CRM development & automation

Custom CRM development and workflow automation

We build custom CRMs and automate the work around them: capturing leads from every channel, routing them to the right person, following up on WhatsApp and email, and reporting revenue in one place. Or we connect and extend the CRM you already use.

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  • Custom CRM
  • CRM integration
  • Sales automation
  • WhatsApp & email

What we build

One pipeline, no copy-paste

Sales, support and billing connected into one reliable flow, so leads stop slipping through spreadsheets and inboxes.

Why Urobins

A CRM your team actually uses

  1. Built around your process

    We map how leads and deals really move before configuring anything, so the CRM matches the work instead of adding to it.

  2. Integrations that hold

    APIs and webhooks with retries, logging and alerts, so a failed sync is noticed in minutes, not at month end.

  3. Secure by design

    Role-based access, encrypted data, backups and audit logs, hosted in a cloud account you own.

  4. Adoption, not just delivery

    Training, short screen-recorded guides and a review a few weeks after launch to fix whatever still slows your team down.

How we work

Four steps, one team

A fixed-scope first sprint, then a working build to review every two weeks until launch and beyond.

  1. Map

    Workshops with sales, support and finance to map stages, data, hand-offs and the reports leaders need.

  2. Design

    The data model, permissions, automations and integrations designed and agreed in writing.

  3. Build and migrate

    Two-week releases, with your existing contacts and deals cleaned, de-duplicated and migrated.

  4. Train and improve

    Training, guides, monitoring and regular improvements once real data is flowing.

Our commitments

Numbers we stand behind

No inflated case numbers. These are the standards we hold ourselves to on every project, written down before we start.

  • 45 daysfrom kickoff to a production-ready MVP for a typical product
  • 2 weeksbetween releases you can click through yourself
  • 99.9%uptime target for every environment we run
  • 24hto answer every inquiry with next steps and a rough timeline
  • 100%of design and engineering done by our own team

Tools and technologies

  • Node.js
  • TypeScript
  • React
  • PostgreSQL
  • REST APIs & webhooks
  • WhatsApp Business Platform
  • HubSpot
  • Zoho CRM
  • Salesforce
  • Firebase
  • AWS
  • Google Cloud

FAQ

Questions, answered

Something else on your mind? Ask us directly; we reply within one business day.

Should we build a custom CRM or use HubSpot, Zoho or Salesforce?

If an off-the-shelf CRM fits your process with light configuration, we will say so and set it up. A custom CRM pays off when your workflow is unusual, when per-seat pricing gets expensive, or when you need deep integration with your own systems.

How long does custom CRM development take?

A focused CRM with the core pipeline, roles and integrations typically reaches production in about 45 days, then grows in two-week releases.

Can you migrate our data from spreadsheets or another CRM?

Yes. We clean, de-duplicate and map your contacts, companies and deals, run a test import, and migrate with a rollback plan.

Can the CRM send WhatsApp messages automatically?

Yes. Through the official WhatsApp Business Platform the CRM can send approved template messages for follow-ups, reminders and notifications, and log every conversation against the lead.

Who owns the CRM and the data?

You do. The code, the database and the cloud accounts are yours, and we document everything so your own team or another vendor can take it over.

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