---
title: "Custom CRM Development & Automation Services | Urobins"
description: "Custom CRM development, CRM integration and sales automation: one pipeline for every lead, WhatsApp and email follow-ups, and dashboards your team will use."
url: https://urobins.com/crm-development/
---

# 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.

## What we build

- **Custom CRM software**: A CRM shaped around how you sell: your stages, fields, roles and approvals, on web and mobile, without paying for seats and features you never use.
- **CRM integration and customisation**: Connect and extend the CRM you already use, such as HubSpot, Zoho CRM or Salesforce, with custom fields, workflows and two-way data sync.
- **Lead capture and routing**: Leads from your website, ads, WhatsApp, calls and marketplaces land in one pipeline, de-duplicated and assigned automatically.
- **Sales and marketing automation**: Follow-up sequences, reminders, quotes and proposals triggered by what each lead does, over WhatsApp, email and SMS.
- **Business process automation**: Approvals, onboarding, invoicing and reporting moved from spreadsheets into automated workflows with an audit trail.
- **Dashboards and reporting**: Live pipeline, conversion and revenue dashboards, so sales, marketing and leadership read the same numbers.

## Why Urobins

- **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.
- **Integrations that hold**: APIs and webhooks with retries, logging and alerts, so a failed sync is noticed in minutes, not at month end.
- **Secure by design**: Role-based access, encrypted data, backups and audit logs, hosted in a cloud account you own.
- **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

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.

## Tools and technologies

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

## FAQ

**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.

## Our commitments

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

## More from Urobins

- [Web development](https://urobins.com/web-development/): Business websites, web apps, SaaS platforms and online stores, fast and SEO-ready.
- [Mobile app development](https://urobins.com/mobile-app-development/): iOS, Android and Flutter apps with the backend, admin panel and launch they need.
- [SEO services](https://urobins.com/seo-services/): Technical, on-page, content and local SEO, implemented by engineers and reported against revenue.
- [Digital marketing](https://urobins.com/digital-marketing/): Google and Meta ads, social, content and lead generation, tracked to revenue.
- [Cloud & DevOps](https://urobins.com/cloud-devops/): AWS and Google Cloud architecture, migration, CI/CD, Kubernetes and managed support.

## Contact

- New projects: hellourobins@gmail.com
- Client and technical support: support@urobins.com
- Phone and WhatsApp: +91 8755060559 (https://wa.me/918755060559)
- Reply time: within one business day, with next steps and a rough timeline