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Floating Infotech

CRM development

Custom CRM software development

A CRM should match the way your team sells. We build CRM systems that capture every enquiry โ€” from your website, campaigns, portals and WhatsApp โ€” assign it to the right person and keep them following up until the deal is won or lost.

We also build CRM platforms as multi-tenant SaaS: each company in its own workspace, permissions down to own records, team or everyone, live notifications, payments and AI assistance.

What we deliver

CRM Development: capabilities

Lead capture, follow-up automation, WhatsApp and reports in a CRM built around your sales process.

Lead capture from every channel

Website forms, ad campaigns, WhatsApp, email and phone enquiries land in one queue, each with its source recorded.

Assignment and follow-up automation

Rule-based or round-robin assignment, reminders, scheduled follow-ups and escalation when a lead goes untouched.

Pipelines and deals

Your own stages, quotations, payments and win/loss reasons, with a clear view of what is likely to close this month.

WhatsApp, SMS and email

Message templates and conversation history inside the customer record, so nobody asks the client the same question twice.

Roles and data visibility

Permissions down to own records, team or everyone, plus an audit log of who changed what.

Reports and exports

Lead source performance, conversion rates, team activity and revenue, exportable to Excel and PDF.

AI assistance

Conversation summaries, suggested replies and lead prioritisation, with a person always deciding what is sent.

What you get

Deliverables

  • Workshops to map your sales process and stages
  • Web CRM with an admin console and live notifications
  • Mobile access for sales teams in the field
  • Data import from spreadsheets or your previous CRM
  • Integrations with payments, WhatsApp, SMS and email
  • Training for users and administrators

Who it is for

Typical clients

Real estate developers and brokers

Enquiries from portals and campaigns, site visits, bookings and payment schedules in one place.

B2B sales teams

Longer sales cycles with quotations, approvals and several decision-makers.

Service businesses

Education, healthcare and financial services firms that need follow-up discipline.

Industry focus: Real Estate

Technology

Technology for crm development

Our process

How we deliver your project

A predictable, transparent process from the first conversation to long-term support.
  1. Step 1

    Requirements gathering

    Workshops with the people who will use the system, to capture goals, workflows and constraints.

  2. Step 2

    Business analysis

    Processes, data and integrations documented; scope, priorities and success measures agreed.

  3. Step 3

    Architecture and UI/UX

    Technical design, security approach and clickable prototypes you can review before code is written.

  4. Step 4

    Development

    Short iterations with regular demos on a staging environment, so feedback arrives early.

  5. Step 5

    Testing

    Automated and manual testing of critical flows, performance checks and your acceptance testing.

  6. Step 6

    Deployment

    Automated, reversible releases with monitoring and backups in place from day one.

  7. Step 7

    Maintenance and support

    Fixes, updates, monitoring and new features after launch, with documentation for your team.

FAQs

Frequently asked questions

Why build a custom CRM instead of using Salesforce or Zoho?

Packaged CRMs work well when your process fits them. A custom CRM is worth considering when your workflow is specific (for example property inventory, broker commissions or approvals), per-user licence costs keep rising, or you need deep integration with your own systems.

Can you move our data from Excel or another CRM?

Yes. We map your existing fields, clean and de-duplicate records, run a trial import for you to check, and only then migrate the full data set.

Does the CRM work with WhatsApp?

Yes. WhatsApp conversations and templates can be connected through the WhatsApp Business Platform or an approved provider, so messages are logged against the right customer.

Can the CRM serve several companies or branches?

Yes. We build multi-tenant CRMs where each company or branch works in its own workspace, with its own users, settings and data.

Related services

Further reading

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