• Mumbai, Maharashtra 400064
  • contact@tanvora.com

A well-designed CRM (Customer Relationship Management) system gives you a complete view of your customers, sales pipeline and support interactions. At Tanvora, we build custom CRM solutions that match your sales, service and marketing processes instead of forcing you into a generic tool.

CRM Tailored to Your Business Workflow

We design CRMs around how your teams actually work — from lead capture and qualification to deal closure, renewals and support. Our solutions centralize customer data, automate routine actions and give managers real-time visibility into performance and pipeline health.

What We Offer in CRM Development

Lead & Contact Management

  • Centralized database of leads, contacts and accounts.
  • Custom fields, tags and segments based on your business.
  • Lead scoring, assignment and ownership tracking.

Sales Pipeline & Opportunities

  • Configurable stages for your sales pipeline.
  • Deal tracking with values, probabilities and next actions.
  • Forecasting views for management and leadership.

Activities, Tasks & Follow-Ups

  • Call logs, meetings, emails and notes attached to contacts/deals.
  • Reminders, tasks and follow-up schedules for sales teams.
  • Timeline view of all interactions with each customer.

Support & After-Sales

  • Ticketing or case management linked to customer records.
  • Issue categorization, status, SLAs and escalation rules.
  • History of support interactions for better service quality.

Automation & Workflows

  • Auto-assign leads based on rules (region, source, product, etc.).
  • Automated notifications and emails for key events.
  • Workflows for approvals, handovers and renewals.

Reporting & Dashboards

  • Sales performance dashboards by team, product or region.
  • Funnel analysis, win/loss reports and activity metrics.
  • Custom reports for leadership and team leaders.

CRM Integrations & Ecosystem

Website & Lead Sources

  • Lead capture from website forms, landing pages and chat.
  • Integration with campaigns and marketing tools.
  • Tracking lead source and campaign performance.

Email & Communication

  • Integration with email providers and shared inboxes (where needed).
  • Templates for outreach, follow-ups and nurture sequences.
  • Logging of key email interactions with contacts and deals.

ERP, Billing & Inventory

  • Optional integration with ERP or billing systems for quotes and invoices.
  • Access to product, pricing and stock information inside the CRM.
  • Consistency of customer data across systems.

Analytics & Management Reporting

  • Export or connect to BI tools for advanced analytics.
  • Scheduled reports and summary views for leadership.
  • KPIs aligned with your sales and service objectives.

Benefits of a Custom CRM

Single Source of Truth

All customer data, interactions and deals in one place instead of scattered spreadsheets and emails.

More Organized Sales & Support

Clear ownership, next steps and histories help teams stay on top of every opportunity and issue.

Higher Conversion & Retention

Timely follow-ups, reminders and segmented communication improve both new sales and repeat business.

Better Visibility for Management

Dashboards and reports give leadership a clear view of pipeline, performance and bottlenecks.

Aligned with Your Process

CRM flows match how your teams actually work, instead of forcing them to adjust to generic fields and stages.

Room to Grow

Add modules, integrations and automation as your business and teams expand.

Our CRM Development Process

01

Process & Requirements Mapping

Understand your sales, support and marketing workflows, current tools and gaps with stakeholders.

02

Data Model & Pipeline Design

Define entities (leads, contacts, accounts, deals, tickets), fields, statuses and pipeline stages.

03

UX, Screens & Permissions

Design screens for sales, support and management with role-based access and views.

04

Development, Integration & Migration

Build the CRM, integrate with other systems and safely migrate important data (where applicable).

05

Training, Rollout & Improvement

Train your teams, support go-live and refine the CRM based on real usage and feedback.

Why Choose Tanvora for CRM Development?

  • CRM workflows designed around your real sales and support processes.
  • Experience integrating CRM with websites, ERP, billing and marketing tools.
  • Focus on usability so teams actually enjoy and adopt the CRM.
  • Clean, extendable architecture ready for new modules and automations.
  • Ongoing support and enhancements as your teams and processes evolve.

Want a CRM that truly fits your business? Tanvora can design and develop a custom CRM that gives you full control over your customer relationships.