Custom CRM & Portals
Custom CRM development built around how you sell, with no per-seat fees.
Pipelines, portals and dashboards built around your steps, carrying your brand, with no per-user fees — even when we host it.
What is Custom CRM & Portals at Clepto?
Custom CRM & Portals at Clepto means we build a CRM around your own sales steps, approvals and follow-ups — branded with your name and colours. Leads come in from your website, WhatsApp and email. There are no per-seat fees, even when we host it, and the source code is handed over once paid in full.
- You own what we build
- Branded as yours
- No lock-in
Who it's for
Working around your CRM instead of with it?
Your team still keeps side spreadsheets because the off-the-shelf tool doesn't match how you sell.
Paying more every time you hire?
Adding people shouldn't mean a bigger monthly bill just to track contacts.
Sales, operations and billing in different places?
You want enquiries, follow-ups, payment reminders and team access in one system.
Why it matters
What it solves
- Eliminates lead loss caused by spreadsheets, email threads, and disconnected tools.
- Gives your sales team a clear view of leads, deal stages, and next actions.
- Improves follow-up speed and consistency through better workflows and automation.
- Creates a CRM system tailored to your exact sales process, team structure, and reporting needs.
How we do it
- Map your sales pipeline, lead lifecycle, internal workflows, and user roles before development starts.
- Build a custom CRM that fits your operations instead of forcing you into a generic system.
- Integrate with your existing tools such as HubSpot, WhatsApp, email, and invoicing platforms.
- Include role-based access control, data exports, and full ownership handover after launch.
- Host on your infrastructure or ours, depending on the engagement — your CRM and its data can live entirely inside your own cloud account.
Common uses
- Lead Management Systems
- Pipeline Tracking Tools
- Client Portals
- Sales Automation Platforms
- Reporting Dashboards
Deliverables
Pipelines that match your stages
Your deal stages, required fields and approval steps — not a template's.
Lead capture from every channel
Website forms, WhatsApp, Telegram and email land in the CRM automatically.
Assignment and follow-up
Leads assigned by rules you set, with WhatsApp or email reminders for stalled deals and overdue payments.
Team access and roles
Each person sees what they need, from sales to operations to management.
Your brand on it
Your logo, colours and domain. Your team and customers see your business, not ours.
Migration and training
We move your existing contacts and spreadsheets across and train your team.
Proof
How it works
- 01Website, WhatsApp, email
- 02Your CRM
- 03Assigned to the right person
- 04Reminders and follow-ups
- 05Dashboards
Related work
The Right Energy
Online store for The Right Energy, an Indore brand selling Vastu orgone pyramids, crystals and pyrite pieces.
Park Group India
Website for Park Group India, a real estate developer in Indore, presenting its residential, plotted and commercial projects.
Aureagle Threads
Online store for Aureagle Threads, a men's streetwear label from Indore selling regular-fit and oversized T-shirts.
Custom CRM for a Noida company
Technology company, Noida · Client name withheld under NDA
A CRM built around the company's own approval and commission steps, carrying its own branding.
Custom CRM vs. off-the-shelf CRM
| Custom CRM from Clepto | Typical off-the-shelf CRM | |
|---|---|---|
| Per-user fees | None, even when we host it | Usually charged per seat, per month |
| Fits your process | Built around your stages and approvals | You adapt your process to the tool |
| Branding | Your logo, colours and domain | The vendor's product and branding |
| Ownership | Source code handed over once paid in full | You rent access; the code stays with the vendor |
| Where data lives | Your accounts, by preference | The vendor's cloud |
| Time to start | Built to scope, so it takes longer to start | Ready to sign up for straight away |
Process
Workflow audit
We map how a lead moves through your business today, step by step, and who touches it.
Design
Pipeline stages, fields, permissions and integrations agreed in writing.
Build and connect
Built and connected to WhatsApp, email, forms and the tools you already use.
Migrate and train
We migrate your data, train your team and include one month of maintenance.
Tools
What tools do we use?
Mainstream tools, so whoever looks after your system next can pick it up.
- React
- Node.js
- PostgreSQL
- Supabase
- Tailwind CSS
Terms
Agreed in writing before we start. When we finish, what we built is handed over to you.
- No per-seat fees, even when we host it
- Hosted on your own accounts by preference
- Data migration and team training included
- Source code handed over to you once paid in full
- One month of post-launch maintenance included
FAQ
Questions about Custom CRM & Portals
Want to talk about custom crm & portals?
Book a consultation with our AI business analysts. We'll map how you work today and tell you plainly what we'd build — and what you'd own at the end.