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Sales ยท Service ยท Automation

CRM software development that helps every lead turn into revenue.

A CRM should make your sales and service teams faster, not slower. We build custom CRMs and customise Salesforce, Zoho and HubSpot, with pipelines, automation, WhatsApp and email integration designed around your process.

  • Free 30-minute consultation
  • NDA on request
  • Clear fixed quote
0+Years of experience
0+Projects delivered
0Countries served
0 minFree discovery call
Customer relationship management

Never lose a lead in a spreadsheet again.

Leads arrive from your website, ads, WhatsApp, phone calls and events. Without a CRM that fits your process, they get forgotten, follow-ups are missed and managers have no clear view of the pipeline. The cost is lost revenue every month.

We design CRMs around your real sales stages and service workflows. Leads are captured automatically, assigned by rules, nurtured with reminders and messages, and every interaction is logged. Managers see live dashboards, and integrations keep the CRM in sync with your website, ERP and accounting software.

Your sales process

Stages, fields and rules that match how you sell.

Automation

Lead assignment, reminders and follow-ups.

Omnichannel

Website, WhatsApp, email and calls in one place.

Clear reporting

Pipeline, forecasts and team performance.

Our services

CRM development services.

Custom CRMs and leading CRM platforms.

๐Ÿงฉ

Custom CRM development

A CRM built from scratch for your exact process.

โ˜๏ธ

Salesforce customisation

Custom objects, flows, Apex and Lightning components.

๐ŸŸ 

Zoho & HubSpot setup

Configuration, custom modules and integrations.

๐Ÿ’ฌ

WhatsApp & telephony integration

Chat, calls and SMS logged against each contact.

๐Ÿ”

CRM migration

Move data from spreadsheets or old CRMs cleanly.

๐Ÿ“Š

Sales dashboards

Live reports for managers and leadership.

What we build

CRM development services in depth.

Whether you need a custom CRM or a better setup of an existing one, here's what we deliver.

A CRM built for your sales process

When standard CRMs feel bloated or don't fit, we build a CRM around your pipeline, products and team, with only the features you'll actually use.

What you get

  • Custom pipelines and deal stages
  • Lead capture from website, ads and WhatsApp
  • Automatic lead assignment rules
  • Quotes and proposals
  • Activity tracking and reminders
  • Sales dashboards and forecasts
  • Mobile app for field sales

Technology

ReactNode.jsLaravelPostgreSQLFlutterWhatsApp Business API
Example use case

Real estate CRM

Problem
A property developer lost leads between ad campaigns, call centre and site visits.
Our solution
A CRM capturing every lead source, assigning agents and tracking visits and bookings.
Expected outcome
No lost leads and clear visibility of which campaigns bring buyers.

Get more from the CRM you have

If you already use a CRM, we configure, customise and integrate it so it matches your process and your team actually uses it.

What you get

  • CRM audit and process redesign
  • Custom objects, fields and layouts
  • Workflow and automation rules
  • Custom apps and Lightning components
  • Integration with ERP and marketing tools
  • Data clean-up and deduplication

Technology

SalesforceZoho CRMHubSpotApexDelugeZapierMake
Example use case

Zoho CRM rescue

Problem
A distributor paid for Zoho CRM but sales reps kept using Excel.
Our solution
Simplified pipelines, mobile layouts, automation and Excel imports.
Expected outcome
Reps use the CRM daily and managers get reliable reports.

Talk to customers where they are

In India, the Gulf and Indonesia, customers prefer WhatsApp. We connect WhatsApp, calls, email and chat into one CRM inbox.

What you get

  • WhatsApp Business API integration
  • Shared team inbox
  • Templates and broadcast campaigns
  • Chatbots for lead qualification
  • Call tracking and recording
  • Conversation history on every contact

Technology

WhatsApp Cloud APITwilioExotelGupshupDialogflowOpenAI API
Example use case

Education counselling CRM

Problem
Counsellors handled hundreds of WhatsApp leads on personal phones.
Our solution
A shared WhatsApp inbox in the CRM with auto-assignment and follow-up reminders.
Expected outcome
Faster replies, no lost conversations and visibility for managers.

Beyond sales: support and retention

We extend CRMs into service: tickets, SLAs, renewals, customer health scores and self-service portals.

