Sales & Relationship Management
Need a WhatsApp shared inbox, not a custom build? Start with VartaDesk. Commission a custom CRM only when your pipeline will not fit a product — we design it around how your team actually sells.
Off-the-shelf CRMs force your team to adapt to software instead of software adapting to your process. The result? Low adoption, messy data, and missed opportunities.
Salesforce complexity requires dedicated admin and months of training
Per-user pricing makes scaling expensive—$150+/user/month adds up fast
Your unique sales process doesn't fit the prescribed workflows
Data lives in silos—marketing, sales, support all use different systems
Sales reps spend more time updating CRM than actually selling
Important customer insights are buried under unused features
Included
Our custom CRM solutions are designed around your unique sales process, customer journey, and team workflows—not the other way around.
Visual pipelines that match your exact sales stages. Drag-and-drop deals, custom fields, and automated stage progression.
Capture leads from any source, score them based on your criteria, and automatically assign to the right rep.
Automate follow-ups, task creation, email sequences, and notifications. Never let a lead go cold.
Two-way sync with Gmail and Outlook. Track opens, clicks, and replies. Email templates and sequences.
Click-to-call, call recording, voicemail drops, and automatic call logging. Power dialer for high-volume teams.
Real-time dashboards with pipeline value, win rates, sales forecasting, and rep performance metrics.
Connect marketing automation, track campaign ROI, and see the complete customer journey from first touch to close.
Native mobile apps for iOS and Android. Update deals, log calls, and access customer info from anywhere.
Connect with your ERP, accounting, support, and other tools for a unified customer view.
30%
More Deals Closed
with better process
2hrs
Saved Daily
per sales rep
95%
Adoption Rate
because it fits workflow
50%
Faster Onboarding
for new reps
Where it shows up
Challenge
Brokerage needed CRM for property matching, showing scheduling, and commission tracking unique to real estate.
What we do
Custom CRM with property database integration, buyer matching algorithms, showing calendars, and split commission calculations.
Result
40% faster property matching, automated showing coordination, accurate commission forecasting.
Challenge
Industrial equipment company needed quote configuration, long sales cycles, and dealer channel management.
What we do
CRM with CPQ (configure-price-quote), project tracking, dealer portal, and opportunity stage gates.
Result
60% faster quote generation, 100% visibility into dealer pipeline, standardized sales process.
Challenge
Wealth management firm needed client portfolio tracking, compliance documentation, and referral tracking.
What we do
CRM with AUM tracking, portfolio integration, compliance workflows, and client relationship mapping.
Result
Unified client view, automated compliance documentation, 25% increase in referral business.
Challenge
SaaS startup outgrew HubSpot and needed custom lead scoring, trial tracking, and expansion revenue management.
What we do
Custom CRM with product usage integration, expansion pipeline, health scores, and renewal automation.
Result
35% increase in trial conversions, proactive churn prevention, accurate MRR forecasting.
Why this engagement
Built around your process, not forcing you to adapt to software limitations.
One-time build with fixed hosting costs. No per-user fees as you scale.
Own your code, own your data. No vendor lock-in or migration headaches.
Teams actually use it because it matches how they work.
On-premise or private cloud options for sensitive customer data.
Add as many users as you need without per-seat licensing.
Connect anything with custom APIs built specifically for your stack.
CRM built for your industry gives you advantages competitors on generic platforms.
React · Node.js · PostgreSQL · Redis · AWS · Email APIs · VoIP Integration · Mobile (iOS/Android) · REST/GraphQL APIs · ElasticSearch
Start a conversation
Schedule a discovery call to map your sales process and see how a custom CRM can dramatically improve your team's productivity and close rates.
We reply within one business day.
info@sevendmobility.comWe reply within one business day.