Know Which Deals Are Real,Before Month End
Every lead, conversation and follow-up in one place — so a salesperson leaving does not take the pipeline with them, and the forecast is based on activity rather than optimism.
Sales pipeline — Q3
৳71L openContacted
৳18L
Meghna Traders
৳6.2L
Padma Foods
৳4.1L
Quoted
৳31L
Rupali Group
৳12.4L
Bengal Auto
৳9.0L
Closing
৳22L
Jamuna Ltd.
৳15.8L
Follow-ups due today
- Leads never lost
- WhatsApp connected
- Works on mobile
- Live in 4–8 weeks
Every customer in one record
Calls, messages, quotes and orders against one history.
Follow-ups that surface
The system reminds the salesperson, not the other way round.
WhatsApp and calls logged
Conversations recorded against the customer automatically.
A forecast with evidence
Pipeline weighted by real activity, not by what was promised.
What is a CRM system?
A CRM (Customer Relationship Management) system is a shared record of every customer and prospect: who they are, what has been discussed, what was quoted, and what happens next. Its purpose is to move that information out of individual salespeople's phones and notebooks and into an asset the business owns. The practical test of a CRM is not its feature list but whether the sales team keeps it current — a CRM that is only updated before the monthly meeting produces a forecast that is worse than useless, because it looks authoritative and is not.
Designed so the sales team actually updates it
Every CRM promises a 360-degree view. The ones that deliver it are the ones where logging a call takes five seconds on a phone.
- One customer record, complete history
- Contacts, conversations, quotations, orders and payments against a single customer, so anyone picking up the account can see what was said and promised without asking around.
- WhatsApp and call logging
- Conversations on the channels your team actually uses captured against the record automatically, instead of relying on someone to type a summary.
- Follow-up scheduling and reminders
- Next action set on every deal, with reminders and an escalation when something has gone quiet for too long.
- Pipeline and forecasting
- Deals by stage and value, weighted by actual activity, with a view of what has stalled rather than only what is progressing.
- Mobile-first entry
- Built for a salesperson standing in a customer's shop with one hand free. If updating takes more than a few seconds, it will not happen.
What changes after launch
- 0
- Every enquiry captured against an owner and a next step.
- ↑
- The second and third contact stop being forgotten.
- ✓
- The relationship history stays with the business.
- 1st
- New leads routed to a person immediately, not at the weekly meeting.
Leads lost in a notebook
More follow-ups completed
Continuity when staff leave
Faster response to enquiries
From a shared spreadsheet to a working pipeline
We design around the sales team's day, because adoption is the only thing that determines whether this works.
Swipe to see all 5 steps →
Common ways businesses use it
B2B sales pipeline
Long cycles with multiple contacts, quotations and approvals tracked through to order.
Distributor and dealer management
Territory ownership, order history and credit position per dealer.
Property and project sales
High-value, slow deals where the follow-up sequence decides the outcome.
Admissions and enrolment
Enquiry to enrolment tracked across a campaign intake period.
- Wholesale & Distribution
- Real Estate
- Education & Training
- Manufacturing
- Financial Services
- Healthcare & Clinics
- Travel & Tourism
- Professional Services
The pipeline, and what is stuck in it
Overview — last 7 days
Live৳71L
Open pipeline
8
Active deals
4
Overdue follow-ups
W1
W2
W3
W4
W5
W6
W7
This week
Won
ClosedJamuna Ltd. · ৳15.8L
Quoted
Awaiting replyRupali Group · ৳12.4L
Stalled
ChasePadma Foods · 14 days quiet
Deals by stage and value, overdue follow-ups, and which accounts have gone quiet. Sample data shown.
Questions, answered
01Why not use a ready-made CRM like Zoho or HubSpot?
For a standard sales process they are a reasonable choice and we will say so. Custom development makes sense when your process has real specifics — dealer credit rules, multi-stage approval, tight ERP coupling — or when per-user subscription costs across a large field team outweigh a one-time build.
02How much does custom CRM cost in Bangladesh?
It depends on pipeline complexity, integrations and user count. We quote after mapping your sales process, and that mapping is worth doing whether or not you build with us.
03How long does it take?
Four to eight weeks for a first working version covering the core pipeline. Deeper ERP integration and territory rules extend that.
04Will our sales team actually use it?
Only if entry is fast and it gives them something back — their own follow-up list, their own numbers. We design for that explicitly and measure adoption after launch. If a field is not being filled, we remove it rather than mandating it.
05Can it capture WhatsApp conversations?
Yes, through the WhatsApp Business API, logging conversations against the customer record automatically. That usually requires setting up the Business API, which we handle.
06Does it work offline in the field?
Basic entry can work offline and sync when a connection returns, which matters for teams covering areas with patchy coverage.
07Can it connect to our ERP?
Yes. Order and payment data flowing from the ERP into the customer record is what makes the CRM useful beyond the sales team, and it is a standard part of these projects.
Related services
- ERP & Business Management SoftwareWhere the order goes once the deal closes.
- WhatsApp Business AutomationCapture and answer enquiries at the source.
- Social Media & Ad AutomationFeed leads from your campaigns straight in.
- AI Analytics & Business IntelligenceSales reporting alongside the rest of the business.
- Custom Mobile App DevelopmentA field app for the sales team.
- AI Workflow AutomationAutomate quotation and approval steps.
See where your pipeline is actually leaking
A short call about how enquiries reach you today and what happens to the ones nobody follows up.