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Custom CRM Software

A CRM that matches how your team actually sells.

Custom lead pipelines, omnichannel inboxes, and follow-ups built around your process — not a bloated SaaS you configure forever. Built for sales teams and operators.

All solutions

Starts from $8,000.

Custom CRM Software — unified lead inbox and sales pipeline

Overview

Stop losing leads that never hit your inbox.

Prospects message you on WhatsApp, fill website forms, click ads, and call the office — but most CRMs only track email. Our Custom CRM Software unifies every source, auto-qualifies through chat flows, and routes hot leads to the right rep in minutes.

Custom CRM Software — operations view

Day-to-day operating views your team actually uses

Platform capabilities

What Custom CRM Software includes

From first enquiry to closed deal — every channel, conversation, and touchpoint in one CRM:

Custom CRM Software — workflow detail
  • Unified lead inbox — website forms, WhatsApp, Facebook, Instagram, Google Ads, email, and API sources
  • Chatbot qualification flows with scripted questions, branching logic, and automatic lead scoring
  • Auto-routing qualified leads to reps by score, source, territory, product, or round-robin rules
  • Full conversation timeline — chat, calls, emails, notes, and tasks on one contact record
  • Kanban deal pipeline with custom stages, values, and ownership accountability
  • Channel-wise reporting — enquiry volume, qualification rate, pipeline, and closed deals per source

Screenshots

Product screenshots

Screenshots from platforms we ship for US teams.

Custom CRM Software — operations view
Day-to-day operating views your team actually uses
Custom CRM Software — workflow detail
Workflow detail across roles and locations
Custom CRM Software — reporting
Reporting leadership can trust without a spreadsheet chase

Walkthrough

See the product in motion.

Book a free call for a live walkthrough — or watch a recorded demo when we publish one for this product.

See the product in motion.
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Request a live walkthrough

What helps

Custom CRM without the enterprise price tag

Most teams stitch together five tools to handle web forms, WhatsApp, and pipeline tracking. Ours does it in one platform — with chat flows that qualify leads so reps only talk to prospects who are ready.

White-label ready for agencies and SaaS businesses. Connect your website forms in minutes — no custom dev required.

Who uses this

Built for operators in these industries.

Same platform core — configured around how your industry actually works.

SaaS & B2B

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Real Estate

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Field Service

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Small Business

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How it works

From discovery to live software.

Custom CRM Software — reporting
01

Discover

Map workflows, roles, and the systems you keep — then lock scope and timeline.

02

Build

Weekly demos. You see the product take shape against real scenarios.

03

Harden

Roll out to a subset of users, capture feedback, harden edge cases.

04

Launch

Go live with training, documentation, and a clear support path.

Impact

Measurable change after go-live.

Slog Solutions received leads from website forms, WhatsApp, and partner referrals — but each channel lived in a separate tool with no qualification or routing discipline.

All

Lead sources unified in one inbox — web, WhatsApp, and referrals

Auto

Chat flows qualify budget, timeline, and fit before rep contact

<5 min

Average routing time for qualified leads to assigned rep

Live

Channel-wise conversion reporting for marketing and sales

Problem solving

Leads Arrive Everywhere — Your CRM Should Catch Them All

Omnichannel is not a buzzword. It is the reality of how prospects find you today.

Website forms, WhatsApp, Instagram DMs, Google Ads, and phone calls all generate leads — but most teams only track the ones that land in email. The rest slip through.

What stood in the way

  • Website form leads sit in inbox while WhatsApp and social enquiries live elsewhere
  • No single view of leads across channels — source attribution is guesswork
  • Sales reps manually qualify every enquiry — slow response kills hot leads
  • Chat conversations not connected to CRM — context lost when rep takes over
  • Marketing cannot measure which channels produce qualified vs junk leads

How the platform solves it

An omnichannel CRM that captures every lead in one inbox, auto-qualifies through chat flows, and routes hot prospects to the right rep instantly.

  • Unified lead inbox — website forms, WhatsApp, Facebook, Instagram, Google Ads, and API sources in one place
  • Chatbot flows that auto-qualify leads with scripted questions, scoring, and branch logic
  • Auto-routing qualified leads to the right rep based on score, source, territory, or product
  • Full conversation history — chat, email, calls, and notes on one timeline per contact
  • Channel-wise reporting — see which sources produce qualified leads and closed deals

Case study

Slog Solutions unified omnichannel leads and auto-qualification on one CRM

Slog Solutions Sales & operations

Slog Solutions received leads from website forms, WhatsApp, and partner referrals — but each channel lived in a separate tool with no qualification or routing discipline.

Read full case study
Omnichannel CRM with chat flows and lead qualification

The challenge

Website enquiries went to a shared inbox while WhatsApp leads were handled ad hoc. Reps spent hours qualifying basic questions manually. Leadership could not see which channels produced real opportunities.

The solution

We deployed the omnichannel CRM with website form capture, WhatsApp integration, chatbot qualification flows, auto-scoring, and rep routing — all visible on one pipeline.

All

Lead sources unified in one inbox — web, WhatsApp, and referrals

Auto

Chat flows qualify budget, timeline, and fit before rep contact

<5 min

Average routing time for qualified leads to assigned rep

Live

Channel-wise conversion reporting for marketing and sales

Before & after

Measurable change once the platform went live.

Once every channel fed one inbox with auto-qualification, reps stopped chasing junk and marketing finally saw which sources converted.

Lead capture

Prospects enquired via website, WhatsApp, and partner referrals simultaneously.

Before

Each channel had its own inbox — leads duplicated, missed, or responded to hours later.

After

Every source flows into one CRM inbox with source tags, timestamps, and deduplication.

Lead qualification

Reps wasted time on enquiries that were never going to buy.

Before

Manual qualification on every call — reps asked the same questions repeatedly.

After

Chatbot flows auto-qualify budget, need, and timeline — only scored leads reach reps.

Channel intelligence

Marketing needed proof of which channels produced revenue, not just volume.

Before

No source-to-close tracking — ad spend decisions based on lead count alone.

After

Channel-wise funnel — enquiries, qualified, pipeline, and closed deals per source.

FAQ

Questions teams ask before they buy.

Certifications & Recognition

Verified, recognized, audited.

Independently reviewed on Clutch and Capterra. Government-recognized under MSME, Startup India and STPI. Cloud-certified across AWS and Google Cloud.

Clutch Verified
Clutch Verified
Top B2B Provider
Capterra Reviewed
Capterra Reviewed
4.8 / 5 Rating
AWS Partner
AWS Partner
Cloud Partner Network
Google Cloud Partner
Google Cloud Partner
Build Partner
Good Firms
Good Firms
MSME Registered
MSME Registered
Govt. of India
Startup India
Startup India
DPIIT Recognized
STPI Member
STPI Member
Software Tech Parks

Next step

Ready to unify your lead sources?

Starts from $8,000. Book a free call to discuss your requirements.

Free 30-min call. No commitment.

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