Enterprise Platform Engineering
Custom CRM for sales, dealer and service teams
Brihat Infotech builds a CRM that follows how you actually sell, from first enquiry to repeat order. Sales, dealers and support work from one customer record.
What the CRM covers
- A pipeline shaped to your sale
the stages, fields and handoffs you really use, not a template's.
- One customer record
orders, calls, visits, tickets and payments in a single view.
- Field and dealer workflows
geo-verified visits for your sales staff and a portal where dealers place orders and see their status.
- Service and ticketing
requests with owners and deadlines, and a clock that tracks each service-level target.
- Campaigns and lead routing
leads reach the right person by region, product or source.
- Call, WhatsApp and email logging
conversations attach to the customer without anyone retyping them, including WhatsApp Business chats.
- Revenue analytics
pipeline and collections by team, region and product.
Works where your field team works
The field app works offline, since a branch visit or a dealer call often happens without signal. Records sync when the phone reconnects. Your ERP stays the system for stock and invoices, and the CRM reads from it; see custom ERP and systems integration.
How a project runs
- 01A stretch beside your sales and service teams. The team shadows sales and service staff and sits in on their calls.
- 02A pipeline on paper. Your sales head signs it off before any screen is built.
- 03Fortnightly releases. Your people try each one on live data.
- 04Contacts and history move in after a check against your old sheets or CRM.
A delivery lead, a handful of engineers and a designer make up the team. How we engage covers contracts, handover and what follows launch.
Dealers and field staff
A dealer portal gives each dealer a login to place orders, check dispatch status and see outstanding payments, so fewer calls reach your sales desk. For your own field staff, each visit is stamped with its location when the rep checks in, and the notes and photos attach to the customer record.
Managers see who visited whom and when, without a phone round on Friday evening.
Service tickets and targets
Each request becomes a ticket with an owner, a category and a deadline set by your service targets. The clock turns amber before a deadline passes and red after. A weekly view shows which products and regions raise the most tickets, which is useful for the people who design and ship them.
Related work
Multi-campus education group. A CRM that carries an applicant from enquiry to enrolment, with fee management that reconciles gateway payments, the student record and a dashboard for each campus. See the education group ERP and CRM case study
More in Enterprise Platform Engineering
Tell us how a lead becomes an order in your company.
Tell us what you want to build.
The first call is 45 minutes with an architect, usually the founder. It is free, and we will sign an NDA first if you ask.