A CRM built around your sales process

The problem

Off-the-shelf CRMs decide the pipeline stages, customer fields and report formats on their own. When your sale has particularities — long cycles, recurrence, per-customer pricing, discount approvals — the team records "more or less" and the real operation happens outside the system.

The monthly fee keeps being paid, reports don't reflect reality and management decides in the dark. A custom CRM flips the logic: the system is built from your process.

When this solution fits

• The current CRM is paid for but underused — sales happen in spreadsheets and WhatsApp
• Your real pipeline doesn't fit the off-the-shelf stages
• You have your own rules: discount approval, commissions, recurrence, contracts
• The CRM must talk to your ERP, website and WhatsApp
• Reports require exporting and rebuilding spreadsheets by hand every week

How Index Group works

We sit with the people who sell and map the real process: stages, fields, triggers and what each role must see. The pipeline goes live first; quotes, contracts and billing follow, in modules.

We import your current base, integrate website and WhatsApp and train the team. The software is yours — no per-user license.