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§ 04 — CRM & Enterprise

CRM development in Delhi, shaped around how you sell.

Salesforce, Zoho, Odoo or fully custom — built around your actual sales process, not a vendor's idea of it. Our CRM & Enterprise Systems discipline launched in 2024, led by senior Salesforce and Zoho engineers, and is one of seven disciplines run by one accountable team.

Salesforce Zoho One HubSpot Odoo Custom EMS
§ What we build

Systems your teams will actually open.

We implement, customise and connect off-the-shelf CRMs — and when nothing off the shelf fits, we build the enterprise system ourselves. Either way, it starts from how your teams really work.

Modernise your stack →
  • CRM implementation

    Salesforce / Zoho / HubSpot setup, with data migration, user training and change management.

  • Custom EMS platforms

    When no off-the-shelf fits (as with the field-force EMS we built) — we build it for you.

  • CRM customisation

    Custom objects, Apex, Flows, Zoho Deluge, workflows, validation rules.

  • Integrations

    Connect CRM to your website, marketing stack, billing, telephony, warehouse, field apps.

  • Reporting & dashboards

    Real dashboards your executives will actually open — not screenshot-once vanity charts.

◆ ◆ ◆
§ Stack

Vendor platforms, or your own.

We work inside the major CRM platforms and build custom ones when they don't fit. The choice follows your process, your data and your budget — and we'll give you an honest "no" when a platform is the wrong fit.

SalesforceApexFlowZoho OneDelugeHubSpotOdooCustom EMS
  • Salesforce

    Custom objects, Apex, Flows and validation rules, configured around your pipeline.

  • Zoho One

    Deluge scripts and workflows that tie the Zoho suite to the rest of your business.

  • HubSpot & Odoo

    Setup, migration and integrations for teams already invested in either platform.

  • Custom EMS

    Mobile apps for field teams plus a web admin for managers, on a backend from our backend & API team.

  • AI in the CRM

    Agents and intelligent workflows from our AI Studio, built into the CRM you already use.

§ How we work

Process first. Platform second.

01

Discovery

Workshops and stakeholder calls to map how your teams actually sell, serve and report today.

first
02

Architecture

Platform choice, data model, integration map and a migration plan. Nothing gets built before it's drawn.

before build
03

Configure & build

Customisation or custom development in weekly sprints, with staging environments you can test from week one.

weekly
04

Migrate & train

Data migration, user training and change management, so the system is used, not just installed.

go-live
05

Report

Dashboards your executives will actually open, built on clean, connected data.

from day one
06

Steward

Bug fixes, new workflows and integrations as the business changes. A named engineer stays on your system.

after launch
§ Casework · Case 03

Field-force EMS platform

An enterprise management system — attendance, task management, route planning and productivity reporting in one app. Built for distributed field teams such as sales reps, service engineers and medical reps, with a web admin for managers. In production since 2023 and still actively maintained.

iOSAndroidWeb AdminMaps
Read the case →

◆ Client names and screens are withheld under NDA. References available on request.

  • Geolocation & route optimisation

    Check-in and routes planned around real-world field work.

  • Real-time task assignment

    Managers assign work from the web admin; field teams see it instantly.

  • Analytics dashboard & offline-first

    Productivity reporting for managers, and an app built to work offline.

  • Also shipped

    An internal CRM and dashboard system — customer records, pipeline, reports and automations for a growing operations team.

§ Questions

What operations teams ask us first.

Should we use Salesforce, Zoho or a custom CRM? +

Start with the process, not the vendor. If Salesforce, Zoho, HubSpot or Odoo fits how your team actually sells, we implement and customise it. When no off-the-shelf product fits, as with the field-force EMS in our casework, we build a custom platform instead. We'll tell you honestly which route suits you.

Can you migrate data from our existing CRM? +

Yes. CRM implementation with us includes data migration, user training and change management, not just configuration. We map your current records and pipeline during discovery, plan the migration before anything moves, and hand over documentation and runbooks so your team understands the new system from its first day in use.

Can the CRM connect to our other systems? +

Yes. We connect CRMs to your website, marketing stack, billing, telephony, warehouse and field apps, plus payment gateways and identity providers where needed. The goal is one reliable record of each customer, not five spreadsheets that disagree. Reporting dashboards then sit on top of that connected data.

What is a custom EMS platform? +

An enterprise management system built around how your teams actually work. Our field-force EMS, for example, combines attendance, check-in, route optimisation, task assignment and analytics in one mobile app for field teams, with a web admin for managers. Its offline-first architecture keeps it usable away from a reliable connection.

Can you add AI to our CRM? +

Yes. Our AI Studio builds agents and intelligent workflows into the systems you already depend on, including your CRM: support and sales-ops assistants, summarisation, search and structured extraction, with human-in-the-loop review where it matters. They are trained on your data and bounded by your rules and policies.

◆

Modernise your stack.

Tell us what you're building, inheriting, or trying to fix. We'll reply within 24 hours with honest next steps — whether we're the right team or not.