Shewrapara, Mirpur, Dhaka-1216 it.rufaidaenterprise@gmail.com
BASISe-CABBCSe-GP Registered 01711-426740

CRM Software Development

Customer relationship systems that track leads, follow-ups and field sales activity, giving management a clear, real-time pipeline view.

CRM Software Development

CRM Software Development

A good CRM makes sure no enquiry is ever forgotten. Our CRM systems capture every lead, assign it to the right salesperson, remind them to follow up, and show management the full pipeline — from first call to confirmed order — in one dashboard.

We customise fields, stages and reports to match how your team sells, whether that is field sales, tele-sales, a showroom or a service team. Integration options include phone/WhatsApp follow-up tracking, quotation generation and connection with your ERP or accounts software.

For organisations with larger sales and service operations, our CRM covers the complete customer lifecycle — not just a lead list. Enquiries can flow in from your website, Facebook page, hotline and field visits into one queue, where duplicate leads are merged automatically and assignment rules route each lead to the right territory, branch or salesperson. Pipeline forecasting shows expected closures by week and month, so management can plan inventory, targets and cash flow with real data.

After the sale, built-in service and retention tools keep customers close: support ticketing with SLA timers, complete purchase and communication history on one screen, and segmented campaigns over SMS, email or messaging channels through your chosen gateway accounts. Field officers can work from the mobile app — attendance, visit reports, order collection and follow-up reminders — with data syncing back to head office in real time.

The CRM is designed for scale and control. Territory and team hierarchies decide who can see which customers, every important change is audit-logged, and open APIs connect the CRM with your ERP, e-commerce store or call-centre tools. We handle data migration from spreadsheets and old systems, clean and de-duplicate the records, then train each user group — tele-sales, field team, branch managers and directors — so adoption is high from the first week and the CRM becomes the single source of truth for every customer relationship.

What's Included

  • Lead capture from website, phone & walk-in sources
  • Sales pipeline with your own follow-up stages
  • Automatic follow-up reminders & task lists
  • Customer history: calls, visits, quotations & orders
  • Quotation / proposal generation
  • Field team activity & visit reporting
  • Management dashboard: conversion & team performance
  • Integration with ERP, website & messaging tools
  • Lead routing, territory assignment & duplicate-lead merging
  • Sales forecasting & target-vs-achievement reporting
  • Service ticketing with SLA tracking and escalation
  • Customer segmentation & SMS/email/messaging campaigns
  • Team hierarchy: salesperson  supervisor  branch  director views
  • Mobile app for field force: visits, orders & collections
  • API integration with ERP, e-commerce & call-centre systems
  • Data cleaning/migration from Excel & role-based staff training

Key Benefits

✓

Zero lost leads — every enquiry is tracked

✓

Higher conversion through timely follow-up

✓

Clear visibility of each salesperson's performance

✓

Professional quotations in minutes, not hours

✓

Full customer history available to the whole team

✓

Forecast sales and plan inventory/targets with real pipeline data

✓

Higher repeat business through structured service & retention follow-up

Best for: Organisations with sizeable sales, tele-sales, field-force or customer-service teams — real-estate, education, healthcare, distribution and service groups managing thousands of customers.

How We Work

01

Discovery & Consultation

We listen first — your goals, current problems and budget — in a free consultation at your office or ours.

02

Proposal & Planning

A clear written proposal with scope, timeline and cost. No hidden items, no surprises later.

03

Build & Implementation

Development / installation in stages, keeping your daily work running, with training for your team.

04

Support & Growth

Handover documentation, then ongoing support or AMC so the system stays healthy as you grow.

Keep Exploring

Related Services

Custom Software & ERP02

Custom Software & ERP

Tailor-made ERP for accounts, inventory, HR, production and sales — designed around your workflow, with secure role-based access and reporting.

Read More →
POS Software04

POS Software

Fast billing, barcode sales, inventory and daily accounts in one easy POS system for supershops, shops, pharmacies, restaurants and retail businesses.

Read More →
Let's Build Together

Get Started on a Project.

Website, ERP, cloud server or a full office IT setup — tell us the goal, we'll handle the technology.