What you get

  • Ticketing and SLA tracking
  • Customer portal
  • Knowledge base
  • Renewal and contract tracking
  • Customer health scores
  • Feedback and NPS surveys

Technology

FreshdeskZendeskCustom portalsMetabasePower BI
Example use case

SaaS renewals tracking

Problem
A SaaS company missed renewals because contracts were in spreadsheets.
Our solution
Contract tracking with renewal alerts and customer health dashboards.
Expected outcome
Renewal conversations started earlier and fewer surprise cancellations.
Who it's for

CRM solutions by industry.

๐Ÿ Real estate

Real estate CRM

Manage property enquiries, site visits and bookings.

  • Lead capture from portals and ads
  • Site visit scheduling
  • Inventory and booking tracking
๐ŸŽ“Education

Education CRM

Track admissions enquiries from first contact to enrolment.

  • Counsellor assignment
  • Follow-up automation
  • Application status tracking
๐Ÿ’ผB2B sales

B2B sales CRM

Accounts, contacts, opportunities and quotes for complex sales.

  • Quote and proposal generation
  • Multi-stage pipelines
  • Forecasting
๐ŸŽงService

Customer service CRM

Tickets, SLAs and customer history for support teams.

  • Ticketing with SLAs
  • Knowledge base
  • Customer satisfaction surveys
Use cases

CRM problems we solve.

Common business problems, the solution we build and the outcome it is designed to deliver.

๐Ÿ•ณ๏ธ

Lost leads

Problem: Leads from ads and websites slip through the cracks.

Solution: Automatic lead capture and assignment.

Result: Every lead gets a timely follow-up.

๐Ÿ“ต

Unused CRM

Problem: Your team doesn't use the CRM you pay for.

Solution: Simplified workflows and mobile access.

Result: Higher adoption and accurate data.

๐Ÿ’ฌ

WhatsApp chaos

Problem: Sales chats are on personal phones.

Solution: Shared WhatsApp inbox in the CRM.

Result: Conversations owned by the business.

โ“

No forecast

Problem: You can't predict monthly sales.

Solution: Pipeline dashboards and forecasts.

Result: Better planning and targets.

๐Ÿ“„

Slow quotes

Problem: Quotes take days to prepare.

Solution: Quote templates with product and price data.

Result: Quotes sent in minutes.

๐Ÿ”

Poor retention

Problem: Customers leave without warning.

Solution: Health scores and renewal alerts.

Result: More renewals and repeat business.

Future-ready innovation

End-to-end technology practices.

Most engagements combine three or four practices. A digital transformation project may draw on AI, application development, cloud and security together.

Our process

Our CRM development process.

Built with your sales and service teams.

  1. Week 0โ€“1

    Process workshop

    We map lead sources, stages and team roles.

  2. Week 1โ€“2

    Platform decision

    Custom CRM or Salesforce/Zoho/HubSpot.

  3. Weeks 2โ€“4

    Configuration & build

    Fields, pipelines, automation and permissions.

  4. Weeks 3+ (2-week sprints)

    Integrations

    Website, WhatsApp, email, telephony and ERP.

  5. Before launch

    Data migration

    Clean and import contacts, deals and history.

  6. Launch & ongoing

    Training & adoption

    Team training and usage reviews.

Portfolio

Products we design and build.

School ERP built by UD3 Logic โ€“ Laravel ยท React ยท Parent app

School ERP

Laravel ยท React ยท Parent app
Sales CRM built by UD3 Logic โ€“ React ยท Automation ยท Reports

Sales CRM

React ยท Automation ยท Reports
HRM & payroll suite built by UD3 Logic โ€“ Attendance ยท Leave ยท Payslips

HRM & payroll suite

Attendance ยท Leave ยท Payslips
Logistics & fleet platform built by UD3 Logic โ€“ Node.js ยท Live tracking ยท IoT

Logistics & fleet platform

Node.js ยท Live tracking ยท IoT
Hotel booking engine built by UD3 Logic โ€“ Channel manager ยท Payments

Hotel booking engine

Channel manager ยท Payments
Telemedicine app built by UD3 Logic โ€“ Flutter ยท Video ยท e-Prescriptions

Telemedicine app

Flutter ยท Video ยท e-Prescriptions
Smart farming app built by UD3 Logic โ€“ Weather ยท Crop advisory ยท Markets

Smart farming app

Weather ยท Crop advisory ยท Markets
Technology stack

CRM technology stack.

