Sales CRM
Lead capture, pipeline stages, deal activity, follow-up reminders, notes, tasks, and sales dashboards.
Custom CRM platforms for sales, support, and operations
CRM Development Services for Custom Sales and Customer Workflows
Technanosoft builds custom CRM software with lead pipelines, customer records, sales automation, dashboards, integrations, reporting, and role-based workflows for teams that need more than off-the-shelf CRM tools.
CRM Systems We Build
A useful CRM should match how your team captures leads, follows up, serves customers, tracks work, and reports performance.
Support CRM
Customer records, ticket history, service workflows, escalation rules, and knowledge-linked support actions.
Operations CRM
Customer onboarding, approvals, documents, status updates, internal handoffs, and team accountability.
AI-assisted CRM
Lead summaries, next-step suggestions, call or email summaries, routing, and CRM update assistance with approvals.
CRM Workflow View
We design the CRM around pipeline visibility, team responsibilities, customer context, automation triggers, and reporting needs.
Pipeline, customer records, and activity history
Give sales, support, and operations teams one clean view of leads, customers, tasks, follow-ups, approvals, and outcomes.
Connected reporting and business workflows
Connect CRM data with dashboards, portals, accounting, messaging, email, support tools, and internal systems.
Common CRM Features
- Lead capture, routing, scoring, pipelines, and opportunity stages
- Customer records, notes, documents, history, and activity timelines
- Task queues, reminders, approvals, assignments, and follow-up workflows
- Email, WhatsApp, website form, payment, accounting, and support integrations
- Dashboards for sales performance, conversion, response time, revenue, and team workload
- Role-based permissions, audit logs, data exports, import tools, and secure admin controls
CRM Development Process
We map your customer lifecycle first, then build the CRM data model, screens, automations, integrations, permissions, reports, and launch plan.
- CRM discovery
- Workflow mapping
- Data model
- UX design
- Development
- Integrations
- QA
- Launch and support
CRM Automation Opportunities
Lead routing
Assign leads by source, region, service type, score, team, or availability.
Follow-up assistance
Draft reminders, summaries, and next actions while keeping sensitive outreach under human control.
Reporting automation
Turn CRM activity into sales, support, and operations dashboards without manual spreadsheet work.
Data cleanup
Detect missing fields, duplicate records, stale opportunities, and workflow exceptions before they create reporting gaps.
Relevant CRM and Workflow Examples
Examples of CRM-connected workflows, dashboards, SaaS products, lead handling, payment workflows, and customer operations systems.
AI OCR / Accounting Automation
AI OCR System App with QuickBooks Platform Integration
- Problem
- Finance teams needed an AI OCR app that could extract accounting data from documents and connect the workflow with QuickBooks for faster review and posting.
- What we built
- An AI OCR system app with QuickBooks integration, document extraction, accounting data review, error handling, and publication-ready platform workflow.
- Result
- The app was shaped for QuickBooks-connected accounting automation and platform publication, supporting a more efficient finance document workflow.
- Core features
- Tech stack
- AI OCRQuickBooks APIDocument intelligenceNode.jsCloud backend
AI SaaS
Neebify - AI-Powered LinkedIn & Email Outreach Platform
- Problem
- Sales teams needed a cleaner way to manage LinkedIn and email outreach without scattered spreadsheets.
- What we built
- Built an AI-powered outreach platform to manage LinkedIn campaigns, email follow-ups, replies, and analytics in one workflow.
- Core features
- Tech stack
- ReactNode.jsPostgreSQLAI APIs
AI Workflow Automation
Internal AI Support Agent Workflow
- Problem
- Support teams needed faster ticket triage without losing human approval or escalation control.
- What we built
- A controlled AI support workflow that classifies tickets, drafts replies, and escalates uncertain cases.
- Core features
- Tech stack
- AI APIsHelpdesk integrationNode.jsPostgreSQL
Technology Stack
Technology choices depend on the workflow, architecture, security, and long-term support needs.
FAQ
Can you build a CRM instead of using Salesforce or HubSpot?
Yes. Custom CRM development makes sense when your workflows, permissions, reporting, integrations, or customer lifecycle do not fit an off-the-shelf CRM cleanly.
Can a custom CRM integrate with our existing tools?
Yes. We can integrate website forms, email, WhatsApp, payment tools, accounting software, support systems, calendars, dashboards, and existing CRM platforms.
Can AI features be added to a CRM?
Yes. AI can support lead summaries, next-step suggestions, customer history summaries, routing, email drafts, and reporting assistance with review controls.
Do you migrate existing CRM or spreadsheet data?
Yes. We can plan imports, data cleanup, field mapping, duplicate checks, and migration steps as part of the CRM roadmap.
Need a CRM built around your real customer workflow?
Tell us how leads, customers, follow-ups, support, and reporting work today. We will help shape a practical CRM roadmap.
Build a Custom CRM