Lead Management
Capture leads, assign team members, track status, source, priority, and every next action.
Custom CRM Development
Custom CRM development.
Built around your workflow.
Custom CRM development for businesses that need a clearer way to manage leads, customers, tasks and reporting. I build around your process and existing tools, working from India with local and international teams.
Custom CRM DevelopmentWorkflow concept
OverviewWorkflowTeam
A clearer next action.
New enquiryAssign an owner
LeadFollow-upAgree the next action
TaskCustomer historyKeep the context together
RecordIllustrative interface · Sample workflows, with no real customer data.
Work directly with Jagjeet Singh.India · Remote projects · Agency collaboration
What I can help with
Custom CRM Development.
What we can build.
Custom CRM Development support, with the scope shaped around your goals and current setup.
Customer Database
Store customer profiles, contact details, company information, notes, files, and interaction history.
Sales Pipeline
Track each opportunity through stages like new, contacted, qualified, proposal, negotiation, won, or lost.
Tasks & Follow-ups
Create tasks, reminders, next call dates, meetings, follow-up notes, and daily action lists.
Reporting Dashboard
Track leads by status, source, team member, date range, pipeline stage, conversion, and activity.
Role-Based Access
Admin, manager, sales, support, and custom user roles with controlled access to data and actions.
Designed around the work
Start with the workflow.
Build the useful modules.
We map your current process before choosing screens or a technology stack. The first release can focus on the essentials, with additional modules planned as your team needs them.
- Lead ownership, pipeline stages and customer history
- Tasks, reminders, filters and practical reporting
- Role-based access and agreed export capabilities
- Website forms and API integrations where supported
Is this the right fit?
A project shaped around your requirements.
For teams outgrowing spreadsheets, businesses with workflows that do not fit a standard CRM, and agencies connecting client websites with lead-management systems. Start with the tasks your team needs to complete each day.
What we review before a quote
- Map lead sources, pipeline stages, ownership and user roles.
- Review existing data and agree migration or import requirements.
- Define a first release with useful screens, reports and permissions.
- Review integration APIs, hosting and ongoing support responsibilities.
Independent product
Kaarix CRM.
Built around a business.
- Customers & leads
Keep the relationship in context
- Reservations & follow-ups
Give each enquiry a next step
Explore my product work
See how I connect
interfaces and workflows.
Kaarix is my jewellery CRM product. It is an example of how I approach custom business systems, from the interface to the modules behind it.
Explore Kaarix
Jagjeet SinghFull Stack Developer · WordPress Engineer
How we work together
A clear scope.
A considered delivery.
Agree the requirements and approach before development starts, with room to review the work as it takes shape.
- 01
Map the business.
Review lead sources, users, stages, data and existing tools.
- 02
Define the system.
Agree modules, fields, permissions and useful reports.
- 03
Build & validate.
Develop the CRM and test the everyday tasks with your team.
- 04
Roll out & refine.
Deploy, explain the workflows and plan improvements from usage.
Before we start
Scope, cost & handover.
Your questions answered.
Can you build a CRM from scratch?
Yes. I can build a custom CRM based on your workflow, including leads, customers, tasks, follow-ups, reports, roles, and dashboards.
Can the CRM have different login roles?
Yes. The CRM can include admin, manager, sales, support, or custom roles with permission-based access.
Can it connect with website forms?
Yes. Leads from website forms can be sent into the CRM, assigned to users, and tracked through your sales process.
Can we export CRM data?
Yes. Export options can be added for leads, customers, tasks, reports, or filtered records in CSV/Excel-ready format.
Can we add more CRM modules later?
Yes. A custom CRM can start with essential modules and later expand into reports, automation, integrations, quotations, invoices, support tickets, or advanced dashboards.
What determines the cost of a custom CRM?
Modules, user roles, data migration, integrations, reports and hosting requirements determine the quote. A focused first release can be priced before later phases. Share the current workflow, team size, tools and budget range for a requirements review.
Can you connect website enquiries to a CRM?
Yes, when the website and CRM provide a suitable integration route. We review forms, field mappings, duplicate handling, permissions and any API or subscription limits before agreeing the connection.
Related services
Keep the next
step connected.
Explore the support that connects naturally with this project.
