A full-stack, scalable Customer Relationship Management platform built from the ground up — designed to unify your sales, support, and marketing into one powerful system.
This proposal outlines the development of a web-based, multi-user CRM system tailored to your organisation's workflows. The platform will consolidate your sales pipeline, customer support, marketing outreach, and reporting into a single, intuitive interface — eliminating siloed tools and manual tracking.
Developed in three structured phases, the system prioritises working software at every milestone, ensures continuous feedback loops, and delivers a production-ready platform by Week 18.
Most businesses outgrow generic tools. Here's what a purpose-built CRM fixes.
Contacts spread across spreadsheets, email, and chat — no single source of truth.
Sales team can't see deal stages, stuck opportunities, or accurate revenue forecasts.
Customer issues lost in inboxes, no SLA tracking, zero escalation workflows.
No reporting on conversion rates, churn risk, or campaign performance.
Covering the complete customer journey from first contact to ongoing retention.
Unified database for leads, prospects & customers with rich profiles, tags, and activity history.
Kanban-style deal board with stage tracking, weighted probability, and revenue forecasting.
Integrated help-desk with SLA timers, priority queues, escalation rules & customer portal.
Drag-and-drop email builder, audience segmentation, A/B testing & open-rate analytics.
Real-time KPI dashboards, custom report builder, exportable data (PDF/Excel).
Team task manager, call logs, meeting scheduler, reminders, and follow-up automation.
RESTful API, webhook system, native Slack/WhatsApp/Gmail connectors, and Zapier support.
ML-powered lead ranking, churn prediction, deal win probability, and smart follow-up triggers.
All deliverables, modules, priorities, phases, and classifications in one place.
| # | Feature | Module | Priority | Phase | Effort (days) | Classification |
|---|---|---|---|---|---|---|
| 01 | User Auth, Roles & Permissions | Admin | ● High | Phase 1 | 8 | Core |
| 02 | Contact & Lead Database | CRM | ● High | Phase 1 | 10 | Core |
| 03 | Sales Pipeline (Kanban) | Sales | ● High | Phase 1 | 12 | Core |
| 04 | Task & Activity Log | CRM | ● Medium | Phase 1 | 6 | Core |
| 05 | KPI Dashboard & Widgets | Analytics | ● High | Phase 1 | 10 | Core |
| 06 | Support Ticket System + SLA | Support | ● Medium | Phase 2 | 14 | Extended |
| 07 | Email Campaign Builder | Marketing | ● Medium | Phase 2 | 12 | Extended |
| 08 | Customer Self-Service Portal | Support | ● Medium | Phase 2 | 8 | Extended |
| 09 | Custom Report Builder | Analytics | ● Medium | Phase 2 | 10 | Extended |
| 10 | REST API & Webhooks | Integration | ● Low | Phase 3 | 14 | Advanced |
| 11 | WhatsApp / Slack Integration | Integration | ● Low | Phase 3 | 8 | Advanced |
| 12 | Mobile-Responsive PWA | Frontend | ● Low | Phase 3 | 10 | Advanced |
| 13 | AI-Assisted Lead Scoring | AI / ML | ● Low | Phase 3 | 16 | Advanced |
| 14 | Two-Factor Authentication (2FA) | Security | ● High | Phase 1 | 4 | Core |
Three structured phases with working software delivered at each milestone — not a big-bang release.
Tech stack sign-off, DB schema design, dev environment, CI/CD pipeline setup, wireframe approval & sprint planning.
Auth/RBAC, contact & lead module, deal pipeline, activity logs, 2FA, basic analytics dashboard, and unit tests.
Help-desk ticketing with SLA, escalation rules, email campaign builder with template library, and A/B testing.
Custom report builder, data export (PDF/Excel), self-service customer portal with ticket tracking.
REST API + webhooks, Slack/WhatsApp/Gmail connectors, PWA build, and AI-powered lead scoring model.
Full regression testing, performance & security audits, user acceptance testing, documentation, and go-live deployment.
Battle-tested technologies chosen for performance, scalability, and developer velocity.
We proactively identify risks and have clear mitigation strategies for each.
| Risk | Category | Likelihood | Impact | Mitigation Strategy |
|---|---|---|---|---|
| Requirement scope creep | Project | Medium | High | Signed PRD + formal change-request process with timeline/cost impact review |
| Key developer unavailability | Resource | Low | Medium | Cross-trained team members; documented codebase; backup developer on standby |
| Third-party API changes (WhatsApp, Slack) | Technical | Medium | Medium | Abstraction layer over all external APIs; versioned integration tests |
| Data security & GDPR compliance | Security | Medium | High | Encrypted at-rest & in-transit data; RBAC; regular security audits; GDPR data controls |
| Cloud infrastructure cost overrun | Financial | Low | Low | AWS budgets + alerts; auto-scaling limits; monthly cost review |
| User adoption challenges | Business | Medium | Medium | Training sessions, video walkthroughs, in-app onboarding tours included |
Transparent, phase-aligned pricing with no hidden costs. Source code ownership included in all plans.
| Milestone | Deliverable | Due | % of Total | Amount (Professional) |
|---|---|---|---|---|
| M1 — Kickoff | Signed agreement + PRD approval | Week 0 | 30% | ₹84,000 |
| M2 — Phase 1 UAT | Core CRM delivered & tested | Week 6 | 30% | ₹84,000 |
| M3 — Phase 2 UAT | Marketing & support modules live | Week 12 | 30% | ₹84,000 |
| M4 — Go Live | Production launch + handover docs | Week 12+ | 10% | ₹28,000 |
A dedicated squad of specialists with complementary skills — all assigned full-time.
Real feedback from businesses we've built CRM and enterprise software for.
The team delivered a fully functional CRM in just 14 weeks. Our sales conversion improved by 34% within two months of go-live. Outstanding communication throughout.
Replaced three different SaaS tools with this one platform. The milestone-based delivery gave us confidence and budget control at every step. Worth every rupee.
The WhatsApp and Slack integrations were game-changers for our support team. Ticket resolution time dropped by 58%. The AI lead scoring is surprisingly accurate.
These are taken as true for the proposal to hold.
The following are outside the scope of this proposal unless agreed separately.
Answers to the most common questions before signing off.
Schedule a 30-minute discovery call. We'll walk through your requirements, clarify scope, and send a final timeline within 48 hours.