Solutions · CRM
Custom CRM Development for Sales and Support Teams
A CRM that mirrors how your team actually sells and serves customers, from the first enquiry to renewal, with automation and AI where it saves real time.
Overview
Why CRM Development matters
Leads arrive from your website, WhatsApp, portals and walk-ins, yet half of them never get a second call because nobody owns the follow-up. Generic CRM tools often make it worse: rigid fields, per-seat pricing and workflows that do not match your sales cycle. With custom CRM development from HANA Platform, you get a system designed around your stages, your territories and your handoffs between sales and support. Every enquiry is captured, assigned and tracked automatically, and managers see a pipeline they can believe. The result is fewer lost leads, faster responses and a clear view of what is likely to close this month.
What we build
CRM Development: capabilities
Every feature is built on our standardized stack, so it is secure, tested and maintainable by any engineer in our pool.
Lead capture and pipeline management
Pull leads from web forms, ad platforms, WhatsApp and imports into custom pipelines with stages, probabilities and owner assignment rules.
Contacts and account management
A single profile for every person and company with history of calls, emails, quotes, orders and tickets, plus parent-child account hierarchies.
Sales automation
Round-robin or territory-based assignment, stage-change triggers, quote generation and approval flows that remove repetitive admin from the sales day.
Follow-up reminders and task queues
Due-today lists, overdue alerts and escalation to managers when a hot lead sits untouched, so no enquiry quietly goes cold.
Customer support and ticketing
Tickets linked to the customer record, SLA timers, priorities, internal notes and handover from sales to service without losing context.
Email and WhatsApp integration
Log emails automatically, send approved templates over WhatsApp and keep every conversation on the timeline of the right contact.
Reporting and forecasting
Conversion by source, stage velocity, rep performance and revenue forecasts, with exports and scheduled reports for leadership.
AI lead scoring
Score leads using engagement, profile fit and past outcomes so reps start each day with the prospects most likely to convert.
Key benefits
Outcomes your business can count on
Fits your sales cycle
Stages, fields and approvals follow the way you already sell, whether that is a two-day retail enquiry or a nine-month enterprise deal.
No per-seat surprises
You are not tied to a vendor's license tiers, so adding sales reps, channel partners or support agents does not inflate a monthly bill.
Faster response times
Automatic assignment and reminders mean new leads reach the right person within minutes instead of waiting in a shared inbox.
Accountability without micromanagement
Managers see activity and pipeline health at a glance, which keeps coaching focused on deals rather than chasing status updates.
Use cases
Where this delivers value
Real estate sales teams
Track site visits, unit preferences and booking stages, and match enquiries to available inventory across projects.
B2B distributors and manufacturers
Manage dealer accounts, quotations and repeat orders, with visibility into which territories and products are growing.
Service businesses with support desks
Combine sales pipelines and after-sales tickets so account managers know about open issues before their renewal call.
Technology used
Built on one proven stack
We build CRMs on Next.js and NestJS with PostgreSQL and Prisma, using Redis and BullMQ for reminders, bulk messaging and imports so the interface stays fast even when thousands of follow-ups are scheduled.
- Next.js + TanStack Query
- NestJS REST API (/v1)
- PostgreSQL + Prisma
- Redis + BullMQ for scheduled follow-ups
- Email and WhatsApp messaging integrations
- pino logging and Sentry monitoring
Our process
From first call to confident launch
- 01
Discovery
We sit with sales, support and management to map lead sources, stages, handoffs and the reports leadership reviews every week.
- 02
Design
We define the pipeline model, custom fields, assignment rules and permission levels, then prototype the rep's daily view and the manager dashboard.
- 03
Agile Build
Sprints deliver capture, pipelines, automation and integrations in that order, with contact data imported early so testing uses realistic records.
- 04
Production + 90-day hypercare
We launch with one team first, refine based on real usage, roll out to the rest and support adoption closely for 90 days after go-live.
When custom CRM development beats an off-the-shelf tool
Packaged CRMs are a good starting point for small teams with standard processes. They start to strain when you need deep links to your ERP or inventory, unusual approval chains, regional data rules or pricing that scales badly with headcount. At that stage, teams often spend more effort on workarounds than on selling.
A custom CRM gives you a data model that fits, integrations that are first-class rather than bolted on, and ownership of the roadmap. Because it runs on the same stack as our ERP development work, connecting sales orders, stock availability and invoices is straightforward.
AI lead scoring and smarter follow-ups
Once your CRM holds clean activity data, AI can help reps prioritize. Lead scoring ranks prospects by likelihood to convert, follow-up drafts are suggested for review, and call notes can be summarized straight onto the record. Explore the details on our CRM + AI integration page.
If you already use HubSpot, Salesforce or Zoho and want intelligence rather than a replacement, our real estate HubSpot AI assistant case study shows that approach in practice.
- Lead scores updated as prospects engage
- Suggested next actions and follow-up drafts
- Churn and stalled-deal alerts for account managers
Data security and access control
Customer data is sensitive, so access is denied by default. Reps see only their own or their team's records, partners see only the leads assigned to them, and every export and bulk change is logged. Passwords are hashed with argon2 and sessions use secure, httpOnly cookies.
Industries served
Proven across industries
FAQ
CRM Development: frequently asked questions
Build a CRM your sales team will use
Tell us about your lead sources and sales stages. We will outline a CRM that captures every enquiry and keeps follow-ups on track.