures and auto-follows, and reports by team and branch. Optional payment follow-up and ops modules when your process needs them. Final scope is confirmed on a short discovery call. Built for Indian businesses and remote delivery nationwide — pick a package below; we confirm final scope on a short discovery call.
Businesses in India that need crm systems developmentSales teams that miss after-hours leadsTeams drowning in form / WhatsApp follow-ups
What you get
Why teams switch to a Brevia CRM
Below the modules are laid out one by one. This is the business outcome — fewer cold leads and clearer ownership.
How it reduces your work
After-hours enquiries get routed and followed up. Reps stop hunting “who spoke last?” in chat. Managers see pipeline by team and branch.
What you walk away with
A live CRM with lead management, triage, source tracking, nurturing/follow-up engine, reporting, and room for custom modules — plus monthly care.
Support after launch
Training for sales/ops, launch support, and monthly care for follow-up rules, tweaks, and technical help as sources change.
What lands in your hands
- Lead management system with stages and owners
- Lead triage & routing (high-intent vs nurture)
- Lead nurturing + automatic follow-up flows
- Multi-source capture (ads, web, WhatsApp, manual, more)
- Reporting by team and by branch
- Optional employee / attendance / payment modules + monthly care
Core CRM
Lead Management System
Every lead has an owner, a stage, and a next action — so nothing sits cold in a shared inbox.
- 01
Pipeline stages that match you
New → contacted → qualified → proposal → won/lost — or your own labels. Reps drag deals forward without inventing a side sheet.
- 02
Assignment & ownership
Route leads to the right person or team. Managers see who is responsible — not “someone will reply.”
- 03
Notes, tags & history
Every call, WhatsApp, and status change stays on the lead so handovers do not wipe context.
- 04
Duplicate control
Catch repeat numbers and emails early so ads and website forms do not create three records for one buyer.
Route fast
Lead Triage & Routing
Every lead gets an owner fast — scored, tagged, and sent down the right path instead of sitting in a shared inbox.
New user signs up / form submitted
?
Is this lead high-intent?
High-intent
Assign sales rep
Create CRM deal + SLA timer
Low-touch
Start nurture messages
If no reply → notify channel
Grow the pipeline
Lead Nurturing
Warm leads that are not ready to buy yet — with sequenced messages and touches that keep you top of mind.
- 01
Nurture sequences
Timed WhatsApp / email / SMS touches based on stage — so “maybe later” does not mean “forgotten.”
- 02
Offer & content drops
Share the right brochure, case, or offer when the lead hits a stage — without manual copy-paste.
- 03
Re-engage cold leads
Rules to revive quiet leads after X days — before you spend again on the same audience.
- 04
Monthly tuning included
Under ₹10,000/mo we adjust sequences as your offers and sources change — not a set-and-forget dump.
Never miss a touch
Lead Auto Follow-up
If a rep forgets, the system does not. Automatic reminders and messages keep the conversation alive.
- 01
SLA reminders
Ping the owner when a new lead sits untouched past your response window.
- 02
Scheduled follow-ups
Auto tasks and messages after first contact, quote sent, or no-reply — scoped to your sales motion.
- 03
Escalation paths
If a lead goes cold, escalate to a manager or secondary owner so deals do not die quietly.
- 04
Channel flexibility
WhatsApp, email, SMS, or in-app tasks — matched to how your customers already reply.
Every channel → one CRM
Lead Sources
Ads, website, WhatsApp, and manual entry all land in the same pipeline — tagged by source so you know what actually converts.
- UTM / campaign tags where ads allow it
- Source filters on pipeline and reports
- Room to add new sources without rebuilding
All lead sources
Google Ads
Search & Performance Max lead forms and landing-page conversions.
Meta Ads
Facebook & Instagram lead ads and click-to-WhatsApp campaigns.
Website
Contact forms, quote requests, and landing-page CTAs.
Manual entry
Walk-ins, phone enquiries, and referrals logged by your team.
WhatsApp Chat Bot
Bot or click-to-chat flows that create leads with chat context.
Other sources
Extend as you grow — without a new spreadsheet each time.
- Marketplace / listings
- Partner / dealer referrals
- Events & exhibitions
- Inbound email / phone
- Custom API sources
Visibility
Reporting Modules
See performance by team and by branch — not one blurry company-wide number.
Focus
Team reports
Leads, response time, stage conversion, and wins per sales team or individual rep.
Focus
Branch reports
Compare locations side by side — so you know which branch needs coaching or more ad spend.
Source ROI views
Which sources create qualified leads and closed deals — Google, Meta, web, WhatsApp, and more.
Exports for leadership
Pull CSV / scheduled summaries for owners who still want a weekly pack.
Ops inside the CRM
Employee Management
When sales ops need people data next to pipeline — roles, teams, and access without a separate messy sheet.
- 01
Team structure
Map employees to teams and branches so assignment and reporting stay accurate.
- 02
Role-based access
Reps see their leads; managers see their team; admins configure the system.
- 03
Directory basics
Profiles and contact hooks so handovers and escalations are not tribal knowledge.
- 04
Scoped with your process
Depth of HR-style fields is confirmed on discovery — we do not force a full HRMS unless you need it.
Field & office teams
Attendance Management
Useful when sales or service staff movement matters to lead ownership and daily ops.