Platforms

Custom (Laravel/Node.js), Salesforce, Zoho, HubSpot

Messaging

WhatsApp Business API, Twilio, SendGrid

Automation

Salesforce Flow, Zoho Deluge, n8n, Make

Reporting

Power BI, Looker Studio, built-in dashboards

Cost & timeline

CRM development cost

CRM cost depends on the platform, number of teams and integrations. Typical projects:

  • Custom CRM or platform customisation
  • Number of teams, pipelines and roles
  • Integrations (WhatsApp, telephony, ERP)
  • Data migration volume
Get your free estimate

CRM setup & customisation

Timeline3โ€“6 weeks

Configure Zoho, HubSpot or Salesforce for your process.

Custom CRM

Most popular
Timeline8โ€“16 weeks

Custom pipelines, automation, reports and mobile app.

WhatsApp & omnichannel integration

Timeline2โ€“6 weeks

WhatsApp API, shared inbox, templates and chatbot.

CRM integration project

Timeline2โ€“8 weeks

Connect CRM with ERP, website, ads or accounting.

CRM admin support

TimelineOngoing

Changes, reports, user support and data clean-up.

Every project is different. Book a free 30-minute call and get a clear, itemised quote with milestone-based payments.

Engagement models

Six ways to work with us.

Pick the model that fits your budget, timeline and team, and switch as the project grows.

01

Discovery & prototype sprint

Best for
Validating an idea before full investment
Duration
2โ€“3 weeks
Team
Analyst, designer, architect
Pricing
Fixed fee
02

Fixed-scope project

Best for
Clear requirements and a defined launch date
Duration
6โ€“20 weeks
Team
Full project team
Pricing
Milestone payments
03

Dedicated team

Best for
Ongoing product development with changing priorities
Duration
3 months+
Team
2โ€“8 engineers + PM
Pricing
Monthly per team
04

Hire developers

Best for
Adding skills to your in-house team quickly
Duration
1 month+
Team
1 or more developers
Pricing
Monthly per developer
05

Long-term product partnership

Best for
Roadmap ownership from launch to scale
Duration
12 months+
Team
Cross-functional pod
Pricing
Monthly retainer
06

Support & maintenance

Best for
Keeping a live product secure, fast and updated
Duration
Ongoing
Team
Support engineers
Pricing
Monthly plan with SLA
Our commitments

Eight promises we put in writing.

What working with UD3 Logic looks like compared with a typical vendor.

  1. 01

    One accountable partner

    With UD3 LogicDesign, development, QA, cloud and support under one roof, with one project lead you can call.
    Typical vendorSeveral freelancers or vendors, and no single owner when something breaks.
  2. 02

    NDA first

    With UD3 LogicWe sign an NDA before you share detailed plans or data.
    Typical vendorIdeas and documents shared before any agreement is in place.
  3. 03

    You own everything

    With UD3 LogicFull source code, designs, accounts and IP are transferred to you, in your repositories.
    Typical vendorCode held on the vendor's servers, with hand-over fees or lock-in.
  4. 04

    Design before code

    With UD3 LogicClickable prototypes approved by you before development starts.
    Typical vendorDevelopment starts from a document, and surprises appear at the end.
  5. 05

    Weekly demos

    With UD3 LogicWorking software every week or every sprint, on a test link you can try.
    Typical vendorLong silences, then a big reveal near the deadline.
  6. 06

    Milestone payments

    With UD3 LogicPay against agreed deliverables, not upfront for the whole project.
    Typical vendorLarge advance payments with little visibility.
  7. 07

    Quality built in

    With UD3 LogicCode reviews, automated tests and security checks in every sprint.
    Typical vendorTesting squeezed in after development, if at all.
  8. 08

    Support after launch

    With UD3 LogicFree 30-day warranty period, then flexible maintenance plans.
    Typical vendorThe team moves on and bug fixes become new paid projects.
Why businesses choose us

More than development. A product partner built for growth.

Experienced developers, modern technology and quality assurance for faster execution with fewer surprises.

