Your CRM, built around you and run by AI
We build custom CRM that captures every lead, follows up with AI and takes each deal from first enquiry to payment received. Xpecto is a custom CRM development company in Noida, India, with AI automation, WhatsApp and Tally integration.
4000+ projects delivered for 500+ clients since 2013
Sound familiar?
Most growing businesses come to us after losing leads on WhatsApp, chasing payments by phone or waiting days for a report. If you recognise two or more of these CRM problems, your business is losing time and money every week. Hover or tap a card to see how we fix it.
“Leads arrive on WhatsApp, calls and forms, and some never get an answer.”
How to Fix ↑“I cannot tell who followed up with which customer.”
How to Fix ↑“Quotes live in Word and Excel, and versions get lost.”
How to Fix ↑“We chase payments by phone and memory.”
How to Fix ↑“Reports take days and nobody trusts them.”
How to Fix ↑“When a salesperson leaves, their contacts leave too.”
How to Fix ↑“Our old software cannot connect to anything.”
How to Fix ↑“A ready-made CRM never fitted our process.”
How to Fix ↑What changes when Xpecto automates your business
Whether your team still uses paper registers, Excel sheets, legacy software or a CRM without AI, custom CRM and AI automation remove the manual work. Choose where you are today and watch eight everyday problems turn into solutions across speed, accuracy, follow-ups and revenue.
See what automation could be worth to you
Use this simple CRM automation calculator to estimate the hours your team could save and the sales you could win back each month. Adjust the sliders to your business. The assumptions are yours to change, and we confirm the real figures in your first meeting.
Move the sliders to match your business. We turn your answers into hours saved and sales won back, in plain numbers.
Sales, support and admin staff who call, message or update customer records.Typing details, chasing people, searching files and making reports.50% is a cautious start.From calls, WhatsApp, website, ads and walk-ins.Nobody replied or followed up in time.A fast reply and reminders bring many back. 30% is cautious.In rupees.What we check in your first meeting
- How your enquiries really flow today
- Which tasks to automate first
- Cost, timeline and who does what
This is an example based on your own numbers, not a promise. We check the real figures with you in the first meeting.
Real situations, built into your CRM
Every business has its own sales and service process. These situations from real estate, manufacturing, travel, financial services, professional services and B2B trade show how a custom CRM, WhatsApp automation and AI solve them. Pick a problem and watch how we solve it.
Real estate
Enquiries from portals and ads go cold in days.
- Portal leads are not called for hours
- Site visits are booked on paper
- Payments are chased by phone
Real estate
AI qualifies buyers, books site visits, reminds agents and tracks each booking through to payment.
Manufacturing and dealers
Dealer orders and quotes run on phone calls and Excel.
- Dealers phone for order status
- Quotes wait for approval in chats
- Service calls are not tracked
Manufacturing and dealers
A dealer portal with quote approvals, order status and service tickets, all linked to your CRM.
Travel and hospitality
Enquiries need quick, personal itineraries, and slow replies lose the booking.
- Itineraries are typed from scratch
- Customers wait for a price
- Advance payments are chased
Travel and hospitality
Every enquiry is captured, itinerary quotes go out with payment links, and WhatsApp follows up on its own.
Financial services
Documents and follow-ups slow down every loan or policy case.
- Documents are chased on WhatsApp
- EMIs are missed without a reminder
- No record of who did what
Financial services
A case pipeline with document checklists, EMI and renewal reminders and a full audit trail.
Professional services
Renewals and billing are tracked from memory.
- Renewal dates sit in a diary
- Proposals live in Word files
- Invoices go out late
Professional services
Client records with renewal alerts, proposals, pro forma invoices and payment reminders.
B2B and e-commerce
Bulk buyers and repeat orders get lost between chats.
- Orders hide in chat threads
- Repeat buyers are not reminded
- Quotes and invoices sit in different tools
B2B and e-commerce
Account records with repeat-order reminders, quotes, invoices and payment tracking in one place.
Everything around your CRM, under one roof
Xpecto develops custom CRM software, modernises legacy systems, integrates WhatsApp, Tally and payment gateways, adds AI automation, and upgrades and supports your CRM after go-live, all with one accountable team.
Custom CRM development
Web and mobile CRM with the modules, fields, roles and workflows your teams need, from lead capture to quote, pro forma, invoice and payment. Designed with your people, built by ours, owned by you.
Explore service →AI and automation
Lead scoring, smart follow-ups, AI assistants, document reading and chatbots, with approvals where it matters.
Explore service →Legacy system modernisation
Move from paper, Excel, desktop software or another CRM, with data cleaning, testing and parallel run.
Explore service →Upgrade and support
Security patches, new modules, performance and a named team keeping your CRM healthy.
Explore service →Third-party integrations
WhatsApp Business API, Razorpay and PhonePe payments, Tally, ERP, Microsoft 365, Google Workspace and custom APIs.
Explore service →AI that works inside your CRM, not beside it
Our AI CRM automation adds lead scoring, smart follow-ups, call summaries, draft replies and document reading to your CRM. AI agents read your CRM data, act within permissions and ask a person before anything important.
AI lead scoring
Every new lead is scored so your team calls the best ones first.
Smart follow-ups
AI picks the time and message, and escalates what is missed.
Call and chat summaries
Notes are written for you and saved on the timeline.
Draft replies and quotes
Ready for you to review and send in one click.
