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Techliphant TechnologiesTechliphant Technologies
Custom CRM

Custom CRM Development
Built for how your team actually sells.

Generic CRMs are built for a generic sales team. Yours is not generic. Techliphant builds custom CRMs around your specific pipeline stages, sales motion, channels and compliance requirements, with AI from Soliq scoring leads, coaching deals and drafting follow-ups as your team works. No per-seat pricing that punishes growth. No features you pay for but never open. You own it.

Discover
Shared problem framing
Design
Architecture and product decisions
Build
Iterative delivery with you
Run
Hands-on support after launch
Outcomes you can measure

What you walk away with.

  • A lead-to-cash workflow that fits your actual sales motion, not a template
  • AI lead scoring and deal coaching calibrated to your closed-won data, powered by Soliq
  • Pipeline forecasting your finance team trusts
  • WhatsApp, email, SMS and calls in one inbox, one thread per contact, AI-summarised
  • Quote, e-sign and invoice without leaving the CRM
  • Mobile-first field sales with offline capability and route optimisation
  • You own the code, the data and all of your customer relationships

A typical Custom CRM deliverable in production.

Capabilities

What we deliver.

Lead & contact management with deduplication
Custom pipeline stages and deal tracking
AI lead scoring calibrated to your closed-won data (Soliq)
Sales sequences, automations and follow-up nudges
WhatsApp Business API: native inbox, broadcasts and automations
Quote and proposal generation with e-sign
Service desk and ticket management
Marketing automation and campaign management
Reporting, forecasting and revenue analytics
Customer 360: full activity and communication timeline
ERP, billing and third-party system integrations
Territory management and role-based access
Tech stack

The tools, picked deliberately.

We do not chase trends. We pick the best tool for your team, scale and constraints, and we explain why.

Frontend & Mobile
ReactNext.jsTypeScript
Backend & APIs
LaravelNode.js
Cloud & Infra
PostgreSQLRedisAWSDocker
Tooling
TwilioWhatsApp Business APISendGrid
How we run it

The four phases of every engagement.

01

Sales process audit

We map your funnel stages, lead sources, deal data and the information each rep actually needs at each step, before we write a line of code.

02

AI strategy

We identify where AI moves metrics: lead scoring, deal coaching, call summarisation, email drafting. We build eval sets before we ship any AI feature.

03

Build & integrate

CRM core plus connections to your email, phone, calendar, WhatsApp, billing and ERP. Your stack, not ours.

04

Adoption support

Role-based training, manager dashboards and adoption tracking. We measure that your team is using it, not just that it is live.

Use cases

Where this lands well.

USE CASE 01

B2B enterprise sales

Account-based motion, multi-stakeholder tracking, deal coaching on Soliq calibrated to your top-rep patterns.

USE CASE 02

Real estate developers & brokerages

Lead portal integration, site-visit tracking, channel partner management and document AI for KYC and agreements.

USE CASE 03

Financial services

Compliance-aware pipeline, KYC workflows, document collection and AI-assisted client communication on Soliq.

USE CASE 04

High-touch B2B services

Long sales cycles, proposal-heavy workflows, e-sign and multi-threaded account management.

USE CASE 05

Field sales teams

Offline-capable mobile app with route planning, geo-fenced check-ins and real-time activity sync.

USE CASE 06

Travel & hospitality

Group bookings pipeline, loyalty programme tracking and AI-personalised guest follow-up.

Better with our products

Pair this service with Tilarq.

Many engagements get a head start by leveraging our own products: Soliq as the intelligence engine underneath, with Tilarq CRM on top where relevant.

Questions

Questions about Custom CRM Development.

Off-the-shelf CRMs are built for the median sales team, not yours. When your pipeline stages, compliance requirements, integrations or channels are specific enough that the off-the-shelf tool needs heavy customisation or workarounds, a custom CRM almost always fits better and costs less over three years. We will tell you honestly if an off-the-shelf tool is actually the right answer.

Yes. If your requirements fit our Tilarq CRM product (B2B or B2C pipeline, WhatsApp-native, AI-assisted), we will propose it over a bespoke build. It is production-ready and ships faster. We only build from scratch when Tilarq CRM is genuinely not the right fit for your situation.

Yes. We handle full data, automation and integration migrations from any CRM. We will also tell you honestly if migration is not the right move.

Yes. Every CRM we build is API-first and connects cleanly with your ERP, accounting, billing and any other system you run.

Yes. We configure different pipeline models, lead structures and automation flows per motion. Some clients run both in one system with role-based views separating the two experiences.

Ready when you are

Let's build something exceptional.

Tell us about your business, your stack, and the problem you are trying to solve. We respond with a clear next step usually a 30-minute discovery call, no fluff.

Custom CRM Development: built for your sales team · Techliphant