CRM and ERP built around your business, not the other way round
Generic CRM and ERP products are built for the average company. If your sales process, approvals or billing do not fit their template, your team ends up using spreadsheets alongside them. A custom CRM or ERP matches how you actually work and connects every department to the same data.
Vibodh Software builds custom CRM and ERP systems for growing businesses in India, from lead management for sales teams to complete back-office automation.
What a custom CRM can include
- Lead capture from your website, ads, WhatsApp and phone calls into one pipeline
- Lead assignment, follow-up reminders and activity tracking for every sales person
- Customer profiles with documents, communication history and service requests
- Role-based access so each team sees only what it needs
What a custom ERP can include
- Automated invoicing with GST, payment tracking and reminders
- Inventory, purchase and vendor management
- Approvals and workflows across departments
- Collections, repayment tracking and reconciliation for lenders and finance teams
- Custom business intelligence dashboards and scheduled reports for management
Why custom instead of off-the-shelf
- No per-user licence fees that grow every time you hire
- Workflows that match your process exactly
- Integrations with the tools you already use
- You own the code and the data
Proven in lending
We build complete loan-lifecycle CRMs covering customers, underwriting, collections and reporting. Read about our loan management CRM, and see our work for financial services, real estate and education.
Frequently asked questions
Why choose a custom CRM or ERP over an off-the-shelf product?
A custom system follows your exact workflow, connects to the tools you already use and does not force you to change how your team works. You also own the code and the data.
Which processes can a custom CRM or ERP cover?
Lead and sales pipelines, GST invoicing, inventory, collections, approvals and management dashboards, built around your business.
Can it integrate with our existing software?
Yes. We integrate with accounting tools, payment gateways, WhatsApp, SMS, email and your own APIs.
Do you build CRMs for lending companies?
Yes. We build loan management CRMs covering borrower pipelines, underwriting, collections and reporting. See our loan management CRM project type and our work for financial services.