01
Product thinking

We solve the right problem before writing the first line of code.

We align business goals, user needs, priorities and technical direction before development begins, so every feature has a clear purpose.

02
Architecture

Built to handle today and designed for what comes next.

Modular, scalable foundations that support more users, new features and integrations without forcing expensive rebuilds later.

03
Security by design

Security is built into the product, not added at the end.

Data protection, access control, API architecture and secure development practices are treated as a core part of the product.

04
Transparent execution

You always know what is being built, why it matters and what comes next.

Clear milestones, regular reviews and honest communication keep your team aligned and remove unnecessary surprises.

05
Continuous support

Launch is not the finish line. It is the start of the next growth stage.

We stay involved with optimisation, maintenance, enhancements and scaling so your product keeps evolving with the business.

Case studies

How we solve real business problems.

Each case study shows the challenge, what we built and the technology behind it.

School ERP for a K-12 group โ€“ UD3 Logic case study
Sample โ€“ replace with a real client project
IndiaLaravelReact

School ERP for a K-12 group

The challenge
Fees, attendance and results lived in spreadsheets across five campuses.
What we built
A cloud ERP with online fee payments, GPS attendance, report cards and a parent app.
Tech stack
Laravel, React, Razorpay, Flutter
Discuss a similar project
Shipment tracking platform โ€“ UD3 Logic case study
Sample โ€“ replace with a real client project
OmanNode.jsPostgreSQL

Shipment tracking platform

The challenge
A freight company had no live view of shipments or driver status.
What we built
A tracking system with driver app, proof of delivery, customer portal and ERP integration.
Tech stack
Node.js, PostgreSQL, React, IoT GPS
Discuss a similar project
Industries

Deep experience across business verticals.

๐Ÿฅ

Healthcare

Telemedicine, clinic and lab software, patient apps and HIPAA/ABDM-aware data handling.

TelehealthEMRPharmacy
๐ŸŽ“

Education

School ERP, LMS, online classes, fee collection and parent-teacher apps.

School ERPLMSEdTech
๐Ÿ›๏ธ

Retail & E-commerce

Online stores, marketplaces, POS integrations and loyalty programmes.

D2CMarketplacePOS
๐Ÿฆ

Finance & FinTech

Wallets, lending, payments and investment platforms with strong security.

WalletsLendingKYC
๐Ÿšš

Logistics & Transport

Fleet tracking, delivery apps, shipping portals and warehouse systems.

FleetTMSDelivery
๐Ÿจ

Travel & Hospitality

Hotel booking, property management, tours and restaurant ordering.

BookingPMSF&B
๐Ÿ 

Real Estate

Property portals, CRM for brokers, virtual tours and rental management.

PortalsCRMRentals
๐Ÿญ

Manufacturing & Energy

Production tracking, maintenance, IoT dashboards and oil & gas field apps.

IoTERPField apps
Trends for 2026

CRM trends for 2026.

01

AI sales assistants

AI drafts follow-ups, summarises calls and suggests next steps for reps.

02

Conversational CRM

WhatsApp, chat and social messaging are now core CRM channels.

03

Revenue intelligence

Call and email analysis highlights deal risks automatically.

04

Composable CRM

Businesses combine a core CRM with specialised tools through APIs.

05

First-party data

With fewer third-party cookies, CRM data drives marketing targeting.

06

Data privacy rules

Consent tracking is required under GDPR, PDPL and India's DPDP Act.

Where we work

CRM Software Development for clients across 10 countries.

WhatsApp is a key sales channel in India, the Gulf and Indonesia, so our CRMs log WhatsApp conversations alongside email and calls for a full customer view.

US

USA

SOC 2-ready practices, HIPAA-aware handling for health data and integrations with US tools like QuickBooks.

GB

UK

UK GDPR-compliant data flows, Making Tax Digital-friendly finance exports and UK payroll formats.

AE

UAE

Arabic/English interfaces, UAE PDPL-aware data handling and integrations with local banks and WPS payroll.

SA

Saudi Arabia

Arabic-first software, Hijri dates, ZATCA e-invoicing readiness and data residency planned for Saudi PDPL.

QA

Qatar

Bilingual systems for Qatar with data handling planned around Law No. 13 of 2016 and WPS salary files.

