CRM Development

CRM Systems that
close deals

Pipelines, automation, and everything in between, built by one team so nothing gets lost in a handoff. Every CRM is fast, secure, and shaped around how your team actually sells.

React & Node.jsSales AutomationCustom Data ModelLegacy migration
130+
Custom CRMs Shipped
28%
Avg. Deal Cycle Reduction
2.1×
Avg. Rep Productivity Lift
6+ Yrs
CRM Development Experience
Our Process

How we build step by step

A structured process ensures nothing gets missed, from initial discovery to a fully onboarded team.

  1. 01 Discover

    Discovery & Workflow Mapping

    Sales pipelines, lead sources, team roles, and existing tools mapped out end-to-end before a single line of code is written.

  2. 02 Architect

    Data Model & System Architecture

    Contact and deal schema, permission structure, and integration points with your existing tools decided up front, so the CRM is fast, scalable, and easy to extend.

  3. 03 Build

    CRM Development & QA

    Secure, maintainable dashboards, pipelines, and automation built together with modern frameworks, tested against real sales workflows before it ever reaches your team.

  4. 04 Launch

    Launch & Team Onboarding

    Data migration from your old system, performance checks, and hands-on training for your team. Plus 30-day post-launch support for refinements.

What's Included

Every CRM development service we offer

Pipelines, automation, ticketing, or reporting, we cover the entire platform end-to-end, not just the parts that are easy to template.

Custom CRM Application Development

End-to-end CRM platforms with contact management, deal pipelines, authentication, and complex business logic, built for sales, support, and operations teams.

  • React
  • Node.js / Laravel
  • End-to-End Ownership

Sales Pipeline & Deal Tracking

Drag-and-drop pipeline stages, deal scoring, and forecasting views built around how your sales team actually closes business.

  • Pipeline Views
  • Deal Stages
  • Forecasting

Marketing & Sales Automation

Automated lead scoring, follow-up sequences, and task assignment rules that keep deals moving without manual busywork.

  • Workflow Automation
  • Lead Scoring
  • Task Rules

Customer Support & Ticketing Modules

Ticket queues, SLA tracking, and customer history tied directly into the same records your sales team uses, so nothing gets lost between teams.

  • Ticketing
  • SLA Tracking
  • Unified Records

API Development & Third-Party Integrations

RESTful and GraphQL APIs connecting your CRM to email providers, payment gateways, and internal systems, built and documented as part of a single cohesive platform.

  • REST APIs
  • Email/Calendar Sync
  • Integrations

Legacy CRM Migration & Modernization

Migrating data and workflows off outdated or off-the-shelf CRMs to a modern, custom-fit platform, incrementally or as a full rebuild, without disrupting the sales team that depends on it.

  • Migration
  • Modernization
  • Zero Downtime

Reporting, Dashboards & Analytics

Real-time sales dashboards, revenue reports, and team performance analytics built directly on top of your live CRM data, no exporting to spreadsheets.

  • Dashboards
  • Revenue Reports
  • Team Analytics

Ongoing CRM Development & Support

Continuous feature development, integration upgrades, security patching, and bug fixes, so your CRM keeps evolving as your team and process do.

  • Monitoring
  • Security Patching
  • Support
What You Get

Every deliverable included

  1. Production-Ready Codebase

    Clean, documented frontend and backend code following modern conventions, handed off through your Git provider of choice, ready for your team to extend.

  2. Fully Responsive Build

    Every screen tested and refined across desktop, tablet, and mobile breakpoints, since your sales team isn't always at a desk.

  3. Migrated & Cleaned Data

    Contacts, deals, and history imported from your old system, de-duplicated and mapped to the new data model, not just dumped in as-is.

  4. Role-Based Permissions

    Access controls scoped to sales reps, managers, and support staff, so everyone sees exactly what they need to and nothing they shouldn't.

  5. Database & API Documentation

    A documented schema and API reference so your team can extend the CRM without guesswork.

  6. 30-Day Support Window

    Post-launch support for bug fixes, configuration tweaks, and technical questions across the full platform at no extra cost.

Selected Work

CRM platforms we've shipped

A cross-section of CRM work, from sales pipelines to support ticketing and customer success platforms.

B2B SaaS Sales

Custom Sales CRM & Pipeline Tool

Full-stack CRM rebuild pairing a drag-and-drop pipeline with automated lead scoring for a B2B SaaS sales team. Deal cycle time dropped 28% and forecast accuracy improved significantly.