Ask your CRM
Ask in plain words: which deals need attention today?
Document reading
Forms, invoices and registers become CRM records.
3 deals are at risk: Shree Motors (no reply in 3 days), Orion Realty (quote not opened), Kapoor Exports (payment 5 days late).
Needs 3 units, budget about ₹4.5 L, decision by Friday. Saved to the customer notes.
Draft ready for your approval.
Approve and send
A delivery process built for business change
Our CRM implementation process has six stages: discover, design, build, migrate, launch and support. Each has clear deliverables, a demo every one to two weeks and a parallel run, so your business keeps running while the new system comes online. Click a stage or watch it play.
Discover
We sit with your team, watch how work really happens and list every pain point.
What you get
- Map of how leads, quotes and payments move today
- Priority list of problems to fix first
- Inventory of your paper, Excel and system data
Key work
Design
We design the data, screens and automation with you before any code is written.
What you get
- Clickable prototype you can test
- Workflow and AI automation diagrams
- Fixed scope, plan and timeline
Key work
Build
Short sprints with a demo every one to two weeks, so you see working software early.
What you get
- Working CRM modules and mobile app
- Integrations with WhatsApp, payments and Tally
- AI features switched on safely, with approvals
Key work
Migrate
We clean old data from registers, Excel or legacy software, import it and check every count.
What you get
- Cleaned and de-duplicated data
- Test imports before the real one
- Sign-off report on every record
Key work
Launch
We train your team, run old and new side by side, then switch over.
What you get
- Role-wise training for each team
- Parallel run with no lost work
- Hands-on support on go-live days
Key work
Support
After go-live we monitor, back up, fix, upgrade and add modules as you grow.
What you get
- Monitoring and daily backups
- Security updates and fixes
- New modules and improvements each month
Key work
Plug into the tools your business already uses
A CRM is only as useful as the systems it connects to. We integrate WhatsApp Business API, email, SMS, RCS, Tally accounting, payment gateways, online stores, QR lead capture and cloud servers, so nothing is typed twice.
Xpecto AI and AI Chatbot
Chatbots that answer, qualify and pass leads to your team.
Xpecto Connect and WhatsApp
Send and receive WhatsApp messages from inside the CRM.
Email, SMTP and workspace
Business email sent and tracked against each customer.
SMS and RCS
Alerts, reminders and rich messages on the phone.
Tally and accounting
Invoices and payments flow to your books automatically.
Payment gateways
Payment links and status inside every deal.
Lead capture from QR scans
Scan at an event, shop or print ad and land straight in the CRM.
Stores and marketplaces
Orders and enquiries from every store, in one customer record.
Cloud and servers
Set up, secured and managed for you.
Software built around how your industry works
From factory floors to property portals, we design, build and run the CRM and software platforms that finance, eCommerce, manufacturing, media, real estate and education teams depend on every day.
Finance
Secure portals, payment integrations and reporting for regulated, data-heavy businesses.
In your CRM: Case pipelines, KYC checklists, EMI reminders and audit trails.
Explore finance solutions →eCommerce
Online stores and marketplace operations built to sell across every channel.
In your CRM: Customer profiles, repeat-order reminders and WhatsApp support.
Explore eCommerce solutions →Manufacturing
ERP, inventory and IoT systems that connect the shop floor to the back office.
In your CRM: Dealer accounts, quotes, order status and service tickets.
Explore manufacturing solutions →Media & Entertainment
Content, talent and audience platforms built to stay fast when traffic spikes.
In your CRM: Advertiser, talent and subscriber relationships in one place.
Explore media solutions →Real Estate
Listing, lead and transaction platforms that move buyers from search to site visit.
In your CRM: AI lead qualification, site-visit booking and payment tracking.
Explore real estate solutions →Education
Learning platforms, admission portals and student apps that scale with every new enrolment.
In your CRM: Enquiry-to-admission pipeline with counsellor reminders.
Explore education solutions →CRM work delivered includes custom CRM for Infomerics Rating and Infomerics Analytics. Your industry isn’t listed? We have delivered 4000+ projects for startups and enterprises. Tell us your goal.
Custom CRM development company in India
Xpecto IT Solutions is a custom CRM development company in Noida, India, building business software since 2013. We design web and mobile CRM software around your sales, service, billing and support process instead of forcing you into a ready-made package. Every project includes lead management, a sales pipeline, quotes, pro forma invoices, payment tracking, dashboards and role-based access. Read more about custom CRM development.
AI CRM automation for Indian businesses
AI CRM automation means your CRM does the routine work for you. Our AI features score leads, qualify enquiries on WhatsApp, write call summaries, draft replies and quotes, and remind your team before a deal goes cold. We connect WhatsApp Business API, email, SMS, Tally and payment gateways, and keep a person in control of every important action. See our AI and automation services and third-party integrations.
Move from Excel, paper and legacy systems
Many Indian businesses still run on paper registers, Excel sheets or old desktop software. Our legacy system modernisation and CRM migration service digitises your records, cleans and de-duplicates your data, and moves your team to a modern CRM with a parallel run and a rollback plan. After go-live our CRM upgrade and support team keeps it fast and secure. Explore legacy system modernisation.
Questions we hear often
Answers about custom CRM cost, timelines, migration from Excel and paper, AI automation and integrations.
Tell us how you run today. We will show you the system it can become.
A free consultation with a CRM architect. No ready-made product to push, only your process.