CRM Development

Custom CRM development

A CRM built on top of YOUR sales process — not an off-the-shelf tool that forces your team to change how it sells.

Off-the-shelf CRMs start from a generic process: fields, pipeline stages and reports come pre-decided, and your operation adapts. When your sales process doesn't fit that mold, the outcome is familiar — the team goes back to spreadsheets and the CRM becomes an unused monthly cost. Index Group builds the other way around: a CRM designed from the process your company already runs.

We are a software house in São Paulo, Brazil, building complete sales systems: pipeline, customer records, quotes, contracts, billing and integration with the channels your team actually uses, such as WhatsApp.

Your pipeline

Stages, fields and advance rules defined by your sales process — not by the software.

Users & permissions

Each rep sees their own portfolio; managers see the whole team. Tailor-made access profiles.

WhatsApp integration

Conversation history next to the customer, message sending and follow-up inside the system.

Quotes & contracts

PDF quote generation, status tracking and e-signature integration.

Integrated

Connects to your ERP, website, email and existing spreadsheets. Data goes in once and flows.

Reports that matter

Conversion by stage, loss reasons, performance per rep — the numbers management asks for.

When a custom CRM pays off

If your company sells in its own way — long cycles, multiple decision makers, per-customer pricing, recurring billing, specific commission rules — an off-the-shelf CRM covers 70% and blocks the 30% that makes the difference. That's where custom development pays for itself: the system records the operation as it is, and the team uses it because it helps.

Another clear sign: when sales lives in side spreadsheets because "the system has nowhere to put this". Every side spreadsheet is a part of your process the current CRM doesn't cover.

How Index Group builds your CRM

We start by mapping the sales process with the people who sell: real stages, fields that matter, what needs approval, what generates a contract. Then we build in modules — the pipeline ships first, so the team starts using it while the rest is built.

The CRM is born integrated: we import your current customer base, connect your website (leads land straight in the pipeline) and your ERP when there is one. Delivery includes team training and ongoing support.

FAQ

Frequently asked questions

How much does a custom CRM cost?

It depends on modules, integrations and users. A lean CRM — pipeline, customers and quotes — costs far less than a full sales system with billing and contracts. We quote after understanding your process, no strings attached.

How long does it take?

The first usable module is usually ready within a few weeks. The full system depends on scope, delivered in stages you can follow.

Does it integrate with WhatsApp?

Yes. We build WhatsApp integration to log conversations next to the customer and send messages from the system.

Can I migrate data from my current CRM or spreadsheets?

Yes. Importing your existing base — customers, deals and history — is part of the project.

Is there a monthly license fee?

The software is yours, with no per-user license. What remains is hosting and, if hired, the support and evolution plan.

Ready to bring your project to life?

Request a no-obligation proposal. We reply within 2 business hours.

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