Keep source, owner, stage and next action together with agreed permissions.
Move one sample item through the workflow
New enquiry
Working interaction example with sample data. Final features are agreed for your project.
Enquiries are spread across personal phones and nobody owns the next follow-up.
| What we build or prepare | What it helps you do | What you can check |
|---|---|---|
| Lead capture | Forms, WhatsApp handoff notes and manual entry into one list. | Review a representative sample of: Lead capture |
| Pipeline stages | Custom stages, owners and due reminders. | Review a representative sample of: Pipeline stages |
| Simple reports | Weekly counts: new, won, lost, stuck — without a BI project. | Review a representative sample of: Simple reports |
Enquiries are spread across personal phones and nobody owns the next follow-up.
Keep source, owner, stage and next action together with agreed permissions.
Discovery notes · CRM scope & stage map
Overdue follow-ups; complete lead records; actual won/lost decisions.
Review a relevant example, agree the deliverables and test the key task. Hosting, integrations, ongoing support and recurring fees are discussed separately.
YOUR BUSINESS / A CLEAR REASON TO INVEST
Enquiries are spread across personal phones and nobody owns the next follow-up. Keep source, owner, stage and next action together with agreed permissions.
Start with the bottleneck you can describe and verify. The useful question is not how many features can be added, but which customer or team task becomes clearer, quicker or more reliable. We agree that task before proposing the work.
Channels, stages, who owns what, where leads die.
Screens, fields, permissions — cut anything unused.
Import a sample, run a week of feedback.
Go-live, training and a short stabilisation window.
This is a proposed working process. Timing, responsibilities and acceptance checks are agreed for your project.
Enquiries are spread across personal phones and nobody owns the next follow-up.
Keep source, owner, stage and next action together with agreed permissions.
Discovery notes · CRM scope & stage map · Working CRM (web app) · Admin access
Overdue follow-ups; complete lead records; actual won/lost decisions.
Connect the work to a real operational or customer-facing issue. Choose the first improvement, name the person who will keep it up to date, and agree what would count as a useful result.
Overdue follow-ups; complete lead records; actual won/lost decisions.
A clearer offer, professional presentation and an easier enquiry or working process can support a personal practice too. Use only the parts relevant to your work. A personal portfolio does not automatically need inventory, a CRM or paid advertising; start with the customer task you actually have.
Know the deliverables, exclusions and approval points before the build. Ask which accounts, files and access remain yours.
Review a relevant sample or pilot against your task. Approve the direction before repeating it across the project.
Test the customer journey and agreed outputs. A visual approval alone does not establish that forms, calculations or integrations work.
Agree who maintains the result, what instructions are included and how support requests or changes are handled.
Agree the measures before work begins and review the result against the starting point. Market conditions, your offer and ongoing upkeep also affect rankings, sales and professional outcomes.
Discuss your starting point →LeadDesk / Bangladesh
Enquiries disappear when several people reply from private phones and nobody owns the next action. A CRM should make the next step visible, not merely collect contact numbers. For a Bangladesh service business, start with the channels customers actually use: website forms, telephone calls, referrals and conversations that move to WhatsApp. Keep the original source even when a salesperson later edits a record. That lets the owner compare the quality of enquiries instead of assuming every channel performs equally.
Define stages using observable events: new enquiry, requirement confirmed, quotation sent, decision pending and won or lost. A lead is qualified only when it meets your written criteria; a friendly chat is insufficient. Assign one owner and a dated next action. Record why a deal was lost without turning the form into a long questionnaire.
Take a small, representative sample before importing the entire spreadsheet. Include duplicates, an incomplete phone number, a reassigned lead and a closed deal. Agree how these are handled. Managers should see pipeline totals; individual sales staff may need narrower access. Test permissions by signing in as each role, rather than trusting an administrator’s view.
A CRM is premature when nobody will maintain the records. A shared sheet with a clear owner can be the better starting point. Build custom software when existing tools leave a specific, costly workflow unresolved. Document exports and account ownership so the business can move its data later.
Open the full-size preview ↗Measure progress: Overdue follow-ups; qualified-to-proposal ratio; lost reasons; duplicate records.
The illustration is a concept demo. This is a custom development service; scope, hosting, API fees, security, testing and support are agreed per project.
Compare all 10 software services →Custom CRM for BD teams: pipelines, lead ownership, reminders and simple reporting so enquiries do not disappear in chats.
Spreadsheets and personal WhatsApp threads lose deals. A light custom CRM keeps every lead owned, staged and visible without forcing a bloated enterprise suite.
Everyone sees the same stages instead of private chat histories.
Fields and stages match your services — clinics, agencies, retailers, educators.
When staff change, the pipeline stays in the business.
We shape the scope around the actual business problem. These are the core capabilities available within this service.
| Service component | What it includes |
|---|---|
| Lead capture | Forms, WhatsApp handoff notes and manual entry into one list. |
| Pipeline stages | Custom stages, owners and due reminders. |
| Simple reports | Weekly counts: new, won, lost, stuck — without a BI project. |
| Roles & access | Who can see what — sales vs management. |
| Integrations (scoped) | Website forms, email alerts or WhatsApp notify where agreed. |
| Training & handover | Short guide so the team actually uses it. |
We keep the process understandable so you know what is happening, why it matters and what comes next.
Channels, stages, who owns what, where leads die.
Screens, fields, permissions — cut anything unused.
Import a sample, run a week of feedback.
Go-live, training and a short stabilisation window.
These are practical outcomes the service is designed to support. Exact results depend on your market, offer, execution and other business factors.
Every lead has an owner and a next step.
You see what is stuck before month-end surprises.
WhatsApp and mobile-first habits included in the design.
These answers are meant to make the service easier to understand before a consultation.
No. We design and build a CRM around your process. If a hosted SaaS fits better after discovery, we say so honestly.
Yes — that is a common first integration.
Usually on your hosting or a small cloud setup we document. Ownership stays with you.
CRM here is a focused lead/pipeline tool we can build with you. Heavy POS/ERP product builds stay under Partner Delivery.
Business Software & Internal ToolsStaff submit a request; the right manager approves it; the team tracks completion.
AI Chatbot DevelopmentCustomers ask a question, get an approved answer and can request a human reply.
Booking SystemsChoose a service and available time; receive confirmation and reschedule options.Tell us the business problem. We can help identify whether this service—or a combination of services—is the right direction.
Send us a few details about your project. Your enquiry will be tagged with this service automatically so our team can respond with the right context.
Dhaka office