CRM Development

Custom CRM platforms and Salesforce/HubSpot/Zoho engineering — pipeline automation, lead scoring, quoting and revenue intelligence.

94%
Rep adoption
Weekly active, 60 days post-launch
under 4 min
Lead response
Down from 6 hours median
+34%
Forecast accuracy
Quarter-over-quarter variance
The problem we solve

CRM adoption fails for one reason: it costs the rep more time than it gives back. Every field that a human types instead of a system inferring it is a small tax on your revenue team, and those taxes compound into unusable pipeline data.

We build CRM the other way round — capture is automatic, enrichment is inferred, and the interface is designed around the two minutes between calls. Data quality becomes a by-product of the rep doing their job, not an act of discipline.

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What this covers

  • Custom CRM platforms built to a specific sales motion
  • Salesforce, HubSpot and Zoho customisation and integration
  • Automated lead capture, routing, dedup and enrichment
  • Predictive lead scoring and pipeline forecasting
  • CPQ — configure, price, quote with approval workflows
  • Omnichannel activity capture: email, calls, WhatsApp, LinkedIn
  • Revenue dashboards, cohort analysis and commission tracking
  • Marketing automation and lifecycle campaign integration
Deliverables

What lands on your side.

Not a status report. Every item below is an artefact your team owns and can use without us.

01

Revenue process map

Stage definitions, exit criteria, routing rules and the metric tree behind the forecast.

02

CRM platform

Configured or custom-built system with automation, permissions and mobile access.

03

Data hygiene engine

Deduplication, enrichment, validation rules and an ongoing quality scorecard.

04

Integration mesh

Website, ads, telephony, WhatsApp, ERP and finance systems wired bidirectionally.

05

Enablement kit

Role-based playbooks, in-app guidance and adoption dashboards for sales leadership.

How it runs

The delivery shape for this practice.

Phase boundaries are commercial as well as technical — each one has its own fixed price, so you can stop after any of them.

  1. Step 1

    Revenue audit

    Shadow the sales floor, map the real process, quantify the leakage.

    1–2 weeks

  2. Step 2

    System design

    Object model, automation rules, scoring logic and integration architecture.

    2–3 weeks

  3. Step 3

    Build & wire

    Platform build, integrations, migration of historical pipeline data.

    6–14 weeks

  4. Step 4

    Rollout

    Pilot pod, feedback loop, full-team enablement and manager dashboards.

    2–4 weeks

  5. Step 5

    Revenue ops

    Ongoing tuning of scoring, routing and forecast models against outcomes.

    Ongoing

Investment

Indicative starting points.

Real numbers come out of discovery. These are the ranges engagements of each shape have actually started at, so you can tell early whether we are in the same conversation.

CRM Setup

Configure and integrate a platform CRM properly.

from₹5,50,000/project

  • Platform configuration
  • Data migration
  • 3 integrations
  • Team training
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Most common

Custom CRM

Purpose-built for a non-standard sales motion.

from₹24,00,000/project

  • Custom object model
  • Automation engine
  • Lead scoring
  • Dashboards
  • Mobile app
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Revenue Platform

CRM + CPQ + revenue intelligence, multi-region.

from₹60,00,000/project

  • CPQ engine
  • Forecasting models
  • Commission automation
  • ERP integration
  • SLA support
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Figures are indicative and exclude third-party licences and media spend. Fixed-price phases are quoted after discovery.

Questions

The ones we get asked first.

Let's begin

Tell us what is not working.We will tell you what it takes.

A 30-minute call, no deck. You describe the problem, we tell you whether it is one we should take — and if it is not, who we would point you to instead.

Or email hello@triversesolutions.co.in — replies within one business day.