- 01
Check-in workflows
Simple attendance or field check-ins tied to the same employee records used in the CRM.
- 02
Manager visibility
See who is active today when assigning hot leads or scheduling follow-ups.
- 03
Optional depth
Biometrics and advanced HR attendance can be quoted separately — this module covers CRM-linked needs.
- 04
Branch-aware
Attendance context can sit next to branch reporting so ops and sales stay aligned.
After the “yes”
Automatic Payment Follow-up
Won the deal? Do not lose the cash. Reminders and tasks for pending payments without awkward manual chasing every time.
- Step 1
Payment status on the deal
Track pending, partial, and paid against the lead or invoice reference you use.
- Step 2
Auto reminders
Scheduled WhatsApp / email / SMS nudges when payment is overdue — tone and timing you approve.
- Step 3
Owner tasks
Create follow-up tasks for finance or sales when a reminder does not convert.
- Step 4
Escalation rules
Escalate stubborn dues to a manager so collections do not depend on one person’s memory.
Your process
Other Custom Modules
Every business has a weird-but-important step. We add modules around your preferences — not the other way around.
- Quotation / estimate builders
- Site-visit or demo scheduling
- Dealer / partner portals
- Service ticketing after sale
- Document / KYC collection flows
- Anything else scoped on discovery
Connect your stack
Third-party Integrations
Wire the CRM to tools you already pay for — based on requirement, not a forced app marketplace.
Focus
Ads & lead platforms
Google and Meta lead intake, plus landing-page webhooks from your site.
Focus
Messaging
WhatsApp Business APIs, email providers, and SMS gateways as scoped.
Payments & accounting
Payment links, Razorpay/Stripe hooks, or accounting exports when collections matter.
Custom APIs
Connect internal tools, ERPs, or partner systems after we map the data contract.
What to expect
Build once — nurture every month
The one-time build covers go-live. Monthly care keeps lead nurturing, auto follow-ups, and technical support active as your sources grow.
Ideal for
- Businesses in India that need crm systems development
- Sales teams that miss after-hours leads
- Teams drowning in form / WhatsApp follow-ups
- Businesses running Google / Meta ads into forms
- Multi-branch teams that need per-branch reporting
Tech we commonly use
- Next.js · React · TypeScript
- PostgreSQL
- WhatsApp / email / SMS APIs
- Meta & Google lead hooks
- Cloud hosting & reporting
Investment
Everything on this page — one engagement
Lead management with nurturing, auto follow-up, multi-source capture, team/branch reporting — plus monthly care. Final scope is confirmed on a short discovery call.
₹60,000 + ₹10,000/mo
One Time Payment + Monthly
Included in this package
- Lead management system
- Lead nurturing + auto follow-up
- Sources: Ads, Website, WhatsApp, Manual & more
- Reporting by team and branch
- Payment follow-up & custom modules as scoped
- Third-party integrations + ₹10,000/mo care
Process
How we deliver crm systems development
Discover
Map lead sources, stages, teams, branches, and which follow-ups or payment reminders matter most.
Build & demo
Ship lead management, source capture, and follow-up rules on staging for sales review.
Launch & nurture
Train the team, go live, then run monthly nurturing, follow-up tuning, and support.
FAQ
Frequently Asked Questions
Straight answers about crm systems development packages, timelines, and how projects run with Brevia. Still unsure? Book a consultation
₹60,000 one-time for the CRM build and go-live, plus ₹10,000/mo for lead nurturing, auto follow-up tuning, and ongoing technical care. Custom modules and deep integrations are confirmed on discovery.
Monthly care for nurturing sequences, auto follow-up rules, small tweaks as sources change, and technical support so the CRM stays useful — not a dead login after launch.
Google Ads, Meta Ads, website forms, manual entry, WhatsApp chat bots, and other sources such as referrals, events, marketplaces, or custom APIs — all tagged into one pipeline.
Yes. Nurture sequences and automatic follow-ups are core to the package. The monthly retainer keeps those rules tuned as your offers and channels change.
Yes. Reporting modules are built for team and branch views — leads, conversion, and performance — so multi-location businesses are not stuck with one blurry total.
CRM-linked employee roles/teams and optional attendance-style check-ins can be included as scoped. A full HRMS is a separate package if you need deep HR policy workflows.
After a deal is won, the CRM can track payment status and send reminders or create tasks when dues are pending — so collections do not depend on memory alone.
Yes — quotations, site-visit scheduling, dealer portals, post-sale tickets, KYC flows, and more — based on your preferences and quoted after discovery.
Yes, based on requirement: ads platforms, WhatsApp/email/SMS, payments, accounting, or custom APIs. We scope connectors so you only pay for what you use.
You do. Repos, hosting, and credentials are handed over. The monthly retainer is for care and nurturing — it does not transfer ownership to us.
Most core CRMs ship in weeks after discovery and source mapping. Custom modules and integrations may add phases — confirmed on the discovery call.
Brevia Tech Solutions is a technology company based in Chennai delivering software, AI, automation and digital solutions. Share your lead sources, teams/branches, and follow-up pain points. Book a consultation or message us — we confirm scope and timeline on a short discovery call.
Yes. Brevia Tech Solutions is based in Thousand Lights, Chennai, and delivers crm systems development remotely across India with video discovery, written milestones, and full asset handover. Email contact@breviatech.io or call +91 7397 257 455.
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