Build
Custom CRM development for sales, service and client management.
Most businesses start with a spreadsheet for client tracking. Some move to Zoho or HubSpot. Many find that the standard CRM templates do not match how they actually sell, follow up, or deliver. A custom CRM is built around your process — your pipeline stages, your quotation format, your service workflow — so the team uses it instead of working around it.
The problem we solve
A CRM is not just a contacts database. For a professional services firm, it is the system that tracks every lead from first call through proposal, engagement, invoicing, and renewal. For a service business, it is the platform that connects client records, site information, service requests, job cards, and billing. For a sales team, it is the tool that shows who is at what stage, what is due, and what is overdue — without a weekly status meeting.
Zoho CRM, HubSpot, and Salesforce work well for businesses whose sales process fits their templates. The challenge is that Indian professional services and B2B service companies often have specific requirements — GST-compliant quotations and invoices, multi-stage approvals, service-linked billing, compliance tracking — that require significant customisation of packaged tools, or that simply do not fit at all.
Raaxo built a CRM and practice management platform for SRK Services, a Chennai-based tax and compliance firm. The system manages leads, client records, service assignments, quotations, invoices, payments, and compliance tracking in one platform. That proof is directly relevant to professional services firms, consulting practices, and B2B service businesses across India.
What you get
What's included.
Lead and pipeline management — track every prospect from first contact through proposal, negotiation, and close
Client records — complete client history, contacts, documents, communications and service records in one place
Quotations and proposals — generate branded, GST-compliant quotations directly from the CRM
Invoicing and payments — raise invoices, track payment status, flag overdue, connect to your accounting system
Service and task management — assign work, track completion, manage deadlines and deliverables
Compliance and renewal tracking — for professional services firms managing recurring client obligations
Reports and dashboards — pipeline value, conversion rates, revenue, outstanding, team performance
Role-based access — sales, delivery, accounts and management each see what their role requires
Who it's for
Questions
Questions you might have.
How is a custom CRM different from Zoho or HubSpot?
Zoho and HubSpot are built for a standard sales process and work well for businesses that fit that template. A custom CRM is built around your specific pipeline stages, your quotation format, your service workflow, and your reporting needs. For Indian professional services and B2B service businesses — where GST compliance, multi-stage approvals, and service-linked billing matter — a custom CRM is often a better fit than spending months customising a packaged tool.
Can the CRM handle quotations and invoicing as well as client management?
Yes — and that connection is one of the main reasons businesses choose a custom CRM. A lead converts to a client, a quotation is raised from the client record, the invoice follows from the approved quotation, and the payment is tracked against it. The full lifecycle in one system, with no re-entry of data between stages.
We are a professional services firm — tax, legal, consulting. Is this relevant for us?
Directly. The SRK Services platform — built by Raaxo for a Chennai tax and compliance firm — manages leads, client records, service assignments, quotations, invoices, payments and compliance tracking. That is the proof that this kind of system is buildable, maintainable, and actually used by the team it was built for.
How long does a custom CRM take to build?
A focused CRM covering lead management, client records, quotations, and invoicing typically takes 8–14 weeks. More complex systems with service management, compliance tracking, or integrations take longer. We scope in detail before starting, so you know what you are getting and when.
Is our client data safe with you?
All work is under NDA. Clients who pay for ownership own the software and the code outright — your client data is on your infrastructure, not on a Raaxo platform. We have no ongoing access to your data after handover.
Let's talk about your project.
Tell us what you're trying to do — we'll be honest about how we'd approach it.