Clavontech
SERVICES06 / DEVELOPMENT

CRM & Lead Management

Custom CRM that fits your sales process — not the other way around.

06

What We Do

The full picture.

Off-the-shelf CRMs are built for the average sales team. Your sales process is not average. We build custom CRM platforms that map to your exact workflow, terminology, and team structure.

Scope

What's included.

Lead Pipeline

Visual Kanban and list views for your entire pipeline. Custom stages, fields, and automations per deal type.

Contact & Company Management

Full contact records with activity timeline, communication history, documents, and relationship mapping.

Email Integration

Two-way Gmail/Outlook sync, email templates, sequence automations, and open/click tracking.

Reporting & Analytics

Pipeline health, forecast accuracy, rep performance, conversion rates, and deal velocity — all in one dashboard.

Workflow Automation

Rules-based automation for lead assignment, follow-up reminders, status changes, and team notifications.

Integrations

Connect your CRM to your website, WhatsApp, email, payment provider, and any other tool in your stack via webhooks or API.

Deliverables

What you get.

Web CRM applicationLead & contact databasePipeline dashboardEmail integrationAutomation rulesAnalyticsMobile-responsive

FAQ

Common questions.

READY TO START?

Let's build your
crm & lead management project.

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