  • Pipeline Automation
  • Lead Scoring
  • Dashboards
LeadPro

Lead Management Platform

Custom-built CRM dashboard and backend replacing a spreadsheet workflow for a sales team of 40. Cut report generation time from hours to minutes.

  • React
  • APIs
  • Dashboards
Real Estate

Meridian Realty Client CRM

Custom CRM tracking buyer and seller relationships, property matches, and follow-up schedules for a growing real estate brokerage. Agent response time dropped from days to hours.

  • Contact Management
  • Automated Follow-Ups
  • CRO
Logistics & Fleet Management

RouteWise Customer Ops CRM

Customer and account management platform tied to real-time fleet data for a logistics operator. Cut dispatch-related support tickets by 45%.

  • Real-Time Data
  • APIs
  • Support Tickets
Legacy Modernization

Harbor Freight CRM Rebuild

Migrated a decade-old spreadsheet-based client tracking system to a modern custom CRM with zero downtime during the transition. Data entry time dropped 78%.

  • Migration
  • Custom CRM
  • Modernization
Consumer SaaS

Roastworks Customer Success CRM

Custom CRM tracking subscriber lifecycle, churn signals, and support history for a coffee subscription brand. Churn dropped as the support team could finally see the full customer picture.

  • Customer Success
  • Churn Signals
  • Support History
Client Voices

What it's like to work with us

We measure success in deal cycles and rep productivity, not just how a dashboard looks. Here's what a few clients had to say.

Our old CRM was a spreadsheet three people were afraid to touch. The new system gave every rep a live pipeline view, and our deal cycle time dropped almost a third.
Ananya Kapoor
Head of Sales, WooCommerce
They handed off a CRM codebase our own engineers actually enjoyed working in, with patterns that made every new field or automation faster to add.
Rohan Mehta
Founder, Meridian Boutique
Migrating years of client history off our old system felt daunting, but the transition was seamless and our agents were productive on day one.
Daniel Cruz
Operations Lead, Harbor Freight
Transparent Pricing

Simple, honest pricing

No hidden fees, no surprises. Choose a package that fits your scope or talk to us for a custom quote.

Starter

₹ 25Konwards

Perfect for small sales teams that need a simple pipeline and contact management, fast.

  • Up to 5 users
  • Fully responsive build
  • Contact & deal management
  • Unlimited revisions
  • Basic email integration
  • Domain + hosting + SSL included
  • 1 year free support
  • Marketing automation
  • Support ticketing module
  • Custom reporting suite
Get Started

Enterprise

Custom

For large sales orgs, legacy CRM migrations, custom platforms, or teams needing an embedded development team on retainer.

  • Unlimited users
  • Full multi-team CRM build
  • Legacy CRM migration
  • Unlimited revisions
  • API & third-party integrations
  • Advanced automation & reporting
  • Domain + hosting + SSL included
  • 1 year free priority support
  • Dedicated development lead
  • Monthly retainer available
Talk to Us
FAQ

Common questions

Anything else on your mind? Drop us a message at info@sitefiy.com

A custom CRM fits your exact sales process instead of forcing your team to work around a generic one, avoids per-seat licensing costs that scale against you, and gives you full ownership of your customer data with no vendor lock-in.

It depends on the project. A common pairing is React on the frontend with Node.js or Laravel on the backend and PostgreSQL for data, but we'll recommend the right combination during discovery based on your goals, team, and existing systems.

A focused CRM covering core pipeline and contact management typically takes 6–10 weeks; a full platform with automation, ticketing, and reporting usually takes 12–20 weeks depending on scope. We share a detailed timeline in our proposal before development begins.

Yes. We import contacts, deals, and history from your existing system or spreadsheets, de-duplicate and map it to the new data model, and validate it against the source before go-live.

Yes. We migrate legacy CRM systems to a modern architecture, either incrementally alongside the existing platform or as a full rebuild, with a plan designed to avoid downtime for the sales team relying on it.

We handle the full platform, including workflow automation, email/calendar sync, third-party integrations, and reporting dashboards, and document everything so your team can operate and extend it independently.

Yes. Upon receipt of final payment, full IP, the complete codebase, and all your customer data transfer to you through your own Git repository, database, and hosting account, no vendor lock-in.

We offer optional retainers for continued feature development, integration upgrades, security patching, and bug fixes after launch. It's entirely opt-in, not bundled by default.
Ready to Begin

Let's build a CRM
that actually gets used

Tell us about your sales process and we'll get back within 24 hours with a tailored CRM development proposal, no commitment required.