Custom Software Development

CRM Development Services That Fit Your Sales, Support & Operations

Build a CRM your team actually wants to use. Custom CRM development from InnovariaTech gives you the exact workflows, roles, and integrations your business needs — without paying for features you'll never use.

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What We Build

Our CRM development services cover full-cycle delivery — strategy, UX/UI, development, integrations, migration, and post-launch support.

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Sales CRM

Leads, pipelines, quoting, forecasting, activities

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Customer service CRM

Ticketing, SLAs, routing, knowledge base

⚙️

Operations CRM

Onboarding, renewals, task automation, approvals

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Partner/customer portals

Secure self-service, requests, documents

Core CRM Modules

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Sales Pipeline

Lead capture, stages, tasks, reminders, quotes, forecasting

sales CRM
🎧

Support / Helpdesk

Multi-channel tickets, routing rules, SLAs, macros, KB

customer service CRM
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Customer 360

Unified profile: orders, tickets, communications, lifecycle

CRM solutions

Automation

Workflow rules, triggers, notifications, scheduled jobs

CRM automation
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Reporting

Dashboards, KPIs, filters, exports, scheduled reports

CRM dashboard
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Roles & Security

RBAC, audit logs, permissions, data masking, MFA-ready

CRM implementation

Integrations & Automation

CRMs work best when they connect to your existing tools. We handle CRM integration with payments, marketing platforms, ERP/accounting, analytics, and messaging — using clean APIs and secure data flows.

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API integrations

REST/GraphQL, webhooks, background jobs

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Single sign-on (SSO)

Identity provider integration when needed

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Email/calendar sync

Contact enrichment, logging, synchronization

Automation workflows

Approvals, escalations, reminders, routing rules

Analytics & Dashboards

Make data-driven decisions with powerful CRM dashboard features. We build custom reporting, KPIs, forecasting, and real-time analytics that help your team track performance and identify opportunities.

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Custom Reports

Build reports tailored to your business metrics and KPIs

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Forecasting

Predict sales and revenue with data-driven forecasting

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Real-time Analytics

Monitor performance with live dashboards and alerts

Security & Compliance

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Role-Based Access Control (RBAC)

Granular permissions and access management

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Audit Logs

Track all user actions and data changes

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Data Privacy

GDPR, CCPA compliance-ready architecture

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MFA-Ready

Multi-factor authentication support

Migration & Modernization

Moving from spreadsheets or an old tool? We provide CRM migration services including data mapping, de-duplication, validation, and parallel-run rollout so your team stays productive during the switch.

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Data import + de-duplication

Clean, validated data migration with duplicate detection

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Field mapping + validation

Accurate data mapping with rollback plan

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User training + documentation

Comprehensive training and adoption monitoring

Delivery Process

01
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Discovery

Goals, users, workflows, data model, success metrics

02
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UX/UI

Wireframes, clickable prototype, role-based screens

03
⚙️

Build

Agile sprints with weekly demos

04
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QA & Hardening

Testing, performance, security checks

05
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Launch

Staged rollout + monitoring

06
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Support

Enhancements, optimization, and new modules

Technology Stack

We build CRMs with a modern stack for speed and maintainability (React/Next.js + Node.js + robust databases) and deploy on cloud infrastructure when required.

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Front-end

React, Next.js, TypeScript

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Back-end

Node.js, Express/NestJS

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Databases

PostgreSQL/MySQL/MongoDB

☁️

Cloud/DevOps

AWS/Azure/GCP, Docker, CI/CD

Frequently Asked Questions

Ready to Build a Custom CRM Development Roadmap?

Book a free discovery call and we'll recommend modules, integrations, timeline, and a phased launch plan.

No commitment required • Expert guidance • Free consultation