The CRM does not match the process
People keep a spreadsheet on the side. We build around the process you follow.
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Custom CRM development · Sales and service teams · USA and Canada
Custom CRM development for sales and service teams
PromotEdge International offers custom CRM development for businesses in the USA, Canada and other markets. We build CRMs around your own sales and service process: your records, stages, permissions, reports and integrations, owned by you and hosted on your accounts. Our delivery team is in India.
A CRM that fits how your team sells and serves, instead of a team bent to fit the CRM.
In short
An off-the-shelf CRM suits most teams, and we will tell you if it suits yours. A custom CRM makes sense when your process, records or rules do not fit a standard product, or when per-user fees no longer add up.
Custom CRM development services we offer
A new CRM, or a custom layer around the one you have.
| Service | What you get |
|---|---|
| Fit check | Whether a standard CRM, a customised one or a custom build fits your process best. |
| Process mapping | Your records, stages, hand-offs and rules, written down before design. |
| Custom records and pipelines | The objects your business really uses, not only contacts and deals. |
| Roles and permissions | Who sees and edits what, by team, region or client. |
| Automation | Assignments, reminders, follow-ups and status changes that run on their own. |
| Integrations | Email, calendar, website forms, accounting and other tools connected. |
| Reports and dashboards | The numbers each team needs, from the same data. |
| Data migration | Records moved from spreadsheets or an old CRM, checked and de-duplicated. |
Part of our software development company work.
Brands we have worked with
- Fine Organics
- Weichai
- Novozymes
- Dozco
- SANY
- Prezent
- Honest AI
- SCENNE
- Sara International
- Vega MPS
- Desi Machine Pvt. Ltd.
Work delivered from India. Results are shared one to one, under NDA.
- Since 2015
- Round the clock, as per your location
- 4 pillars
- We travel to our clients every 3 to 4 months
Talk to us
Tell us what you need
We use these details only to reply to you.
Rather talk now?
How we work
- 01
Tell us the goal
A rough note through the form on what you sell and what needs to change.
- 02
We study your market
How people find you today, where inquiries get lost, then a call in your working day.
- 03
A written plan
The work, who does it and how it is measured. Nothing starts until you approve it.
- 04
The work starts
Our team in India does the work, with calls set in your working hours.
- 05
Reports and visits
Every number we report shows its source and date range, and we travel to our clients every 3 to 4 months.
Industries we serve
- ManufacturersMarketing for manufacturers
- Real estateMarketing for real estate
- Professional servicesMarketing for professional services
Common challenges
Why CRMs get abandoned, and what we do about it
Typical situations, not results from a named client.
Too many fields
Long forms mean empty records. We ask only for what someone uses.
Islands of data
Email, forms and accounting stay separate. We connect them so records stay complete.
Messy migration
Duplicates and broken records on day one kill trust. We clean data before it moves.
How we work
How a custom CRM project runs
- 01
Check the fit
We compare standard CRMs with a custom build for your process, and tell you which fits.
- 02
Map the process
Records, stages and rules, agreed with the people who will use the CRM.
- 03
Design the screens
The daily views for each role, tested with real users before building.
- 04
Build in steps
The core first, then automation, integrations and reports, each reviewed with you.
- 05
Migrate and train
Your data moved and checked, and your team shown how to use it.
What custom CRM development means
Custom CRM development means building customer relationship software around your own process, instead of adapting your process to a standard product. It costs more at the start than a subscription, so it fits teams with unusual records or rules, strict data needs, or enough users that subscription fees outweigh a build.
If a standard CRM fits, setting it up well is faster and cheaper; see our CRM implementation services page. A custom CRM is a web app at heart, built the same way as the work on our web application development company page.
Cost
What custom CRM development costs
There is no public price list, because the cost follows the job.
What affects the cost
- How many records, stages and roles
- How much automation
- How many integrations
- How much data to migrate
How we price
Hosting and any third-party fees are separate and paid by you. You see the scope and the fee in writing before work starts.
Questions buyers ask us
A fit check, process mapping, custom records and pipelines, roles and permissions, automation, integrations, reports, data migration and training.
Use an existing CRM if it fits your process with reasonable set-up. Build custom when your records or rules do not fit, your data needs are strict, or subscription fees outweigh a build. We tell you which, before you spend on either.
You do, once it is paid for. The code sits in your repository and the CRM runs on your hosting accounts.
Yes. We clean, de-duplicate and check the data, and run a test import before the real move.
Avijit Bhattacherjee leads our website coding team, front end and back end. We are available round the clock, 24x7, as per your location, and we travel to our clients every 3 to 4 months.
Tell us what is not working
A real person reads every message and replies.
Guides on this topic
- Comparisons
Custom CRM vs Salesforce: build or buy?
Packaged CRMs such as Salesforce fit most sales teams most of the time. But some businesses spend years bending one around a process it was not built for: custom objects, workarounds, add-ons, and seat costs that grow with every hire. At some point a CRM built around the process becomes the cheaper and simpler option. This guide compares the two on cost over five years, speed, fit, control and risk, and sets out how to decide. It is part of our guide to CRM implementation steps. We are not a Salesforce partner.
All our services
Four kinds of work. One plan.
Strategy
- Brand strategyKnow what you stand for
- Marketing strategy consultingA plan before you spend
- Digital transformation consultingProcesses that run on software
- AI consultingWhere AI pays off for you
- CTO as a serviceTechnical leadership, part-time
All strategyShow fewer
- India go-to-marketFor companies outside India
Technology
- AI automationHours back for your team
- AI agentsSoftware that does the task
- AI chatbotsAnswers day and night
- Outsource web developmentYour code, our team
- Hire developersEvery role, by the month or the hour
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- Staff augmentationExtra developers for your team
- Web app developmentSoftware your team uses daily
- Mobile app developmentApps for iPhone and Android
- CRM implementationOne record of every customer
- AnalyticsNumbers you can trust
- SaaS developmentYour product, built and run
- API integrationYour systems talking to each other
- MVP developmentA first version you can sell
- Software testingBugs found before your users do
- DevOpsReleases that ship without drama
- Software maintenanceUpdates, fixes and support
- Application modernizationOld systems made current
- Power BI consultingDashboards your team reads
- AI integrationAI inside the tools you use
- Custom CRM developmentA CRM built around your sales
Marketing
- SEO servicesGet found by buyers
- Local SEOCalls from nearby customers
- AI SEOShow up in AI answers
- Technical SEOA site search engines can read
- Content marketingArticles that bring in buyers
All marketingShow fewer
- Paid socialAds where your buyers scroll
- LinkedIn adsReach decision makers
- Email marketingEmails that bring buyers back
- Conversion rate optimizationMore inquiries from the same visits
- Ecommerce marketingMore orders for your store
- Influencer marketingCreators your buyers follow
- Lead generationQualified inquiries, not just clicks
- App store optimizationGet your app found and installed
- Social media optimizationSocial that supports sales
- Amazon adsProfit on Amazon, not just sales
- White label for agenciesDelivery behind your agency
Designing
- Website designSites that bring in leads
- WordPress websitesSites your team can edit
- Shopify developmentStores that sell across borders
- Ecommerce website designCustom stores beyond Shopify
- Brand identityLogo, colors and voice that match
All designingShow fewer
- UI and UX designScreens people find easy
- Landing page designOne page, one action
- Website maintenanceUpdates, fixes and backups
- Website redesignA new site without losing rankings
- Creative designCampaigns, motion and collateral
- White label web developmentBuilds under your agency's name