OM

Oman

Arabic and English software for Oman that follows the Personal Data Protection Law (Royal Decree 6/2022).

AU

Australia

Australian Privacy Principles-aware systems, GST and Single Touch Payroll-friendly reporting.

NZ

New Zealand

Software aligned with NZ's Privacy Act 2020 and GST reporting needs for local businesses.

ID

Indonesia

Bahasa Indonesia interfaces, IDR accounting and data handling aligned with the PDP Law 27/2022.

IN

India

GST-compliant invoicing, Tally exports, multi-language UI and DPDP Act 2023-aware data handling.

Client testimonials

What our clients say about us.

"What impressed us most about UD3 Logic was their ability to understand the healthcare industry rather than treating the project like a standard software development assignment. They invested time in learning how our hospital operates, the challenges faced by our staff, and the expectations of our patients before proposing solutions. This resulted in a platform that felt practical and intuitive instead of being overloaded with unnecessary features.

Another standout quality was their willingness to collaborate. They welcomed feedback throughout the project, refined features based on our evolving requirements, and consistently focused on finding the best long-term solution instead of the quickest fix. Their technical expertise, combined with clear communication and genuine commitment to our success, made the entire engagement feel like a true partnership.

Even after the primary development work was completed, they continued to provide valuable support and enhancements, which gave us confidence that the solution would continue to evolve alongside our organization."

ADADPPHHospital ยท India
Free estimate

Tell us about your CRM Software Development project.

Share a few details. A senior project lead will reply within one working day with questions, a suggested approach and a cost range.

  • NDA available before you share details
  • No obligation, no spam
  • Itemised quote after a free discovery call

Prefer to talk? +91 98874 87026 ยท sales@ud3logic.com

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FAQ

CRM Software Development FAQs

Detailed answers to the questions clients ask us most before starting a CRM Software Development project.

Still have a question?

Talk to a project lead. We usually reply within one working day.

Ask a question
WhatsApp +91 98874 87026
Q1Should I build a custom CRM or use Salesforce, Zoho or HubSpot?

If a standard CRM fits about 80% of your needs, customising it is usually faster and cheaper. A custom CRM makes sense when your process is unique, when per-user licences become expensive at scale, or when you need deep integration with your own systems. We will compare both honestly.

Q2Can the CRM capture leads automatically?

Yes. Leads can flow in from website forms, landing pages, Facebook and Google lead ads, property and job portals, WhatsApp and email, then be assigned by rules such as location, product or round-robin.

Q3Can you integrate WhatsApp with the CRM?

Yes. Using the WhatsApp Business API, conversations are logged against each contact, and you can send approved templates, reminders and follow-ups from the CRM.

Q4Can you migrate our data from Excel or another CRM?

Yes. We clean, de-duplicate and map your data, import contacts, companies, deals and history, and validate the results with your team.

Q5What reports will managers get?

Typical reports include pipeline value by stage, conversion rates, lead source performance, team activity, forecasts and customer service SLAs, all available on live dashboards.

Q6Can the CRM work on mobile?

Yes. Sales teams can use the CRM on phones through a responsive web app or a native mobile app, including offline notes and visit check-ins.

Q7How do you make sure the team actually uses the CRM?

We keep screens simple, automate data entry where possible, involve users in design and provide training. We also review usage after launch and adjust.

Q8How long does CRM implementation take?

A platform CRM setup can take 3โ€“6 weeks. A custom CRM usually takes 8โ€“14 weeks, and enterprise roll-outs across teams and regions take longer.

Q9Can you improve our existing Zoho or Salesforce setup?

Yes. We audit your current setup, simplify pipelines and layouts, add automation and integrations, and train your team.

Q10Can the CRM send automatic follow-ups?

Yes. We set up automated emails, WhatsApp messages and reminders based on lead stage, activity or time since last contact.

Q11Can you add AI to our CRM?

Yes. We add AI to summarise calls and chats, draft follow-ups, score leads and answer questions about your pipeline.

Q12Can the CRM connect to our accounting software?

Yes. We integrate CRMs with Tally, QuickBooks, Xero, Zoho Books and ERPs to sync customers, quotes and invoices.

Ready to start your CRM Software Development project?

Share your idea and get a clear plan, timeline and quote. The first call is free.